Home
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.

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.
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.
- Understanding Response Types Used for Creating Permit Templates
- Understanding Out of the Box Sections and Fields in Permit Templates
- Create Permit Template
  Configure and define the permit template with sections and required fields based on specific business use cases and plant requirements.
- Configure Permit List View
  You can personalize the Permit list view by choosing which columns are visible, helping you focus on the information that matters most to you.
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.

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.

Permit Templates define the structure, sections, and mandatory fields used to create permits in iPermits. Admins configure permit templates to align with plant-specific safety procedures and compliance requirements, ensuring consistent permit creation, validation, and execution across web and mobile applications.

This section has the following topics: