Why am I Unable to Request a Permit as an Employee?
When setting up employees on the system, the Permit Requestor option is available to select, allowing the employee to request permits. If this option is not ticked, the employee will be unable to request permits. However, this setting can be amended for existing employees.
To Enable Employees to Request a Permit When Setting up an Employee:
- On the left column, go to People.
- Click New Employee.
- Enter the Name, Position and Staff Number.
- Select Employee Role(s), Group(s), Location(s) and Project(s) from the dropdown options.
- Enter the Email – the system requires an email to communicate. However, the email does not have to be person specific. You can also use a group email.
- Tick the box(es) if you would like to allow the employee to close corrective actions, if they are the area owner and/or permit requestor.
- Tick the Account Status(es).
- Click Save Changes.
To Enable Existing Employees to Request a Permit:
- On the left column, click People.
- Click the relevant employee.
- Tick the Permit Requestor option.
- Click Save Changes.