Create, maintain and apply the relevant permits to work orders.
Please get in touch with support if you would like to include this feature within your workflows.
- Head to the Settings area and select Permit to Work Templates
Users must have the Work Permit Manage permission to access this area
- From here, users can add a new template by selecting the button in the top right and completing the form with the permit name and the relevant associated document
- Users can update existing templates by selecting the relevant name and selecting Replace Document
- Here, users can also toggle whether the permit is Selectable or not should they wish to stop the permit from appearing for selection on a work order
- To issue permits against a work order, users will see the option to Issue Permit within the blue actions bar once Support have set up the relevant workflow
- From here, users can select the relevant permit for the work order, which will then be sent to the associated contractor for the work order
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