Traffio

Often, work will require approved permits from government councils. Traffio's permit section offers a way to store and access your client-specific permits with ease. 

You can also set permit validation dates, so that the system will know the status of the permit and let you know when they are close to expiry. 

<a href="#h_069738863b">Setting up a permit issuer</a>

<a href="#h_fad3e02cc6">Adding a permit into the system</a>

<a href="#h_efea985e34">Adding a permit to a booking</a>

- <a href="#h_069738863b">Setting up a permit issuer</a>
- <a href="#h_fad3e02cc6">Adding a permit into the system</a>
- <a href="#h_efea985e34">Adding a permit to a booking</a>

To add permits into the system, you first must create the permit issuer.  The permit issuer is the organisation that approves and issues the permit. 

Select Permit Issuer on the top toolbar.

1. Click into Permits on the sidebar
2. Select Permit Issuer on the top toolbar.
3. Click + New. 
4. Add the permit issuers details 
5. Create.

+ New on the top right-hand corner

Set the date range the permit is valid over.

Set the time range the permit is valid over, or enable 'Custom validity times' to specify specific validity periods per day of the week. 

Optionally specify a location for the permit and upload any relevant documents.

Once you have created your permit, you can click and drag your permit file into the system. 

1. Select Permits
2. + New on the top right-hand corner
3. Fill in the permit details.
4. Set the date range the permit is valid over.
5. Set the time range the permit is valid over, or enable 'Custom validity times' to specify specific validity periods per day of the week. 
6. Optionally specify a location for the permit and upload any relevant documents.
7. Create
8. Once you have created your permit, you can click and drag your permit file into the system.

Permits are Client specific. Meaning that a permit can only be used on bookings for the client that the permit is assigned.

You are able to specify custom validity times for permits based on the day-of-week. For example, a permit may be valid all day from Monday to Friday, but only between 12pm and 5pm on Saturdays and 10am and 2pm on Sundays etc.

Up to 2 validity time-frames can be set per day. E.g a permit may be valid on Mondays from start-of-day until 6am and again from 8pm until end-of-day.

The highlighted sections are mandatory to fill in before pressing create.

In the booking overview, select Req. Permits tab

Select the permit from drop-down menu of permits in the system linked to that client by the select issuer or select the plus button to create a new permit

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You can view the permit details by selecting the pencil button in the req. Permit section.

1. Create a booking
2. In the booking overview, select Req. Permits tab
 
 
3. Click +New
4. Choose permit Issuer
5. Create
6. Select the permit from drop-down menu of permits in the system linked to that client by the select issuer or select the plus button to create a new permit
7. Save
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 You can view the permit details by selecting the pencil button in the req. Permit section.

Setting up a permit issuer

Adding a permit into the system

Adding a permit to a booking

Setting up a permit issuer

To Create a Permit Issuer

Add a permit

Adding a permit to a booking