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Configure self-service options when issuing a form

Configure whether a form can be issued by team members via self-service and set a cap before sending it out.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Browse & Issue wizard​

Navigate to the Browse & Issue screen for your project to see the list of available form templates you can issue.

Open the Browse & Issue wizard

Step 2: Review available templates​

Browse the templates shown in the catalogue and identify the permit or form you want to issue, noting any that support self-service by default.

Review available templates

Step 3: Start issuing a template​

Select the appropriate template and choose the Issue option to open the inline wizard for that specific form.

Start issuing a template

Step 4: Set who the form is for​

In the first wizard step ("who"), choose the intended recipients or assignees to make sure the form reaches the right people.

Set who the form is for

Step 5: Choose when the form should be active​

In the "when" step, set the relevant dates or schedule so the form is issued at the correct time in your project workflow.

Choose when the form should be active

Step 6: Configure self-service availability​

In the "self" step, review the default self-service settings from the template and adjust whether team members can issue this form themselves and how many times.

Configure self-service availability

Step 7: Set the self-service cap​

If self-service is enabled, specify the maximum number of self-issued instances allowed so usage is controlled across the project.

Set the self-service cap

Step 8: Review and send the form​

In the final "send" step, confirm all details, including self-service options and caps, then issue the form so it becomes available to recipients.

Review and send the form

Last updated: 2026-07-02