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Part III: Review and Prepare Permits
Review, authorize, validate, issue, hold, resume, or reject permits according to the active lifecycle role.
Review and Revert a Permit
Review the submitted scope, hazards, and controls, then advance the permit to authorization or return it for correction.
When Field Validation Is Required
Field validation is a conditional stage between Authorize and Issue. Check whether your permit needs it before you look for the Issue action.

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.
- Review and Revert a Permit
  Review the submitted scope, hazards, and controls, then advance the permit to authorization or return it for correction.
  - Review the Permit on Mobile
    Review a permit's work scope, hazards, and safety requirements from the mobile application before it proceeds to authorization.
  - Reject the Permit During Review
    The reviewer can reject a permit that is unsafe, incorrectly defined, or no longer required.
  - Authorize the Permit on Web
    Perform the authorization checks after review, then authorize the permit for field validation or issue, as configured.
  - Authorize the Permit on Mobile
    Perform final safety validation and authorize a permit from the mobile application.
  - When Field Validation Is Required
    Field validation is a conditional stage between Authorize and Issue. Check whether your permit needs it before you look for the Issue action.
  - Field Validation (for Special Permits)
    Perform the required physical site verification before a special permit (such as confined space) can be issued.
  - Issue the Permit on Web
    After authorization and any required field validation, verify site readiness and issue the permit for execution.
  - Issue the Permit on Mobile
    Formally release an authorized or field-validated permit for execution, from the mobile application.
  - Reject the Permit at Issue
    The Permit Issuer can reject the permit when it is no longer required.
  - Hold the Permit
    Place the permit on Hold when site or environmental conditions prevent execution; resume it only after the conditions are revalidated.
  - Resume a Held Permit
    Return a held permit to execution after site conditions and controls have been revalidated.
  - Print Permit as PDF
    Generate and print a PDF version of the permit for field use, compliance, or audit purposes.
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.

When Field Validation Is Required

Field validation is a conditional stage between Authorize and Issue. Check whether your permit needs it before you look for the Issue action.

Role: Permit Authorizer, Field Validator, Permit Issuer. Platform: Web and Mobile.


If the permit	After authorization
Was raised from a permit template that includes the Atmospheric Log additional form	The permit goes to the Field Validation stage. Perform Field Validation (for Special Permits). The permit moves to the Issue stage only after successful validation.
Was raised from a permit template without the Atmospheric Log additional form	The permit goes directly to the Issue stage. See Issue the Permit on Web or Issue the Permit on Mobile.

Field validation is used for special permit types, such as a confined space permit. The template author enables it by selecting Atmospheric Log under Additional Forms in Create Permit Template.