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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
Issue the Permit
After a permit is authorized, it moves to the Issue stage. In this stage, the Issuer verifies site readiness and ensures all safety conditions are met before allowing work to begin.
Print Permit as PDF

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
  - Raise a Permit
  - Review and Revert a Permit
    After a permit is raised, it enters the review stage, where the reviewer validates the work scope, hazards, and safety requirements before allowing the permit to move forward.
  - Authorize the Permit
    Once a permit is reviewed, it moves to the authorization stage, where the authorizer performs final checks and confirms that the work is safe before approval.
  - Issue the Permit
    After a permit is authorized, it moves to the Issue stage. In this stage, the Issuer verifies site readiness and ensures all safety conditions are met before allowing work to begin.
    - Hold the Permit
      The Permit Issuer can place a permit on Hold if environmental or site conditions are not suitable to perform the work safely within the permit validity period. Once the conditions are restored to a safe state, the Issuer can remove the permit from Hold and proceed with the workflow.
    - Reject the Permit
      The Permit Issuer can reject the permit when it is no longer required.
    - Print Permit as PDF
  - Close the Permit
- 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.

Print Permit as PDF

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.