Why Templates Are Required
To create a specific legal control (permit), you must first create a template. The template defines the structure and content of the permit and is required to finalize and enforce compliance limits or SMRCs tied to a specific control.
Accessing the Template Editor
Go to Configurations from the left-hand navigation.
Click the Templates tile.
Expand the Permitting category to view existing templates.
Use the three-dot menu next to a template to duplicate or delete it.
Deleting a template has no effect on permits already created with it.
Creating a New Template
Click + New Template.
Select Permitting as the category.
Name the template and begin editing in the rich text editor.
Use the toolbar on the right to insert fields and tables from the application.
You can paste in existing Word-based permit content and customize it using the provided template components.
Types of Template Fields
Templates include four types of field components to support custom formatting and dynamic data population:
Permit Fields
Add editable fields that appear in the permit form (e.g., permit number, effective date, expiration date).
Required fields like effective/expiration dates are used to control enforceability.
System Fields
Automatically pull in existing data from the system (e.g., IU name, address).
Useful for minimizing manual entry during permit creation.
Data Entry Fields
Allow users to enter extra details in a created permit (e.g., text fields, checkboxes, dates).
Content is not stored in the broader system, only in the document.
System Tables
Insert tables that connect the permit to specific compliance limits or SMRCs.
Required to enforce sampling or limit configurations through a permit.
Managing Templates
Templates have no status lifecycle.
You can edit, duplicate, or delete them at any time.
Deleting or editing a template does not affect permits that have already been generated using it.
Try It Out
Create a new permit template.
Add at least one field from each category.
Insert system tables for limits and SMRCs.
Add formatted text and an image.
Save the template.
Watch the Video
This video walks through creating a new permitting template, using each type of form field, inserting system data, and saving your final structure for permit creation.