Granting authorization for review and approval of permits to work
Qualified personnel must be authorized to review and approve permits to work. Before a permit to work can be issued, it can be reviewed and approved.
About this task
When you assign personnel to review or to approve a permit to work, the permit to work must be in Draft status.
Procedure
- In the Organizations > Permit to Work options, specify the Permit to Work review, approval, and authorization require authorized person option.
- In the People application, add the person records for the reviewers and the approvers.
- In the Permit and Certificate Types application, define the permit or certificate type.
- In the Permit to Work application, select the permit to work.
- Select the permit or the certificate type that is associated with this permit to work.
- In the Reviewers table of the Review and
Approval tab, specify the reviewers of the permit to work, and save the
record. After you review a permit to work, the reviewer marks it as reviewed.
- In the Approvers table of the Review and
Approval tab, specify the approvers of the permit to work. After you approve a permit to work, the approver marks it as approved.
- Save the record.