Configure a permit type

  • Release version: Washingtondc
  • Updated January 30, 2025
  • 2 minutes to read

    • Create a permit type to be selected in the permit-to-work request form.

    Before you begin

    Role required: admin and sn_hs_rm.permit_coordinator

    About this task

    The admins must assign specific roles to the sn_hs_rm.permit_coordinator role to enable the permit coordinator to perform this configuration. For more information, see Configure permit-to-work.

    About this task

    A permit type is a specific category of permit that a permit requestor selects when completing the permit-to-work request form. Each permit type addresses unique risks and safety requirements for different kinds of work. Selecting a permit type in the form automatically adds related questions specific to that permit type.

    Procedure

    1. Navigate to All > System definition > Tables and select the Permits to work table.
    2. Select Permit type in the Columns tab of the related list.
      Opens the Dictionary entry for permit type.
    3. Select the Choices tab in the related list and select New.
    4. On the form, fill in the fields.
      For more information on the field description, see Choice new record form.
    5. Select Submit.
      A new permit type is created which appears in the Permit type field of the permit-to-work request form. Repeat the steps to create multiple permit types.
    6. Automatically display questions specific to a permit type when the user selects it on the permit-to-work request form.
      1. Navigate to All > Service catalog > Catalog definitions > Record producers.
      2. Search and select Request a permit to work record.
      3. Select New on the Variable sets tab of the related list.
      4. On the form, select Single row variable set.

        This creates a variable set with variables that are grouped.

      5. On the form, fill in the fields. For more information on the field description, see Variable set new record form.
      6. Select Submit.
        • Repeat the steps to create additional variable sets for the same record producer. These variable sets includes permit type specific questions that appear on the permit-to-work request form when the permit type is selected.
        • For more information on variable sets and the layout, see Variable set layout.
    7. Add customized questions to the permit type.
      1. Open a variable set and on the form fill in the fields. For more information on the field description, see Variable new record form.
      2. Select Submit.
    8. Link the variable set to permit type.
      1. Navigate to All > System definition > Decision tables and select Permit type configuration
      2. Select Draft and select Add new decision row.
      3. Select the empty cell in the permit type column and select the permit type in the Choice input field. Select OK.
      4. Select the empty cell in the variable set column and select the variable set in the Choice input field. Select OK.
      5. Select Save.
      6. Select Publish and then select Publish in the modal dialogue.
      The variable set with the questions is linked with the permit type and these questions appear on the permit-to-work request form when the permit type is selected.