Who is this article for?

Users who want to learn how to approve or start a Permit.

Permit Approvers must validate Permits before approval.

Before any hazardous work can commence, it's imperative to obtain an approved Permit to Work through the proper channels. Carefully reviewing and approving a Permit to Work involves assessing risks, implementing control measures, and formally authorising the start of specific activities to ensure the safety of personnel and assets.

1. Approving a Permit

Before the permit can be approved, it must be validated by the permit approver. It can then be approved or rejected from the permit page:

1. Locate the specific permit using relevant filters.

2. Click the permit or Edit to the far right of the permit.

3. Review all details of the permit and scroll to the approval section.

4. Enter any comments.
5. Click Reject to reject the permit.
6. In the pop-up window enter comments for the rejection.
7. Click OK to save and to return to the Permits page.

9. The Permit status will change to Draft until it is resubmitted.
10. Click Approve to approve the permit and return to the Permits page.
11. The permit status will change to Approved.

2. Start the Permit

Once approved, the permit can be marked as started. All isolations must be marked as isolated (set to Yes) first.

To mark a permit as Started, from the Permit page:

1. Locate the specific permit using relevant filters
2. Click the permit or Edit to the far right of the permit
3. Review all isolations and ensure all are marked as isolated set to Yes.
4. Scroll to the start section.
5. Click Start.

6. Click Save or the Permits menu to return to the Permit page.
7. The permit status will change to Started.

3. Further reading

• Configuring Permit to Work settings
• Navigating Permit to Work
• Configuring Permit workflow stages