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Part IV: Execute and Close Permits
Acknowledge and execute permitted work, complete safety checks, surrender the permit, and close it after completion.
Close the Permit
Review and formally close a permit after work is completed and surrendered.

Title and Copyright
Copyright and Terms of Use page for iPermits.
Preface
Use this guide according to your role in the Permit-to-Work or JHA lifecycle.
Part I: Understand iPermits
Understand iPermits roles, permissions, lifecycle stages, and the Web and Mobile screens used for each action.
Part II: Raise and Plan Permits
Raise work-order-linked or standalone permits, complete required planning information, and submit them for review.
Part III: Review and Prepare Permits
Review, authorize, validate, issue, hold, resume, or reject permits according to the active lifecycle role.
Part IV: Execute and Close Permits
Acknowledge and execute permitted work, complete safety checks, surrender the permit, and close it after completion.
- Execute an Operation-Level Permit
  On Mobile, claim the operation, acknowledge the permit, complete required controls, perform the work, and surrender the permit.
- Execute a Work-Order-Level Permit Without Operations
  Acknowledge, execute, and surrender a permit linked directly to a work order that has no operations.
- Execute a Standalone Permit
  Perform permitted work that is tracked by an external reference rather than an iMaintenance work order.
- Complete Permit Forms and Safety Checks
  During execution, complete each configured permit form and atmospheric check before the workflow can advance.
- Close the Permit
  Review and formally close a permit after work is completed and surrendered.
  - Close the Permit (Mobile)
    Review and formally close a surrendered permit from the mobile application.
Part V: Create and Manage JHAs
Create a JHA, assign the field team, acknowledge hazards and controls, and approve or return the JHA.
Part VI: Monitor and Audit
Monitor permit expiry and extensions, review retained evidence, access archives, and resolve execution or synchronization issues.
Part VII: Design and Configure (Administrator / Template Author)
Design and publish Permit, JHA, and Form templates and configure the list views shown to users.

Close the Permit

Review and formally close a permit after work is completed and surrendered.

Closure Handoff

Closure begins after the Permit Holder completes and surrenders the permitted work. The Permit Issuer reviews the surrendered record and closes it on Web or Mobile. The closed record then becomes available in permit history and archive views.

Role: Permit Issuer. Platform: Web.

After the work is completed and the permit is surrendered from the Mobile application, the Permit Issuer can review and formally close the permit.

To close the permit, follow the steps below:

Navigate to EHS → Permits.
Go to the Surrendered tab.

Figure 1. Surrendered Permits Tab
Select the required permit to close.
Open the permit and review for Work completion status, Execution details and logs etc.
Verify:
1. All operations are completed
2. The permit has been surrendered
3. No open safety issues remain.
Click Close Permit.

Figure 2. Close the Permit

The permit changes to Closed and becomes available in history and archive views.

Next: Review the closed record in Permit History when follow-up or audit evidence is needed.