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Adding and editing a new Permit
Who is this article for?Users who want to learn how to add or edit a new Permit.
No elevated permissions are required.
This article provides step-by-step instructions on how to add and edit Permits within the Permit to Work feature. It covers essential details such as selecting the appropriate Permit type, filling in required information fields, and submitting for approval.
1. Add new Permit
Video: Add New and Submit Permit
To add a new permit, from the Permits page:
- Click Add New.
- Complete all fields (see below Definition of fields for more information).
Note: Saving at any stage will mark the permit with a status of Draft.
-
Click Submit to change the status to Submitted.
The details captured for each permit may vary slightly between each system configuration. Fields marked with * are mandatory.
1.1. Definition of Fields
There are a range of filters that can be used to categorise permits. These can assist when filtering or sorting permits and can be edited via the Settings tab.
| Filter | Description |
|---|---|
| Description |
Enter a description for the required permit. It is recommended the description is kept brief for ease of searching and reporting and details are entered in the 'Summary of Work' field. |
| Permit Manager* |
Select the permit manager. Only those with the correct permissions will appear in the list. |
| Permit Approver* |
Select the permit approver. Note only those with the correct permissions will appear in the list. |
| Organisation Details |
Select organisation details as applicable such as division, location, project etc. Location of Work is listed as an open text field. This can be used to detail exactly where within the location the permit is valid. |
| Supervisor* | Enter the supervisor for the permit and their mobile number. |
| Permit Type |
Select the permit type. For example: confined spaces, electrical, hot works etc. |
|
Date From |
Use the date selector tool or enter the date the permit is valid from (starts). |
| Time From | Use the time selector tool or enter the time the permit is valid from (defaults to 12:00 PM). |
| Date To | Use the date selector tool or enter the date the permit is valid to (ends). |
| Time To | Use the time selector tool or enter the time the permit is valid to (defaults to 12:00 PM). |
| Summary of Work | Enter a full summary of work the permit includes. |
| Are Checklists Attached | Select Yes or No. |
| Upload a File |
Upload any relevant files such as checklists for the permit:
|
| Permit Isolations |
Enter details of all permit isolations. |
| Submit | Once the permit has sufficient information entered, click Submit so it can be approved. |
Important: The roles involved can overlap. For example, the permit manager may be the same person as the permit approver.
2. Editing a Permit
To edit any details of an existing permit, from the Permits page:
- Locate the specific permit using relevant filters.
- Click the permit or Edit to the far right of the permit.
-
Adjust fields as required.
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Click Save.