Agency-issued permits
Issue permits from the agency to its constituents — member organizations or outside businesses — and track them through expiry, renewal, and revocation.
Some agencies issue permits to the businesses they regulate — hot work, special events, open burning, and
the like. Agency oversight → Permits (/agency/permits) is where a pool or agency issues and tracks
those permits. They're the agency's own records. You need the Agency Inspector or Agency Admin role.
Issue a permit
In Issue a permit:
- Choose the constituent — pick a member organization from the dropdown, or leave it on "external / free-text" and type the business name (the Name box suggests constituents you've permitted before).
- Pick the permit Type from the list (Hot Work, Confined Space Entry, Excavation, …).
- Enter your permit Number and the expiry date, then click Issue.
Manage the lifecycle
Each permit shows its state — Active, Expired, or Revoked — with a ⚠ when it's expiring soon:
- Renew 1yr extends an active or expired permit's expiry a year out.
- Revoke cancels an active permit immediately.
- Reinstate 1yr brings a revoked permit back with a fresh year.
Use Export CSV to download the permits register.
What happens automatically
- A permit's state is derived from its expiry and revocation on every view — you never mark it "expired" by hand.
- "Expiring soon" flags a permit before it lapses so you can renew ahead of time.
Related
- Agency oversight & the cross-member loss run · Inspector mode · Constituent reports · Agency admin
Want to see this working?
Open a sandbox with your industry's data already in it — no signup, nothing to install.