Create Permit Type

Explanation

Use this activity to create permit types which are used for creating permits. A Permit is a time limited approval/certificate, used to ensure that certain regulations or instructions are followed and/or that you have a managers approval before one work order, or a group of work orders are executed. 

You can connect an isolation order to a permit. This is useful to ensure that when, for example, equipment objects need to be set to a certain position before any maintenance work can start, this is done under approved and safe conditions.

To describe the safety regulations and to add other type of instructions you can connect attributes to the permit type. In addition, you can also connect a technical class to the permit type. This technical class will be copied to all permits created from the particular permit type.

Permit types can be connected to work task templates and PM actions. When a work order is generated, a permit will be created automatically. You can also create permits directly from a work order.

Prerequisites

• The technical class and the attributes must have been entered in IFS/Application Services.
• The permit attributes must have been entered in the Work Order and PM Basic Data/Permit Attributes tab, if appropriate.

System Effects

• The permit types defined can be used to group the permits.
• The permit types can be used to establish a connection with the isolation types.

Window

Work Order and PM Basic Data

Related Window Descriptions

Work Order and PM Basic Data
Work Order and PM Basic Data/Permit Types

Procedure

1. Open the Work Order and PM Basic Data window and click the Permit Types tab.
2. Create new record (F5).
3. In the Permit Type field, enter a unique code for the permit type.
4. In the Description field, enter a description of the permit type.
5. Save the information (F12).

Optional steps:

• To connect permit attributes: Right-click on a selected row and click Attributes for Permit Type. The Attributes for Permit Type window appears. Create a new record in the lower table and enter the permit attribute you wish to connect to the permit type in the Attribute Code field. Use the List of Values to select a suitable value. Save the information (F12).
• To connect a technical class: Select a row, click Attachments, and then click Characteristics. Right click in Characteristics and click Select Technical Class. Enter a value in the Technical Class field using the List of Values to select a suitable value. Click OK.