The document discusses various configuration options for permits to work and isolation certificates in Maximo. It describes options for adding permit references to work orders, planning for multiple permits on a job plan or work order, controlling who can be listed on certain fields, allowing isolation certificate creation from work orders, controlling permit status changes, and requiring user authorization. It also covers common options for permit to work and isolation management related to approvers, passing valves in lock out procedures, validating user access to permit areas, and automatically approving permits on sign-off.

1. Maximo Oil and
Gas 7.6.1
Maximo HSE
Manager 7.6.1
Application
Overview
Organizations -
Permit to Work

2. Control of Work
options
2
If not using Maximo PTW
allows you to add a PTW
reference on the Work
Order
If not using Maximo PTW
allows you to add a PTW
reference on the Work
Order
This option allows you to plan
for more than one permit of
certificate of the same type on
a Job Plan or Work Order
This option allows you to plan
for more than one permit of
certificate of the same type on
a Job Plan or Work Order
Adds a rule that only
authorised Persons can be
listed in the respective three
fields on Job Plan and Work
Order
Adds a rule that only
authorised Persons can be
listed in the respective three
fields on Job Plan and Work
Order

3. Permit to Work
options
3
If you are using Isolation
Certificates. This option must
be checked to allow creation
of Isolation Certificates from
the Work Order Create Permit
action
If you are using Isolation
Certificates. This option must
be checked to allow creation
of Isolation Certificates from
the Work Order Create Permit
action Provide an extra layer of
control over who can
suspend a permit
Provide an extra layer of
control over who can
suspend a permitWill not allow status
change to Issued unless
Finish date is populated
Will not allow status
change to Issued unless
Finish date is populated Requires user to be
authorized on their Person
record
Requires user to be
authorized on their Person
record
Select to allow these status
changes
Select to allow these status
changes When Issuing a Permit will
automatically change
status to Issued
When Issuing a Permit will
automatically change
status to Issued
When accepting a permit
will automatically change
status to Active
When accepting a permit
will automatically change
status to Active

4. Permit to Work and
Isolation
Management
common options
4
Requires the user to be
authorised on their Person
record
Requires the user to be
authorised on their Person
record
Allows the status change to
proceed without an
Approver
Allows the status change to
proceed without an
Approver
Allows the use the option of a
passing valve to be included in
a Lock Out/Tag Out Operation.
For example is flow is below
an allowable limit
Allows the use the option of a
passing valve to be included in
a Lock Out/Tag Out Operation.
For example is flow is below
an allowable limit
Makes an additional validation
check that the users Person
record is valid for the Area
listed on the Permit or Isolation
Certificate
Makes an additional validation
check that the users Person
record is valid for the Area
listed on the Permit or Isolation
Certificate
Will automatically change
the status to Approved on
Sign-Off as Approved
Will automatically change
the status to Approved on
Sign-Off as Approved
Automates the common
isolation check
Automates the common
isolation check