Home
Part IV: Execute and Close Permits
Acknowledge and execute permitted work, complete safety checks, surrender the permit, and close it after completion.
Execute a Standalone Permit
Perform permitted work that is tracked by an external reference rather than an iMaintenance work order.

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.
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.

Execute a Standalone Permit

Perform permitted work that is tracked by an external reference rather than an iMaintenance work order.

Role: Permit Holder or Technician. Platform: iMaintenance Mobile.

The Standalone Permit must be reviewed, authorized, and issued before execution.

Open Permits in iMaintenance and select the issued Standalone Permit.
Review the external reference, work scope, Functional Location, Equipment, validity, JHA, hazards, and controls.
Acknowledge the permit and complete mandatory questions.
Add supporting personnel and complete required PPE, atmospheric, isolation, form, and attachment actions.
Start the permitted activity using the available execution action.
Perform the work within the approved scope.
Record required readings, checks, forms, and evidence.
When the work is complete, add the required surrender signature and comments and confirm the surrender.

The Standalone Permit changes to the surrendered state and can be closed by the Permit Issuer without a work-order link.

Next: The Permit Issuer can now close the surrendered standalone permit.