Setting up permits at a company level

How to Turn On Permits at the Company Level

1. Select Permits

2. Turn On the Permit

• Find the permit you want to activate (e.g., Hot Work, Historical Access).

• Add your first question to turn the permit on automatically.
  
  
  

3. Select Which Permit You Want to Edit or Use

• Choose the permit you want to set up (e.g., Hot Work, Confined Space Entry).

• Click on the selected permit.
  
  
  

4. Click “Edit Items”

• Click Edit Items to modify the permit’s checklist or questions.
  
  
  
  
  

5. Add Questions & Choose Response Type

• Type your question clearly (e.g., "Is fire watch in place?").

• Mark "Yes" as the correct answer.

  • ⚠️ Important: If "No" is selected, the permit will not be approved.

  • Recommendation: Only use "No" if necessary; prefer using “Yes” as the correct answer.

• Yes/No: The default type for standard safety checks.

• N/A (Not Applicable): Use this for questions that may not apply in certain situations.

• Text Box:

  • Use for answers that require a written response, such as names, document numbers, or specific instructions.

  • You can set this field as Required (must be filled out) or Optional.

• After typing your question and selecting your preferred options, click Add.

• Once the question is added, it will be active for all current and future projects within your company.

6. Removing Items

• You can remove these questions at any time if needed.