Access Permissions:
Only admin users with the role of manager or owner can access this page, as with editing any other template in BuildPass.
Step 1: Navigate to the Permits Page
Log into your BuildPass account.
Go to the Permits section.
Step 2: Access Permit Template Editing
Click on the "More" menu.
Select "Edit Permit Types."
Step 3: Choose a Permit Template to Edit
Select the permit type you want to modify.
You will have three template options to edit:
Application – Questions workers must answer when applying for the permit.
Enactment – Questions workers must answer when starting or stopping the permitted work.
Close Out – Questions workers must answer when ending their permit.
Step 4: Edit an Existing Template
Click the "Edit" button for the template you want to update.
Add or remove blocks as needed, just as you would with a form template.
Step 5: Create a New Template (Optional)
If a template doesn’t exist, you can create a new one from this page.
Follow the same process of adding and customizing blocks.
Now your permit templates are updated and ready to use!
Need Help?
If you have any questions or need assistance, click here to contact BuildPass Support.
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.