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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
Raise a Permit
Raise Standalone Permit

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
    - Raise Permit Using AI
    - Raise Standalone Permit
    - Link Standalone Permit to a Workorder
      Standalone permits can be linked to a Work Order when the work becomes associated with a planned maintenance activity. Linking ensures the permit is aligned with the correct work order and operations for proper tracking and execution.
    - Request for Reversion
      After submitting a permit for review, the requester can still request a reversion if any details were missed to fill.
  - 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.
  - 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.

Raise Standalone Permit

Standalone permits are typically used where no Work Order exists, or where the work is tracked outside iPermits — for example, work from a contractor, an emergency repair, a facility task or an inspection. Risk is associated directly with the equipment or functional location you select

To raise a Standalone permit, follow the steps below:

Navigate to EHS → Permits from the left navigation panel.
Select the required plant from the dropdown.
Click Raise Permit Manually and select Raise Standalone from the dropdown.

Figure 1. Raise Standalone Permit
Select the appropriate Functional Location where the work will be performed to link the permit to the correct plant area or system.
Select the specific Equipment associated with the chosen functional location on which the activity will be carried out.
Define the type of work to be performed (e.g., inspection, maintenance, repair, hot work) to ensure accurate risk assessment and approval workflow.
Click Continue.

Figure 2. Enter Details
Select the Reference Type from the dropdown.
- Work Order or,
- Other
Note:
Select Other when there is no work order dependency. For example, a contractor job, a ticket or job number from an outside system, facility or utility work, operational work, urgent emergency work, or a manual maintenance request. A permit raised this way never needs a Work Order.
If you select Work Order, Continue with the Steps 4 through 12 from Section Raise Permit Manually to complete the permit raise process.
If you Select Other:
1. Enter a short note in the Reference Id field. For example, a contractor job number, a ticket number, or the name of the activity.
2. If you select Work Order, Continue with the Steps 4 through 12 from Section Raise Permit to complete the permit raise process.