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How Do I Add a Permit?

A Permit is a document that enables a person on the system to carry out a job or activity. If a person on the system does not have a Permit that is required for a specific job, they cannot carry out the job as it can cause health and safety issues.

Creating a new permit:

1. On the left side menu, click ‘Permits’.
2. Click ‘+ New Permit’.
3. Select the 'Responsible User' and the appropriate Form from the two dropdown menus.
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