If a worker who is already in the database becomes a Permit Holder, or "PI", then there is a correct, yet simple way to do this:

  1. Click "PI and Permit Information" in the admin (top) menu
  2. Click "PI & Permit Information" in the "Licensing Information" section
  3. Click "+Convert Worker to PI"
  4. Enter several letters of the Last Name of the worker becoming a PI and click "Search"
  5. Click "Select" next to the worker to be converted
  6. Enter the next sequential "PI Code" 
  7. Set "PI Status" to "ACTIVE"
  8. Under the "Contact Information" tab, click the "Office/Lab" tab and enter Lab & Office phone #s.
  9. Under the "Licensed" tab, check the box next to the appropriate licensed activity(ies)
  10. Under the "Permits" tab, follow the steps for Adding a new permit.