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How Do I Add Steps to an Existing E-Permit Type?

Steps can be added to existing E-Permit Types to define various stages, ensuring a thorough and structured approval process. It is important that digitised E-Permit Type forms are created before adding E-Permit Steps.

1. On the left column, go to Settings and click E-Permit Types.
2. Click on the E-Permit Type you wish to add steps to.
3. In the Sections section, click New Section.
4. Enter the Name.
5. Select the Phase from the dropdown options.
6. Select the form from the dropdown options.
7. Tick the box if the step requires administrator approval.
8. Select the role(s) from the dropdown options.
9. Click Save & Submit.