Permits
Field tier and aboveIn the app: /permits
Permits covers work that needs a written go-ahead before it starts: hot work, confined space entry, lockout/tagout, energized electrical work, excavation, or anything else you define. Each permit carries a pre-work checklist, an approval, a validity window and a close-out.
1.Create a permit
- Open Permits and press + New Permit.
- Choose the permit type. The pre-work checklist is filled in from the published standard for that type; edit the items to match your own procedure, and remember that removing one removes the check.
- Enter the title, job site, location, work description, who requested it and the responsible person. The responsible person gets alerts if the permit is expiring or overdue to close.
- Set Valid From and Valid To. If the window overlaps another active permit at the same site, we warn you on the form.
- Press Create Permit. It starts as Pending.
2.Approve it before work starts
- Open the pending permit.
- Tick every checklist item. A permit cannot be approved until all of them are checked; a permit with an empty checklist can be approved without any pre-work verification, so keep the list.
- Press Approve permit. We record your name and the time on it.
- If it should not go ahead, press Reject and give the reason.
3.Close it out
- When the work is finished, open the permit and press Close permit.
- Write the close-out notes: work completed, area inspected, and anything left to follow up.
- A permit that passes its Valid To date without being closed shows as Expired.
4.Reopen one (admin)
- Only an admin can reopen a closed permit.
- Reopening puts it back to Pending with every checklist item unchecked, so it has to be approved again before work restarts.
Common questions
- Which permit types are built in?
- Hot Work, Confined Space, Lockout/Tagout, Energized Electrical Work, Excavation and Other. Each comes with its own starting checklist.
- Who is allowed to approve?
- Anyone with a login can approve, reject and close a permit. Your own procedure decides who should; the record shows who did.
- Do I get reminded about expiring permits?
- Yes. Expiring permits appear in the Needs Attention card, the notification bell and the Monday reminder email, and the responsible person is alerted.