Who is this article for?

Users who want to learn how to delete a Permit.

No elevated permissions are required.

This article guides you through the process of deleting a Permit from the Permit to Work system. It covers the necessary steps to remove a Permit, as well as important considerations and potential implications of doing so.

1. Delete a Permit
2. Reporting from the Permit page
3. Permit notifications
4. Further reading

1. Delete Permit

To delete a permit, from the Permit Page:

1. Locate the specific permit using relevant filters.
2. Click Actions to the far right of the relevant permit.
3. Click Delete.

4. In the pop-up that appears, click Delete to completely delete the permit from the system.

2. Reporting from the Permit page

An Excel list report is available from the Permits Page. Reports will reflect filtered search options as displayed on the lower half of the Permits page. 

To generate a report, from the Permits page:

1. Click Show Filters.
2. Select the relevant filters.
3. Click Filter.
4. All results will be displayed at the bottom of the screen.
5. Click Excel Export to generate this report into Excel.

3. Permit notifications

Email notifications will be sent automatically as part of the Permit Workflow. These notifications will be sent as follows:

Important: Scheduled reports via emails can also be utilised to notify users of additional information as required.

In order to receive email notifications all users must have a valid email address in their Lucidity Access system profile.

4. Further reading

• Finishing and closing a Permit
• Approving or starting a Permit