Template Permits Tab

The Permits tab shows a list of permits that are required to complete the work order that will be generated. If the template has a location and/or an asset that have permits, those permits will be assigned to the template automatically.

The Permits tab displays two boxes. The box at the left displays all the permits that have been assigned to the template. The box at the right of the window displays all the permits that are available to be assigned to the template.

To assign a permit to a template:

  1. Open the Template window.

  2. Find the template to which you wish to assign permits. Change to the Permits tab.

  3. Highlight the permit you want to assign in the list of available permits, or use the Control key as you click on the list of available permits to highlight more than one permit.

  4. Click on the single left arrow or double-click on the highlighted permit.

    The permits you highlighted will move from the list of available permits to the list of assigned permits.

To assign ALL permits to a template:

  1. Open the Template window.

  2. Find the template to which you wish to assign permits. Change to the Permits tab.

  3. Click on the double left arrow.

    All permits will move to the list of assigned permits.

To remove permits from a template:

  1. Open the Template window.

  2. Find the template from which you wish to remove permits. Change to the Permits tab.

  3. Highlight the permit you want to remove from the list of assigned permits, or use the Control key as you click on the list of assigned permits to highlight more than one permit.

  4. Click on the single right arrow or double-click on the highlighted permit.

    The permits you highlighted will move to the list of available permit.

To remove ALL permits from a template:

  1. Open the Template window.

  2. Find the template from which you wish to remove permits. Change to the Permits tab.

  3. Click on the double right arrow.

    All permits will move to the list of available permits.

Viewing the Permit

You can view a permit from the Template Window Permits tab. To do so, you must first have associated the permits' file type with some sort of external viewer program through Windows. For example, to view documents, you must have associated files of type "DOC" with Microsoft Word, or some other document viewer.

To view a Permit:

  1. Select the Permit tab on the Template Window.

  2. Double click on the selected permit.

Related Tables:

Permits Table