How can I edit a permit template?
Our intuitive template editor is also available to create and maintain your permit templates
Access Permissions:
Only admin users with the role of manager or owner can access this page, as with editing any other template in BuildPass.
To edit a template:
- Navigate to the Permits Page
- From the "More" menu select "Edit Permit Types"
- Choose the permit you would like to edit
- You will have the option of editing one of three templates;
- Application - the questions a worker will be asked when applying for the permit
- Enactment - the questions a worker will be asked when they start or stop the permitted work
- Close Out - the questions a worker will be asked when ending their permit
- To edit an existing template, click on the edit button for that template
- You can also create new templates from this page if they don't already exist
- Add and remove blocks from a permit templates just you would with a checklist template
Remember, not every permit requires all three templates. Workers will still be able to start, pause, and close out work even if a specific template is not in place. They will simply press a button to perform these actions.