Defining permits

Define permits to link safety and permitting information to equipment, locations, categories, PM schedules, standard work orders and work orders. For example, you may define a "hot" work permit regarding welding in a restricted area; a "confined space entry" permit when workers must complete the work in an enclosed production space such as a tank or vessel; or a "lockout-tagout" permit when the equipment involved must be cut off from operational power supplies.

Note: Define equipment, locations, categories, PM schedules, standard work orders and work orders before associating permits with these. Describe any necessary permit information and instructions on the Permit Body tab.

To define permits:

  1. Open the Permits form.
  2. ClickNew Record.
  3. Organization—Enter the organization to which the permit belongs if you use multi-organization security.
  4. Permit—Enter a unique code identifying the permit, and then enter a description in the adjacent field. Leave it blank and the system assigns an identifying code.
  5. Status—Select the status of the permit to work, e.g. select Unfinished if the permit to work is not yet finished.
  6. Class—Enter the class of the permit. The classes shown belong to the PERM entity. The system automatically populates Class Org.
  7. Auto Create PTW—Select to automatically the permit to work.
  8. PTW Type—Select the type of work to be performed on the permit, e.g., Confined space entry if the work to be performed must be completed in an enclosed space.
  9. Type of Work——Select the type of work to be performed on the permit to work.
  10. Priority—Select the priority of the work to be performed on the permit to work.
  11. Risk—Select the risk the permit to work poses to your organization.
  12. LOTO Required—Select to require a lockout/tagout permit.
  13. Isolation Type—Select the isolation type or method for isolating or disconnecting equipment (e.g., water valve) from its energy source in order that work can be performed without risk or injury.
  14. Date Review Required—Enter the date a review is required for the permit.
  15. Out of Service—If selected the permit will not display in the Permits lookups.
  16. Click Save Record. The system automatically populates Created By and Date Created.
    Note: To create a new revision of the permit, select a permit record for which to create a new revision, and then click Create New Revision.