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Manage permits and safety documents

Create controlled permits and keep supporting safety records available for the work.

5 min read  ·  Last updated: August 2026

Project Permits register
Project Permits register
Create Permit form
Create Permit form
Safety form presets available to the project
Safety form presets available to the project

Create a permit

  1. Open Permits and select the create action.
  2. Choose the permit type and enter the work scope, location and validity period.
  3. Add responsible people, hazards, controls and required approvals.
  4. Attach supporting safety documents.
  5. Issue the permit only after the required review.

Control validity

Check conditions before work starts and suspend, close or reissue the permit when the scope, location, timing or controls change.