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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.
Role-Based Permissions
See which roles can perform which actions at each stage of the Permit and JHA lifecycle, on Web and Mobile.

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.

Role-Based Permissions

See which roles can perform which actions at each stage of the Permit and JHA lifecycle, on Web and Mobile.

Permit Lifecycle – Role vs Action Summary


Permit Stage	Action	Role	Access Mode
Raise	Save Draft	Permit Requestor	Web + Mobile
	Raise Permit
	Request Revert
Review	Mark as Reviewed	Permit Reviewer	Web + Mobile
	Revert Permit
	Reject Permit
Authorize	Mark as Authorized	Permit Authorizer	Web + Mobile
	Revert Permit
	Reject Permit
Field validation (Special type Permits like confined space permit)	Validates the Permit	Field Validator	Mobile
Issue	Mark as Issued	Permit Issuer	Web + Mobile
	Hold / Resume Permit
	Reject Permit
Execution	Acknowledge Permit	Permit Holder	Mobile Only
	Surrender Permit
Closure	Close Permit	Permit Issuer	Web + Mobile

Key Permission Principles:

Actions are enabled or disabled based on the user’s assigned role.
Users only see actions relevant to their role (for example, “Authorize” is only visible to Authorizers).
Permissions are enforced consistently across Web and Mobile.
All actions are logged for audit and compliance tracking.

JHA Lifecycle – Role vs Action Summary


JHA Stage	Action	Role	Platform
Template Setup	Author JHA Template	Admin	Web
Initiate	Initiate JHA	JHA Requestor	Web +Mobile
	Fill Initial JHA Details
Assign	Review Initiated JHA	JHA Owner
	Assign JHA Team
In Progress	Validate JHA Steps	JHA Team
	Perform Field Acknowledgement
Approve	Approve JHA	JHA Owner / JHA Approver
	Close JHA
Archive	View Approved/Closed JHAs	Admin / Owner

Isolation Lifecycle – Role vs Action Summary


JHA Stage	Action	Role	Platform
Template Setup	Author ICC Template	Admin	Web
Plan	Initiate JHA	ICC Owner	Web +Mobile
	Fill Initial ICC Details	ICC Owner	Web +Mobile
Approve lso	Approve ICC	ICC Approver	Web + Mobile
Isolate	Perform Isolation	ICC Issuer / ICC Owner	Mobile
Review Isolation	Review Completed Isolation	ICC Reviewer	Web + Mobile
Live	Set ICC to Live	ICC Issuer / ICC Owner	Mobile
Approve De-Iso	Approve De-Isolation	ICC Approver	Web + Mobile
De- Isolation	Perform De-Isolation	ICC Owner	Mobile
Close	Close ICC	ICC Owner	Web + Mobile