Create a Permit Template

The Purpose of a Permit Template is to create a task list regarding safety-related tasks, including a specific approval workflow, which can be used across multiple Work Orders. This approach ensures that maintenance work can be carried out in a safe way, and that the same safety tasks can be applied to different work situations.

A Permit Template may include one or more Form Templates for Permits.

When you have created a Permit Template, you can

• Assign the Permit Template to a Work Order Plan. When the Work Order Plan is calculated, a Work Order is created, and a Permit is automatically created for the Work Order (based on the Permit Template).
• Manually create a Permit and add Forms to it. Then, it is possible to manually add the Permit to an open Work Order.

Note: As described above, you can manually create a Permit and add Forms to it without using a Permit Template. However, we recommend that you use Permit Templates because they allow you to create one template to be used on several Work Order Plans and related Work Orders. Any updates on a Permit Template will automatically affect related Work Order Plans and Work Orders.

A Permit Template can go through various states, depending on the actions taken on the Permit Template. Here is a status overview:

Refer to the test case below for a step-by-step procedure on how to create a Permit Template.