Permit user roles

Permit controller

This is someone who is assigned to administrate the permits system. Permit controllers are able to:

• Manage the permit templating system.
• Access an overview of all permits including past versions of permit documents.
• Assign themselves or anyone else to the category respondent, category signoff, overall signoff or permit holder roles.
• Archive and unarchive permits.
• Amend the data to existing permits.
• Cancel or revoke any permit.
• Trigger renewal, progression or closeoff events for any permit.

Permit requestor

This is the person who is requesting the permit. They will have the option to choose from any of the pre-defined templates and will fill out a form based on its values in order to begin the permit creation process. Permit requestors are also responsible for updating, progressing, renewing and closing out their requested permits.

Category respondent

This is the person who must fill out a specific category in a permit once the permit has been requested. Each category in a permit will have its own respondent. A pool of potential respondents is defined when creating a category, defaulting to the permit requestor when not specified. When requesting a permit, for each chosen category, the requestor chooses the respondent from the category's pool.

Category signoff user

This is someone who is assigned to sign off on a permit category. This role is assigned at the template category level by the permit controller. This person will be prompted to sign off on their assigned category whenever a new permit is requested or an existing permit is renewed. A category can have many signature requirements, and all required signatures must be accumulated before a category is approved.

Permit signoff user

This is the person who is responsible for signing off on the permit as a whole, thereby approving it. This occurs after all permit categories have been approved. This role is assigned at the template level by the permit controller. A permit can have many signature requirements, and all required signatures must be accumulated before a permit is approved. Permit signoff users may also revoke approved permits they deem to have become invalid.

Permit holder

If one or more permit holders are defined, the permit must be 'held' before it can be considered active. Any of the permit holders can hold the permit if it has been approved and is within its valid time window. The permit holder can relinquish the permit at any time, leaving it available for someone else to hold.

Permit user

Once a permit is active, it is available to anyone who wants to view it, including non-Civillo users. In that sense a permit user is anyone who might need to use the permit to do their job, for example an excavator operator. Permit users are able to accept an active permit document, declaring they have read and understood the details laid out in the permit.