Permit to Work Approval

Approve a Permit

The employees assigned to review or approve Permits find the pending approvals in the Requests to Approve list. In this list, you can approve or reject or delegate Permits. If you delegate, it means you pass on the task of approving a Permit to another employee.

Refer to the test cases below for step-by-step procedures on how to

  • approve
  • open before approving
  • reject
  • delegate

a Permit.

Note: In the Work Orders list, you can select Actions > Permit Required to filter the list to get an overview of all the Work Orders with Permits that require approval or have expired.

Approving a Permit

Data Requirements

  1. At least one Permit is assigned to the current user for approval.

Steps 3

  1. Search for and select Requests to Approve.

  2. Select a Permit in the list.

  3. Select Approve in the ribbon.

Expected

The user can approve a Permit.

Opening Before Approving

Data Requirements

  1. At least one Permit is assigned to the current user for approval.

Steps 3

  1. Search for and select Requests to Approve.

  2. Select a Permit in the list.

  3. Select Open Record in the ribbon.

Expected

The user can open a Permit to Work card and inspect it before approval.

Rejecting a Permit

Data Requirements

  1. At least one Permit is assigned to the current user for approval.

Steps 3

  1. Search for and select Requests to Approve.

  2. Select a Permit in the list.

  3. Select Reject in the ribbon.

Expected

The user can reject a Permit.

Delegating a Permit

Data Requirements

  1. At least one Permit is assigned to the current user for approval.
  2. Approval User Setup exists.

Steps 3

  1. Search for and select Requests to Approve.

  2. Select a Permit in the list.

  3. Select Delegate in the ribbon.

Expected

The user can delegate Permit approval to another employee.

Reapprove a Permit

If a Permit requires an extension of the validation date, you must reapprove it to be valid on a Work Order.

The employees assigned to review or approve Permits find the pending approvals in the Requests to Approve list.

Refer to the test case below for a step-by-step procedure on how to reapprove a Permit.

Reapproving a Permit

Data Requirements

  1. At least one Permit has status "Approved", and the validation date has expired.

Steps 5

  1. Search for and select Requests to Approve.

  2. Open a Permit from the list that requires reapproval.

  3. Select Actions > Reapprove in the ribbon.

  4. Select a new Valid To date.

  5. Select Yes.

Expected

The user can reapprove a Permit.

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