NextGen FSM
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Permit Type

Overview

Permit Type is a feature that stores a registry of user-created permit types necessary for authorizing fieldwork. You use it to define, view, and, manage the specific types of permits required to execute a work order or its associated activities.

You can find it under Configuration > Core > Permits > Permit Type.

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View and Understand the Permit Type Table

The permit type table provides essential information for each entry.

  • Id:

  • Code:

  • Description:

  • Institute: The institution authorized to issue this specific permit for fieldwork.

  • Active:

  • Blocker: If selected, this permit type blocks the execution of the work order or an activity until the permit is obtained.

  • Order:

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Manage the Permit Type Table

You can customize and manage how the data appears in the table:

  • Rearrange columns

  • Show or hide columns

  • permit_type_show_hide_columns.png

    Sort permit types by

    • Code

    • Order

    • Active

    • Blocker

    permit_type_sort_by.png

Manage Individual Permits

To interact with an individual permit type entry, use the menu at the start of the row. You can view or edit the entry.

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Create a Permit Type

To create a permit type, select New. For detailed instructions, see Create a Permit Type.

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