How do I approve a Permit?

When a permit is requested, it may have to be approved before the work associated with the permit can be started.

You will need to be a Project Admin or a User in the correct Authorisation Group in order to be able to approve certain Permit types. ☑️

To approve a permit on the web, you will need to log into the SiteAssist web app and then:

1a. Click the 'Projects' button

1b. Once on the 'Projects' page, click the project you wish to approve a permit for

2a. Click the 'Permits'

2b. Click the permit that you wish to approve (you do not need to find your permit this way, and can simply click the 'Awaiting Approval' box on the Project Overview page)

3a. Click the 'Approval Request' button

3b. Click 'Approve'

3c. Click 'Approve' to confirm that you wish to approve this permit

Note: In the below example, the permit goes to the 'PreStart' status. There may also be some Approver questions that you need to answer before you can approve the permit; or before you can send it to the next approval group (if the permit requires approval from multiple groups)

To approve a permit on the mobile/ tablet app, you will need to log into the SiteAssist application and then:

1. Tap 'Permits' on the homepage to see the permits for that project

2. Tap the permit that you wish to approve

3. Tap 'Approve'

Note: At this point, there may be some approver questions that you may have to answer. You will need to provide answers to these questions and then tap 'Submit' at the bottom.

4. Tap 'Sign and Submit' to confirm that you give your approval for this permit

Once done, the status of the permit may change to 'Open' or 'PreStart'. If it is a permit that requires multiple approval, it may stay in the 'Awaiting Approval' status, requiring further approval.

Note: In the above example, the permit goes to the 'Open' 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. 😁