Example use cases: -Hot work permit -Confined space entry permit -Cold work permit -Work Control Certificate -Excavation Permit -Diving Permit -Breaking containment permit

1. Maximo Oil and
Gas 7.6.1
Maximo HSE
Manager 7.6.1
Application
overview
Permit to Work

2. Permit to Work
Example use cases:
1.Hot work permit
2.Confined space entry permit
3.Cold work permit
4.Work Control Certificate
5.Excavation Permit
6.Diving Permit
7.Breaking containment permit
2

3. Permit to Work
process
3

4. List view
4

5. Permit to Work tab
– upper half
5
Summarises key
dates and duration
based on permit
activation
Summarises key
dates and duration
based on permit
activation
Permit Header is
read only based
on Permit and
Certificate Type
Permit Header is
read only based
on Permit and
Certificate Type

6. Permit to Work tab
– Lower half
6
Physical Location,
Area and Zone
are read only
based on
Location
Physical Location,
Area and Zone
are read only
based on
Location
This is the Work
Order or Task
that originated
the permit
This is the Work
Order or Task
that originated
the permit

7. Permit to Work tab
– Multiple
Locations
7
A permit can be
created covering
multiple Locations
in addition to the
Primary Location
A permit can be
created covering
multiple Locations
in addition to the
Primary Location

8. Hazards and
Isolations – Risk
Assessment
8

9. Hazards and
Isolations – Hazard
Review
9
Hazard Review can be
used to perform a
checklist style of risk
assessment which can be
scored by use of Formula
or Automation Script
Hazard Review can be
used to perform a
checklist style of risk
assessment which can be
scored by use of Formula
or Automation Script
Each Review
Action can have
Review Items at
indicated by the
presence of the
icon
Each Review
Action can have
Review Items at
indicated by the
presence of the
icon

10. Hazards and
Isolations – Gas
Testing sub tab
10
These fields confirm
gas testing
requirement and
frequency
These fields confirm
gas testing
requirement and
frequency
Multiple gas test
results can be
added at any time
in the permit
lifecycle
Multiple gas test
results can be
added at any time
in the permit
lifecycle

11. Gas Test sub tab -
Details
11

12. Hazards and
Isolations –
Conditions for Work
12
Conditions for Work
can be defined to
confirm the condition
of the plant for work
to be carried out and
also the type of
isolations required
Conditions for Work
can be defined to
confirm the condition
of the plant for work
to be carried out and
also the type of
isolations required

13. Hazards and
Isolations -
Isolations
13
Isolations can be
identified directly on
the permit or by use
of a separate
Isolation Certificate
Isolations can be
identified directly on
the permit or by use
of a separate
Isolation Certificate

14. Hazards and
Isolations –
Hazardous
Materials sub tab
14
This sub tab is
provided where a list
of hazardous
material is required
separately to the
main list of hazards
This sub tab is
provided where a list
of hazardous
material is required
separately to the
main list of hazards

15. Review and
Approval
15
Multiple Reviewers and
Approvers can be
added according to the
type and complexity of
the permit. Reviewers
are optional.
Multiple Reviewers and
Approvers can be
added according to the
type and complexity of
the permit. Reviewers
are optional.

16. Checklist tab
16
A general purpose
checklist capability to
add any type of
checklist to the
permit. In this
example a pre-issue
checklist
A general purpose
checklist capability to
add any type of
checklist to the
permit. In this
example a pre-issue
checklist
All actions can be
viewed in one
place by going to
Operational
Actions
All actions can be
viewed in one
place by going to
Operational
Actions

17. Issue and
Acceptance
17
Each issue of a permit
must be Issued and
Accepted. These must
be different persons. A
permit can be issued
multiple times after
suspension.
Each issue of a permit
must be Issued and
Accepted. These must
be different persons. A
permit can be issued
multiple times after
suspension.
Record each site
check here beyond
the initial site check
Record each site
check here beyond
the initial site check
Counter signature can be used by a
confined space controller or when
adjacent operations require a
counter signature
Counter signature can be used by a
confined space controller or when
adjacent operations require a
counter signature

18. Toolbox Talk tab -
Toolbox Talk
Completion section
18
Use these fields to
capture free text notes
on the Toolbox talk
and confirm the talk
has been completed
Use these fields to
capture free text notes
on the Toolbox talk
and confirm the talk
has been completed

19. Toolbox Talk -
Procedure
19
Can use an Operating
Procedure to create a
set of prompts for the
TBT
Can use an Operating
Procedure to create a
set of prompts for the
TBT

20. TBT Hazard
Checklist
20
This is intended to
be the final check
on hazards before
work commences
This is intended to
be the final check
on hazards before
work commences
Editable Comment
field in Details section
if needed
Editable Comment
field in Details section
if needed

21. TBT Work Party
Declaration
21
Attendee does not
have to be a
Maximo user
Attendee does not
have to be a
Maximo user
Identifies that a new
member has joined the
work party after the
initial TBT
Identifies that a new
member has joined the
work party after the
initial TBT

22. TBT Dynamic Risk
Review
22
Dynamic Risk Review items can be
added to record a change in risk after
the work has started
Dynamic Risk Review items can be
added to record a change in risk after
the work has started

