Creating Permits

Purpose

As a Permit Requestor, you create the permits required for the job so each work activity is properly authorized and aligned with the Work Record team members and safety requirements.

Prerequisites

• Installation Packages: CQ Core - Summer 2026, CQ EHS Extension, CQ Forms

• Product: SafetyQuest

• Function: Permits

• User Profile: Standard User

• Permissions: CQ Base User PSG and CQ EHS Base User PSG and CQ Permit Requester PSG or CQ Permit Approver PSG

• Configurations: CQ Locations, Work Record

• Work Record: Must be in Draft or In Review stage with Work Team Members

• Permit Holder: Must add Work Record Team Members to the Work Record

Steps

1. Open the Permits tab. Then click New.

2. Specify this information:

   • External Supplier
     Specify the External Supplier, if applicable.

   • Supplier
     Specify the Supplier, if the External Supplier toggle was checked.

   • Permit Type
     Specify the Permit Type.

   • Work Record
     Specify the Work Record related to the Work Permit (see page bottom of the Create Window).

   • Permit Approver
     Specify the Permit Approver.

   • Permit Holder
     Select the Permit Holder to be permitted to work.

The Work Record Team Members added to the selected Work Record will only be listed in the Permit Holder field.

7. Update Job Details.

8. Click Save. To create a new Permit, click Save & New.

Example

Expected Outcome

• The Permit is created and assigned a unique number.

• The Permit record is in a Draft Status and Draft Stage.

• The Submit button is available in the Next Best Actions section.

• A rendered image of the selected Zone is displayed where the Permit to Work is to be issued (if a Zone is defined within the Location Map of a CQ Location and the CQ Feature Activation in the Custom Metadata for Zone Render is active).

Troubleshooting

• User not available in Permit Holder field

• Contacts not available in Supplier field

Optional Configurations

• Zones

• Supplier Accounts

Additional Resources

ComplianceQuest

• Adding Equipment, Hazards, and Controls to Permits

• Permit Review