How Do I Add an E-Permit?
An E-Permit is an electronic document that enables a person on the system to carry out a job or activity. If a person on the system does not have an E-Permit that is required for a specific job, they cannot carry out the job as it can cause health and safety issues.
- On the left side menu, click ‘E-Permits’.
- Click ‘+ New E-Permit’.
- Enter the Task and Description.
- Select the E-Permit Type from the dropdown options.
- Enter the Start and Finish date.
- Choose the Location, Project and Subcontractor - the Subcontractor must be assigned to one or more locations to be able to use the system, as subcontractors need this information to set up employees or accept jobs, for example.
- Select the Employee from the dropdown options (you can select multiple).
- You can select the Location on the map by clicking on the location.
- 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 i.e. task, type, start and finish date.
- 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 i.e. description, location, project, subcontractor and people.
This is required before you can add an E-permit:
- Create the E-Permit Type
- Set up Locations
- Set up Projects
- Set up Subcontractors
- Set up People