Permit Planning

Use this page to get a planning overview of permits on a timeline, together with the work tasks, isolation orders and child permits that are connected to each permit. The timeline shows whether the connected work is planned to take place within the validity period of the permit, and lets you act on the permit and on its connected records without leaving the page.

The page opens in search mode. Search for the permits you want to plan and select a permit in the list to the left. Each permit is shown as a row in the timeline, with the columns Item ID, Description, Status, Item Type, Site, Valid From and Valid To. The same columns are used for the connected work tasks, isolation orders and child permits shown below the permit.

All dates on the timeline are shown in the time context of the permit site, also when a connected work task or isolation order belongs to another site.

Timeline Sections

Each permit row shows a bar for the validity period of the permit, from Valid From to Valid To. Expand the permit row to show the following sections.

Work Tasks - Lists the work tasks connected to the permit, in all statuses. Each work task is shown as a bar from its planned start to its planned finish.
Isolation Orders - Lists the isolation orders connected to the permit. Each isolation order can be shown as up to three bars: establishment, isolated and reestablishment. A bar is only shown when the corresponding planned dates exist, so isolation orders that are not fully planned are also visible.
Child Permits - Lists the child permits connected below the permit. Each child permit is shown as a bar for its own validity period, and can be expanded to show its own work tasks, isolation orders and child permits. In this way the complete permit hierarchy can be followed on the same timeline.

An isolation order can be expanded further to show a Conflict Isolations section. This section lists the isolation orders that are in conflict with the connected isolation order, from the latest validation round only. Each conflicting isolation order is shown as a bar from its planned start of establishment to its planned completion of reestablishment.

The legend below the timeline shows the bar types for permit validity period, work task, isolation establishment, isolated period, isolation reestablishment, conflict isolation and child permit. Use the legend to show or hide a bar type. The timeline can be shown by week, day or hour, and the day scale is used by default.

Note: Dates cannot be changed by moving or resizing bars on the timeline. Planned dates for isolation orders can be changed from the information cards, as described below.

Permit Information

Select a permit row or a permit bar to open the Permit Information card. The card shows the permit number, description, status, permit type, site and validity dates. The following commands are available.

Details - Opens the permit in Permit.
Status - Performs a status change on the permit. Only the status changes that the permit currently allows can be selected. The timeline is refreshed after the status change.
Request Extension - Creates a permit extension request for the permit. Enter the extension date, the extension cause and a note. If sign-off for the extension approval has already been performed, you are asked to confirm that the existing sign-off is reset.
Assign Work Task - Connects a work task to the permit. This is available while the permit is in the New, UnderPreparation, Prepared or PreparationApproved status.
Add Isolation From Template - Creates an isolation order from an isolation template and connects it to the permit. Only isolation templates of an isolation type that is connected to the permit type can be selected.
Add Child Permit - Creates a child permit below the permit, either as New Permit, where you enter the permit type and description, or as New from Template, where the child permit is created from a permit template. This is available when the permit type has Allow Child Permits set to True and the permit is not in the Cancelled or Historical status.

The same commands are available on the Permit Information card for a child permit in the Child Permits section.

Work Task Information

Select a work task row or bar to open the Work Task Information card. The card shows the work task number, description, status, work type and the planned start and planned finish. The following commands are available.

Details - Opens the work task in Work Task.
Status - Performs a status change on the work task. Only the status changes that the work task currently allows can be selected. A work task that is on hold cannot be changed.
Task Steps - Shows the task steps of the work task, with step number, order number, description and status. The task steps are shown for information only and cannot be changed here.

Isolation Order Information

Select an isolation order row, or one of its bars, to open the Isolation Order Information card. The card shows the isolation order number, description, status, isolation type and the planned dates for establishment and reestablishment. The following commands are available.

Details - Opens the isolation order in Isolation Order.
Status - Performs a status change on the isolation order. Only the status changes that the isolation order currently allows can be selected.
Instructions - Shows the establishment instructions or the reestablishment instructions of the isolation order. The instruction lines are shown for information only and cannot be changed here.
Update Planned Dates - Changes the planned start and completion of establishment, and the planned start and completion of reestablishment. The timeline is refreshed when the dates are saved.

Conflict Isolation Order Information

Select a conflicting isolation order row or bar to open the Conflict Isolation Order Information card. The card shows the description, status, isolation type and the planned establishment and reestablishment dates of the conflicting isolation order. The following commands are available.