The Work Permit Module allows Work Permits to be created and monitored within Concept Evolution. These can be attached directly to a Task or can be stand alone generated.
The list of Work Permits are maintained here.
The link will open the Work Permit grid. It is a grid view which can be searched, sorted and customised as normal.
To add a new Work Permit click New , to edit and existing Work Permit click Edit . A pop up window will appear which will allow the creation or amendment of a Work Permit.
Note: A work Permit can be generated directly from a task by clicking Work Permit
Field Name | Description |
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Permit Class | From the drop down select the Permit Class - for more information see Permit Classes |
Task ID |
From the drop down select the Task ID - if the Permit is created directly from the Task this field will be auto populated. |
Contract | From the drop down select the Contract - if the permit is created directly from the Task this field will be auto populated. |
Applicant | From the drop down select the applicant for the permit - drop down is connected to Contacts this can be manually entered if required. |
Telephone | Enter the telephone number for the applicant -this will auto populate if a contact has been selected with a telephone number. |
Company | From the drop down select the company the applicant works for - drop down is connected to Suppliers |
Resource | From the drop down select the Resource the permit is associated with. Available from 4.4.7 |
Permit Details | Enter the permit details. |
Tools and Equipment to be used | Enter the details of any tools and equipment to be used. |
Access Reason | Enter the access reason. |
Job Location - Building | From the drop down select the Building where access is required. |
Date Issued | Enter the date the permit was issued - auto populated with the date / time the permit was raised. |
Location | From the drop down select the Location where access is required - drop down is filtered by Building selected. |
Date Valid From | Enter the date the permit is valid from - auto populated with the date / time the permit was raised. |
Specific Location | Free type any Location specific details. |
Date Valid To | Enter the date the permit is valid to - auto populated with the date / time the permit was raised. |
Field Name | Description |
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Responsible Person | From the drop down select the responsible person for the permit - drop down is connected to Contacts this can be manually entered if required |
Company | From the drop down select the company the responsible person works for - drop down is connected to Suppliers |
Date Accepted | Enter the date the responsible person accepted the work permit. |
Authorise 1 | From the drop down select the first authorised person issuing the permit - drop down is connected to Contacts this can be manually entered if required. |
Authorise 2 | From the drop down select the second authorised person issuing the permit - drop down is connected to Contacts this can be manually entered if required. |
Authorise 3 | From the drop down select the third authorised person issuing the permit - drop down is connected to Contacts this can be manually entered if required. |
Responsible Person | From the drop down select the responsible person excepting the Hand-back or cancellation of the permit - drop down is connected to Contacts this can be manually entered if required. |
Completion / Termination of work | Enter the date the works were completed / terminated. |
Field Name | Description |
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Method Statement Submitted? | Check the box if a method statement has been submitted. |
Risk Assessment Undertaken and Submitted? | Check the box if a risk assessment has been undertaken and submitted. |
Details | Enter details related to work permit precautions. |
Field Name | Description |
---|---|
Other Safety Equipment | Enter details of any other safety equipment required. |
The Work Permit can be printed by clicking Works Permit Report.
Complete the fields and click Save and Close .
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