New Feature: Work Permit Approval and Status Tracking

Permit approval and status tracking are available in the coming release of R2025f (August 2025). This feature streamlines permit life-cycle management from approvals to status tracking.

1. Permit Approval Levels

A permit approval matrix is introduced as an advanced approval rules engine.

• Menu: Organization | ACL Profiles | Permit Setting | Permit Approval Level.
• A combination of permit types, asset/location/site/all-site, approval levels can be defined.
• Use New (+) to add an approval level for a permit type.
• Use All Types (+) to create an approval level for all permit types.
• For instance:
  • Use "All Type" (+) to define all permits require level 1 approval.
  • Use New (+) to define all "Hot Work" to require level 2 approval.
  • "Working at Height" permit for asset 200-001 requires level 2 approval.
  • Electrical permit at location B02.HQ requires level 2 approval.

 2. Permit Approval Assignment

Approval levels are assigned to users or teams.

• Menu: Organization | ACL Profiles | Permit Setting | Permit Approval
• A combination of user or team can be assigned an approval level for all sites or a single site.
• For instance, Dan has level 1 approval for all permits; MyTeam1 has level 2 approval for MySite while MyTeam2 has only level 1 approval.

3. Approval Summary

The permit form shows the permit approval level required: Level 1 or Level 2. Current approval status shows the approval phase of a permit: None, Partially or Fully.

 4. Permit Life Cycle

Once a permit is approved, its status may be changed to "Active" from "Inactive". When a permit is created, its status is inactive.

• An active permit may be changed to "On-Hold".
• For instance, the work order for a permit is not completed, and will be continued later. The permit may be put on-hold. Additional reviews may be performed before turning it back to active.
• The status can only be changed by users with permit approval levels assigned. 
• It is possible to turn off the requirement - See Admin Guide fore more info (customer account required).
• When a work order is completed, all permits are transitioned to inactive.

Additional Resources

• Introducing work Permit
• Permit Requirement in Work Order Creation
• New Feature: General Work Permit Form Digitization
• Work Order Module Training
• User Guide and Admin Guide (customer account required)
  
• Calem Enterprise Training Site
  
• Calem Enterprise Blogs
  
• Calem Enterprise demo