You may associate permits with a PM schedule on the Permits tab. The permits will be copied to the work orders released against the specified PM schedule.
These permits once associated, are associated to the work order at the time of release,
not at the time the work orders are created.
-
Select Work > WO Planning > PM Schedules.
-
Select the PM schedule to which to associate permits, and then click the Permits tab.
-
Click Add Permit.
-
Specify this information:
Permit - Select the permit to associate to the PM schedule.
Mandatory - Optionally, select this check box to indicate that the permit is mandatory to complete the work.
Activity - Specify the activity of the PM work order related to this permit, otherwise leave blank if the permit is applicable for the complete work order.
Auto Create PTW - Optionally, select this check box to automatically create a permit to work.
PTW Type - Select the type of work to be performed on the permit, e.g., Confined space entry if the work to be performed must be completed in an enclosed space.
Type of Work - Select the type of work to be performed on the permit.
Priority - Specify the priority level of the permit.
Risk - Specify the color indicating the potential risk the work poses to your organization. This color is printed on tags attached and printed with the permit to work report.
LOTO Required - Optionally, select this check box to indicate that lockout/tagout procedure is required for this permit.
You must next specify an Isolation Type to require lockout/tagout.
Isolation Type - Specify the method required for isolating or disconnecting equipment, such as a water valve, from its energy source in order that work can be performed without risk or injury.
Delete Pending - Optionally, select this check box to delete the lockout/tagout details record during the next review.
Organization option PERMRREQ must be set to YES to use this check box.
-
Click Submit.
-
Optionally, to revise permit records once created, right-click on the permit record, and then select Create New Revision.
Revision control is enabled when PMRVCTRL install parameter is set to YES and the
Revision Status of the PM schedule is Unfinished.