Associate permits with standard work orders. The permits will be copied to the work order when work orders are created that reference the standard work order.
To associate permits with standard work orders:
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Select Work > WO Planning > Standard WO's.
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Select the standard work order with which to associate a permit, and then click the Permits tab.
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Click Add Permit.
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Specify this information:
Permit - Select the permit with which to associate the standard work order. The system automatically populates the description and Permit Org.
Auto Create PTW - Select the check box to automatically create a permit to work when the a new work order is created and the permit is copied to the work order.
PTW Type - Select the type of permit to work to create when the work order is created.
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 to indicate the risk to attach to the created permit to work.
Activity - Specify the activity of the work order.
Mandatory - Select the check box to indicate that the permit is mandatory to complete the work.
LOTO Required - Select the check box to require a lockout/tagout procedure of equipment associated to the permit to work.
Isolation Type - Select the type of isolation required on the lockout/tagout procedure of equipment associated to the permit to work.
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Click Submit.