How Do I Create A Draft Permit Through The App?

In order to submit a permit through the app, you will need to select the 'sites' tab at the bottom of app and select the site you would like to submit a permit against. (Please note if you are a user with standard access and only set as site manager for one site you won't see any other sites in your list.)

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Once you have selected the site, you will then see a site shortcut listed as 'Draft Permits'. 

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You will then have to option to view any draft permits, live permits or closed permits. However, to add a new permit you will need to select the box '+Add New'.

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You will then have the option to select which type of permit you would like to create, these options are configurable within the wallet settings under 'Permit To Work Categories'.

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Once you have chosen the type of permit you would like to create, you will then be required to fill out a description of the Permit task or activity you are completing. 

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Then you will select which company the Permit is issued to. This will pull through all of the company's which have been set up within the address book.

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You will then have the option to select who the permit is issued to (you can select more than one person). This can be anyone who is a user or set up as a company contact.

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Finally, you will have the option to choose a date of when the Permit to work should be issued followed by clicking complete. This will then create a Draft permit ready to be reviewed and activated. 

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