How do I submit a checklist for my active permit?

You can submit a checklist linked to your active permit (such as daily pre-start checks, daily notes, compliance checks, etc.) from the mobile application.

Permit Holders, Permit Authors, Permit Approvers and participants added to an open permit (depending on if the participant role has the correct permission) can perform these checks. ✅

To submit a checklist on your active permit, you must log into the SiteAssist mobile or tablet application, tap the 'Permits' page, and then:

1. Tap the permit you wish to submit the periodic check for (this permit must be either in the OPEN status or the PRESTART status)

2. Tap 'Actions'

3. Tap 'Submit Checklist'

4a. Tap the Checklist you wish to perform

4b. Answer the checklists questions

4c. Tap 'Submit'. You will then need to review your answers before confirming them (keep in mind, you cannot change the answers you provide for a checklist, once you have confirmed your answers)

You will then be able to see your checklist (and any others that have been submitted for your permit) by tapping 'Linked Documents' (shown below on the right)

Note: Checklists are permit-dependent, so if you cannot perform any checklists for your permit, it is likely that your selected permit type does not require any.

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. 😁