Permit

A permit is a time-limited approval or certificate, used to ensure that certain regulations or instructions are followed and/or that there is a manager’s approval before one work order, or a group of work orders are executed. The permit does not contain any information about the equipment or linear asset, but is merely a certification that work can start. A work order cannot be started unless the connected permit is released.

A permit is classified using a permit type. permit types are required in order to establish a connection with isolation types so that isolation orders can be connected to a permit at a later stage. You can also specify the maximum number of connections that can exist between a permit type and an isolation type. Generally you would connect a single isolation order of one or more isolation types to a permit. However, there can be instances where several isolation orders of the same isolation type is required to be connected to a permit. This is where the number of connections comes in to play. The default number of connections between the two types is 1, and is assigned by the system when you link the two types. You can change this value according to your requirement. For example; if the number of connections between permit type PT1 and isolation type IsoT1 is 3, a permit of type PT1 can have three isolation orders of type IsoT1.

A permit can be created and connected to a work order in one of the following ways:

Manually - Create the permit manually and connect it to a work order.
From a work order - Create a permit directly on the work order.
Through a PM (Preventive Maintenance) action - Connect a permit type in the PM action. A permit will be created automatically and connected to the work order during the work order generation process.
Through a Work Task Template - Connect a permit type to a work task template. A permit will be created automatically and connected to the work order when you connect the work task template to a work order. Note: The permit type will also be inherited by the PM action when generated.

In options 3 and 4 above, if an isolation identity is connected to the PM action or work task template an isolation order will also be generated when a permit is created.

Once created, you can connect isolation orders to permits based on the connections described above. This will ensure that an isolation order's establishment is completed before the permit is released, and the work order is started. Furthermore, it ensures that the re-establishment is not started until the work order is completed, and the permit is returned.

Statuses of a Permit

The permit contains the following statuses.

New - Assigned after creation.
UnderPreparation - Assigned when preparing the permit. Also assigned when you are revising the permit.
Prepared - Assigned once the preparation is complete. Requires the signature of the person who prepared it.
PreparationApproved - Assigned when the permit is approved. Requires the signature of the approver.
Released - Assigned when the permit is released.
IsoChanged (optional) - Assigned when you want to change the connected isolation order.
Returned - Assigned when a permit is returned.
Cancelled - Assigned when a permit is cancelled. You cannot cancel a permit that has isolation orders connected to it.
Historical - Assigned when a permit is longer in use.

Object Properties and Permits

Object Property Name	Description	Value
PERMIT_CHANGE_DATE	Determines if the Valid From and Valid To fields can be updated for a permit that is approved or released.	TRUE	FALSE
		The Valid From and Valid To dates of the permit can be changed on a permit that is approved. The Valid To date of the permit can be changed on a permit that is released. The new dates can be earlier or later than the previously entered date. However the Valid To date must always be greater or equal to the Valid From date. If the Valid From or Valid To date is changed on a permit in the PreparationApproved status, the Approved By field is automatically updated with the ID of the logged-on user.	The Valid From and Valid To dates of the permit can be changed until the permit is approved.