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Add a Permit to a Work Order

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There are a few ways to add a permit to a work order. You can add a permit to an existing work order, receive a request for work that requires a permit to work or create a work order that requires a permit.

Add a Permit to an Existing Work Order​

  1. From the sidebar, select Work Orders.
  2. Select the work order you would like to add a permit to work.
  3. Select (more options).
  4. Select Add permit to work.
  5. Enter a start date and an end date. This is the period during which a permit will be considered active, also called its active window. For more information on permit statuses, see Permit to Work Statuses.
  6. Select the approver(s) who will review the permit.
  7. Select Add Procedures to add a permit procedure. You can also choose to add a procedure at a later time before submitting the permit. For more information on permit procedures, see Add a Procedure Type.

The permit is now a draft permit. Once the safety requirements are added to the permit, select Submit. This means that the permit needs to be reviewed and approved.

Work Requests Requiring a Permit​

You can have work that requires a permit originating from a work request. An Administrator or a user with the appropriate permissions must approve the request before it becomes a work order. For more information on work requests, see About Work Requests.

  1. From the sidebar, select Requests.
  2. Select the work request you want to approve.
  3. Select Approve request.
  4. Add or update any relevant information for the work order.
  5. Select the checkbox Require permit to work.
  6. Select Create.

The work order now requires a permit. From there, you can add a permit to an existing work order.

Create a Work Order Requiring a Permit​

  1. From the sidebar, select Work Orders.
  2. Select + New Work Order.
  3. Enter a title for the work order in the What needs to be done? field.
  4. In the work order details, fill in the other fields that you need, as described in Work Order Form Fields.
  5. Select the checkbox Require a permit.
  6. Select Create.