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Part I: Understand iPermits
Understand iPermits roles, permissions, lifecycle stages, and the Web and Mobile screens used for each action.
Introduction to iPermits
Permits is a digital Permit-to-Work application that helps to manage work permits and Job Hazard Analyses (JHAs) throughout their lifecycle. Depending on your role, you may create, review, approve, issue, execute, or close permits. This guide explains how to perform these tasks using the iPermits Web and Mobile applications.
What’s New for iPermits
Review the iPermits capabilities introduced in release 2608.01.

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.
- Introduction to iPermits
  Permits is a digital Permit-to-Work application that helps to manage work permits and Job Hazard Analyses (JHAs) throughout their lifecycle. Depending on your role, you may create, review, approve, issue, execute, or close permits. This guide explains how to perform these tasks using the iPermits Web and Mobile applications.
  - Overview of iPermits
    iPermits is a digital Permit-to-Work solution that helps teams request, review, approve, execute, and close work permits through a structured workflow. The application includes web and mobile versions.
  - Benefits of iPermits
    iPermits helps teams manage permit-to-work safely, with better visibility and less manual effort.
  - What’s New for iPermits
    Review the iPermits capabilities introduced in release 2608.01.
  - System Requirements
    Review the Web, mobile, storage, and device capabilities required to use iPermits.
- Roles and Responsibilities in the Permit Lifecycle
  Identify which role owns each permit and JHA stage before taking or handing off an action.
- Create and Manage Permits
  A permit moves through Raise, Review, Authorize, Issue, Execute, and Close. Each stage passes responsibility to the role that owns the next action.
- Sign In and Find Pending Actions
  Sign in on Web or Mobile, then use the available dashboard and lists to find permit or JHA actions assigned to your role.
Part II: Raise and Plan Permits
Raise work-order-linked or standalone permits, complete required planning information, and submit them 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.

What’s New for iPermits

Review the iPermits capabilities introduced in release 2608.01.

New Features and Enhancements in Release 2608.01

Table 1. New Features and Enhancements in Release 2608.1
Add a Master Question Above the JHA Step Table Add a Master Question section above the JHA Step table so workers answer key context questions before starting the JHA steps. For more information, see Create JHA Template.
View PPE Actions and Photos in Permit History PPE actions from Mobile — verified, skipped, or photo captured — now show in Permit History on Web, with photos in Permit Attachments. For more information, see Review PPE Activity.
Contractor Acknowledge Link in History The "Contractor Acknowledge" entry in permit History is now a clickable link to the acknowledgement details.
Mobile Editability Follows Authoring Config Permit forms on Mobile now respect the field- and section-level editability configured during Authoring during Execution and Acknowledgement.
Copy a Permit Create a new Draft permit from an existing permit, reusing eligible PPE, checklist, and question data so you don't have to start from scratch. For more information, see Copy a Permit and Copy a Permit.
View Permits on the Map on Mobile Permits can now be viewed on the map from mobile and tablet devices, matching the map view already available on the web.