Copying and replacing permits to work

Replace an existing permit to work with a new permit to work, or copy an existing permit to work to save planning time for a new permit to work.

To copy and replace permits to work:

  1. Select Work > Permit to Work > Permit to Work.
  2. Select the permit to work to copy or replace.
  3. Right-click on the form, and then select Copy/Replace PTW.
  4. Specify this information:
    Description
    Specify a description of the new permit to work.
    Equipment
    Specify the equipment to associate to the new permit to work. The system automatically populates a description of the equipment and Equipment Org..
    Location
    Specify the location of the equipment associated to the new permit to work. The system automatically populates a description of the location, and Location Org.
  5. Select to copy the following associated details to the new permit to work:
    • Custom Field Values
    • Comments
    • Documents
    • LOTO
    • Safety
    • Add Equipment Safety
    • Add Location Safety
  6. Click Copy or Replace.