Associating permits with equipment

Associate permits with equipment records.

Note: Define permits on the Permits form. See Defining permits.

To associate permits with equipment:

  1. Select Equipment > Assets.
    Select Equipment > Positions.

    Select Equipment > Systems.

    Select Equipment > Setup > Locations.

    Select Equipment > Setup > Profiles.

    Select Equipment > Setup > Categories.

  2. Select the equipment for which to associate permits, and then click the Permits tab.
  3. Click Add Permit.
  4. Specify this information:
    Permit
    Specify the permit to associate with the equipment. The system automatically populates the permit description and Permit Org.
    PTW Type
    Select the type of permit to work to create.
    Type of Work
    Select the type of work to attach to the created permit to work.
    Priority
    Select the priority to attach to the created permit to work.
    Risk
    Select the risk the permit poses.
    Isolation Type
    Select the type of isolation required on the lockout/tagout procedure of equipment associated with the permit to work.
  5. Click the Auto Create PTW check box to automatically create a permit to work.
  6. Click the Apply to Children check box to have the permit details applied to all child records.
  7. Click the Mandatory check box to indicate that the permit is mandatory to complete work.
  8. Click the LOTO Required check box to require a lockout/tagout permit.
  9. Click the Delete Pending check box to delete the pending permit record during the next review.
  10. Click Submit.