Customizable work permit types and question sets can be created by Corporate Clients. This assists with time-controlled documents for people management and allows for the electronic issuing of work permits.
To manage your Work Permits, navigate to the Work Permit module available on your dashboard.
The Corporate Clients need to create the requirements that need to be met to generate a Work Permit for your Service Providers, so the function to create and issue work permits will only be available to Corporate Client users.
Note: When a work permit is created, the system will prompt the user to fill in fields. These fields will include the project, service provider, responsible person, start and end date of the work permit, location where the work is to be carried out and the description of work.
Corporate Client - Create a Work Permit
Select the “add work permit” button.
Select the applicable project.
Select the Service Provider doing the work and the responsible person.
Note: The “Service Provider Responsible Person” field is populated with the names of the Service Providers Employees linked to the Project. This field MUST be populated to save the Work Permit.
Using the dropdown selection available, select the work permit type.
Enter in the personal details of the Service Provider.
Fill in the required date fields by using your calendar icon.
Note: These fields are required to create the validity period of the Work Permit.
Enter the description of the work to be carried out, as well as the location thereof. It is advised to add as much detail to these fields as possible.
Once completed all the required fields select
Note: ALL fields must be completed so that the Work Permit can be successfully saved.
From the dropdown selection available, select which employees need to be issued with the work permit, alternatively you can add all employees.
From the dropdown selection available, select which equipment items need to be approved with the work permit, alternatively you can add all equipment items if it is necessary.
The questions for the Work Permit will display in a list format for you to answer accordingly.
To answer the question set, simply highlight the question, and select the edit button.
Change the question to “Yes” if it is valid or relevant to the question that is being asked.
When you are complete, select update.
Note: If you are unable to answer the questions yet, you can simply scroll to the top of your screen and select the back button. You can refer to the work permit when you are ready to issue the work permit as it will remain in a “created” state until the work permit has been issued.