How to add a new permit
This video is coming soon
The written steps below already work. Come back to watch it.
How to add a new permit. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open the Permits tracker and press New permit (or Add permit next to a job without one, which pre-selects the job).
- The form opens with type Permit and discipline Permitting. Enter the Document title, the Job, the permit number as Document # (or leave blank to auto-number), and Expiry (permits).
- Attach the permit file as the revision and press Create document.
Tip
Only Owner / Administrator, Office Manager and Engineer / Document Control can add permits. Renew by uploading a new revision and updating the expiry date.