Setup describes the tasks to be completed before you can use work permits in your maintenance department. Permits are added to work orders to ensure that maintenance work can be carried out in a safe way.
The Dynaway Safe Work module is installed in Asset management.
The Permits functionality in Safe Work requires specific setup regarding license configuration.
The Permit functionality in the Safe Work module comes with two security roles: Permits manager and Permits user.
The Permits manager is responsible for creating and managing permits on work orders. Privileges set up for the Permits manager role:
The Permits user works on the work order. Privilege set up for the Permits user role:
Refer to Microsoft Documentation to learn more about security configuration in D365FO: Security architecture.
You must set up a number sequence for automatic numbering when you create work permits.
A work permit is created for a work order. You can set up permit status validation on a work order lifecycle state to ensure that work on the work order is not started until the conditions described in the permit have been met. This means that an update to the lifecycle state is only possible if the related permit has status "Approved" or "Rejected".
Example: On work order lifecycle state "In Progress", you activate permit validation by selecting "Yes" on the Permit Status toggle button and selecting "Error" in the Type field.
Refer to Microsoft documentation to learn more about Work order lifecycle states in Asset management.
The screenshot below shows an example of Permit status activated on work order lifecycle state "In Progress".