Permits Setup

Set up for getting started with the Safe work Permits

Introduction

With the Permits module, you can create, organize, and overview all of your safe work permits.

As a maintenance worker using the Permits module, you can:

  • Create and view permits
    • Create permits
    • View permit details
    • Update permit lifecycle state
    • Update permit owner
    • Update validity period
    • View and fill in Form fields
  • Create and view permits from the Work Execution app
  • Create permit lists
  • Search for existing permits

Note: Some of the functions mentioned above require certain module configurations. Keep on reading the sections below to get more information on how to work with the different functions.

Setup

Before you can create and use Permits, make sure you are able to access the Safe work application and Permits and have the user permissions to view and perform various tasks related to Permits.

Getting Access to Safe Work and Permits

Ensure that you have access to Safe work app and Permits.

  1. Enable Safe work app access for users or user groups: To give yourself or another user or user group access to the Safe work app, go to Dynaway mobile > Setup > Module configuration. From the list of applications, select Safe work > Enabled, add the relevant user or user group, and set the parameter value to 'true'.

  2. Enable Permits access within the Safe work app: To grant Permits access, navigate to Dynaway mobile > Setup > Module configuration, select Safe work > Permits > Enabled, add the user or user group, and set the parameter value to 'true'.

Once you've completed these steps, you’ll have access to Permits within the Safe work mobile app.

User Permissions for Tasks in Permits

  • Enable access to create permits: If you need to create a permits, go to Dynaway mobile > Setup > Module configuration > Safe work > Permits > Permit create, add yourself or another user or user group, and set the parameter value to 'true'.
  • Enable access to update form details: Go to Dynaway mobile > Setup > Module configuration > Safe work > Permits > Update form fields, add the user or user group, and set the parameter value to 'true' so you or others can update Permit details.
  • Enable access to update lifecycle state: To allow you or other users or user groups to update the Permit lifecycle state, navigate to Dynaway mobile > Setup > Module configuration > Safe work > Permits > Update lifecycle state, add the user or user group, and set the parameter value to 'true'.
  • Enable access to update owner: To allow you or other users or user groups to update the Permit lifecycle state, navigate to Dynaway mobile > Setup > Module configuration > Safe work > Permits > Update owner, add the user or user group, and set the parameter value to 'true'.
  • Enable access to update validity period: To allow you or other users or user groups to update the Permit lifecycle state, navigate to Dynaway mobile > Setup > Module configuration > Safe work > Permits > Update validity period, add the user or user group, and set the parameter value to 'true'.
  • Enable access to manage permit lists: To allow yourself or other users or user groups to create and manage Permit lists, go to Dynaway mobile > Setup > Module configuration > Dynaway mobile > Setup > Module configuration > General > Manage saved search lists, add the relevant user or user group, and set the parameter value to 'true'.

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