Associating permits with equipment

Associate permits with equipment records.

Note: You must first define permits on the Permits form.

See Defining permits.

To associate permits with equipment:

1. Select one of the following: Equipment > Assets.
   • Equipment > Positions
   • Equipment > Systems
   • Equipment > Setup > Locations
   • Equipment > Setup > Profiles
   • Equipment > Setup > Categories
2. Select the equipment for which to associate permits, and then click the Permits tab.
3. Click Add Permit.
4. Specify the Permit to associate with the equipment and the PTW Type for the permit type.
5. Specify the Type of Work and Priority to attach to the created permit to work, the Risk the permit poses, and the Isolation Type required on the lockout/tagout procedure of equipment associated with the permit to work.
6. Click the Auto Create PTW check box to automatically create a permit to work.
7. Click the Apply to Children check box to have the permit details applied to all child records.
8. Click the Mandatory check box to indicate that the permit is mandatory to complete work.
9. Click the LOTO Required check box to require a lockout/tagout permit.
10. Click the Delete Pending check box to delete the pending permit record during the next review.
11. Click Submit.