Permits—Exercises
Basic Data Setup
Enter Permit Type and Attributes
Purpose: The purpose of this exercise is to set
up the basic data required for running this particular functionality.
Windows:
Work Order and PM Basic Data
- Create a new permit type with permit attributes.
General exercises for Permit
Types and Permit
Attributes
Required Data
Create Work Order
Purpose: The purpose of this exercise is to set
up the required data necessary for running this particular functionality.
Windows:
Prepare Work Order
- Create a new work order.
General exercise for Create Work Order
Main Exercise
Purpose: The purpose of this lesson is to show you how to
create a permit and connect it to a work order.
Windows:
Permit
Prepare Work Order
Use an existing or create a new work order for an electrical object. Presume
that the wiring must be
checked. Therefore, the electrical system must be disconnected before the
work can be started.
- Open the Permit window.
- Create a new permit (F5). When entering new data remember to use List of Values (F8).
- In the Permit Type field, select a suitable permit type using the
List of Values.
- In the Permit Description field, type in a short permit description, e.g., Mechanical Permit.
- In the Note field you can write a longer description. (Double-click
to open it)
- Enter your
signature in the Prepared By field.
- Save your changes.
- Make sure that your permit is
retrieved in the
Permit window.
- Enter valid dates for the permit. These dates must be before work started
and after the work ended.
- Save the record.
- Change the permit's status to Prepared, by right-clicking and then
clicking Prepare.
- Open the
Prepare Work Order window, and retrieve an appropriate
work order for connecting the permit.
- Click the
Permits tab, Right-click
and click Connect Permit.
- In the Permit field, use the List of Values to select the permit
that you just created and click OK.
- Click the
General tab.
- In the Start and Completion fields, enter the planned start
and completion dates.
- Save the record.
- Click the
Prepare tab.
- In the Work Leader field, add a work leader signature. Use the List
of Values.
- Save the record.
- Return to the
Permit window. Make sure that your permit is
retrieved in the window.
- In the Work Leader field, enter the same signature as on the work
order.
- In the Approved by field, enter an approval signature. Use the List
of Values.
- Right-click and then click Approve Preparation.
- Right-click and then click Release.
- Right-click and then click Print.
- Return to the
Prepare Work Order window. Make sure that
your work order is retrieved in the window.
- Change the status of the work order to Released and then to Started.
- After finishing the work, change the status of the work order to Work
Done.
- Return the permit. In the
Permit window, change
the status to Return
Permit.
- Return to the
Prepare Work Order window. Make sure that
your work order is retrieved in the window.
- Right-click and then click Report In.
- In the
Report In tab, in the Actual Finish field
enter the date when the work was finished.
- Change the status to Finished.