Home
Part II: Raise and Plan Permits
Raise work-order-linked or standalone permits, complete required planning information, and submit them for review.
Choose the Type of Permit to Raise
Choose a work-order-linked or standalone permit, and choose Web or Mobile, based on where the work is tracked and the action available to your role.
Raise a Work-Order-Linked Permit on Web
Raise a permit for a work order or selected operations, then submit it for the configured review stage.

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.
- Choose the Type of Permit to Raise
  Choose a work-order-linked or standalone permit, and choose Web or Mobile, based on where the work is tracked and the action available to your role.
  - Raise a Work-Order-Linked Permit on Web
    Raise a permit for a work order or selected operations, then submit it for the configured review stage.
    - Use AI Autofill for a Permit
      Review context-aware suggestions for eligible permit questions before accepting them.
  - Raise a Work-Order-Linked Permit on Mobile
    Raise a work-order- or operation-linked permit from Mobile when the action is available to your role, then submit it for review.
  - Raise a Standalone Permit on Web
    Raise a standalone permit for work that may or may not be associated with a work order, then submit it for the standard review and authorization process.
  - Raise a Standalone Permit on Mobile
    Create a permit for externally tracked work from iMaintenance mobile.
  - Link a Standalone Permit to a Work Order
    Link a standalone permit when the work later becomes associated with an iMaintenance work order.
  - Copy a Permit on Web
    Create a new Draft permit from an existing permit, reusing its PPE, checklists, and eligible authored questions instead of starting from scratch.
  - Copy a Permit on Mobile
    Create a new Draft permit from an existing permit, reusing its PPE, checklists, and eligible authored questions instead of starting from scratch.
  - Request Permit Reversion on Web
    Request reversion after submission when the permit must return to the requester for correction.
  - Request Permit Reversion on Mobile
    Request a reversion from the mobile application if details were missed when submitting a permit 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.

Raise a Work-Order-Linked Permit on Web

Raise a permit for a work order or selected operations, then submit it for the configured review stage.

Role: Permit Requester. Platform: iCWP Web.

Use an operation-level permit when the permit applies to one operation. Use a Combined Permit when the same permit applies to multiple operations under one work order. Use a Consolidated Permit when more than one permit template must be represented in the same permit.

Open EHS → Permits.
Select the required plant.

The list contains only plants available to your user account.
Click Raise Permit Manually.
Select the required work order.
Select the applicable operation or if the work order contains multiple operations, select the operation(s) that require the permit.

Use the available date, work center, functional location, priority, work-order type, and creator filters to narrow the list.
If the same permit applies to multiple operations within the selected work order, enable Combined Permit.
Click Continue.
Select the required Permit Type.
Enable Consolidated Permit only when the work requires multiple permit templates to be managed under a single permit.
Click Proceed.
Complete the fields defined by the selected permit template.

Review the work scope, validity, risk, crew, PPE, JHA requirement, hazards, controls, additional forms, and attachments shown for the permit.
Note:
The Permit Validity From value cannot be earlier than the current date and time.
Upload the permit plan when the work location, isolation points, or hazard zones need to be shown on a drawing or layout. To upload:
- Click Upload Drawing in the Permit Plan Tab.
Verify all entered information before submitting the permit.
Select JHA and/or ICC under Additional Safety Forms, if required for the permit. If ICC is selected, enter the Reason for Isolation.
Click Raise to submit the permit for review.

When the permit requires a JHA or ICC, the configured JHA or ICC request is initiated as part of the permit workflow.

The permit is submitted to the configured review stage and remains linked to the selected work order or operations.

Next: The Permit Reviewer owns the next action: review the submitted permit.