How To Create a Permit
Navigate to Plans/Permits on the sidebar
Select Permits tab
Click +New
Select Permit Issuer, Client and Project
Add Permit Code
Add Permit Cost, Person Responsible, Purchase Order and Description (optional)
Specify Location for the permit (optional)
Set the Date Range Permit is Valid From and To
Toggle on Custom Validity Times to specify validity periods per day of the week
Click Create
Once a permit has been created, you can add any relevant documents needed.
To find out more about permit statuses, click here.
Please note, permits are client specific. Meaning that a permit can only be used on bookings for the client that the permit is assigned.
Custom Validity Times:
You can set custom validity times for permits based on the day of the week.
For example, a permit might be valid all day from Monday to Friday, but only between 12pm and 5pm on Saturdays, and from 10am to 2pm on Sundays, etc.
You can define up to two validity time frames per day. For instance, a permit could be valid on Mondays from the start of the day until 6am, and again from 8pm until the end of the day.
