Work Permit Detailed Documentation

HRM Dashboard

• The HRM Dashboard provides a visual overview of your permit management activities. You can monitor permit trends through the last seven days permits area chart, which shows the daily permit activity patterns.
• The dashboard also displays a Total Count of Permits By Status donut chart that breaks down all permits into different status categories, including pending, approved, and rejected permits. This visual representation helps you quickly understand the current state of permit management and identify any bottlenecks in the approval process.

Manage Permit Type

• To create a new permit type, click the “Create” button at the top of the permit type page. Enter the name of the permit type and provide a detailed description explaining what this permit type covers and its purpose within your organization.
• The list page shows all permit types with columns displaying the number, name, and description of each permit type. You can use the search function to find specific permit types or export the data for reporting purposes. Available actions include Edit to modify existing permit type details and Delete to remove permit types that are no longer needed.

Manage Permit

• To create a new permit, click the “Create” button at the top of the permit page. Fill in the permit title, select the location where the work will be performed, choose the user who will be responsible for the permit, and select the appropriate permit type from the dropdown menu.
• Enter the start date and end date for the permit validity period, then provide a detailed work description explaining what activities will be performed under this permit.

• The list page displays all permits with columns showing the permit number, title, permit type, current status (pending, approved, or rejected), start date, and end date. You can search for specific permits or export the permit data. Available actions include Permit Action, where you can click to approve or reject the permit, View to see detailed permit information, Edit to modify permit details, and Delete to remove permits from the system.

• When you click the View action, the Permit Details page opens with several buttons available at the top: Signature (which appears only when the Signature Add-On is enabled), Download to save the permit as a file, Preview to view the permit before downloading, and Back to return to the list. The permit details page contains three main sections:

• In the General section, you can see the total count of attachments, users, and notes associated with the permit. This section displays complete permit information, including title, assigned user, location, permit type, start date, end date, and work description. You can also update or add additional descriptions to the permit from this section.

• The Attachments section allows you to upload new attachments using the drag and drop feature. You can view the list of all uploaded attachments with options to download individual files or delete attachments that are no longer needed.
• The Notes section provides functionality to add new notes related to the permit and displays a list of all existing notes. Each note includes a delete button to remove notes that are no longer relevant to the permit.