Permit Concepts
Permits at a very high level has a Permit Type , Sites, Expiry and a Permit Holder. It can have a Related Permits and Section - each section will have a Reviewer (Role, Team, or a Permit Holder (which can be a contractor or an internal person)), a Status, Questions - a question will have a Response and can trigger further Questions.
How Permits Works (Workflow)
| Supervisor | Staff | Contractor |
Start a permit via Live Access | 
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Approve a permit via Live Access | 
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Sign into a permit via Live Access | 
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Start a permit via Desktop | 
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Review a permit via Desktop | 
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Approve a permit via Desktop | 
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Permit Examples (Workflow)
Below are the 2 examples of how to create a permit:
Example 1 (Contractor): The company administrator creates a permit (see this guide Start A Form for the steps) (1) , once submitted it goes through to the Permit Holder/staff member for approval and it becomes active once reviewed and approved (2).
Once the permit has been created, it will be visible to the Live Access Dashboard for the contractors to sign in to permit. Make sure the permit has an 'ACTIVE' status. Click the Permit (a) > check out the form attached (b) > go back to Sign In area then click Sign in button (c).
a b c
For Area Supervisors, to check those contractors who have signed in to Permit, check this guide > Area Supervisor Checking Sign In and Out in Permit
Example 2 (Supervisor): The diagram below shows an example of a supervisor creating a permit and then a contractor would sign into it. The permit was created in the Live Access App.
1. The staff/supervisor creates a permit by clicking the 'Start a new permit' green button (a). Fill in the permit details, upload photos or files if required, once done tap Save & Submit (b). Then the permit has been created and is available to the contractor's Live Access dashboard (c).
For the contractor to sign into permit, refer to this step.
a b c
