Creating access permits

An access permit defines the hazards and isolations that are associated with work activities. When you create access permits, you provide the details with which the permit is associated. You ensure that access permits are ready to be issued.

About this task

When you create an access permit, you must evaluate the hazards that are involved in completing the work that is associated with that permit.

Assets or locations are isolated to allow work to be carried out without hazards for personnel. Procedures are followed to contain an asset or a location before an authorized person can work on it. For example, you can specify that an asset is isolated from a potentially hazardous source of energy. When the work is complete, the steps that were taken to isolate that asset are removed so that the asset can be returned to production.

Procedure

  1. Optional: In the Permit and Certificate Types application, define a permit or certificate type to associate with this access permit.
    Use the rich text editor of the Long Description field to assign a color and a font size to the text. You can assign a different color to highlight the type of permit or certificate. The highlighted text displays in the Permit Header field of the Access Permits application.
  2. In the People application, on the Details tab, authorize qualified, active personnel as issuing authorities and performing authorities. If countersignatures are required for this access permit, select the authorized area authority or the authorized issuing authority.
  3. In the Risk Assessment application, identify the hazards that are associated with work operations and assess their risks. Hazard records must belong to the same organization as the access permit.
  4. In the Access Permits application, click New Access Permit.
  5. On the Access Permit tab, specify the details for the access permit.
  6. On the Risks tab, add a summary of the hazards that were identified as part of the risk assessment, and summarize any controls that were put in place to address the hazards.
  7. On the Procedures tab, add operating procedures, checklists, and training courses that are related to the access permit.
  8. On the Issue and Acceptance tab, add the issuing and performing authorities, including any countersignatures, if required.
  9. Save the record.