Setting Up Checklists in PERMITR

Checklist Setup

Checklists enforce required steps before a permit can advance. Each permit type can have its own checklist template.

Creating a Checklist Template

1. Go to Admin → Checklist Templates.
2. Click New Template and select the permit type.
3. Add checklist items — each item can be required or optional.
4. Save and assign the template to the relevant permit type.

Exporting Checklists to PDF

Open any permit, navigate to the Checklists tab, and click Export PDF. The PDF includes all checklist items, completion status, and sign-off fields.

Note: If the PDF exports blank, ensure you are on version 1.4.3 or later — this was a known issue fixed in that release.