Manage Approved Permits

A guide to understanding the different lifecycle stages a Permit goes through after it has been Approved.

Once a Permit has been applied for by the Subcontractor/Worker and approved by the Site Manager, there are a number of Permit Lifecycle Stages the Permit can progress through before eventually being closed out and deactivated. This guide will teach you what those stages mean, and how to manage a Permit through them.

Permit Lifecycle Stages:

1. Open: The Permit is Active, and works are currently underway.
2. On-Hold: The Permit is Active, but works are not currently underway.
3. Closed: The Permit is No Longer Active, works are complete.

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Table of Contents

• Requirements
• Web Portal Instructions
• Mobile App Instructions

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Requirements 🔑

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Web Portal Instructions 💻

Step 1: Navigate to the Permit Report and Find the Permit

• Click on the Reports menu on the left-hand toolbar, then select Permits
• In the Permit Report, use the search bar or filters to find the Permit

Step 2: Open the Permit

• Once you have found the Permit, click the green Open button
• If set up, you may be required to complete an Open Form
• Complete the form and click Submit to Open the Permit
• Note: This means you are now actively commencing the works listed in the Permit

Step 3: Suspend the Permit

• Find the Open Permit that you want to suspend and click the red Suspend button
• If set up, you may be required to complete an On-Hold Form
• Complete the form and click Submit to Suspend the Permit
• Note: This means you have finished the works listed in the Permit for today - it can be opened once works commence again.

Step 4: Close the Permit

• Find the Permit that you want to Close and click the orange Close button
• If set up, you may be required to complete a Close Form
• Complete the form and click Submit to Close the Permit
• Note: This means you have finished the works listed in the Permit and it can no longer be opened - you will need to apply for a new permit to commence works.

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Mobile App Instructions 📱

Step 1: Navigate to Permits in the Host Panel

• Start by clicking on the Host panel on the bottom right of the screen
• Click Change Site if required to select the Site you are currently on
• Select the Permits tile to view all Permits that have been previously Approved
• Find the Approved Permit you wish to manage and click on the dropdown arrow

Step 2: Open the Permit

• From the dropdown, click the orange Open button
• If set up, you may be required to complete an Open Form
• Complete the form and click Submit to Open the Permit
• Once Open, the Permit will have a Green Tick next to it
• Note: This means you are now actively commencing the works listed in the Permit

Step 3: Put the Permit On-Hold

• From the dropdown, click the red Place On Hold button
• If set up, you may be required to complete an On-Hold Form
• Complete the form and click Submit to Open the Permit
• Once On-Hold, the Permit will have a Yellow Tick next to it
• Note: This means you have finished the works listed in the Permit for today - it can be opened once works commence again.

Step 4: Close the Permit

• From the dropdown, click the white Close button
• If set up, you may be required to complete a Close Form
• Complete the form and click Submit to Open the Permit
• Once Closed, the Permit will no longer show in the Approved Permits screen
• Note: This means you have finished the works listed in the Permit and it can no longer be opened - you will need to apply for a new permit to commence works.

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You now know how to manage an Approved Permit. You can report on these Permits via the Permit Report, or under the Project Documents Folder if you are a Procore user.