Submitting Approval for Permits

Purpose

As a Record Owner, you submit the completed Permit, including its Equipment, Hazards, and Controls, to the Permit Approver for review. This ensures the permit enters the approval workflow with all required details in place.

Prerequisites

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

• Product: SafetyQuest

• Function: Permit

• 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

Steps

1. Open the Work Record, and select the appropriate Permit in the Permits section.

2. Click the Submit button in the Next Best Actions section of the Permit record.

3. Enter a Comment if required.

4. Click the Save button.

Example

Expected Outcome

• The Permit Requestor remains the Owner of the Permit record.

• The Permit record moves to In Review Status and In Review Stage.

• The Approve/Reject buttons are available in the Next Best Actions section.

• An email notification is sent to the Permit Approver.

• The Permit Requested activity is displayed on the History tab.

Optional Configurations

• Email Notifications

Additional Resources

ComplianceQuest

• Recalling Approvals

• Reassigning Approvers

• Completing Approval for Permits