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How can I edit a permit template?
How can I edit a permit template?

Our intuitive template editor is also available to create and maintain your permit templates

Gilad Goldman avatar
Written by Gilad Goldman
Updated over a month ago

Access Permissions:

Only admin users with the role of manager or owner can access this page, as with editing any other template in BuildPass.

To edit a template:

  • Navigate to the Permits Page

  • From the "More" menu select "Edit Permit Types"

  • Choose the permit you would like to edit

  • You will have the option of editing one of three templates;

    • Application - the questions a worker will be asked when applying for the permit

    • Enactment - the questions a worker will be asked when they start or stop the permitted work

    • Close Out - the questions a worker will be asked when ending their permit

  • To edit an existing template, click on the edit button for that template

    • You can also create new templates from this page if they don't already exist

    • Add and remove blocks from a permit templates just you would with a checklist template

Remember, not every permit requires all three templates. Workers will still be able to start, pause, and close out work even if a specific template is not in place. They will simply press a button to perform these actions.

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