Create Permit Forms
Streamline your safety management with this guide on creating permit forms in Plexa Dashboard. Simplify workflows, enhance compliance, and capture all necessary details efficiently
Streamline your safety management with this guide on creating permit forms in Plexa Dashboard. Simplify workflows, enhance compliance, and capture all necessary details efficiently. Essential for anyone in safety management.
Step By Step Guide
1. Navigate "Site Management" on Plexa Dashboard
2. Click "Safety Management"
3. Click "Permits" Icon
4. Click the "+Create Permit" Icon
5. Select "Type" from the dropdown.
6. Or Create New Type by Clicking the "+New Permit Type" Icon
7. Click "SAVE" to proceed to Section 1
8. Select the "Organisation" from the dropdown
9. Click "Next" to proceed to section 2
10. Select the "Location" from the dropdown
11. Click the "Description*" field
12. Click the "Start Date & Time" field
13. Click the "End Date & Time" field
14. Click the "Notes" field
15. Click "Add Form Submissions" Option
16. Click "Next" to Proceed to Section 3
17. Click "Assign Personnel"
18. Click the Search Option to "Search personnel..."
19. Click "Save Personnel"
20. Click "Next" to proceed to Section 4
21. Click "Add Equipment"
22. Select required "Equipment"
23. Click "SAVE EQUIPMENT"
24. Click "Assign SWMS"
25. Select the necessary "SWMS"
26. Click "SAVE SWMS"
27. Click "Finish"
Video Tutorial
For a visual guide, watch the video tutorial below
Create An Incident
Create incident reports efficiently with this step-by-step guide. Document incidents accurately for safety and compliance. This guide simplifies the process, ensuring even new user
Create Custom Permit Forms
Streamline your safety management with this guide on creating permit forms in Plexa Dashboard. Simplify workflows, enhance compliance, and capture all necessary details efficiently