Project Permits

Purpose/Overview

The Project Permits feature is used to manage and track all permits associated with a project. It ensures compliance with regulatory requirements by centralizing permit-related information in one place.

This feature helps users:

• Record and maintain all project-level permits
• Track permit-related issues or actions
• Store supporting documents for easy access and audits

It is primarily intended for project managers, compliance teams, and administrative users responsible for maintaining regulatory documentation.

Navigation Path:

To access this feature: Project > Project Information > Project Details > Project Permits Panel 

Things to Know:

• Users must have appropriate permissions to add or edit permit records
• Permit records are maintained at the project level only
• Documents can only be added after the permit record is created
• All permit-related actions and issues are tracked within the same panel

Key Benefits/Use Cases:

• Regulatory Compliance Tracking:
  Maintain a centralized repository of all permits to ensure compliance with local and regulatory requirements
• Audit Readiness:
  Quickly access permit records and supporting documents during audits or reviews
• Document Management:
  Attach and manage permit-related documents for better organization and traceability

How It Works:

Follow these steps to set up or manage Project Permits:

• Step 1: Navigate to: Project > Project Information > Project Details Tab > Project Permits Panel
• Step 2: Click on the Add New Record button
• Step 3: Enter all required permit details and click Insert to save the record
• Step 4: To attach documents:
  • Click on View/Edit Document link for the created record
  • Click on the Add Document button
  • Upload the required files 

Related Features/Next Steps:

• Project Documents 
• Permit Agency

FAQ/Troubleshooting:

Q: Can I add documents before creating a permit record?
A: No, documents can only be added after the permit record is created.

Q: Where can I find all permits related to a project?
A: All permits are available in the Project Permits Panel under the Project Details tab.

Q: Who can add or edit project permits?
A: Only users with the appropriate permissions or roles can create or modify permit records.

Questions?  Contact us!