Permit Work Flow

Updated over a year ago

Permits can be Requested and Approved via the SiteBook mobile app.

The Process followed looks like this:

Contractor Requests the Permit

Project Manager is emailed, Site Manager is sent an SMS

Site Manager Approves the Permit, Contractor is sent an SMS to notify approval

Work is completed and and Site Manager is notified via SMS

The Permit is Closed

To Request a Permit in the mobile app, select Permits and Request Permit

Upon requesting a Permit, some of the job details will fill in automatically

You will still need to provide:

Work Date

Planned Start / Finish Times

Description of work

You will also need to complete a Work Planning and Preparation Questionnaire

Once ready Submit Request

Lastly you'll need to Sign-Off

SMS when approved will send you an SMS notification once your Permit is Approved

Sign-off and Submit Request to finish

Site Managers can approve permits using the mobile app

Select Permits from the Job Menu to view all active Permits and requests

Click on the Permit to Review it

Read through the Permit Details and Approve Permit

Once work has been completed the Contractor can notify the Site Manager that the permit is ready to be closed

Click on the Active Permit to view its details

Scroll down and press Work Complete

Complete the final Checklist and add any Notes or Photos

Sign-Off and press Work Complete

Once work has been marked as complete, the Site Manager can close the Permit

Click on the Active Permit to view its details

Close the Permit and Confirm

The Closed Permit is now listed as Inactive, and can viewed by clicking on it

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Permit Work Flow | SiteBook Help Center