Setting up work permit workflow
- Last UpdatedSep 14, 2026
- 1 minute read
Use this list as a basic guideline for setting up your Work Permit types.
Plan your Work Permit types and workflows
For each Work Permit type, you will need to plan out the workflow for that type.
|
Create the set of Statuses
At the entity level, modify the provided set of statuses and add custom statuses, if needed, until you have the full set of statuses you need.
|
|
|
Create the set of Workflow actions
At the entity level, modify the provided set of workflow actions and add custom workflow actions, if needed, until you have the set of workflow actions you need.
|
|
|