Copying and replacing permits to work

Replace an existing permit to work with a new permit to work, or copy an existing permit to work to save planning time for a new permit to work.

To copy and replace permits to work:

Select Work > Permit to Work > Permit to Work.
Select the permit to work to copy or replace.
Right-click the form, and then select Copy/Replace PTW.
Specify this information:

Description

Specify a description of the new permit to work.

Equipment

Specify the equipment to associate to the new permit to work. The system automatically populates a description of the equipment and Equipment Org..

Location

Specify the location of the equipment associated to the new permit to work. The system automatically populates a description of the location, and Location Org.
Select to copy these associated details to the new permit to work:
- Custom Field Values
- Comments
- Documents
- LOTO
- Safety
- Add Equipment Safety
- Add Location Safety
Click Copy or Replace.

Note: If the Replace button is selected, the Work Order, Work Order Activity, and Replaces fields will be populated with information from the source permit to work. The Replaced By and Status fields of the source permit to work will be updated with information from the permit to work created in the Copy/Replace PTW popup.