Load your first permit
Break one permit into conditions, assign owners and let the agent start watching the dates.
3 min read
Start with one permit at one site. Once you have seen the agent track its conditions, the rest follow the same pattern. Exact screens vary with how your workspace is set up.
1
Add the permit
Upload the permit document. The agent reads it and proposes the list of conditions, each with a suggested frequency.
2
Check the conditions
Confirm, edit or remove each proposed condition. Add any that the agent missed. This list is what will be tracked.
3
Assign owners
Give each condition an owner and confirm what evidence closes it, such as a lab result, an inspection or a meter reading.
4
Let it run
The agent starts reminding owners ahead of each due date. Review the first few to make sure the timing and evidence match how your site works.
Bring one permit. See it tracked end to end.
We will load one of your permits, break it into conditions and show how the agent watches the dates and drafts the report.
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