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  On this page:

Table of Contents

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  1. Click 'Add New'
  2. Complete all fields (see table 'Definitions of Fields' below)
    1. saving at any stage will mark the permit with a status of 'Draft'
  3. Click 'Submit' to change the status to 'Submitted'

The details captured for each permit may vary slightly between each system configuration. Fields marked with * are mandatory.

Definition of Fields

There are a range of filters that can be used to categorise permits. These can assist when filtering or sorting permits and can be edited via the Settings tab. 

Description

Enter a description for the required permit

It is recommended the description is kept brief for ease of searching and reporting and details are entered in the 'Summary of Work' field.

Permit Manager*

Select the permit manager

Note only those with the correct permissions will appear in the list

Permit Approver*

Select the permit approver

Note only those with the correct permissions will appear in the list

Organisation Details

Select organisation details as applicable such as division, location, project etc.

Note 'Location of Work' is listed as an open text field. This can be used to detail exactly where within the location the permit is valid. The location may be the Millennium Falcon but the location of work may be "in the kitchen area of the cafeteria on the Millennium Falcon."

Supervisor*Enter the supervisor for the permit and their mobile number
Permit Type

Select the permit type

For example: confined spaces, electrical, hot works etc

Date FromUse the date selector tool or enter the date the permit is valid from (starts)
Time FromUse the time selector tool or enter the time the permit is valid from (defaults to 12:00 PM)
Date ToUse the date selector tool or enter the date the permit is valid to (ends)
Time ToUse the time selector tool or enter the time the permit is valid to (defaults to 12:00 PM)
Summary of WorkEnter a full summary of work the permit includes
Are Checklists AttachedSelect 'Yes' or 'No'
Upload a File

Upload any relevant files such as checklists for the permit

  1. Click 'Add Document'
  2. Locate the document
  3. Click 'Open'
  4. Enter the file name and description as applicable
  5. Click 'Upload'

Refer to the Uploading Files in Lucidity Modules user guide page for more details.

Permit Isolations

Enter details of all permit isolations

Refer to the 'Permit Isolations' section in this page of the user guide for more details.

SubmitOnce the permit has sufficient information entered, click 'Submit' so it can be approved

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  1. Click 'Add'



  2. In the pop-over box that appears, complete all fields (see table 'Definitions of Fields' below)
    1. The details captured for each Isolation may vary slightly between each system configuration. Fields marked with * are mandatory.



  3. Click 'Save and New' to add additional isolations or 'Save' to continue

...

  1. Locate the specific permit using relevant filters
  2. Click 'Actions' to the far right of the relevant permit
  3. Click 'Delete'

  4. In the pop-up that appears, click 'Delete' to completely delete the permit from the system

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Warning
titleDeleting Permits

Deleting a permit cannot be undone - always use the delete function with caution. Deleting a permit will also delete all attachments and isolations associated with it. 

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