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
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.
- Can Request Exclusive Access: Decide who can make changes to a Permit:
Step 3: Edit the Form
- Select + Add Questions to add an existing Question to the Form
- Not sure how to create a Question? Click Here
- 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
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.