{"id":4814,"date":"2024-04-30T14:24:36","date_gmt":"2024-04-30T06:24:36","guid":{"rendered":"https:\/\/blog.facilitybot.co\/blog\/?post_type=knowledgebase&#038;p=4814"},"modified":"2025-07-18T20:54:59","modified_gmt":"2025-07-18T12:54:59","slug":"permit-to-work","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/permit-to-work\/","title":{"rendered":"Permit to Work"},"content":{"rendered":"\n<p>Permits to Work are important documents to ensure workplace safety and health. Regulations typically require that Permits to Work must be submitted by a contractor and approved by the safety officer before the commencement of any risky works.<\/p>\n\n\n\n<p>FacilityBot\u2019s Permit to Work feature allows contractors to submit Permit to Work applications to Facility Managers and supports the subsequent approval flow.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"FacilityBot | Permit to Work\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/hw38Kc7StSo?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Setting Up Permit Types<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The first step is to set up permit types. To do this, log in to the Facilitybot Web Portal. Go to Features\u2192Permit to Work.<\/li>\n\n\n\n<li>Click on \u201cManage Permit Types.\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/hPrlBY7KfcK8saUcmKywXiJ5B_8FI5TvmVEIIvQ_OgV_RbBPkJEpmbzJxJl_rlP8ZCZ_jvzySG4DD1mhJtepe-I94fb4sj0ItjxV2J8-2b_PzUKJEgpyEigPLVG0fmG-2Od7lQX0zgtKyWgZIK2M3N0.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Manage Permit to Work Types by choosing the appropriate Checklist and Process Flow for that Permit. Click on \u201c+New Permit Type.\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/g5bNnXp2PktmLmAAskEjuwmKXqlCNBJqdMO5OhenfpcG1b7LB-3RzgdnWzzAv-JIrvbC5piIH5xPHSNbczgd6M65uvO6DYF-_IfLezZmVhkdPwXfn53PK2soTbUaWgVijhLsBxbfOegSH4ATB-X8sNY.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Give your new permit type a name. Select a checklist from the list of <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/checklists\/\">parent checklists<\/a>. You can configure the parent checklist to ensure that the required list of safety measures is in place as part of the Permit to Work application.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/mrvvhFs-9I3zu8mwibseMF0cfmTMxM7Ncz7kIl4Oy32t65RJssgK0AQc7HT9u1Mf0sNGwIz7Vnlp_MJ9S6AuiZIkvvwipnKQ2MUMoZ30C6KpNlbthfAZqp7i3meWtKNnrNbfBGmR6-c6G6vBfb7RplE.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select a process flow from the dropdown.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/7FPe_tFdprMfRk4k4YyH29_B-hsaTMhPeGyCxA707nYSd5GDHtJjxzdI9Bd9Lx7UmQQ74BVzj6R0B6fUp180awTuOGqROPusvIdgXqx3FJmUuRQPVMYzGM1YtgWLnqTNDgmEiFyjTCezmh5PjA2MHqc.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can manage the steps to the process flow by clicking on \u201cManage Process Flow.\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/mikLlyXx1vw43COCtiWX0FzVQip7-lUtr-O-HlcKP26MQE-myZOyaXYYaqmbPESmChumxDRZkzzGgr0Qx8SK-vyUkiULDOR4EhzytSADUrg_0Io6SYD1tetQLggj7cq94e0L3OvZaEzcTOwAQGuejE.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Configure the steps for this process flow.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/8omtUXP90Gv_vy9VzoO2umF40fouv60pO8GMCUpYodIhn90jtsrmLMuPf0Xsww_iRtVI6Hdjr8U7PTFSuNroeBTziunO2OjHVVJ23QXmhPci8_i11cNtFKn5YQF6xAHROYM82e1Q3Y_Hi_S1gfWViQU.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can assign each step to an Admin, Manager, or Responder. The system will automatically notify the next person(s) assigned to approve or take the next action.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/plqwI6b4Uoaw5btwIRy6vCZvPumf-gj9RNY51MIGdmMSjMTgof9016iiqQjHnMsYn9nT7rBB6R3Mnfl1cMN-nbwZAd_9ngbOpoZVyqzKZZUOQYd3FVt_D3Y23KlEAQcDpcCzplizCfCq-API-taYQMo.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once the process flow is configured and selected, click \u201cSave\u201d to save the changes on the permit type.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/9GtQC4eazqIYtSxzmx2xRDWZ6k9h_j-hRPXU-aqht5WnYYAYDYyc36PnmpoD-4MLnyKqaFHKWXPmO6P7iCLVF3sP5yVuOPpqnMpskZ8Jf4905CE-g-GE8UbwM2tKzQBXx6CYBe5i4qlSW1jj1yi3zuc.png\" alt=\"\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Applying for a Permit to Work Through Email Invite<\/h2>\n\n\n\n<p>Managers can send email invitations to contractors to apply for the appropriate Permit to Work.