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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
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.
What’s New for iPermits
Review the iPermits capabilities introduced in release 2609

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.
  - 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 2609
  - 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: 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’s New for iPermits

Review the iPermits capabilities introduced in release 2609

New Features and Enhancements in Release 2609

Table 1. New Features and Enhancements in Release 2609
Create and Configure ICC Templates Create ICC templates with the required isolation details and configuration to standardize isolation planning. For more information, see .
Manage Isolations End-to-End with the New ICC Module Control who can act at each stage, and move an isolation through raising, review, approval, de-isolation, and verification. For more information, see Create and Manage Isolations.
Upload and Annotate Permit Plans on Mobile Upload an image or PDF of a Permit Plan from your device, or view one uploaded on Web, and add drawings, highlights, or other marks directly on Mobile. For more information, see Raise a Work-Order-Linked Permit on Mobile.
Review and Approve Permit Extension Requests from Mobile Review and approve or reject permit extension requests from Mobile, with a color-coded indicator for permits nearing expiry or awaiting action. For more information, see Review a Permit Extension Request (Mobile).