Create a permit for a single intervention

Audience: Administrators and operations managers

Find, add, and remove work order (WO) permits that expire after a single field activity. To prevent unauthorized work, link permit types to specific work outcome reasons, so planners must get fresh permits before they reschedule activities.

Prerequisites

Before you start:

• To make permit types that authorize fieldwork, see Create permit types.

Follow the UI path

All following instructions start from this system path:

1. Navigate to Configuration > Core > Permits > Permits for Single Intervention.

2. In the Filters panel, you can enter:

   • Permit type.

   • Outcome reason.

3. Click Search.

Add permits

To add a new permit that expires after the intervention:

1. Click the + New button.

2. On the New permit for single intervention page, enter or search for both:

   • Permit type

   • Outcome reason

   • To use the search feature, see Use Search icon.

3. Click Save.

Use Search icon

To find a preexisting permit type or outcome reason:

1. In the desired field, click the Search icon.

2. In the popup window, enter desired parameters, like:

   • Id.

   • Code.

   • Description.

   • Active.

3. Click Search.

4. In the table below, click the desired permit type or outcome reason.

5. Click Confirm.

Delete permits

To remove a permit:

1. In the Permits for a single intervention table, next to a permit, click the Three dots menu > Delete.

2. Click Confirm.

What’s next

• To add permits to a part of a work cycle, see Associate permits with work cycle rows.

• To schedule WOs with valid permits, see Schedule work orders with permits.

• To track and verify WO permits, see Manage work order permits.