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      Create a Permit Form

      A guide to creating a Permit Form that your contractors and workers can use to apply for works requiring a Permit.

      Permit Forms can be applied for by contractors and workers when on-site and approved by your Site Management team before work can commence. This guide will teach you how to build a Permit Form for your subcontractors to fill out.

      Table of Contents 💡

      Requirements ❗

      Permissions: Company Host Permissions required. If you do not have permission, please contact your 1Breadcrumb administrator.

      Web Portal Steps 💻

      Step 1: Navigate to the Forms Editor and Create a New Form

      • Click on the Editor menu located on the left-hand toolbar
      • Select Forms from the dropdown list
      • Click on the New Form button on the right-hand side

      Create a Permit Form - 1

      Step 2: Edit the Form Settings

      • Add the following fields on the left hand side of the screen:
        • Name: The internal name of the Permit Form
        • Button Title: The name of the button that will appear in the Mobile App
        • Type: Select Permit
        • Apply For: Decide who can apply for this Permit
          • Anyone: The Permit can only be applied for on behalf of an individual/supplier
          • Individual: The Permit can only be applied for on behalf of an individual
          • Supplier: The Permit can only be applied for on behalf of a supplier
        • Is Active: The Permit is active and able to be added/used on a Site
        • Permit Closure Policy: Decide when the Permit Status can be changed:
          • Must be On Hold to close: The Permit must be put On-Hold before it can be Closed out. It cannot be closed out whilst Open.
          • Can close while Open or On Hold: The Permit does not need to be put On-Hold before it can be Closed out. It can be closed whilst Open.
        • Status After Approval: Decide the Permit Status when a Permit is Approved
          • On-Hold: (Default) Requires the Permit applicant to manually complete the Open stage of the permit after Approval. This signals they are physically beginning the work, which could utilise a form if required.
          • Open: The Permit automatically starts in the Open stage after approval. This doesn't require the Permit applicant to signal when they begin the works.
        • Permit Open Form: Use the dropdown menu to add any Generic Forms you would like to be filled out when a user moves a Permit to Open.
        • Permit On-Hold Form: Use the dropdown menu to add any Generic Forms you would like to be filled out when a user moves a Permit to On-Hold.
        • Permit Close Form: Use the dropdown menu to add any Generic Forms you would like to be filled out when a user moves a Permit to Close.
        • Can Set Schedule: Decide if you want to Set a Schedule (Day/Time) that restricts the time that the Permit can be Opened:
          • Enable: Allow the ability to allocate a permit open/close date.
          • Disable: Restrict the ability to allocate a permit open/close date.
        • Can Request Exclusive Access: Decide who can make changes to a Permit:
          • Enable: Only the user who opened the permit can make changes
          • Disable: Other users from that supplier can make changes
        • Form Group: Select or create a category (e.g., High Risk Permits, Environmental Permits, etc.) to group your Forms for easier reporting.
        • Do you want to limit visitors based on types?: Select which Visitor Types you want to be able to complete the Permit Form.
        • Allow users to attach additional documents: Give users the ability to attach other supporting documents as part of their Permit Form.

      Create a Permit Form - 2

      Step 3: Edit the Form

      • Select + Add Questions to add an existing Question to the Form
      • Select + Add Announcements to add an existing Announcement to the Form
        • Not sure how to create an Announcement? Click Here
        • Select from the following fields to add an existing Announcement to the Form:
          • Disable: Recipients can choose to open and view the announcement at their own discretion.
          • Mandatory View: Recipients are obligated to open and view the announcement.
          • Mandatory View and Sign Off: Recipients must open, view, and acknowledge the announcement.
          • Set Play Through To Mandatory: When uploading video media, recipients are unable to fast forward or skip the video.
      • Click on Show Preview to see what your Permit Form will look like
      • Click Submit in the bottom right hand side of the pop-up window to finalise your changes and create your Permit Form
      Create a Permit Form - 3

      Your Permit will now be live and distributed according to your chosen settings above.

      Mobile App Instructions

      This feature is not available on the Mobile App.