Work Permits are a crucial component of Work Orders in many industrial operations, ensuring safety, regulatory compliance, and the efficient management of maintenance activities.
Configuring Work Permits
To configure Work Permits, follow these steps:
On the platform, click on your profile icon in the upper right corner of the screen, then select "Settings".
In the left-hand menu, select "Work Order".
Under Preferences, you will find the Work Permit toggle. Here, you can enable or disable permits within your Work Orders.
Managing Work Permits
Clicking on Edit Procedures allows you to add or edit linked Procedures.
Adding a New Procedure
Click on "Add".
You will see available Procedure templates and can select the one that best fits this Work Permit. You can also create a new Procedure.
If you want to learn more about creating a new Procedure, check our article on how to create Procedures.
Editing an Existing Work Permit
To edit an existing Permit, click the edit icon next to the Procedure name.
Once the changes are saved, they will be immediately applied to Work Order templates and templates generated by Plans.
Deleting an Existing Work Permit
To delete an existing Permit, click the trash can icon next to the Procedure name. This will remove it from all Work Orders.
Attaching a Work Permit by Default in a Work Order
After adding the Permit, you can set it to be attached by default in your Work Orders by enabling or disabling the toggle.
Once the toggle is enabled, you can choose which Work Orders will have the Permit attached by default. Click on the dropdown menu, and a list of categories will appear. You can apply it to all Work Orders or select specific categories that make the most sense for your operations.
The selected Permit will always appear within Work Orders that belong to the chosen category.
If you wish to know more about creating categories to Work Orders, check out this article.