Associate permits with equipment records.
You must first define permits on the Permits form. See Defining permits.
To associate permits with equipment:
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Select one of the following:
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Equipment > Assets
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Equipment > Positions
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Equipment > Systems
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Equipment > Setup > Locations
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Equipment > Setup > Profiles
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Equipment > Setup > Categories
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Select the equipment for which to associate permits, and then click the Permits tab.
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Click Add Permit.
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Specify the Permit to associate with the equipment and the PTW Type for the permit type.
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Specify the Type of Work and Priority to attach to the created permit to work, the Risk the permit poses, and the Isolation Type required on the lockout/tagout procedure of equipment associated with the permit to work.
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Click the Auto Create PTW check box to automatically create a permit to work.
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Click the Apply to Children check box to have the permit details applied to all child records.
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Click the Mandatory check box to indicate that the permit is mandatory to complete work.
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Click the LOTO Required check box to require a lockout/tagout permit.
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Click the Delete Pending check box to delete the pending permit record during the next review.
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Click Submit.