Permit and schedule

Step by step

1. Identify the job Facility Manager

   Facility Manager checks the requested order, its asset and its work type. The team should be able to identify the same physical task from the order and the permit.

   • Confirms the equipment and request
   • Updates Work orders, Assets

2. Prepare the permit Permit Issuer

   Permit Issuer records the permit type, linked work order, issuing person and validity interval.

   • Links issuer, job and dates
   • Updates Safety permits, Work orders, People

3. Approve permit Permit Issuer

   Permit Issuer issues an approved permit only after confirming the date range and work scope.

   • Records the authorization decision
   • Updates Safety permits
   ApprovalA person approves before the work moves on.

4. Authorize schedule Facility Manager

   Facility Manager runs the planning action. It verifies the order, asset and approved permit valid today before approving the order.

   • Tests approval and current validity
   • Updates Work orders, Safety permits
   ApprovalA person approves before the work moves on.

5. Assign and schedule Facility Manager

   Facility Manager chooses the person and due date. The order moves to scheduled work.

   • Saves assignee and due date
   • Updates Work orders, People

6. Close authorization Permit Issuer

   When work has finished, Permit Issuer closes the permit by its identifier; the order retains its separate inspection and service trail.

   • Marks the permit closed
   • Updates Safety permits

Permit Issuer

Decides permit approval and closure.

Facility Manager

Decides the work schedule.

Technician

Reads the authorization for assigned work.

Inspector

Handles the completion decision.