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How to Manage the Documents on a Permit
Who is this article for?Ideagen EHS users managing permit records.
Permit Documents access is required.
Once a permit has been created you can add additional details to the record. The documents tab includes any documents related to the permit (e.g. signed copies of permits, press release information, etc).
This article outlines:
1. Document Types
The table below outlines the document types that can be added to a permit:
| Type | Description |
|---|---|
| New Document | A brand new document file is uploaded. |
| Web Link Reference | The document is held on another location (e.g. a website) and you can add a link to the resource. |
| Hardcopy Reference | The document is a physical document and you need to identify where the physical resource is stored. |
2. How to Add a Document
- Click Modules and then Licenses & Permits.
- Click Manage Permits.
- Click in the name of the permit you need to update.
- Click on the Notification tab.
- Click New.
- Select the type of document you need to upload.
- Click Next.
- Enter the required information.
- Save.
3. How to Delete a Document
- Click Modules and then Licenses & Permits.
- Click Manage Permits.
- Click in the name of the permit you need to update.
- Click on the Notification tab.
- Select the document you need to delete.
- Click Delete.
- Click OK to continue.
4. 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 Add Tasks to a Permit
- How to Add Costs to a Permit
- How to Configure Notifications on a Permit