Who is this article for?

Ideagen EHS users managing permit records.

Permit task access is required.

Once a permit has been created you can add additional details to the record. The Tasks section is used to manage actions associated with the permit (e.g. registration with agencies or renewal activities).

This article outlines:

1. How to Add a Task
2. How to Configure Alerts and Reminders
3. Further Reading

1. How to Add a Task

1. Click Modules and then Licenses & Permits.
2. Click Manage Permits.
3. Click in the name of the permit you need to update.
4. Click on the Tasks tab.

5. Click   New.
6. Enter the required information.
7. Click Save.
8. Repeat the process for all tasks.

Tip! Some tasks can be configured to have a recurring pattern (e.g. if a permit needs to be reviewed annually) so that tasks can be scheduled on a regular basis.

2. How to Configure Alerts and Reminders

1. Click Modules and then Licenses & Permits.
2. Click Manage Permits.
3. Click in the name of the permit you need to update.
4. Click on the Tasks tab.

5. Click on the task you want to adjust the alerts.
6. Click Alerts & Reminders.
7. Click   New.

8. Enter the required reminder information.

9. Click Save.
10. Repeat the process for all tasks.

3. Further Reading

• How to Create a New Permit Record
• How to Add a Contact to a Permit
• How to Update Document Control on a Permit
• How to Update the Communications Log on a Permit
• How to Update the Conditions of a Permit
• How to Update the Scope of a Permit
• How to Add Costs to a Permit
• How to Configure Notifications on a Permit
• How to Manage the Documents on a Permit