How do I perform Post Permit Checks?

Some permits might be subject to a post-permit check. This is performed by the Permit Holder (or a participant who has been added who has permission to perform post-permit checks) prior to a permit being closed. 🧐

Post-permit checks are required for certain permit types. If your permit goes straight to the 'Closed' or 'Final Sign-off' status once you tap 'Close Permit', then that permit type does not require you to do Post-Permit checks.

To perform post-permit checks on the mobile/tablet app, you must:

1. Log in to the SiteAssist mobile application and tap 'Permits' on the homepage

2. Tap on an open or expired permit that you are the permit holder for (or that you are a participant of and the participant role that you have can perform post-permit checks)

3. Tap the 'Actions' button

4. Tap 'Close Permit' to begin the process of closing out your permit

5a. Answer any post-permit check questions (some permits do not require Post Permit checks, and if this is the case, the permit will either go straight to the 'Final sign-off' status or the 'Closed' status)

5b. Tap 'Submit'

6a. Read the disclaimer and then tap the checkbox to confirm that you agree with the disclaimer

6b. Tap 'Sign and Submit'

The permit will now either be in the 'Closed' or the 'Final Sign off' status.

To perform post-permit checks in the web app, you must:

1a. Click 'Projects'

1b. Click your project

2. Click the 'Open' box, to view all of your selected projects' open permits

3. Click your permit (you must be the permit holder or a person who has the authorisation to close out the selected permit)

4a. Click the 'Actions' button

4b. Click 'Close Permit'

5a. Fill out all of the Post Permit Check questions.

5b. Click 'Submit'

5c. Click 'Submit' once you have read and agreed with the disclaimer to confirm your signature

The permit will now either be in the 'Closed' or the 'Final Sign off' status.

If you have any further questions or wish to leave any feedback, please contact us directly by emailing help@siteassist.co or by speaking to us via live chat on the mobile application or the web platform. 😁