Associating permits with equipment

Associate permits with equipment records.

Note: Define permits on the Permits form. See Defining permitsDefining permits.

To associate permits with equipment:

  1. Open the Assets, Positions, Systems, Locations, Profiles, or Categories form.
  2. Select the equipment with which to associate permits, and then click the Permits tab.
  3. Click Add Permit.
  4. Permit—Enter the permit to associate with the equipment, and then enter a description of the permit in the adjacent field.
  5. Mandatory—Select to indicate that the permit is mandatory to complete work.
  6. Click Submit.