Permit to Work Info Pack

Permit to Work Info Pack

This pack provides an overview on Rapid's Permit to Work (PTW). Click on each section title below to learn more about that specific area. We recommend following each step in chronological order to get a complete walkthrough of the system.


Section
Overview
1. Introduction to Permit to Work

An introduction to the module, why it exists, and how it fits into your sign-in flow.

2. Work Order lifecycle

A complete look at the journey of a work order, from creation and approval to site exit.

3. Permit - Workforce dashboard overview

How to navigate the admin portal dashboard and manage your key settings.

4. Form Builder overview for  Permit to Work

A deep dive into creating, customising, and configuring your custom permits.

5. Permit groups

How to group your permits and configure risk-related questions for workers.

6. Safety documents

How safety documents integrate into the workflow and how workers upload them

7. Permit to Work approvers & notifications

How to assign authorised system approvers and configure automated email notifications.

8. Activating Permit to Work

The essential configuration and setup steps required to turn on the module and go live.

9. Permit to Work for  Employees

Understand the key workflow differences between internal employees and external contractors.


    • Related Articles

    • Introduction to Permit to Work

      This first step of the Permit to Work Info Pack provides an overview of Permit to Work, its necessity, and its workplace application. --------------------- What is Permit to Work? Permit to Work (PTW) is a module within Rapid that helps digitalise ...

    • Permit to Work approvers & notifications

      This step of the Permit to Work Info Pack looks at setting up notifications and approvers and the best approach with how to manage. Both steps are crucial to a well-functioning Permit to Work system. --------------------- Approvers Permit approvers ...

    • Permit to Work for Employees

      This section of the Permit to Work Info Pack provides information on configuring and managing Employee-enabled Permit to Work workflows. Employee Permit to Work (PTW) allows clients to utilise the PTW module for internal staff rather than strictly ...

    • Activating Permit to Work

      This step of the Permit to Work Info Pack looks at how to activate Permit to Work across the sign-in process and enabling the relevant features within the contractor portal. Activating Permit to Work during the sign-in process is the most important ...

    • Form Builder overview for Permit to Work

      This next step of the Permit to Work Info Pack provides an overview of Form Builder and its integral role in the Permit to Work system. --------------------- What is form builder and what is it’s use case? Form Builder is the internal Workforce ...