Creating a New Permit Template via Web Panel

Creating a New Permit Template

1. From Dashboard, go to the Permits tab then click on the Plus :plus: sign to start drafting your first template.

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2. Type in the Type of Job that would apply under the Permit Name, then Select the Permit Type accordingly.

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3. Fill out the necessary fields, you can also choose how you want a field to be answered.

Furthermore, you have the option to make the field item Mandatory by ticking the check box

Add Item gives you a subfield under the main field.

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4. When you have completed the Permit, you can either Save it as a draft or Publish it right away.

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Note: Published templates cannot go back to being drafted once published

(See a Live image of a Permit below)

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Quick Overview in the Mobile App

Select Permits from the Site Docs menu.

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Note: Only Subbie Supervisors are able to add team members.