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:
- On the left side menu, click ‘Permits’.
- Click ‘+ New Permit’.
- Select the 'Responsible User' and the appropriate Form from the two dropdown menus.
- Complete the Work Permit Form and click 'Save Changes'.
- 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:
- Set up People
- Digitise your Permit Form