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Part VII: Design and Configure (Administrator / Template Author)
Design and publish Permit, JHA, and Form templates and configure the list views shown to users.
Design and Manage Permit Templates
Define reusable permit sections, fields, response types, and list settings before requesters raise permits from the template.

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.
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.
- Design and Manage Permit Templates
  Define reusable permit sections, fields, response types, and list settings before requesters raise permits from the template.
  - Understand Permit Template Response Types
    Choose the correct response type — Text, Number, Date & Time, Search Text, Attachments, Multiple Choice, or Form — for each field in a permit template.
  - Understand Standard Permit Template Sections and Fields
    Every new permit template automatically includes an EHS Details section and a Basic Permit Details section.
  - Create Permit Template
    Configure and define the permit template with sections and required fields based on specific business use cases and plant requirements.
  - Configure Permit List View
    Select the columns users need when reviewing permit records in the list.
- Design and Manage JHA Templates
  Define reusable job-step, hazard, control, and list settings before users create JHAs from the template.
- Design and Publish Forms
  Build and publish forms that capture the configured permit checks during execution.

Design and Manage Permit Templates

Define reusable permit sections, fields, response types, and list settings before requesters raise permits from the template.

Role: iPermits Administrator or Template Author. Platform: iCWP Web.

Permit templates define the reusable sections, fields, response types, and validation structure used when requesters raise permits.

Understand the response types and the out-of-the-box sections and fields.
Create, review, and publish the permit template.
Configure the Permit list columns users need.
Return to Authoring and verify the published template is available for permit creation.