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Part I: Understand iPermits
Understand iPermits roles, permissions, lifecycle stages, and the Web and Mobile screens used for each 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.
Revert, Reject, Hold, Surrender, and Close
Understand what each lifecycle action does and who is responsible next.

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.
- 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.
  - Revert, Reject, Hold, Surrender, and Close
    Understand what each lifecycle action does and who is responsible next.
- 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.

Revert, Reject, Hold, Surrender, and Close

Understand what each lifecycle action does and who is responsible next.

Role: Permit Issuer / Reviewer. Platform: Web and Mobile.


Action	Why it is used	Can the process continue?	Next responsible role
Revert	Information must be corrected	Yes	Previous role
Reject	Permit is invalid or no longer required	No	None
Hold	Conditions temporarily prevent safe work	Yes	Issuer/field team
Surrender	Permit Holder has finished using the permit	Yes, toward closure	Issuer
Close	Permit lifecycle is formally complete	No	Archive/reporting