Allow Requesters to edit Permits

Administrators can enable Requesters to edit the Permits (approved Facility Requests, permits added from the Scheduling tab, or uploaded via Import Bookings in the Data module). This permission allows Requesters to make immediate changes to their bookings without needing an Administrator’s assistance or going through another routing approval. This guide will help the Administrators set them up and show the Requesters how to edit the Permit.

To get started, enable the settings in the following Setup screens:

1) Setup> General Settings> Facilities Request Settings

The General Settings must be saved to apply any changes made. After saving, the system will display this prompt on how to proceed:

2) Setup> Clients> Add/Edit Clients

Note: This must be globally set in the Facilities Request Settings before the Administrators can proceed and override the Permit Editing set-up for each Client.

As a Requester, go to the Request History tab to edit the Permit:

After the edited Permit is saved or canceled from the Requester’s side, the Facilities Administrator of the Department associated with the Permit (found on Screen 1> Department) receives an email notification of the changes:

Related to

• Permits
• FS
• Facilities Scheduler
• Requesters