Add a Permit

Permits can be added to a work order. These are simple permits that include a description and cost and are different than permits on cases. See Create a Case for information on adding a permit to a work order.

PREREQUISITES:

  • You must be a domain administrator to add a permit. See Add or Edit a Domain Administrator in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.
  1. Open the work order.
  2. Click Permit Costs from the activity toolbar.

The Permit Details panel allows you to create a new permit or edit information for an existing permit. See Work Order Fields for an explanation of fields.

  1. Enter the information in the Permit Details panel.
  2. Click Save.

The permit is added to the Permit panel. If you want to add an existing permit to a work order, see Add an Existing Permit for more information.