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Part I: Understand iPermits
Understand iPermits roles, permissions, lifecycle stages, and the Web and Mobile screens used for each action.
Introduction to iPermits
Permits is a digital Permit-to-Work application that helps to manage work permits and Job Hazard Analyses (JHAs) throughout their lifecycle. Depending on your role, you may create, review, approve, issue, execute, or close permits. This guide explains how to perform these tasks using the iPermits Web and Mobile applications.

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.
- Introduction to iPermits
  Permits is a digital Permit-to-Work application that helps to manage work permits and Job Hazard Analyses (JHAs) throughout their lifecycle. Depending on your role, you may create, review, approve, issue, execute, or close permits. This guide explains how to perform these tasks using the iPermits Web and Mobile applications.
  - Overview of iPermits
    iPermits is a digital Permit-to-Work solution that helps teams request, review, approve, execute, and close work permits through a structured workflow. The application includes web and mobile versions.
  - Benefits of iPermits
    iPermits helps teams manage permit-to-work safely, with better visibility and less manual effort.
  - What’s New for iPermits
    Review the iPermits capabilities introduced in release 2607.
  - System Requirements
    Review the Web, mobile, storage, and device capabilities required to use iPermits.
- Roles and Responsibilities in the Permit Lifecycle
  Identify which role owns each permit and JHA stage before taking or handing off an action.
- Create and Manage Permits
  A permit moves through Raise, Review, Authorize, Issue, Execute, and Close. Each stage passes responsibility to the role that owns the next action.
- Sign In and Find Pending Actions
  Sign in on Web or Mobile, then use the available dashboard and lists to find permit or JHA actions assigned to your role.
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.

Introduction to iPermits

Permits is a digital Permit-to-Work application that helps to manage work permits and Job Hazard Analyses (JHAs) throughout their lifecycle. Depending on your role, you may create, review, approve, issue, execute, or close permits. This guide explains how to perform these tasks using the iPermits Web and Mobile applications.

Use this guide according to your role to raise, review, authorize, issue, execute, monitor, and close permits and JHAs.

iPermits connects several roles across one Permit-to-Work and JHA process.

Understand the permit lifecycle, roles, permissions, and available Web and Mobile actions.
Raise the correct permit for the work and hand it to the reviewer.
Review, authorize, validate when required, and issue the permit.
Execute the permitted work, complete configured checks, surrender, and close the permit.
Create and approve JHAs, monitor compliance, and configure reusable templates and forms when your role requires it.

After reviewing the product overview and requirements, continue to Roles and Responsibilities in the Permit Lifecycle.