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Finishing and closing a Permit
Who is this article for?Users who want to learn how to finish and close a Permit.
Permit Managers can close Permits.
A Permit to Work system is essential for managing hazardous activities, but the process doesn't conclude until the permit is properly finished and closed. Completing the necessary steps to finish and close a Permit to Work is critical for maintaining safety, ensuring compliance, and enabling accurate record-keeping.
1. Finish or restart the Permit
The permit manager can mark the permit as Finished once work is complete or if work needs to be paused.
To mark a permit as Finished, from the Permit page:
- Locate the specific permit using relevant filters.
- Click the permit or Edit to the far right of the permit.
- Scroll to the finish section.
- Enter any relevant comments.
- Click Finish.
- Click Save or the Permits menu to return to the permit page.
- The permit status will change to Finished.
2. Pause or restart a Permit
It is possible to pause a permit and restart it at a later date. A permit may need to be paused if a worker is ill for example. In these situations, Isolations will likely need to be reinstated but the permit needs to remain open as the work is incomplete.
To pause and restart a permit:
- Mark the permit as Finished and make a comment referencing the need to pause the work.
- Reinstate isolations as required.
- The permit will remain with a status of Finished.
- When the work is ready to restart, isolations must be back in place and end dates, times etc can be edited as required.
- Click Restart at the bottom of the page (note the restart button isn't available if any isolation is set to No.
- The permit will revert back to a status of Started.
- Once the work is complete, set the status back to Finished.
- Once isolations are reinstated, the permit can now be closed.
Video: Restart A Permit
3. Close the Permit
Video: Close or Delete Permit
The permit approver or permit manager can mark the permit as Closed once the worksite is clean and Isolations have been reinstated set to No.
To mark a permit as Finished, from the Permit page:
- Locate the specific permit using relevant filters.
- Click the permit or Edit to the far right of the permit.
- Review all isolations and ensure all are be marked as removed set to No.
- Scroll to the close section.
- Enter any relevant comments.
- Click Restart if the permit needs to be reopened.
- The permit will revert back to a status of Started.
- Click Close.