How Do I Configure an E-Permit Type?
Adding an E-Permit Type to the system can help categorise the E-Permit.
- On the left side menu, go to ‘Settings’ and click ‘E-Permit Types’.
- Click ‘+ New E- permit Type’.
- Enter the Name, and Description.
- Select the Colour and enter the Maximum duration of the permit.
- Tick the box if the permit closing requires an administrator’s approval, if it is a general permit, if the permit can have work permits and the work permits are filled daily.
- You have the option to add steps to the E-Permit - Application, Awaiting Approval, Signature, Post Approval and Close Out:
- Click the ‘+Add step’ button.
- Enter the Name and select the Form from the dropdown options.
- Select the Role from the dropdown options (you can select multiple).
- Tick the box if the step requires administrator approval.
- If you want to remove a step, click the ‘Remove Step’ button.
- Click 'Save & Submit'.
- 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.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work.
This is required before you can add and E-Permit:
- Digitise your Permit Form
- Set up Roles