How do I ask for a requested permit to be amended before I approve it?

When you receive a permit approval request, you may require for some changes to be made to the permit before you approve it.

This can be done by sending the permit back to the user who has requested to create the permit, along with what you need changed. 📁

Note: only a user authorised to approve permits can request for changes to be made

To do this via the mobile application, you will need to login to the mobile/ tablet app and then:

1. Tap on the permit that you wish to request changes for

2. Tap 'Request Changes' at the top of a permit (You can also do this by tapping 'Actions')

3a. Tap in this box to Input the changes you want the Permit Author to make

3b. Tap here to confirm and send the permit back to the Permit Author so they can make the changes.

Note: It does not have to be the Permit Author, as you can transfer the permit to another User (If transfers are allowed for the selected permit type)

To do this via the web application, you will need to login to the web app and then:

1. Click 'Projects'

2. Click the project you wish to select

3. You will now need to find the permit you wish to request changes for. In this example, I am doing so by clicking the 'Awaiting Approval' box, but this can also be done by finding the permit on the 'Permits' page

4. Click the permit that you wish to request changes for (the permit needs to be awaiting approval)

5a. Click the 'Approval Request' button

5b. Click 'Request Changes'

5c. Input change(s) that you need the Permit Holder to do

5d. Click 'Request Changes'

If you wish to see which Change(s) have been requested, you can click the 'Changes Requested' text.

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. 😁