Permit Reports

View and download reports of permit lists and permit details

Permit List Report

As a Safe work user, you can generate a tailored report of permit lists and download it for future use. The parameters to be displayed in the report can be customized to provide the most essential details.

Setup

To access the Permit list report page, ensure the following:

You must have the required permissions to access Permits in the Safe work module. To do this, go to Dynway mobile > Setup > Module configuration > Safe work > Permits > Enabled and set the value to 'true'.

Viewing the Permit List Report

To view the Permit list report:

Log in to the Safe work app and go to Permits.
On the Permits overview page (see screenshot 01), you can see all the lists that are available for your login. Select the list for which you would like to generate the PDF report.
On the permit listing page, click on the Context menu (three dots at the top right of the page) and select Report (see screenshot 02).
The app will display the Report for permit list page. To customize the report as per your business needs, click on Options report (see screenshot 03).
Use the settings to customize the report as required. The following report customization options are available:
- Default PDF settings:
  - Orientation: Portrait page.
  - Paper size: A4.
- Other PDF customization options
  - General Settings
    - Show preview: Displays a preview of the PDF before downloading.
    - Orientation: Choose between portrait page or landscape page.
    - Paper size: Select from A3, A4, A5, or US letter.
  - Report content customization - Users can toggle the inclusion of specific report elements:
    - Company: Enable to include company details.
    - Address: Enable to include the company address.
    - Image: Enable to include the logo.
  - List information customization
    - List: Enable to include list details information.
    - Results: Enable to include the count of elements in the list, that is the results of the list.
    - Name: Enable to include the list name.
    - Filters: Enable to include search filters applied.
    - Sorting: Enable to include sorting information applied.
  - Table view customization
    - Table: Enable to include the table format in the report.
    - Use card view: Enable to display the lists as cards instead of a table.
    - State: Enable to include the status column in the report.
    - Validity period: Enable to include validity column in the report.
    - Owner: Enable to include the owner column in the report.
After customizing the report options, click Download PDF (see screenshot 04).
The report will be downloaded to the device's default location (see screenshot 05 to view a copy of the downloaded report).

01: Permit overview page with permit lists.

02: Permit list page with navigation to 'Report'.

03: Permit list report page with 'Options report' to customize the report.

04: 'Options report' section with customization options and the option to 'Download PDF'.

05: Screenshot of the downloaded copy of the permit list report.

Permit Details Report

As a Safe work user, you can generate detailed reports of a permit using the Permit details report. The parameters to be displayed in the report can be customized.

Setup

To access the Permit details report page, ensure the following:

You must have the required permissions to access Permits in the Safe work module. To do this, go to Dynway mobile > Setup > Module configuration > Safe work > Permits > Enabled and set the value to 'true'.

View / Download the permit details report

To view the Permit details report,

Log in to the Safe work app and go to Permits.
On the Permits overview page, you can see all the lists that are available for your login. Select the relevant list, navigate to the permit for which you would like to see the details, and click on the permit.
On the Permit details page, click on the Context menu (three dots at the top right of the page), and select Report (see screenshot 01).
The app will display the Report for permit details page. To customize the report as per your business need, click on Options report (see screenshot 02).
Use the settings to customize the report as required. The following report customization options are available:
- Default PDF settings:
  - Orientation: Portrait page.
  - Paper size: A4.
- Other PDF customization options
  - General settings
    - Show preview: Displays a preview of the PDF before downloading. (Not available on small devices).
    - Orientation: Choose between portrait page or landscape page.
    - Paper size: Select from A3, A4, A5, or US Letter.
  - Report content customization - Users can toggle the inclusion of specific report elements:
    - Company: Enable to include company details.
    - Address: Enable to include company address.
    - Image: Enable to include the logo.
  - Permit details information customization
    - Details: Enable to include permit details information.
    - State: Enable to include lifecycle state of the permit.
    - Owner: Enable to include owner information.
    - Template: Enable to include the name of the template used.
    - Validity period: Enable to include the validity period of the permit.
    - Form fields display customization
      - Form fields: Enable to include all form fields in the report.
      - Show as a table: Enable to display form fields as a table; otherwise, it will be displayed in a column structure.
  - Related permits customization:
    - Related permits: Enable to include related permits.
    - Use cards: Enable to display the list of related permits as cards; otherwise, it will be shown as a table.
    - State: Enable to include the stage column in the table.
    - Parent permit: Enable to include the parent permit.
  - References customization
    - References: Enable to include related references in the report.
    - Use card view: Enable to display the list of work orders as cards; otherwise, it will be shown as a table.
    - State: Enable to include the life cycle state of work order.
After customizing the report options, click on Download PDF (see screenshot 03).
The report will be downloaded to the device's default location (see screenshot 04 to view a copy of the downloaded report).

01: Permit details page with navigation to 'Report'.

02: Permit details report page with 'Options report' to customize the report.

03: 'Options report' section with customization options and the option to 'Download PDF'.

04: Screenshot of the downloaded copy of the permit details report.

Permit Reports
Permit List Report
Permit Details Report