Create permit types

Audience: Administrators and operations managers

To ensure that high-risk activities only occur when the correct, valid permits are present, store user-created permit types to authorize fieldwork. Standardize who issues specific permits and determine if missing authorization blocks the work schedule. 

Follow the UI path

The instructions start from this system path:

Configuration > Core > Permits > Permit Type

Add permit types

To make a permit type:

1. On the Permit type page, click the + New button.

2. In the Permit type window, enter:

   • Code: The alphanumeric identifier for the permit type.

   • Description: A description of what this permit type is for.

   • Institute: The institution authorized to issue this specific permit for fieldwork.

   • Order: What order the permit type should appear in the list.

   • Active: If the permit type appears as active and searchable.

   • Blocker: If a permit type blocks a WO or an activity until the permit is obtained.

3. Click Save.

What’s next

• To make a permit that expires after an intervention, see Create a permit for a single intervention.

• 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.