E-Permit V9 · Permit to Work
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Permit RequesterRisk Assessment Team Member

Copy an Existing Permit

Status: Request Request → Awaiting Validation Awaiting Validation

Reuse an existing permit as the starting point for a new one, then re-assess it against the current work conditions and submit it for validation.

When to use

Use this task when new work is similar to a permit that already exists, to save re-keying. It does not apply to permits created from a routine (see Create a Permit from a Routine Permit).

Before you start — check before launching the task
  • You hold the Permit Requester role.
  • You have identified a suitable source permit and understand how the new work differs from it.
  • You are ready to re-assess the risk assessment — copying does not carry over a valid assessment of the new conditions.

Step-by-step

  1. Open the source permit and select Copy. A new permit opens in Request, pre-filled with the copyable fields.
    Copy an existing permit from its action menu.
  2. Review every copied field against the current work: scope, locations, equipment, dates and certificate requirements. Update what differs. An ICC/INH attached to the source is copied only if it is in an eligible state — otherwise re-attach it (see Attach an Isolation Certificate (ICC) / Attach an Inhibit Certificate (INH)); file attachments copy across except from the Request state. Authorisation Fast-Track is carried over only for a Shutdown permit whose source had it set to Yes (optional).
  3. Re-open and re-assess the risk assessment (hazards, controls, prerequisites) for the new conditions.
  4. Re-enter any field that was not copied (required fields marked with a red asterisk).
  5. Sign Request by Permit Requestor to submit the permit. The signature dialog is the same as for a permit created from new.
    Sign the request (same dialog as a permit created from new).

Expected result

The permit moves from Request to Awaiting Validation. The next task is Validate a Permit.

Key Referentiel rules

  1. Reuse does not remove the need to check current work conditions. A copied permit must be re-assessed against the actual situation on site. (CR-GR-HSE-402, Req 3.2.1)
  2. A permit to work is based on a risk analysis that reflects the present type of work, tools, installation and surroundings — not those of the source permit. (CR-GR-HSE-402, Req 3.2.1)
  3. For high-risk work, a joint site visit by the approving and performing authorities is still required, even on a copied permit. (CR-GR-HSE-402, Req 3.2.2)

Tips & pitfalls

Tip — treat a copy as a draft, not a finished permit. Walk through every field as if it were new.

Pitfall — keeping the copied RAB/RAD unchanged. Copying does not reassess the risk; if the conditions differ, redo the assessment before signing.

Common mistakes

Mistake Consequence
Submitting a copy without reassessing the risk Controls may not match the real hazards; permit reverted or unsafe
Not updating locations/equipment from the source Work authorised for the wrong place or item
Assuming certificates copied across in a valid state Issue blocked later when the ICC/INH is not in the required state
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