Access Permissions:
Only Admin users with Owner or Manager access can edit permit templates.
This access level is consistent with editing other templates across BuildPass.
How to Edit a Permit Template
Navigate to the Permits page within your project.
Click More, then select Edit Permit Types.
Choose the permit type you would like to edit.
Permit Template Types
Each permit can include up to three templates:
Application
Questions workers must answer when applying for the permit.Enactment
Questions workers answer when starting or stopping the permitted work.Close Out
Questions workers answer when completing or closing the permit.
Editing or Creating Templates
To edit an existing template, click the Edit button next to the relevant template.
If a template does not yet exist, you can create a new one from this page.
You can add or remove blocks within a permit template in the same way you would edit a checklist template.
Important Notes
Not all permits require all three templates.
Workers can still start, pause, and close out work even if a specific template is not configured.
In these cases, workers will simply press a button to complete the action.
Need Help?
If you have questions or need assistance, use the black chat box in the bottom-right corner to contact the BuildPass support team.