STEP 01
Map your permit types
Start with the permits you run most often and identify forms, approval groups, validity rules, and evidence requirements.
Common questions
Frequently asked questions
Can we build our own permit forms and approval workflows?
Yes. PermitGuard includes a visual form designer and a workflow designer. Process owners can build forms and end-to-end workflows - including approval chains, LOTO steps, checklists, and periodic logs - without developer involvement.
How does LOTO tracking work in the platform?
Isolation points are managed under assets and sub-assets in your plant hierarchy. During a permit, each isolation point moves through pending, locked, verified, and removed states. Lock, verify, and release actions are assigned to specific users or designations with evidence capture. Every action is logged with a timestamp and user for auditability.
Does PermitGuard work on mobile devices for field teams?
The platform is browser-based and responsive, so supervisors and operators can use it from any device in the field. Users can review permit details, track audit trails, complete LOTO activities, approve permits, submit forms, and perform participant sign-on directly from mobile screens.
Can we support multiple plants or business units?
PermitGuard is built as a multi-tenant platform. Each tenant or plant is isolated, with its own users, workflows, and permit data. Platform administrators can manage tenants, enable or disable features per tenant, and keep operations separated.
What does the audit trail cover?
Every significant action is logged - permit creation, form submissions, approval decisions, LOTO lock and release, participant sign-on and sign-off, workflow handoffs, extensions, holder changes, and closure. All records include user, timestamp, and the workflow version that was active at the time.
Questions safety and operations teams usually ask during evaluation
Can process owners update forms without asking engineering for a code change?
Can each plant keep its own workflow while leadership gets a consistent audit trail?
Can supervisors see overdue approvals and open permits before a shift becomes risky?
Can audit teams export permit records with approvals, LOTO actions, evidence, and timestamps?
STEP 02
Configure workflows
Build the digital process with form, approval, LOTO, task, observation, extension, and closure steps.
STEP 03
Pilot with one plant area
Run live permits with supervisors and field users, refine the workflow, and then expand to more work types.