PTW Introduction

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INTRODUCTION

Lucidity Permit to Work allows organisations to track end-to-end processes involved with Permits to Work. Permits can be drafted, submitted for approval and subsequently approved. Required isolations are identified and applied. Once the permit is approved and the required isolations are in place, the permit can be started (work is under way). Isolations must be isolated prior to the permit starting and cannot be modified until the permit is finished. Once the permit is finished, isolations can be re-instated and then the permit can be closed. Isolations must be restored before the permit can be closed.

PERMIT TO WORK ACCESS ROLES

Users are given different permission levels based upon their access requirements. Permissions for all Lucidity applications are set via Lucidity Access and are generally configured by the system administrator. The standard roles typically provided in all new Lucidity system builds are as follows. These can be edited by system administrators as required.

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Read Only

End-users may be given read only to Lucidity Permit to Work in order to allow them to view existing permits and isolations and run reports.

Manager (Creator)

The permit manager is able to create new permits and edit existing ones as well as manage isolations and run reports. They are unable to delete or approve permits.

Approver

An approver is able to approve permits which, in turn, allows work to commence. This role would typically be assigned in conjunction with the manager role but can be assigned in isolation if required.

Administrator

Unless they are allocated the approver role, administrators cannot approve permits. They can however view all permits and related isolations and have access to the delete function. In addition to the access managers have, administrators will also have access to the Settings tab where data lists are generated and managed.

NAVIGATION

The menu and tab options available will vary between each user, dependent upon their permissions and access levels. Navigation between most pages within Lucidity Software is very similar.

On the default landing page, Lucidity Permit to Work features:

• Tab options: top panel listing areas of access within the module

• Permit to Work tab: reflects the current module. Select to switch between modules

• Menu options: left-hand panel listing areas of access within the current tab

• Help: provides links to help documentation such as user guides and support materials

• Show Filters: allows for defining search parameters

• Excel Export: an Excel report reflecting the current filters selected

• Alphabet: click on each individual letter to filter through users alphabetically

• Headers: click to sort in ascending/ descending order

• Edit: Edit select permit details

Tabs

As with all Lucidity Software Modules, Lucidity Permit to Work uses a series of tabs for basic navigation which are based on assigned permissions. Details on all these options are outlined in this user guide.

• Permits: View, create, edit and delete all permits

• Settings: Create, edit and update in-system lists and configure select system settings

Filters

Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on many pages within Lucidity Software.

Filters on the List Issues page are divided into three main sections. Any field with the [ SELECT ] option denotes a list will be displayed to select from. Options in these lists are pre-populated according to system configuration.

1. General: Filter by general items such as key words, status, permit manager etc

2. Organisation: Filter by items relating to the organisational structure such as issue division, department, company name etc

Refer to the My Filters user guide for more details on how to use filters.

My Filters and My Emails

My Filters: Users can create and save their own reports using the My Filters feature. 

Any saved filters can be easily accessed via the Current Filter drop down selection option above the Filter tabs. This is a short-cut route for applying saved filters.

My Emails: Automatically emailed reports can be specified using the My Emails feature. 

Column Configuration

Columns within each page of Lucidity Permit to Work as well as those displayed in reports can be manipulated by the system administrator. The columns displayed as well as the order in which they are displayed can be adjusted. It is important to remember that changes made to columns affect all users viewing the pages or running reports.

View the Column Configuration user guide for more details.