Performing Permit Rollovers
To begin a rollover hover over Permits and click Active Sales Window. Click Rollover Users to launch the Rollover Wizard utility.
Before a rollover can be performed you must make sure that the new sales window you are rolling into has a start date that is equal to or greater than the end date of your previous sales window.
At this point, we have the ability to select what user types we wish to roll over, or simply leave it as the default of All User Types. We can also select the lot we wish to roll over. In this example, we focus on the After4PM Lot where we have a single permit available to roll over.
With the lot selected, click Confirm Rollover to begin the rollover process.
The screen will refresh with a list of permits available to rollover.
Note the reference at the top of the page indicating we are rolling over permits from the Yearly 2019 Sales Window to the Yearly 2020 Sales Window.
It is important to note how the permits can be processed after or during the rollover process. The system is set up to automatically roll over permits that have been paid through gateway payment types such as Mastercard, Visa. Payroll Deduction etc.
In this example, Users will be rolled over but will need to make a payment in order to secure their Permit. However, if the user has a payment subscription setup they will be rolled over and the payment will be processed automatically.
Note that the Process Payment will be automatically toggled on (will be processed) as well as the Credit Card Type appears in the button for users that can be processed automatically. If for any reason, the person is not continuing to park in a given lot, simply exclude them from the rollover by unchecking the corresponding checkbox under Rollover.
- Click Rollover Permits to complete the process.
- Refer to this wiki article to process payments for these permits. You will need subscriptions set up for payroll deductions, EFT or credit card payments. Refer to this wiki article for more information.
You can prevent permits from rolling over by setting the renewable flag on the permit. For more information refer to this wiki article.
Exporting Users to Rollover
After clicking the Rollover Permits we can also choose to export an excel spreadsheet of all the users that are associated with the lot we have selected. To do this we click Export Users on the Permit Rollover page.
This will open a new window that generates the excel document for us to open depending on the browser you are using. You may be warned that the file is corrupt in some way however you should still be able to view the output in Excel's protective view.