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on \u201c+New Permit Application.\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/9i7ofJOZBdgC7egnq6X-XYy6FMjBFrCsgmnvKAMS2i8HGmI3Hy56ft9n7xEGtKtb7h4FcNBocmmFbzjtezft86E9qEBaqxlmD4wSTGBfQR86_b3nTN-Cf0kD2ae-IV2FN1nGS_G6iFSdQGqiIiECvWk.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select a Permit to Work Type. Enter the contractor&#8217;s email address who should complete the Permit to Work application checklist.<\/li>\n\n\n\n<li>Click on \u201cSend Email.\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/p7PQj7dlomrjDjP4UIU2bkwAnKwSdVAgZmtAg_kp9Uw8F0dN__GpzTh7qEzLb-UdenlVJp_ycya2eeeK9R2TFtsBcy1p2hGGPFDZCBn_4aCDrL34814LPKyO2NaF6UIZSenHnw5R_wRq2QI7aIZ-1Aw.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The contractor will receive an email with a link. They can complete the Permit to Work application checklist by clicking the link.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/GViflOESbocKwS63-ELPbWFZmSk2JV87aflaof9hX7jyTBd69qBNWvrbtaC_wu8FdCQb1nA-BdF6nbQVxbOq6uo-3QJoUULHsptg6J-rYz4YG41BNNLwWaL47TVyJMrippuicSdnIyqnxiNmbpS83Es.png\" alt=\"\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/YE-1jMvbOEN6XfuKASStpoAjafH9j8zloh8yv3oACRI8MNw1lmPKfEqm6QbeBg5KzF-hU5iYzM5CJgehG8_TlQoQI8GE9RjhCA8WXrZ2rTD6SgwnsQUK1uoKvaPP9t75SznL4CJsfFeb5VaqScl93Kg.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once the checklist is completed by the Contractor, a Permit to Work Application ID will be created and the new Permit to Work Application will appear.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/EC_WrME7DOxL9onUXW76C3HfNid5lIq2ZG-ylNS5DMFcUx_yW2-pMAzpzFId2vXx_6ISW2KyQg7nqi8sZcaT_1wp2EvgQneP_wCYKi5NXvgFAghODeiny72_yoVqZkm3v93X5pjWxBfX4Lrliaz9ymc.png\" alt=\"\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Applying for a Permit to Work Through The Web Portal<\/h2>\n\n\n\n<p>Admins and managers can also apply for a Permit to Work on behalf of Contractors through the Facilitybot Web Portal.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on \u201c+New Permit Application.\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/9i7ofJOZBdgC7egnq6X-XYy6FMjBFrCsgmnvKAMS2i8HGmI3Hy56ft9n7xEGtKtb7h4FcNBocmmFbzjtezft86E9qEBaqxlmD4wSTGBfQR86_b3nTN-Cf0kD2ae-IV2FN1nGS_G6iFSdQGqiIiECvWk.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select a Permit to Work Type. Then complete the Permit to Work checklist.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/MWUhwUtVSWrQhTnwleyWuUPrQWJ52qkln8e7pdVAgf9NioF-JDVU1Oi5N2RZdIvh7ZBxlFvCz_uidZH_Ji9Qu7h9chLkMta-UfenJuepqMbsd5JzkrHqTT8uRFbA-VII3IDtaWKoA6XuQy5FqgKbjpQ.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once completed, click \u201cSubmit.\u201d<\/li>\n\n\n\n<li>Once the checklist is completed in the Web Portal, a Permit to Work Application ID will be created and the new Permit to Work Application will appear.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/EkWsmFQPT8mzB7l0ArTwSmr-LDbiw09mSGHdAq4fVLBPVAHY3eihhoZ6ZKo5sWBa-3KlzXNNO1ylWCl2k58mY0pjypsWmln6DM6X6iG8wyg3pUBjawjfTuSZ6Js3qOt7pHnU5_FUGDSAz_DDWAlMaUg.png\" alt=\"\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Applying for a Permit to Work Through Messaging Channels<\/h2>\n\n\n\n<p>Requestors and tenants can apply for a Permit to Work through their preferred messaging channel.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Requestors can chat with the bot to apply for a permit to work.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/mq4IxnfgWP5WP4NNJxht9dM8_8-_FD_p1wg0xJv4-ddpUgVJj2xAbscpg6MS2TOtgdeH45HFOolDSGqYZLTWNJY7FDNuPPNQ49NAxSKa9A5av2ici6p_Xa-oGfembxqv3CAGF7jOlpjDw0yZG8rt7h4.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Follow the link sent by the bot to apply.<\/li>\n\n\n\n<li>Select a Permit to Work type and complete the checklist as needed.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/3aDd2mrRMKcQ1QALm5xF4oWm1jIGJ6YvT1VrxUY4w-46W7dmI1u3sZ-FLGaAnb_b85BBfhROkphOArtjw4w3ZxKNwapUFYHMAM_Phv2QJaSWBxPyFNwkHzPM8GqFhTW0HIkNMXRkoNe7DXWdR5ocYnM.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once submitted, a Permit to Work Application ID will be created and the new Permit to Work Application will appear.