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How Do I Add a Permit?


A Permit is an official document that authorises a person within the system to perform a specific job or activity. Individuals who do not hold the required Permit are not allowed to carry out the associated work, as doing so could present significant health and safety risks.


  1. On the left column, click Permits.
  2. Click New Permit.
  3. Select the Responsible User and the appropriate Form from the dropdown options.
  4. Complete the Work Permit Form and click Save Changes.


  1. A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.


This is required before you can add a Permit:

  1. Set up People
  2. Digitise your Permit Form

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