Clay's Blog

Permit life cycle has been refactored in release R2026g (October 2026). The following roles are defined for permit life cycle control. The status diagram of permit life cycle is show below. Permit Approvers who are the issuers of permits. They review and approve permits.Permit Receivers who receive permits. They ack the receipt of permits...

Enhancements to work permits are available in the coming release of R2026g in October 2026. For example, a confined space permit (screenshot below) involves LOTO, food safety, atmospheric monitoring (Gas Test) and entrant control. A general safe permit (screenshot below), including hazards and PPE requirements, goes with th...

A permit deletion process is added in the coming release of R2026e. There are cases that a permit added turns out to be incorrect later. Here are the steps to delete a permit: A new status "Voided" is added to make a permit voided. Only users with level 1 or level 2 permission for a permit can change its permit status to "Voided...

Documents can be integrated into permit steps in the coming release of R2026 (January 2026). For instance, document "Doc-20" is referenced in step 20 description in the screenshot below. Follow the processes below to integrate docs into step descriptions: Go to a permit template (Work Order | Codes | Permit Templates).Add documents to the...