Use this activity to create permit types which are used for creating permits. A Permit is a time limited approval/certificate, used to ensure that certain regulations or instructions are followed and/or that you have a managers approval before one work order, or a group of work orders are executed.
You can connect an isolation order to a permit. This is useful to ensure that when, for example, equipment objects need to be set to a certain position before any maintenance work can start, this is done under approved and safe conditions.
To describe the safety regulations and to add other type of instructions you can connect attributes to the permit type. In addition, you can also connect a technical class to the permit type. This technical class will be copied to all permits created from the particular permit type.
When a permit is created from the permit type, the attributes connected to the permit type are automatically added to the permit. Selected attribute values and notes for each attribute are entered on the permit during preparation.
Set Allow Child Permits to True when permits of this type should be allowed to have child permits connected under them. When Allow Child Permits is False, permits of this type cannot be used as a parent in a permit hierarchy.
Permit types can be connected to the work lists of work task templates and PM actions. When a work order is generated, a permit will be created automatically from the work list permit type and connected to the relevant work tasks. You can also create permits directly from a work order.