Request Changes for a Permit

availability

Feature availability by platform, plan type, and user type

Platform:	AvailableWebAvailableMobile
Plan Type:	Not availableBasicNot availableEssentialNot availablePremiumAvailableEnterprise
User Type:	Not availableRequesterNot availableFull UserAvailableAdministrator

This article explains how to request changes to a permit before approving it for work to begin.

tip

You can request changes to a permit even after it has been approved. If you notice missing information or required safety procedures, request changes to help ensure the work can be performed safely.

Web

1. From the sidebar, select Work Orders.
2. Navigate to the work order you want to request changes on.
3. Select the permit.
4. Select Request changes.
5. In the description field, enter the requested changes.
6. Select Request changes to confirm.

tip

A quick way to find permits that require updates, go to the Permit to Work page, select the Status filter, and choose Changes requested. This displays a list of all permits that need to be updated.

Mobile

1. From the bottom navigation bar, select Work Orders.
2. Navigate to the work order you want to request changes on.
3. Select the permit.
4. Select Request changes.
5. In the description field, enter the requested changes.
6. Select Request to confirm.

The status of the permit is now Changes requested. This means that the permit needs to go back to the permit creator or requester to make the appropriate changes. The permit creator or requester has to resubmit the permit.

Apply Changes to a Permit

availability

This feature is only available on the MaintainX® web application.

As the permit creator or requester, you’ll have to make some changes to the initial permit that you submitted.

1. From the sidebar, select Permit to Work.
2. Select the permit you’ll need to make changes to.
3. Select Edit procedure values.
4. In the Change procedure values dialog, when you select Confirm, it clears all previous approval decisions and returns the permit to Draft status. The permit must then go through the approval process again.
5. Make the appropriate changes.
6. Select Submit.

The permit is now in pending approval. For more information on how to approve the permit, see Approve a Permit to Work.

Extend a Permit to Work

availability

This feature is only available on the MaintainX web application.

When a permit reaches the end of its active window before the work is completed, its status changes to Expired. While the permit is expired, users can't continue work on the associated work order. To unblock the work order, you can either extend the permit's active window or create a new active permit for the work order.

To extend a permit:

1. From the sidebar, select Permit to Work.
2. Navigate to the permit you want to extend.
3. Select Edit.
4. Select a future date in the Expiration date field.
5. Select Update.

The permit is now in pending approval. For more information on how to approve the permit, see Approve a Permit to Work.