Inspection Record - Managing Permits

Inspection Record - Managing Permits

Purpose

  1. To demonstrate how to manage Permits when recording an Inspection Record.


Video



Instructions


1. Click on Permits.


Click on Permits.



2. Current and previous permits displayed.


Current and previous permits displayed.



3. Click on Expand to expand advanced search to filter the permits list if needed.


Click on Expand to expand advanced search to filter the permits list if needed.



4. Enter data for advanced search and select Apply. Selecting Reset, will reset the advance search.


Enter data for advanced search and select Apply.  Selecting Reset, will reset the advance search.



5. Click on New Permit to add a new permit.


Click on New Permit to add a new permit.



6. Selecting New Permit will open the FD Permit dialog window.





7. Select a Permit Type and enter an necessary notes.


Select a Permit Type and enter an necessary notes.



8. Click on Save.


Click on Save.



9. New Permit has been created.


New Permit has been created.



10. Click on edit to navigate to the Edit Permit dialog window.


Click on edit to navigate to the Edit Permit dialog window.



11. Edit Permit dialog window.


Edit Permit dialog window.



12. Enter data and select appropriate action such as Approved.


Enter data and select appropriate action such as Approved.



13. Click on Submit in the Permit Application Approved dialog window.


Click on Submit in the Permit Application Approved dialog window.



14. Click on Close and the user will be returned to the in-progress inspection.


Click on Close and the user will be returned to the in-progress inspection.



15. User can select Confirm or Cancel when returning to the In-progress Inspection. This will be displayed if the Inspection is being timed. The Inspection Timer/Clock will be paused while editing the Permit.






16. New active permit example.


New active permit example.



17. A Permit created while recording an inspection will be automatically linked to the Inspection Record.


A Permit created while recording an inspection will be automatically linked to the Inspection Record.



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