How do I clone a permit or checklist?

In some cases, you may want to reuse the same answers that were provided for a previous permit or checklist.

If this is the case, it is possible to clone an existing permit or checklist in order to create a new permit/checklist draft that has that previous permit's/ checklist's answers. Images and Documents are not copied onto a new draft when a permit is cloned.

Note: Cloning is available for permits and checklists, but this article focuses on how this is done for a permit as checklists are cloned in the exact same way.

To clone an existing permit on the mobile or tablet application you must log in, tap the 'Permits' option on the home page, and then:

1. Tap the permit that you wish to clone

2. Once on the permits information screen, tap the 'Actions' button

3. Tap 'Clone' once the available options show

You will then see that the permit has been cloned and is now placed in your drafts.

You will be able to continue with the creation of the cloned permit or you can delete it.

You can also see which permit it was cloned from (shown in the above image on the right).

To clone an existing permit on the web application you must log in and then:

1a. Click the Projects button

1b. Click your Project

2a. Click 'Permits' to view the selected projects' permits (you can also select a permit from the Project Overview screen)

2b. Click the permit you wish to clone

3a. Click the 'Actions' button; and then

3b. Click the 'Clone' button

Below you will see that the permit has been cloned and is now placed in your drafts.

You will be able to continue with the creation of the cloned permit by clicking it or you can delete it by clicking the bin icon. You can also see which permit it was cloned from.

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. 😁