Home
Create and Manage Permits
Permit management ensures that hazardous work is properly planned, reviewed, authorized, and executed in compliance with safety requirements. You can create, review, authorize, issue, execute, and close permits to control work activities and ensure all required safety checks are completed throughout the permit lifecycle.

Title and Copyright
Copyright and Terms of Use page for Connected Back Office.
Preface
Understand audience, know related documents and products and conventions followed in this document.
Introduction to iPermits
This chapter provides an overview of the iPermits application for Permit-to-Work management, including its key benefits, system requirements.
Get Started with the Application
Log in to the Weba and Mobile application using organization credentials to securely access the system.
iPermits Dashboard and Main Screens
Learn how to navigate the iPermits Dashboard and main screens by understanding key buttons, icons, and layouts across Web and Mobile applications.
Roles and Responsibilities in the Permit Lifecycle
This section describes the roles involved in the iPermits lifecycle and their responsibilities during permit raise, review, authorization, issuance, execution, and closure.
Create and Manage Permits
Permit management ensures that hazardous work is properly planned, reviewed, authorized, and executed in compliance with safety requirements. You can create, review, authorize, issue, execute, and close permits to control work activities and ensure all required safety checks are completed throughout the permit lifecycle.
- Manage Permits on Web
- Manage Permits on Mobile Application
  The functionality to manage all stages of the permit lifecycle—from raising the permit to final closure—is available in the Mobile Application. The mobile app enables users to create permits, review details, validate safety requirements, authorize, issue, execute, and close permits directly from the field.
- Scan Permit Using QR Code
  Scan a QR code from a printed or digital permit to quickly access and open the permit in the mobile application without manual search.
Create and Manage JHA
Job Hazard Analysis (JHA) helps identify, assess, and control hazards associated with a specific job or activity before work begins. Using configurable templates, you can create, assign, validate, and approve JHAs to ensure risks are properly evaluated and safety controls are in place.
Design and Manage Permit Template
Effective permit template management ensures standardized structure and compliance. Create and configure templates with required sections and fields to support consistent permit creation.
Design and Manage JHA Template
Effective JHA template management ensures standardized hazard identification and risk assessment. Create and configure templates with required sections and fields for consistent execution.
Design and Publish Forms
Effective form management ensures standardized safety checks and compliance. Design and publish forms with required fields and validations for consistent execution.
Track Permit Expiry and Compliance
Permit Expiry Reports provide a consolidated view of permits that have expired or are nearing expiry across shifts and plants. This helps supervisors quickly track permit status, identify potential compliance risks, and take timely action without opening individual permits.
Access Archived Records
Archived record management enables audit and compliance readiness. Access and review past permits and JHAs for traceability and analysis.

Create and Manage Permits

Permit management ensures that hazardous work is properly planned, reviewed, authorized, and executed in compliance with safety requirements. You can create, review, authorize, issue, execute, and close permits to control work activities and ensure all required safety checks are completed throughout the permit lifecycle.

This Section explains how a Permit-to-Work moves from creation to archival, and how responsibility transfers between roles at each stage.

A permit progresses through the following lifecycle:

Raise → Review → Authorize → Issue → Execute → Close

For certain permit types (for example, confined space or hot work), an additional Field Validation stage is required before issuing the permit:

Raise → Review → Authorize → Field Validation → Issue → Execute → Close

Each stage is performed by a specific role and can be completed using the Web or Mobile application based on role-based permissions.

Refer to Role - Based Permissions for detailed information on what each role can view, create, approve, or update in the Permits module, per Persona in the Permits Module.

Important: The Execution stage is performed only in the Mobile application. The Web application is used to manage permits up to the Issue stage and for monitoring and closure activities.