Creating, Editing and Deleting Permit Questions

Creating, Editing and Deleting Permit Questions

Questions can be edited and deleted from the Panels and Control Screen, as described below.

Editing Permit Questions

Admin > Questions

  1. Ensure you have the correct version selected at the top of the Panels and Controls Screen.
  2. Click the ‘Edit’ button next to the Permit Question. The Control Edit Screen opens.
  3. Make all changes and click the ‘Save’ button to save, OR Click the ‘Back to List’ button to return to the Panels and Controls Screen without saving.

 

Deleting Permit Questions

Admin > Questions

  1. Ensure you have the correct version selected at the top of the Panels and Controls Screen.
  2. Click the ‘Delete’ button next to the Permit Question, and ‘Confirm’ deletion.

The Panel Edit Screen: Editing and Hiding Panels

Admin > Questions

  1. Ensure you have the correct version selected at the top of the Panels and Controls Screen.
  2. Click Edit at the right of the Panel Heading (e.g. General).
  3. The Panel Edit Screen opens. You have the following options:
      1. To change the name of the Panel, change the ‘Panel Edit’ wording.
      2. To make the panel visible to users, tick ‘visible’.
      3. To hide the panel, untick ‘visible’.
      4. To allow users to switch the panel on or off during permit creation, tick ‘Has Top Question’ and type a question.
      5. To set the number of hours a permit will be valid for if it includes this panel, type the number into the ‘Max Hours’ field. In the permit workflow, a permit expires once the number of hours has been reached and will require hand-back and/or the creation of a follow-up permit.
      6. To set whether to include an ‘Atmosphere Test’ section as part of the panel, select an option from the dropdown menu, i.e. None, Mandatory or Optional.
      7. To set panel and font colours on screen, enter Hex values into the ‘Colour’ and ‘Font Colour’ fields.
      8. To use panel and font colours on the PTW printout, tick the ‘Colour Report Title’ box and enter Hex values for ‘Colour on Report’ and ‘Font Colour on Report’.
      9. Click ‘Save’ OR click the ‘Back to List’ button to discard your changes and return to the Panels and Controls Screen.

The Control Order Screen: Changing the Order of Permit Questions within a Panel

Admin > Questions

  1. Ensure you have the correct version selected at the top of the Panels and Controls Screen.
  2. Click ‘Order’ at the right side of a Panel heading.
  3. The Control Order Screen (below) opens. Drag and drop the questions to change the order.
  4. Click ‘Save Changes’ OR ‘Cancel’ to discard your changes and return to the Panels and Controls Screen.
The Panels and Controls Screen: Panel Setup & Question Setup
The Control Edit Screen: Creating & Editing Permit Questions