How to create a Permit Template in SiteBook
Navigating to the Permits Templates Menu.
1. From the Homepage, Select the "Admin" Menu.
2. In the Admin Menu, select "Permit Templates"
Create a New Permit Template
3. In the Permits Template Menu select "Add" to create a new template.
4. Add the Permit Code & Title then select "Save & Continue"
Editing a Permit Template
5. Select your Permit from the Permit List
6. In "Details" you can change the Permit Code, Template Document Number & Title.
7. Select "Pages" to edit the permit items.
8. Click "Add" to create a new Permit Item.
9. Select the Edit icon to customise the Permit Item settings.
Tables can't be imported directly. Please insert an image of your table which can be found here.
Note:
Page 1 of the Permit is for the "Work Planning & Preparation" Items
Page 2 of the Permit is for the "Work Completed" Items
Using Permits (MobileApp)
10. To learn more about using the Permits Module click HERE