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Configuring Permit workflow stages
Who is this article for?Users who want to learn how to configure Permit workflow stages.
No elevated permissions are required.
This article explains how to configure the workflow stages for Permit to Work, ensuring a streamlined and efficient process. It covers setting up approval levels, assigning responsible parties, and customising requirements to meet your organisation's specific needs.
1. Permits
All stages of permits are managed from the Permits page, the default landing page for Lucidity Permit to Work.
From the Permit page of Lucidity Permit to Work, users can:
- Add new permits.
- Edit or delete existing permits.
- Move permits through the workflow stages.
- Report of existing permits.
2. Permit workflow stages
The permit workflow moves the permit through a series of stages. Once the permit is created, progression to the next stage is generally triggered by either the permit manager or the permit approver. Prerequisites may be required prior to progressing to the next stage.
| Status | Definition | Who can edit at this stage | Who can move to this stage | Isolation status |
|---|---|---|---|---|
| Draft | Permit has been created and is saved as a draft |
Permit Manager or Permit Approver |
Any Permit Manager | Any |
| Submitted | Permit has been submitted | Permit Approver | Permit Manager OR Any Permit Approver |
Any |
| Approved | Permit has been approved but work has not started |
Permit Approver Permit Manager |
Any Permit Approver | Any |
| Started | Permit has been marked as started |
Permit Approver Permit Manager can finish and restart |
Permit Manager OR Any Permit Approver |
Must be Yes (isolated) to start |
| Finished | Permit has been marked as finished | Permit Approver | Permit Manager OR Any Permit Approver |
Must be Yes (isolated) to finish. |
| Closed | Permit has been marked as closed | Permit Approver | Permit Manager OR Any Permit Approver |
Must be No (reinstated) to close |