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

 

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

IMG_2865.png

 

2. Choose a New Permit.

IMG_2866.png

 

3. Choose the appropriate Permit for your job.

IMG_2867.png

 

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.

IMG_2868.png

 

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.

IMG_2870.png

 

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.

IMG_2875.png

 

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.

IMG_2877.png

 

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

IMG_2878.png