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Review and Sign a Permit

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This article explains how to review and sign a permit for a technician or the person executing the work.

note

You can only review and sign a permit while it’s within its active window. You can't sign a permit before its start date.

When you review and sign a permit, you acknowledge that you have reviewed and understood the permit requirements and are ready to begin work on the associated work order. If a work order has multiple assignees, each assignee must review and sign the permit before they can begin work.

  1. From the sidebar, select Work Orders.
  2. Navigate to the work order you need to review and sign.
  3. Select the permit.
  4. Select Review and sign.
  5. Review the permit requirements, and select the checkbox I understand the permit requirements and will carry out the work safely.
  6. Select Sign permit.

The permit status becomes Active, and the work order is unblocked, and you can begin work. For more information, see Complete a Work Order.