Create Permit Forms

Streamline your safety management with this guide on creating permit forms in Plexa Dashboard. Simplify workflows, enhance compliance, and capture all necessary details efficiently. Essential for anyone in safety management.

Step By Step Guide

1. Navigate "Site Management" on Plexa Dashboard

2. Click "Safety Management"

3. Click "Permits" Icon

4. Click the "+Create Permit" Icon

5. Select "Type" from the dropdown.

6. Or Create New Type by Clicking the "+New Permit Type" Icon

7. Click "SAVE" to proceed to Section 1

8. Select the "Organisation" from the dropdown

9. Click "Next" to proceed to section 2

10. Select the "Location" from the dropdown

11. Click the "Description*" field

12. Click the "Start Date & Time" field

13. Click the "End Date & Time" field

14. Click the "Notes" field

15. Click "Add Form Submissions" Option

16. Click "Next" to Proceed to Section 3

17. Click "Assign Personnel"

18. Click the Search Option to "Search personnel..."

19. Click "Save Personnel"

20. Click "Next" to proceed to Section 4

21. Click "Add Equipment"

22. Select required "Equipment"

23. Click "SAVE EQUIPMENT"

24. Click "Assign SWMS"

25. Select the necessary "SWMS"

26. Click "SAVE SWMS"

27. Click "Finish"

Video Tutorial

For a visual guide, watch the video tutorial below