Permit Classes

Classifications for Work Permits. Each class can use a different Concept Report template; default is JC-003.

Enables safety-specific documentation and approval workflows based on work type.

Available from 7.0.0.0

The Purchase Key licence dependency for this specific element of the system has been removed and is now included as standard in the core MRI Evolution product the feature has been turned on for all systems by default.

Note: Other restrictions, such as User licence type restrictions and / or any restrictions to underlying functionality that is dependent upon Purchase Key licences will remain in place.

Settings > Tasks > Work Permit Classes

The link will open the Permit Classes grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Permit Class click New , to edit an existing Permit Class click Edit . A pop up window will appear which will allow the creation or amendment of a Permit Class.

Click to view - Permit Classes Fields and Descriptions

Field Name	Description
Work Permit Class	The descriptive name for this category of safety permit required before undertaking specific high-risk activities or accessing hazardous areas on client sites (e.g., "Hot Works Permit", "Confined Space Entry", "Work at Height", "Electrical Isolation", "Excavation Permit", "Asbestos Disturbance", "Roof Access", "Out of Hours Access"). Work Permit Classes formalize safety authorization processes, ensuring appropriate risk assessments, method statements, safety equipment, and supervisory oversight are in place before hazardous work commences. Each class can have customized permit forms, approval workflows, required training/competencies, and expiry rules. Essential for compliance with CDM regulations, client site safety rules, insurance requirements, and corporate health & safety policies. Permits are linked to tasks, resources, and contractors, creating audit trails of who performed what work, when, where, and under what safety controls.
Alternative Report	From the drop down select the report to be used when printing the Work Permit- the standard Concept Report is called JC-003.
Allow Permit Requests via TeamWorks Contractor	Available from 5.3.0.0 Check the box to allow requests from Contractor Gateway for this type of Permit

Field Name

Description

Work Permit Class

The descriptive name for this category of safety permit required before undertaking specific high-risk activities or accessing hazardous areas on client sites (e.g., "Hot Works Permit", "Confined Space Entry", "Work at Height", "Electrical Isolation", "Excavation Permit", "Asbestos Disturbance", "Roof Access", "Out of Hours Access"). Work Permit Classes formalize safety authorization processes, ensuring appropriate risk assessments, method statements, safety equipment, and supervisory oversight are in place before hazardous work commences. Each class can have customized permit forms, approval workflows, required training/competencies, and expiry rules. Essential for compliance with CDM regulations, client site safety rules, insurance requirements, and corporate health & safety policies. Permits are linked to tasks, resources, and contractors, creating audit trails of who performed what work, when, where, and under what safety controls.

Alternative Report

From the drop down select the report to be used when printing the Work Permit- the standard Concept Report is called JC-003.

Allow Permit Requests via TeamWorks Contractor

Available from 5.3.0.0

Check the box to allow requests from Contractor Gateway for this type of Permit

Complete the fields and click Save. Once the Permit Class header has been completed and saved a sub navigation will appear to allow additional entities to be created / assigned.

These include:

Requirements

Available from 5.5.0.0

Permit Classes are one of the system entities that can have Work & Access Surveys enabled in Table Catalog, in a similar way to enabling Hazard / Alert Types against an entity.

Once enabled against the Permit Classes entity, a new sub navigation will become available in the System sub navigation group of the Permit Classes input panel:

Surveys

Permit Classes

Settings > Tasks > Work Permit Classes

Click to view - Permit Classes Fields and Descriptions

Requirements

Settings > Tasks > Work Permit Classes