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Signing Off on the Permit to Work<\/h2>\n\n\n\n<p>The approving officers can sign off on each approval step through the FacilityBot Web Portal<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Hover on the selected permit to work application.<\/li>\n\n\n\n<li>Review the application by clicking on this icon.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/pc8ay8sqQ3eXrFDkFeNdPYtY_QjBrbm3xlZvxWeEgg21bDIKsKOfLjj1rqzs8DMp-bsdGvcGDgd6qf9NDFKQkxCyz3fl4F-XzvdMDqV3cFBRnLRTJxdLa8JJt4_6d7p40r-z9wbdakSG-L-gsaP51Aw.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once reviewed, click on the sign-off icon to sign off.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/sg0KEFG86IyY14qYVKesnMUmpU74RYFYtqSU7KD3bFb-sYu0MfzCRpkhEDjttqeMJrlgiKBp8auXztaF4XN9bO_hq2NxjEYr2L_tpbFN0bniPqgBFcpXJWjSdi5S75nCeDbxnmlmZQgPK6EYxJXTO3g.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add a remark and signature. Then click \u201cSubmit.\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/M4CiKvemmODEhipFhHh_NJF-lgbif2spIJq-0VqH54PuP13v41kcZvmq_7P4KeYg_-VikvNFGNXbSmEQ84vMo2Fp_hXeP6Wmw4_8OYlqEi9lebKBGBTwxLAXQPp5tG5LC0yfjTW6Rm_OE4TxH_XCPN8.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The status of the application will change to the next Status and will automatically be assigned to the next approving officer as configured in the Process Flow.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/CbrofhjKw2aFpa691c0gVTBnPDlZyHux2Rw_kiX-L_ty9khWasjUyAk-y7C8nqzcy5bWLYxLEuaaVAhqhFrzEGY0gPh6ADf2YqEG7ty5o5kLFxliFshd12lugIQ0dNW-IxmAdMJgTGjhcBBsTxwBNdU.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The next approving officer can sign off. The process continues until the Process Flow is completed.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Receiving Updates Through Email and Messaging Channels for Status Changes<\/h2>\n\n\n\n<p>Requestors, tenants, and applicants will automatically receive updates via email or messaging channels every time the status of the Permit to Work application changes.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Requestors and applicants who submitted the Permit to Work through email will receive updates about the status change via email.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/vTM7nY0pyQ_QSZSpXfKYlhIJojGV8sCjHo_0OJyWcOY4UwOItUuUuKW2NTI1TPX02On55VhVnQ4wIHgQXJaEWaoNinnr5WbE4SQjP1GoBKEEGRkyPfD2UIBHSxgeUtmZMVtZ9Vhm5DV84DxKX_NCkfU.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Requestors and applicants who submitted the Permit to Work through a messaging channel will receive updates about the status change through the same messaging channel.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/vQEiAkRP2oMuik4jwKG7egxwOGqEFKwkTMQ-qEUUQfu_XPt4LC47NaSLLiilNSrm3KeQk31s7ym5niWEnbDcwXEDcX_vOPEi7lr0YkGKDVJQEl-nVZFT0CEsCfxL8cR6ImSmRYydVFhXCH2LxNvMhWE.png\" alt=\"\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Generating PDF for Permit to Work<\/h2>\n\n\n\n<p>A PDF of the permit to work can be generated. The PDF shows the completed checklists, declarations, and signatures.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/SqznJR7htmX3U0l3bSYsRw9pN_8sJxhZIleSW-ANp5jjmaOmgl0JvL32nLXKqOE5vwP9B7qvbrcyyuKaw07bIAGm123StmFpy4mQaC3W1kbXUlx3hWaPBYWcvHEkZtQK8dCCBlxrC1kDECDV7GfIm_c.png\" alt=\"\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/q8YvWkvlpBpsKfNrcJnT6IFmDSKj4VwgGMvL40q622kBrRy9xVvkCfsnverwFhwOBTw4pjJrCsnkY7hTH_5UbvGYZ31nr3YjMcz6Nm6sJuKONx5S6wOpyAqEy_3bUdwqy9roMCQmd0VGF1esoq3NwTw.png\" alt=\"\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Permits to Work are important documents to ensure workplace safety and health. Regulations typically require that Permits to Work must be submitted [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","knowledgebase_cat":[44],"class_list":["post-4814","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-manager-web-portal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Permit to Work - FacilityBot - Facilities Management Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/permit-to-work\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Permit to Work - FacilityBot - Facilities Management Software\" \/>\n<meta property=\"og:description\" content=\"Permits to Work are important documents to ensure workplace safety and health. 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