The Reject Permit Workflow

Permits can be rejected or rejected & closed BEFORE they have been issued, as follows:

  1. The permit is created and saved by a ‘Creator’ user. During this step, all permit details, such as details of the job, work area, contractor company are filled in, method statements/risk assessments attached. The user also selects the special permits to include (e.g. Hot Work, Working at Height), and answers the relevant questions.
  2. The permit is then validated. This can be done by the Permit Creator, if the creator has ‘validate’ user rights. Otherwise, the Permit Creator submits the permit for validation by a ‘Validator’, who validates it before it is ready for the next step.
  3. The Permit Validator now has three options:
  • Issue, as already described
  • Reject:
    The permit is rejected back to the permit creator, along with a reason for the rejection (e.g. more details are required). The rejected permit then goes back to the ‘created’ stage. It can be edited by the creator and re-submitted for validation.
  • Reject & Close:
    The permit is rejected and closed out.
  1. Next, the permit is issued by a ‘Permit Issuer’, who decides on the permit start date and duration of the permit. This step may include signatures by the Permit Issuer and contractor personnel.
  2. Once the job is complete, the permit is handed back for close by an authorised user. This user includes details of the job done, whether the job is complete.
  3. If the job is complete, it is closed. If the job is not complete but the existing permit is nearing the end of its validity period, the permit can be closed & a new permit created.
  4. The new permit now goes through the same workflow as described above.
Standard Permit Workflow
The Suspend / Re-Issue Permit Workflow