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On this page:
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- Click 'Add New'
- Complete all fields (see table 'Definitions of Fields' below)
- saving at any stage will mark the permit with a status of 'Draft'
- 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. |
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| 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 From | Use the date selector tool or enter the date the permit is valid from (starts) |
| Time From | Use the time selector tool or enter the time the permit is valid from (defaults to 12:00 PM) |
| Date To | Use the date selector tool or enter the date the permit is valid to (ends) |
| Time To | Use the time selector tool or enter the time the permit is valid to (defaults to 12:00 PM) |
| Summary of Work | Enter a full summary of work the permit includes |
| Are Checklists Attached | Select 'Yes' or 'No' |
| Upload a File | Upload any relevant files such as checklists for the permit
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| Permit Isolations | Enter details of all permit isolations Refer to the 'Permit Isolations' section in this page of the user guide for more details. |
| Submit | Once the permit has sufficient information entered, click 'Submit' so it can be approved |
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- Click 'Add'
- In the pop-over box that appears, complete all fields (see table 'Definitions of Fields' below)
- The details captured for each Isolation may vary slightly between each system configuration. Fields marked with * are mandatory.
- The details captured for each Isolation may vary slightly between each system configuration. Fields marked with * are mandatory.
- Click 'Save and New' to add additional isolations or 'Save' to continue
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- Locate the specific permit using relevant filters
- Click 'Actions' to the far right of the relevant permit
- Click 'Delete'
- In the pop-up that appears, click 'Delete' to completely delete the permit from the system
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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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It is important to note that scheduled reports via emails can also be utilised to notify users of additional information as required. Refer to the My Emails user guide for more informationdetails.
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In order to receive email notifications all users must have a valid email address in their Lucidity Access system profile. |