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Preface
Use this guide according to your role in the Permit-to-Work or JHA lifecycle.

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.

Preface

Use this guide according to your role in the Permit-to-Work or JHA lifecycle.

Intended Audience

This guide is for Permit Requesters, Reviewers, Authorizers, Field Validators, Issuers, Permit Holders, technicians, JHA participants, supervisors, and authorized template authors.

iPermits Web capabilities are available through the iCWP EHS module. Mobile permit and JHA actions are performed through the iMaintenance mobile application.

Find the Right Task

To see where a permit is in its lifecycle and who acts next, see Create and Manage Permits.


Role	Start with
Permit Requester	Choose the Type of Permit to Raise
Reviewer	Review and Revert a Permit
Authorizer	Authorize the Permit on Web
Field Validator	When Field Validation Is Required
Issuer	Issue the Permit on Web; Close the Permit on Web
Permit Holder or Technician	Execute an Operation-Level Permit
JHA Requester or Owner	Create and Manage JHA
Administrator or Template Author	Design and Manage Permit Templates

Contact Innovapptive

For product support and updated documentation, use your organization’s approved Innovapptive Support Portal.