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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure permit-to-work

Configure permit type, permit checklist, checklist type, and edit a permit form.

Permit-to-work can be configured by an admin. An admin must assign the following roles to the permit coordinator [sn_hs_rm.permit_coordinator] to enable them to configure permit-to-work.

  • catalog_admin
  • decision_rule_author
  • personalize_choices
  • personalize_dictionary
  • snc_internal
  • sn_hs_rm.permit_coordinator

  • Configure a permit-to-work request
    Edit existing questions on a permit to work form or add new questions.

  • Configure a permit type
    Create a permit type to categorize risk and safety requirements for different types of work.
  • Configure a permit checklist
    Create a permit checklist and link it to the permit type of a permit-to-work request.

Parent Topic:Setting up Health and Safety Risk Management