{
  "schema": "mcsj-recipe-v1",
  "id": "opa-permit-categories-customer-setup-checklist",
  "title": "OPA Permit Categories: Customer Setup Checklist",
  "module": "Misc AR",
  "source": "C:/Solutions/michel/knowledge/foster/mcsj_assets/tip_sheets/opa_customer_permit_categories.json",
  "confidence": "source-compiled",
  "timing_target_seconds": 30,
  "requires_live_mapping": true,
  "short_answer": "OPA categories are set up in MCSJ Permit Category Maintenance. A category links to a prototype permit application, controls applicant prompts/uploads, and must be Active before it appears in OPA.",
  "steps": [
    {
      "phase": "navigate",
      "action": "Open category setup",
      "path": "Permit Category Maintenance",
      "note": "Do not publish an unverified full menu path."
    },
    {
      "phase": "operate",
      "action": "Confirm the prototype",
      "checks": [
        "Build/verify the prototype permit in Construction Permit Maintenance.",
        "Keep the prototype Application ID ready for category setup."
      ]
    },
    {
      "phase": "operate",
      "action": "Create the category",
      "checks": [
        "Add the Category ID and clear description using the site's naming pattern.",
        "Link the Prototype ID; set Status to Active when ready for OPA."
      ]
    },
    {
      "phase": "operate",
      "action": "Set text and inputs",
      "checks": [
        "Use Online Category Description as the applicant-facing cover page.",
        "On Prompts, set standard fields to Hidden, Prompted, or Required."
      ]
    },
    {
      "phase": "operate",
      "action": "Add extras and test",
      "checks": [
        "Use Custom Fields for custom-tab data and Files for requested uploads.",
        "Test Apply for a New Permit in OPA; confirm required asterisks/validation."
      ]
    }
  ],
  "watch_outs": [
    "Do not call it live until Active status and portal testing are confirmed.",
    "Require only fields staff truly needs before submission."
  ],
  "completion_contract": [
    "Use live chestervillagenydb only",
    "Verify record/batch ID before write",
    "Capture visible after-proof",
    "For batches, Save alone is incomplete; verify and Update/Post when applicable"
  ]
}