How to create a Permit Template

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1. From anywhere in the Contractor module, use the left-hand navigation panel and click ‘Permit Set up’.
2. Then click ‘Templates’.
3. This will take you to the list of all your current templates. To create a new permit, click the plus symbol in the top right of the blue results bar.
4. You can now begin creating the permit. Start with the information box on the left-hand side of the centre page. Give the permit a name using the ‘Display Title’ field.
5. Below ‘Display Title’, there is the ‘Internal Title’ field. This is a free text field and can be used for any internal reference you choose.
6. Next is the ‘Top Warning’ field—another free text box. This message will appear at the top of the permit for contractors.
7. Below that is the ‘Permit Type’ dropdown, which allows you to select a permit type.
8. Now move to the rightmost box labelled ‘Available Groups’. Clicking the plus symbol will add a group to the template.
9. The centre box labelled ‘Groups’ will now contain the added groups. You can change the order in which they appear using the up and down arrows.
10. To remove groups from the template, use the recycle bin icon.
11. When finished, click the green save icon in the top right to save the template.