On this page:
INTRODUCTION
Video
Permit to Work Webinar
Click the video below to view a 30 minute comprehensive training Webinar focusing on the Permit to Work module and the shared feature of Bulk Change.
Permit to Work: starts immediately and continues to the 22 minute mark
Bulk Changes: starts at the 22 minute mark and continues for 10 minutes
NOTE: This Webinar was recorded in March 2019. Any updates to the Permit to Work module since then will not be included.
Video
Lucidity Permit to Work: Module Overview
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.
| USER ROLE | ROLE DESCRIPTION |
|---|---|
| Read Only | Using Permit to Work, a user can view Permits |
| Manager (Creator) | Using Permit to Work, a user can create and edit permits and run reports (cannot delete) |
| Approver | Using Permit to Work, a user can approve and close permits and run reports(cannot delete) |
| Administrator | Administrator role for Permit to Work |
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.
Retaining System Integrity
Only the administrator has the permission to manage master data such as managed lists. It is recommended that the number of administrators per instance of Lucidity Software is kept to a minimum to retain integrity and consistency across the system configuration and to avoid duplication. It is a worthwhile exercise to create a standard set of guidelines that all new master data entered must follow.
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.
Video
Lucidity Permit to Work: Navigation
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.
- General: Filter by general items such as key words, status, permit manager etc
- 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 User Guide: 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 User Guide: 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.
