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Part VIII: Design and Configure (Administrator / Template Author)
Design and publish Permit, JHA, and Form templates and configure the list views shown to users.
Design and Manage Isolation Templates
Define reusable isolation sections, fields, PDF output, and list settings before users raise isolations from the template.
Create Isolation Template
Configure and define the isolation (ICC) template with sections, fields, and PDF settings based on specific business use cases and plant requirements.

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.
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.
- Design and Manage Permit Templates
  Define reusable permit sections, fields, response types, and list settings before requesters raise permits from the template.
- Design and Manage JHA Templates
  Define reusable job-step, hazard, control, and list settings before users create JHAs from the template.
- Design and Manage Isolation Templates
  Define reusable isolation sections, fields, PDF output, and list settings before users raise isolations from the template.
  - Create Isolation Template
    Configure and define the isolation (ICC) template with sections, fields, and PDF settings based on specific business use cases and plant requirements.
  - Configure Isolation List View
    Select the columns users need when reviewing isolation records in the list.
- Design and Publish Forms
  Build and publish forms that capture the configured permit checks during execution.

Create Isolation Template

Configure and define the isolation (ICC) template with sections, fields, and PDF settings based on specific business use cases and plant requirements.

Role: iPermits Administrator or Template Author. Platform: iCWP Web.

Create Isolation Template:

Expand the EHS module and click Authoring.
Go to the Isolation tab.

The Isolation tab is displayed with a list of Isolation templates.
Click the Create Manually button at the top right.

In the Template Details screen, provide the following information:


Field	Description
Template Name	Click the Hamburger icon to select an icon that visually represents the isolation type (for example, electrical, mechanical, or process isolation). Enter a unique name in the text box for the isolation template (for example, Electrical Isolation Certificate).
Template Code	Enter the required template code with 2 characters (letters/numbers). The system appends the suffix C to the code. Hover over the Info icon for more details.
Template Description	Describe the purpose of the template.
Plant	Select the applicable plant.
Tags	Add tags to categorize the template.

Click Next.

Figure 1. Isolation Template Details
In the Template Configuration screen:
1. Review the default sections. The system automatically adds the Basic Details and Isolation Plan Details sections as out-of-the-box content.
  Note:
  Default sections with fields are auto-populated to help you get started. You can modify them or add new sections as required.
2. Add the required Sections and Subsections based on the isolation template requirements.
3. Add fields (questions) within each section as required.
4. Select appropriate response types (Text, Number, Multiple Choice, Pick List, etc.).
5. Click Preview to see how the isolation template appears in both web and mobile applications.
6. Click Next.
  Figure 2. Isolation Template Configuration
In the PDF Setup screen, configure the PDF layout as required.
Customize what appears in the isolation PDF, such as:
- Logo positioning (On/Off).
- Custom text in the footer
- The isolation type banner with its color code and a QR code.
Click Publish.

Figure 3. PDF Setup

The Isolation template is saved or published according to the selected action.

Next: Configure Isolation List View.