Issue a Permit to Work

A permit to work records that hazardous work, such as hot work, a confined space entry or working at height, has been assessed and authorised before it starts.

Raising a permit

1. Go to Compliance → Permits to Work and click New Permit.
2. Enter a Title, the Work type and the Location. These are required.
3. Set Valid from and Valid to for the window the work is authorised for.
4. List the Hazards and the Precautions / controls, one per line.
5. Click Create Permit. It gets a reference like PTW-2026-0001 and goes straight to Awaiting approval.

You can edit a permit until it's approved.

Approving or rejecting

Click a permit to open it.

• Approve authorises the work. You can't approve a permit you raised yourself; someone else must sign it off. Administrators are the exception. A permit whose valid-to date has already passed can't be approved; edit the dates first.
• Reject (admins and managers) marks the request Revoked. It stays on record.
• Delete (admins and managers) removes a permit that was never approved. Approved permits can't be deleted; they're kept for audit.

While the work is running

• Close permit once the job is finished and the area is safe. The permit is marked Closed.
• Revoke (admins and managers) stops work under an approved permit early, for example if conditions change.

Approved permits that are past their valid-to date are flagged in red in the list and counted in the Past valid-to date card. Close or revoke them. Permits nearing or past their valid-to date also appear in the Compliance attention list.

The count cards at the top filter the list by status.

Permits are a record of authorisation. They don't lock or block work orders on their own.

Where to go next

• Understand the whole module → How Field Service Works
• Next in this module → Set Up Preventive Maintenance
• Create Job Templates
• Create a Work Order
• See where this fits in the bigger picture → How a Request Becomes a Resolved, Billed Ticket