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Navigating Permit to Work
Who is this article for?Users who want to learn more about navigating the Permit to Work feature.
No elevated permissions are required.
This article provides guidance on navigating the Permit to Work feature, ensuring safe operations in hazardous work environments. It outlines the necessary steps to obtain permits, implement safety measures, and maintain compliance throughout the work process.
1. Navigation
Video: Permit to Work Full Training (17 min)
The menu and tab options available will vary between each user, dependent upon their permissions and access levels. Navigation between most pages within Lucidity Software is very similar.
Video: Navigation
On the default landing page, Lucidity Permit to Work features:
- Tab options: top panel listing areas of access within the module.
- Permit to Work tab: reflects the current module. Select to switch between modules.
- Menu options: left-hand panel listing areas of access within the current tab.
- Help: provides links to help documentation such as user guides and support materials.
- Show Filters: allows for defining search parameters.
- Excel Export: an Excel report reflecting the current filters selected.
- Alphabet: click on each individual letter to filter through users alphabetically.
- Headers: click to sort in ascending/ descending order.
- Edit: Edit select permit details.
2. Tabs
As with all Lucidity Software Modules, Lucidity Permit to Work uses a series of tabs for basic navigation which are based on assigned permissions. Details on all these options are outlined in this user guide.
- Permits: View, create, edit and delete all permits.
- Settings: Create, edit and update in-system lists and configure select system settings.
3. Filters
Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on many pages within Lucidity Software.
Filters on the List Issues page are divided into three main sections. Any field with the [ SELECT ] option denotes a list will be displayed to select from. Options in these lists are pre-populated according to system configuration.
- General: Filter by general items such as key words, status, permit manager etc.
- Organisation: Filter by items relating to the organisational structure such as issue division, department, company name etc.
3.1. Reset Filters
To avoid unwanted data such as archived records appearing unexpectedly, always select 'Reset Filters' when clearing a recent search.
3.2. My Filters and My Emails
- Users can create and save their own reports using the My Filters feature.
- Any saved filters can be easily accessed via the Current Filter drop down selection option above the Filter tabs. This is a short-cut route for applying saved filters.
- Automatically emailed reports can be specified using the My Emails feature.
4. Column configuration
Columns within each page of Lucidity Permit to Work as well as those displayed in reports can be manipulated by the system administrator. The columns displayed as well as the order in which they are displayed can be adjusted. It is important to remember that changes made to columns affect all users viewing the pages or running reports.