Structuring a Permit Template via a Mobile App (Worker's View)

How to structure a Permit Template via Mobile App.

1. Go to your Site Docs and head on to Permits.

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2. Choose a New Permit.

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3. Choose the appropriate Permit for your job.

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4. In the Permits Register, there are 3 categories you need to complete:

4.1 Team: This is auto-filled with the Requestor Company, Requester, and Team Members. The Obtain Approval on the upper right is grayed out and will only be available when the permit is completed.

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Important note: Adding a team member is not possible if you have entry-level or worker user-level access. Only Subcontractor, Supervisors, and Site Managers have access to add team members.

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4.2 Task: This is where you plot your start and end date & time. Hit Save when done.

4.3 Checks: These are reminders that you need to acknowledge. Scroll down as you read through it, then hit Save to keep changes.

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5. By hitting Obtain Approval, a pop-up modal will appear to acknowledge the completion of the Permit. Tap on Yes-Submit Request to move on to the signature page or No-Return to Screen to go back to the previous pages.

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6. Upon choosing Yes-Submit Request, you will be directed to the signature page where you can draw your signature. Hit Submit to finish the steps.

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