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Part I: Understand iPermits
Understand iPermits roles, permissions, lifecycle stages, and the Web and Mobile screens used for each action.
Roles and Responsibilities in the Permit Lifecycle
Identify which role owns each permit and JHA stage before taking or handing off an action.
What Your Administrator Controls
Some actions, tabs, and fields you see in iPermits depend on settings your administrator configures. If something described in this guide is missing, check these settings with your administrator.

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
  iPermits 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.
- Roles and Responsibilities in the Permit Lifecycle
  Identify which role owns each permit and JHA stage before taking or handing off an action.
  - Role-Based Permissions
    See which roles can perform which actions at each stage of the Permit and JHA lifecycle, on Web and Mobile.
  - What Your Administrator Controls
    Some actions, tabs, and fields you see in iPermits depend on settings your administrator configures. If something described in this guide is missing, check these settings with your administrator.
- 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: Create and Manage Isolations
Create an Isolation Control Certificate (ICC), define the isolation plan, and move the isolation through the required review, approval, isolation, de-isolation, and closure stages.
Part VII: Monitor and Audit
Monitor permit expiry and extensions, review retained evidence, access archives, and resolve execution or synchronization issues.
Part VIII: Design and Configure (Administrator / Template Author)
Design and publish Permit, JHA, and Form templates and configure the list views shown to users.

What Your Administrator Controls

Some actions, tabs, and fields you see in iPermits depend on settings your administrator configures. If something described in this guide is missing, check these settings with your administrator.


Setting	What it changes for you	Where it is configured
Roles and permissions	Which permit and JHA actions you can see and perform. See Role-Based Permissions.	Create Roles and Permissions
Mobile bottom navigation	Which tabs (for example, Permits, JHA, Work Orders) appear in the mobile app for your persona.	Configure Bottom Navigation (Mobile)
AI features	Whether AI-based PPE recommendations and AI suggestions for permit setup are available for your plant.	Configure AI
Mobile data sync preferences	Which work orders and issues synchronize to your device, and for how many days, based on your role.	Define Mobile Data Sync Preferences
Session timeout	How long your session stays active while you are inactive before you return to the login screen.	Configure Session Timeout
Notifications	Which workflow events notify you, and when.	Set Up Notifications
Permit, JHA, Isolation and Form templates	The sections and fields you complete, which fields your role can edit, view, or not see, whether field validation applies, and which forms are attached.	Design and Manage Permit Templates in this guide

Settings in the third column, other than template design, are described in the iPermits Configuration Guide.