How to create a permit template

How to create a permit template

Before you start

  • Ensure you have administrator permissions to edit the Settings within the Rapid Access module.

Creating a permit template

  1. Go to the “Access” tab.
  2. Go to the “Settings” module → Select the “Manage Permit Forms” section:


  1. Select “Add New Form”:


  1. Enter the name of the form and select “Create New Form” to proceed:


  1. Press the name of the created permit in blue font to edit the permit:


  1. Select “Add New Field” to add a new field to the permit:


  1. When adding a form field, ensure you select “Save” to add the field:


Please note: If you wish to edit/delete a field once created, hover over the field and the options will appear in the top right.

For more information on the form field types, please see the “Understanding each form field within Form Builder” article.




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