Defining permits to work

To define permits to work:

  1. Select Work > Permit to Work > Permit to Work.
  2. Specify the Organization.
  3. Enter a description of the permit to work.
  4. Specify this information:
    Equipment
    Specify the equipment associated with the permit to work. The system automatically populates the description of the equipment and Equipment Org.
    PTW Type
    Select the type of work to be performed on the permit, e.g., Confined space entry if the work to be performed must be completed in an enclosed space.
    Department
    Specify the department of the equipment.
    Status
    Specify the status of the permit to work.
    Location
    Specify the location of the equipment.
    Location Note
    Enter a note on the location of the equipment.
    Class
    Specify the class for the permit to work.
    Type of Work
    Select the type of work to be performed on the permit to work.
    Priority
    Select the priority of the work to be performed on the permit to work.
    Risk
    Select the risk the permit to work poses to your organization.
    Lockout Box
    Specify the lockout box that will be used if a lockout is required.
    Requested By
    Specify the person who requested the permit to work.
    Date Requested
    Specify the date the permit to work was requested.
    Assigned To
    Specify an employee to perform the work indicated.
    Date Required
    Specify the date the permit to work will go in effect.
    Duration (Hrs.)
    Specify the duration in hours required for the permit to work.
    Extension (Hrs.)
    Specify the number of hours to extend the permit to work if maximum duration hours are exceeded. Duration Total is automatically populated. Valid Until and Extension Count are automatically populated when the permit to work Status is Active.
    Suspension Reason
    Specify the reason to suspend the permit to work.
  5. Click Save Record.
    Note: To extend the amount of time that the permit to work is valid, click Extend. Enter your electronic signature information, and a new Extension Count, Duration Total, and Valid Until will be determined.

    To sign off on the permit to work, click Sign-Off.

    To sign off on the permit to work as a contractor, click Contractor Sign Off.

    To make a copy of an existing permit to work or to replace a permit to work if it can no longer be used, click Copy/Replace.

    See Copying and replacing permits to work.

    To view all differences between the current data of the permit to work and the archived data from the last electronic signature, click Unsigned PTW Differences. View the differences.

Parent topic: Managing permits to work