Templates


 

Create a Permit Template

 

Overview

This article will show you how to create a permit template.

 

Important Note

You must configure a permit template before you can create a permit.

 

Instructions

  1. Navigate to Configuration > Templates > Permit Templates
    configuration_templates_permit_templates.jpg

  2. Select the Create Permit Template button
    select_create_permit_template.jpg

  3. Fill in fields
    • Basics: Enter a Name, Header, and Footer
      enter_permit_name__header__and_footer.jpg

    • Facilities: Select which Locations/Facilities to apply the template to
      select_facilities_to_apply_permit_template_to.jpg

  4. Select Save New Permit Template
    select_save_new_permit_template.jpg



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