When creating plans or permits, you can set a status to indicate the current stage of the plan/permit. This helps visualise which plans still need to be worked on before jobs or projects begin. These statuses can also be used to organise and sort your plans/permits by their current status.
Draft
When a plan is first created, it is set to "Draft" by default. This indicates that details may still need to be verified or confirmed before moving forward.
Submitted
The "Submitted" status is used to indicate that the details are accurate and that the plan/permit has been provided to clients.
Approved
“Approved” indicates that all details have been reviewed by the client and are confirmed as correct and ready to proceed.
Finalised
"Finalised" plans/permits have all their documents attached and are ready to be used on-site. At this stage, you can also invoice your clients for the creation of the plan/permit.
Obsolete
“Obsolete” means the plan or permit has been cancelled or is no longer valid for use.