---
sourceDocument: Xanadu Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Configure a permit type

# Configure a permit type {#ariaid-title1}

* Release version: Xanadu
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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](https://servicenow-prod.fluidtopics.net/tnKDo6FLtUWBq8kInECS6Q "Configure permit type, permit checklist, checklist type, and edit a permit form.").

## 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 AllSystem definitionTables 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](https://servicenow-prod.fluidtopics.net/4LOQQmOpeCl73qihaB9P2A "Field description to add a new choice to create a new permit type.").
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 AllService catalogCatalog definitionsRecord 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](https://servicenow-prod.fluidtopics.net/Ah4PCfa0TkXRDU6Aix_Nmw "Field description to create a new variable set record.").
   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](https://www.servicenow.com/docs/access?context=c_DefineVariableSetLayout&version=xanadu&pubname=xanadu-servicenow-platform&ft:locale=en-US).
      {#hs-configure-permit-type__ul_jv2_mbn_c2c}
   {#hs-configure-permit-type__ol_qvd_sw3_c2c}
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](https://servicenow-prod.fluidtopics.net/_7cwiZdHPr_WVknsXLEgeQ "Field description to create a new variable record.").
   2. Select Submit.
   {#hs-configure-permit-type__ol_zvt_ty3_c2c}
8. Link the variable set to permit type.  
   1. Navigate to AllSystem definitionDecision 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.
   {#hs-configure-permit-type__ol_rrq_1x3_c2c}  
   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.

*[\>]: and then