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Part III: Review and Prepare Permits
Review, authorize, validate, issue, hold, resume, or reject permits according to the active lifecycle role.
Review and Revert a Permit
Review the submitted scope, hazards, and controls, then advance the permit to authorization or return it for correction.
Issue the Permit (Mobile)
Formally release an authorized or field-validated permit for execution, from the mobile application.

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.
- Review and Revert a Permit
  Review the submitted scope, hazards, and controls, then advance the permit to authorization or return it for correction.
  - Review the Permit (Mobile)
    Review a permit's work scope, hazards, and safety requirements from the mobile application before it proceeds to authorization.
  - Reject the Permit
    The reviewer can reject a permit that is unsafe, incorrectly defined, or no longer required.
  - Authorize the Permit
    Perform the authorization checks after review, then authorize the permit for field validation or issue, as configured.
  - Authorize the Permit (Mobile)
    Perform final safety validation and authorize a permit from the mobile application.
  - Field Validation (for Special Permits)
    Perform the required physical site verification before a special permit (such as confined space) can be issued.
  - Issue the Permit
    After authorization and any required field validation, verify site readiness and issue the permit for execution.
  - Issue the Permit (Mobile)
    Formally release an authorized or field-validated permit for execution, from the mobile application.
  - Hold the Permit
    Place the permit on Hold when site or environmental conditions prevent execution; resume it only after the conditions are revalidated.
  - Resume a Held Permit
    Return a held permit to execution after site conditions and controls have been revalidated.
  - Print Permit as PDF
    Generate and print a PDF version of the permit for field use, compliance, or audit purposes.
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.

Issue the Permit

Formally release an authorized or field-validated permit for execution, from the mobile application.

Role: Permit Issuer. Platform: Mobile.

After authorization or field validation, the permit moves to the Stage 4 (Issue stage), where the issuer formally releases the permit for execution.

Follow the steps below to issue the permit:

Go to the Permits tab.
Select the permit to issue.
Review the permit details.
Click Take Action.

Figure 1. Issue the Permit
Select one of the following actions:
1. Mark as Issued: Issues the permit and moves it to the execution stage.
2. Hold: Temporarily pauses the permit if site conditions are not suitable (for example, unsafe environmental conditions or an unprepared work area).
3. Resume: Continues the permit once site conditions return to normal and the work can proceed safely.
4. Reject: Rejects the permit if it is no longer required.
Figure 2. Hold/Issue/Reject the Permit
Add your signature in the Signature block.
Click Submit to move the permit to the Execute stage.

The permit is issued and becomes available for the configured execution path.

The Permit Holder or Technician now executes the issued permit on Mobile.