Approve a Permit to Work

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A permit can require approval from one or more approvers or teams before work can begin. This article explains the approval process of a permit for a work order.

Approval Process

Before users can start work on a work order that requires a permit, the permit must be approved. Assigned approvers review the permit and submit their decision as part of the approval process.

Every assigned approver must submit a decision before the permit can be approved.

Approvers can choose one of the following decisions:

• Select Approve to approve the permit.
• Select Request changes to ask for updates on the permit. When requesting changes, the approver must provide an explanation of the required changes.

Team Approvals

You can assign either individual users or teams as approvers.

• If a team is assigned as an approver, only one team member needs to submit a decision on the team's behalf.
• If another member of the same team disagrees with an approved decision, they can select Request changes. This updates the team's decision to Changes requested.

If a user is assigned as both an individual approver and a member of an assigned team, they only need to submit one decision. MaintainX® automatically applies that decision to the user and any assigned teams they belong to.

Approve a Permit

Web

1. From the sidebar, select Permit to Work.
2. Navigate to the permit you want to review and approve, and select it to view its details.
3. Review the permit and its procedure steps.
4. Select the checkbox I have reviewed this permit and approve the work to proceed.
5. Select Approve.

tip

A quick way to find permits that require approvals, go to the Permit to Work page, select the Status filter, and choose Pending approval. This displays a list of all permits that need to be approved.

Mobile

1. From the bottom navigation, select Work Orders.
2. Navigate to the work order with the permit you want to approve.
3. Select the permit.
4. Review the permit and its procedure steps.
5. Select Approve permit.
6. Select Approve to confirm.

The permit is now Approved or Active depending on its active window. For more information on statuses, see Permit to Work Statuses.