Working with Permits 

Purpose

This process describes the use of permits during order processing. Before an order can be executed or technically completed, a planner ensures that:

· All the necessary safety precautions have been taken

· The required financial resources are available

· The work has been approved at management level

Prerequisites

You define permit categories in the Customizing for Plant Maintenance and Customer Service by choosing Master Data in Plant Maintenance and Customer Service ® Basic Settings ® Permits ® Define Permit Categories.

Employees who need to issue and cancel permits must obtain the appropriate authorization for this. For more information, see BC - Users and Authorizations.

Any employee, who is authorized to change orders or technical objects, can assign permits to an order or technical object.

Employee A has obtained authorization to edit general data for an order or technical object. When changing the order or technical object, employee A can assign permits to it or change existing assignments. This employee can also issue and cancel permits.

Employee B has obtained authorization to edit general data for an order or technical object. When changing the order or technical object, employee B can assign permits to it or change existing assignments. However, this employee cannot issue or cancel permits.

Employee C has only obtained authorization to issue or cancel permits. They cannot change the general data for the order or technical object. In addition, employee C cannot assign permits or change permit assignments. This employee must issue or cancel permits directly from the list of permits.

Process Flow

  1. You define permit categories in Customizing.
  2. You create permits as master data in the system.

    3. These can be based on safety advice from the manufacturer of a technical object, general legal regulations on safety in the workplace or fixed company rules.

  3. You can create authorizations for issuing and canceling permits in the system.
  4. You assign permits to a technical object if these permits could be relevant (now or later) for an order on an object.

    5. If a permit should be valid for each order on a particular technical object or its subordinate objects, then the indicator Proposal can be set when assigning this permit to the technical object. The permit is then always assigned to all the orders.

    You can edit or delete the assignment of permits to technical objects at any time.

  5. You create an order. If permits have already been assigned to the reference object for the order or the subordinate objects, and these assignments marked with indicator Proposal, these are also automatically referred to the order.

    6. In addition, classified permits can also have been assigned automatically to the order.

    However, you can assign permits manually to the order. To do this, you can use the default values supplied by the structure for the technical object.

    You can then only delete the assignment of permits to an order if the assignment was performed manually. If the assignment was made automatically, only the indicator Not relevant can be set.

  6. You issue the permits in the order. To do this, you have the following options:

The printing of permit papers is integrated in the printing of order papers. For more information, see Printing and Faxing of Shop Papers.
  1. Issued permits can be canceled in the following cases:
  1. The order can be executed.
  2. At this point, you can use specific selection criteria to create a list of permits. A traffic light display helps you to assess the urgency of reprocessing a particular permit.