Copying and replacing permits to work

Replace an existing permit to work with a new permit to work, or copy an existing permit to work to save planning time for a new permit to work.

To copy and replace permits to work:

  1. Open the Permit to Work form.
  2. Select the permit to work to copy or replace.
  3. Right-click on the form, and then select Copy/Replace PTW.
  4. Description—Enter a description of the new permit to work.
  5. Equipment—Enter the equipment to associate to the new permit to work. The system automatically populates a description of the equipment and Equipment Org..
  6. Location—Enter the location of the equipment associated to the new permit to work. The system automatically populates a description of the location, and Location Org.
  7. Custom Field Values—Select to copy all associated custom field values to the new permit to work.
  8. Comments—Select to copy all associated comments to the new permit to work.
  9. Documents—Select to copy all associated documents to the new permit to work.
  10. LOTO—Select to copy all associated lockout/tagout records to the new permit to work.
  11. Safety—Select to copy all associated safety records to the new permit to work.
  12. Add Equipment Safety—Select to add all associated equipment safety records to the new permit to work.
  13. Add Location Safety—Select to add all associated location safety records to the new permit to work.
  14. Click Copy or Replace.