View Permits Awaiting Pre-Approval/Approval

After a new permit has been submitted, it will proceed to either the pre-approval or approval stage.

The designated Permit Approver can access the permit by navigating to View Permits Awaiting Pre-Approval/Approval and then selecting Review next to the permit to display the full permit details.

If you’re the approver or backup approver, you have the authority to approve or reject the permit at this stage. The permit creator will receive an email notification detailing the approval status.

Note that, when viewing permits in a list like this one, you can also

• • enter a word or phrase in the Search field to narrow down the list, and
  • use the up/down arrows in each column heading to sort the data.

Permit Options

This page provides all data on file for the submitted permit, including permit options and status history. Note that certain details may only become visible after permit approval.

The Permit Options include:

• • Attach a Permit to this General Permit: Link another permit to this one.
  • Use This Permit as a Template for a New Permit: Start a new permit using this permit’s details.
  • Cancel Permit
  • Modify Workforce: Add or change the individuals who are responsible for carrying out the necessary tasks for the permit.
  • Change Approver: Select a different approver for this permit.
  • Add a Note: Attach additional text or any type of file to the permit.
  • Permit Tags: Attach permit tags to categorize the permit. If you would like to add tag(s) contact Customer Support.

In addition, as an approver, at the top of the permit detail page, you can select the Star icon next to the permit name to add the permit to your “important permit” list.

Approve/Disapprove Permit

As the permit approver, you will find the Review section at the bottom of this page for review and approval.

Select an option from the following and a note for the permit raiser, and then select Submit. You may also be required to provide a digital signature in order to complete this step.

• authorise the work to commence (approve)
• DO NOT authorise the work to commence (disapprove)

About eSignatures

If eSignatures are enabled for your organization, assigned workforce members may be required to sign a permit after it has been approved.

eSignatures help support accountability, compliance, and audit readiness throughout the Permit to Work process.

They create a record of:

• • who signed,
  • when they signed,
  • which permit or workforce activity they acknowledged, and
  • whether the user signed again after workforce, shift, or permit changes.

eSignatures do not replace the permit approval process. Approvers must still select Approve or Disapprove when reviewing a permit. The eSignature is an additional verification or acknowledgment step when enabled.

Users may need to sign a permit more than once if permit conditions, workforce assignments, shifts, or communicated details change.

Note: If you do not see the eSignature option, eSignatures may not be enabled for your organization. Contact your Customer Success Manager, or CSM, for assistance.

Add an eSignature to a Permit

In the Permit Workforce section, locate the workforce member who needs to sign the permit. Then, select the pencil icon next to their name.

The workforce member can sign using their finger on a mobile device or tablet, or by using a mouse on a desktop or laptop.

After the signature is added, select Confirm.

Confirm the eSignature was recorded

To verify the eSignature was recorded, review the Permit Status section. The signature appears with the workforce member’s name, date and time, and the comment Permit Workforce Signed.

Extend a Permit

To extend a permit, select the pencil icon next to the End Date field on the permit details page and enter a new date.

Select the Save icon to save your changes.