Associating permits to PM schedules

You may associate permits with a PM schedule on the Permits tab. The permits will be copied to the work orders released against the specified PM schedule.

To associate permits to PM schedules:

  1. Select Work > WO Planning > PM Schedules.
  2. Select the PM schedule to which to associate permits, and then click the Permits tab.
  3. Click Add Permit.
  4. Specify this information:
    Permit
    Select the permit to associate to the PM schedule. The permit description and Permit Org. are automatically populated.
    Mandatory
    Activity
    Auto Create PTW
    PTW Type
    Type of Work
    Priority
    Risk
    LOTO Required
    Isolation Type
    Delete Pending
  5. Click Submit.
Parent topic: Creating preventive maintenance work orders