Adding new Permit or checklist Types to a Project

You must add a permit to a project before it can be used. To make a new permit, you will need to create a permit template.

If there is a permit that you would like to be digitised onto SiteAssist, please contact us and we can check to see if it can be added. ⚒️

Permit templates can only be added to a project on the web application and only by a Project Admin or a by a member of SiteAssist.

To add a permit to a project, you will need to log in and then:

1a. Click 'Projects'

1b. Click the project you wish to add a permit template to

1c. Once you have selected your project, click 'Settings'

2a. Click the 'Permit Templates' button

2b. Click 'Add Templates To Project'

Note: You can also add checklists in the same way but if you see a checklist that states 'Permit checklist', this is a checklist that should not be added to a project directly, as these are checklists that need to be done on live permits.

3a. Click in the search bar and begin typing in the name of the permit you require.

Note: If the permit type does not show, this means this permit type has either not been digitised or not been published. If you wish to get a permit digitised or published, please contact us at help@siteassist.co or via live chat.

3b. Once you have found your required permit type, click it.

4a. Once you have selected a permit, it will show in the search bar. You are able to add multiple permits at a time, by clicking in the search bar again and can remove previously selected permits by clicking the 'X', next to a permit.

4b. Once you have added all the permits you wish to add, click 'Submit'. This will add all of the permits you selected previously to your project.

Once added, you will now see the permits you have added on the 'Permit Templates' page.

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. 😁