Work Permits

Authorize hazardous work

6 min read

Permits authorize dangerous work with safety requirements.

Statuses

DRAFT

Being prepared

APPROVED

Authorized

ACTIVE

Work underway

EXPIRED

Period ended

REVOKED

Cancelled for safety

Safety Details

  • Identified hazards
  • Required precautions
  • PPE requirements
  • LOTO required / verified
  • Emergency procedure

Permits are not a separate, disconnected register โ€” they connect directly to work orders.

  • A work order task flagged 'Requires a work permit' auto-creates a linked DRAFT permit when the work order is created
  • Open the work order's 'Work Permits' tab to create or attach a permit manually
  • The work order cannot start until the linked permit is Approved or Active
  • Permits follow their own configurable approval chain (Company Settings > Workflows > Work Permits)

Tip

Set clear validity periods. Permits should expire automatically.

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