Copying and replacing permits to work - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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English
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HxGN EAM
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HxGN EAM Version
12.0.1

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.

  1. Select Work > Permit to Work > Permit to Work.

  2. Select the permit to work to copy or replace.

  3. Right-click 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.

    Location - Specify the location of the equipment associated to the new permit to work.

  5. Select to copy these 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.

    If the Replace button is selected, the Work Order, Work Order Activity, and Replaces fields will be populated with information from the source permit to work. The Replaced By and Status fields of the source permit to work will be updated with information from the permit to work created in the Copy/Replace PTW pop-up window.