Purpose To demonstrate how to document a Plan Review when issuing a Permit. Related Articles Create and Edit Plan Review Types Creating a New Permit Invoicing Video Instructions 1. Click on Permits. 2. Click on Permits. 3. Click on New Permit. 4. ...
Purpose To explain the process of a user submitting a pre-plan for review and the administrator managing that pre-plan. Video This workflow is intended for agencies that grant permission for users to add or edit a pre-plan but not publish them until ...
Purpose Statement This article explains how to manage and create custom Exposure Types within the Health & Wellness module. Exposure Types help categorize different types of occupational exposures for documentation and reporting purposes. Background ...
Purpose To demonstrate how to clone and edit a permit type internally. Related Articles Create and Edit Permit Type Permit: Add/Edit Custom Data Fields Video Instructions 1. Click on Permits. 2. Click on Permit Types. 3. Click on Clone icon of the ...
Purpose The purpose of this Knowledge Base Article is to learn how to create and edit permit types. Related Article Adding Custom Data Fields to Permit Type Inspection Type - Part 4: Email Video Instructions NOTE: Permit Types can be cloned from one ...