The permits to work module is a set of forms used to capture and log the required details.
Some clients may not use this module or your role in QUOODA® may not have access to this area. If unsure, please speak to your Super Users for clarification.
Step 1. Select a permit type
Hover over the ‘Permits to work’ option on the main menu. The available types will be shown in a sub-menu and you can select the one you wish to view.
Step 2. Add New
To add a new permit of the type you selected, click the ‘Add New’ button above the table.
For more details on finding, downloading and editing existing permits please read the permits to work overview.
Step 3. Complete the information
A form will load with a number of tabs. Progress through these tabs and answer as many questions as you can as fully as you can.
As you progress any fields that are mandatory but not completed will be indicated if left blank. This will only happen if the field is selected.
Step 4. Exit the form
Once you have completed the form there are 4 options available:
- Partial Save & Close – This will create the new permit and return you to the table. When partially saved the form can still be updated and edited later
- Final Save & Close – This will create the new permit and return you to the table. When final save is used the form cannot be updated and edited later
- Save & New – This will create the new permit in a partially saved status. Once saved, a blank permit will open as per to step 3 of this process.
- Close – This will close the form without saving any details or changes. The form will not be saved and any data you have added will no longer be available.
If you have not completed all mandatory fields you will not be able to use Final Save or Save & New. The system will open the tab where mandatory information has been missed and indicate the missing field. Please complete all mandatory fields and re-save.
Partial save will work with missing mandatory fields as that status allows you to return to add the missing information later.