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Configuring Permit to Work settings
Who is this article for?Users who want to learn how to configure Permit to Work settings.
No elevated permissions are required.
This article guides you through configuring the Permit to Work settings to align the module with your organisation's specific requirements. You will can customise menu settings, system settings and manage lists.
1. Settings
Video: Settings Tab
The Settings tab is only available to the system administrator and is where the drop-down lists that are available within the filters of Lucidity Permit to Work are generated.
2. Settings menu
From the Settings menu, system administrators can:
- Add new, edit and delete items from each list.
- Use filters to search.
- Generate an Excel report for each list.
2.1. Managed lists
| Managed lists | Description |
|---|---|
| Permit Isolations |
Specifies the type of isolation required to be in place. For example: gas, water, exclusion zone, electrical etc. |
| Permit Types |
Specifies the type of permit. For example: confined spaces, electrical, working at height etc. |
2.2. Editing settings
Care must be taken to ensure that any entries in lists that are modified do not have unintentional consequences, as all existing permits that have used a particular selection in a list will be also modified.
2.3. System settings within Lucidity Access
Some settings for Lucidity Permit to Work are managed via the Settings tab within Lucidity Access as they apply to more than one Lucidity application. These include:
- Division
- Location
- Business Unit
- Project