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Part II: Raise and Plan Permits
Raise work-order-linked or standalone permits, complete required planning information, and submit them for review.
Choose the Type of Permit to Raise
Choose a work-order-linked or standalone permit, and choose Web or Mobile, based on where the work is tracked and the action available to your role.
Copy a Permit
Create a new Draft permit from an existing permit, reusing valid non-business-object data instead of starting from scratch.

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.
- Choose the Type of Permit to Raise
  Choose a work-order-linked or standalone permit, and choose Web or Mobile, based on where the work is tracked and the action available to your role.
  - Raise a Work-Order-Linked Permit on Web
    Raise a permit for a work order or selected operations, then submit it for the configured review stage.
  - Raise a Permit (Mobile)
    Raise a work-order- or operation-linked permit from Mobile when the action is available to your role, then submit it for review.
  - Raise a Standalone Permit on Web
    Raise a standalone permit for work that may or may not be associated with a work order, then submit it for the standard review and authorization process.
  - Raise a Standalone Permit (Mobile)
    Create a permit for externally tracked work from iMaintenance mobile.
  - Link a Standalone Permit to a Work Order
    Link a standalone permit when the work later becomes associated with an iMaintenance work order.
  - Copy a Permit
    Create a new Draft permit from an existing permit, reusing valid non-business-object data instead of starting from scratch.
  - Copy a Permit
    Create a new Draft permit from an existing permit, reusing valid non-business-object data instead of starting from scratch.
  - Request Permit Reversion
    Request reversion after submission when the permit must return to the requester for correction.
  - Request Reversion (Mobile)
    Request a reversion from the mobile application if details were missed when submitting a permit for review.
Part III: Review and Prepare Permits
Review, authorize, validate, issue, hold, resume, or reject permits according to the active lifecycle role.
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.

Copy a Permit

Create a new Draft permit from an existing permit, reusing valid non-business-object data instead of starting from scratch.

Role: Permit Requester. Platform: Web.

To copy a Permit:

Select the permit you want to copy on the My Permits or All Permits list.
Click the More (⋯) icon in the Actions column and select Copy.

Figure 1. Copy Permit
Review the new Draft permit — PPE, checklists, and eligible authored questions are carried over from the original permit.
Link the draft to a Work Order or another business object:
1. If you link a Work Order, Functional Location, Assets, Risk, Assigned Crew, and Validity are populated automatically.
2. If you link Others, provide Functional Location, Assets, Activity Details, and required permit form responses manually
Complete any remaining mandatory fields.
Click Submit to send the permit to the next stage.

The new permit gets a new Permit ID, separate from the original.

The permit is submitted to the configured review stage.

Review and Revert a Permit.