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

  1. In the Organizations > Permit to Work options, specify the Permit to Work review, approval, and authorization require authorized person option.
  2. In the People application, add the person records for the reviewers and the approvers.
  3. In the Permit and Certificate Types application, define the permit or certificate type.
  4. In the Permit to Work application, select the permit to work.
  5. Select the permit or the certificate type that is associated with this permit to work.
  6. 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.
  7. 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.
  8. Save the record.