23. Handback and
Cancellation tab –
Upper half
23
Set of fields to sign
off the permit on
handback after
work is completed
Set of fields to sign
off the permit on
handback after
work is completed

24. Handback and
Cancellation tab –
Lower half
24
Use to identify
that permit
requires audit and
provide link to the
Audit record
Use to identify
that permit
requires audit and
provide link to the
Audit record
Use to record
details of any
review on
cancellation
Use to record
details of any
review on
cancellation

25. Related Records
tab
25
Identifies any
permit related
to this permit
Identifies any
permit related
to this permit
The originating Work
Order which is also
displayed on the permit
tab. Optionally
additional related Wos
can also be identified
The originating Work
Order which is also
displayed on the permit
tab. Optionally
additional related Wos
can also be identified

26. Emergency Actions
tab
26

27. Log tab
27
Communication Log
generated automatically from
Create Communication or
Workflow actions
Communication Log
generated automatically from
Create Communication or
Workflow actions
Manually
created log
entries
Manually
created log
entries

28. Actions – Extend
Permit to Work
28
Once Activated
Permit Finish can
be extended. By
Issuing or Area
Authority
Once Activated
Permit Finish can
be extended. By
Issuing or Area
Authority

29. Actions – Workflow
and Create
29
Workflow actions
Create actions

30. Action – Create
Lock Out/Tag Out
Plan from Permit
30
If you modify a LOTO
scheme used on a permit,
or create a new scheme,
you can use this action to
create a template Lock
Out/Tag Out Plan from it
If you modify a LOTO
scheme used on a permit,
or create a new scheme,
you can use this action to
create a template Lock
Out/Tag Out Plan from it
Create action drives
dialog. Permit must have
been Approved to select
the action

31. Action – View Permit
to Work History
31
Automatically tracks
changes in status and
ownership
Automatically tracks
changes in status and
ownership

32. Action – View
Extension History
32
Tracks multiple
extensions of a
permit
Tracks multiple
extensions of a
permit

33. Action View
Simultaneous
Operations
33

34. Action – View
Common Isolations
34

35. Action – Suspend
Active Permits
35
Query to list
all Active
permits
Query to list
all Active
permits
Action to
suspend all
Active
permits
Action to
suspend all
Active
permits

36. Permit status
Request – First status of a permit
Draft – Working status of a permit used during permit
preparation
Approved – Used to identify approval on completion of
preparation
Preparation Complete – Synonym of Approved which can be
used if Approval process in not used
Issued – Issue Authority has issued the permit
Active – Performing Authority has accepted the permit
and start date has been past
Suspended – Use for a temporary suspension of the
permit or as an interim status before Cancelled
Cancelled – Work is complete
Closed – The end of the permit cycle. It can no longer
be edited at this status
Isolation In Progress – If isolation is required identifies
that isolation has not yet been completed
Isolation Complete – All isolations have been confirmed
36

37. Permit Status
transitions
37

38. Permit Details
Report
38

39. List View -
Available Queries
39

40. Saved Query in
People
40

41. 41
not for distribution
Saved Query on
Location for Permits

42. Number of Active
Permits by Issuing
Authority KPI and Active
Permits related to
Locations KPI created
to support creation of
Start Center Portlets
42

43. Active permit by
level KPI created
to support
creation of Start
Center portlet
43

44. Job Plans Details
tab – Control of
Work sub tab
44
Identify multiple
types of permits and
certificates required
at the main Job Plan
level
Identify multiple
types of permits and
certificates required
at the main Job Plan
level

45. Job Plan Tasks
45
Can identify one
Permit and Certificate
Type per Task
Can identify one
Permit and Certificate
Type per Task

46. Work Order
Tracking – Control
of Work tab
46
Identify multiple types
of permit or certificate
required. This will cross
over from any Job Plan
used on the Work Order
Identify multiple types
of permit or certificate
required. This will cross
over from any Job Plan
used on the Work Order
Permit or Certificate
number can be referenced
here if you a not using the
Maximo Permit to Work
application
Permit or Certificate
number can be referenced
here if you a not using the
Maximo Permit to Work
application
Can identify permit
authorities for
planning purposes
Can identify permit
authorities for
planning purposes

47. Work Order
Tracking Plans tab
– Permit and
Certificate Type on
a Task
47
Permit or Certificate
number can be referenced
here if you a not using the
Maximo Permit to Work
application
Permit or Certificate
number can be referenced
here if you a not using the
Maximo Permit to Work
application
Identify a single type of
permit or certificate per
task. This will cross over
from any Job Plan used
on the Work Order
Identify a single type of
permit or certificate per
task. This will cross over
from any Job Plan used
on the Work Order
If you are using Maximo
Permit to Work the Permit
created from this Task will
be referenced here
If you are using Maximo
Permit to Work the Permit
created from this Task will
be referenced here

48. Work Order
Tracking - Create
Permits Action
48

49. Work Order
Tracking – Related
Permits
49

50. Operator Log – View
Permit to Work and
Isolation
Certificate Details
50

51. Operator Log –
Daily Operations
Report
51

52. People Details tab
-
52

53. Organizations –
Permit to Work and
Isolation
Management
options
53

54. Organizations –
Control of Work
options
54