Assigning a Permit / License

1. Open the Permit / License

• Navigate to Assets → Permit/ License.
• In the left grid you will see available permits/licenses. See this article for information on adding them: Adding a Permit or License
• Right‑click the desired permit or license and select Assign Permit / License.

2. Choose the Assignment Type

• Add / Edit Permit / License Assignment window opens.

3. Enter Assignment Details

• Add any identifying or reference information.
• Select the record from the dropdown (Unit ID, employee, customer, jobsite or yard location).

4. Set Expiration Tracking

When assigning or editing a permit or license:

Expiration and Reminder Dates

• Enter the expiration date.
• Enter the reminder date to trigger advance notification of upcoming renewal.

Assign Roles to Be Reminded

• Select the roles that should receive the reminder (e.g., Dispatch, HR).

• Save the assignment. 

When the reminder date arrives, a notification (Reminder Alert) appears at the top of Rapid ERP showing the expiring permit. Open it to view a list of expiring permits.

Visual Expiration Monitoring

• In Assets → Permits, expiration dates display in the right‑side grid.
• Color‑coded indicators highlight how soon a permit is approaching expiration, improving visibility and tracking.

Specifics on assigning a permit to a jobsite, read here: Jobsite Permit Assignments

Specifics on Safety permits, read here: Safety, Permits and Licenses