Adding permits to work orders

You may associate permits with a work order on the Permits page. You may also view permits associated with work order equipment.

Note: A work order may not have two active permit lines that refer to the same permit code.

To add permits to work orders:

Select Work > Work Orders.
Select the work order for which to add permits, and then click the Permits tab.
Click Add Permit. The system automatically selects the Active check box.

Note: The system automatically flags a new permit as Active, and this setting cannot be changed while adding the permit reference to the work order. You may deactivate permits after adding the permit if necessary.
Specify this information:
Permit

Select the permit to associate with the work order. The system automatically populates the permit description, Permit Org., Date Printed, Permit Reference, and Permit Comments to correspond with the selected permit.
Equipment
Choose one of the following options if the work order is a multiple equipment work order:
- Specify a specific equipment with which to associate the permit.
- Specify WO Header Equipment to associate the permit with the equipment on the work order header only.
Click Submit.

Note: You cannot delete work order permits after they have been added as a permit reference for the work order.
To deactivate a permit, select the permit to deactivate, and then click Deactivate Permit.