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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.
Print Permit as PDF
Generate and print a PDF version of the permit for field use, compliance, or audit purposes.

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.

Print Permit as PDF

Generate and print a PDF version of the permit for field use, compliance, or audit purposes.

Role: Permit Issuer. Platform: Web.

At the Issue stage, you can generate and print a PDF version of the permit for field use, compliance, or audit purposes.

To print the permit:

Click the Print icon at the top-right of the screen.
The Print Manager screen opens with a preview of the permit PDF.
Select the required content options (for example, Permits, Evidences, Attachments, Signature).
Use the annotation tools available in the toolbar to highlight or mark important sections, and adjust color, thickness, or opacity if required.
Click Print Document.
Print the permit and provide it to the field team for reference or compliance documentation.

Figure 1. Print Permit

Note:
The generated permit PDF includes a QR code that can be scanned using the mobile application to quickly access the permit details in the field.

The permit PDF is generated with the selected content and QR code when applicable.

Return to the permit record and continue its current lifecycle stage.