Purpose Statement

This article explains how to update Active or Approved permits. Users can manage key lifecycle actions such as revoking permits, submitting extensions or renewals, approving or rejecting requests, and closing permits—ensuring accurate tracking and compliance.

Background Information

Permits in an Active or Approved status often require updates as they progress through operational workflows. These updates may include:

• Revoking permits
• Submitting extensions or renewals
• Reinstating revoked permits
• Approving or denying submissions
• Closing permits

Users can also filter permits by status (e.g., Active or Approved) to quickly locate records needing updates. Maintaining accurate updates ensures compliance, audit readiness, and proper tracking of permit activity.

Required Permissions

To update Active or Approved permits, users must have:

• Permit Management permissions
• Edit Permit permissions
• Status Update permissions

Video

Step-by-Step Guide

1. Navigate to Permits

1. Go to Permits from the main navigation
2. Select Permits from the top menu
3. (Optional) Use filters to display Active or Approved permits

2. Open a Permit for Editing

1. Locate the desired permit
2. Click the pencil (Edit) icon

3. Revoke a Permit

1. Click Permit Revoked
2. Enter a reason for revocation
3. Click Submit

4. Submit an Extension

1. Click Extension Submitted
2. Enter notes
3. Click Submit

5. Submit a Renewal

Note: Permit must be part of a renewable workflow

1. Click Renewal Submitted
2. Enter notes
3. Click Submit

6. Approve or Deny a Submission

1. Select Approved or Denied/Rejected
2. Enter required details:
   • Approval: New expiration date + comments
   • Rejection: Reason for denial
3. Click Submit

7. Reinstate a Permit (If Applicable)

1. If a revoked permit allows reinstatement, click Reinstatement Submitted
2. Submit required details
3. Approve or deny the reinstatement request

8. Close a Permit

1. Click Closed
2. Confirm the action

Important: Closed permits are finalized and cannot be used further.

9. Save or Exit

• Click Save to ensure updates are applied
• Or click Close to exit (changes will save automatically)

Best Practices

• Always include clear reasons for revocations and rejections
• Use consistent, descriptive notes and comments
• Verify expiration dates when approving permits
• Only submit renewals for eligible workflows
• Use filters to quickly locate relevant permits
• Confirm all updates are saved before exiting

Troubleshooting & FAQs

Q: Why can’t I submit a renewal?
A: The permit must be configured within a renewable workflow.

Q: What happens after I revoke a permit?
A: Depending on configuration, you may be able to submit a reinstatement request.

Q: Can I reopen a closed permit?
A: Closed permits are final. Contact your administrator for further options.

Q: Why don’t I see the Edit (pencil) icon?
A: Verify you have the required permissions for permit management and editing.

Q: Do I need to manually save changes?
A: Changes typically save automatically when closing, but it is best practice to click Save.