- Log into HammerTech
- Select Administration
- Select Permit Types
- Once on the Permit Types page select the blue + button in the top right hand corner of the screen
- When creating a permit type it is important to provide a Name that both your internal staff and subcontractor foreman can familiarise with i.e. Confined Space or Hot Works
- You have the option to make the permit type an exclusion permit, which would take over exclusive rights to the zone it is associated to, ignoring whether the zone has been set up as an exclusion zone
- Enter a number for Maximum Duration, choose either Weeks/Days/Hours for the Permit Type
- Select whether you would like the ability for workers to Sign In and Sign Out on this Permit
This option replaces the standard behaviour of associating workers to a permit when it is created - Select the Mandatory Permit PDF Download on Sign In checkbox if you want workers to download the Permit PDF prior to being able to Sign In
- Within the Checklists heading, users have the ability to select a checklist that needs to be completed at the start, finish, and/or closeout of the permit. These Checklists are set up under Administration > Checklist Types, see Permits To Work > Creating Start, Finish, and Closeout Checklists
- Select whether you want this permit type to 'Automatically Add to Future Projects?' and then tick which projects you want this permit type to be associated with. (If you leave a project deselected, this particular permit type will not come up as an option when applying for a permit)
- The next step is associating which permit zones are applicable to the permit type i.e. confined space may be applicable to Elevator Shaft zones but not to Drop Zones.
By associating zones to types of permits, it will make it easier for your internal staff and subcontractors, to make the right selection for their specific work.
Note: associating permit zones can be done at a zone, project or company level. By selecting 'All Permit Zones', the permit type will be associated to every permit zone listed on your screen.
- The last step is adding custom fields. Each business has their own requirements and data they wish to capture, when a user is applying for a permit to work. This may be something as simple as a check-box confirming that an area has been barricaded, to something as complex as a measurement for oxygen levels within a confined space.
- To add a custom field:
- Select the Add Field button near the bottom of the permit type form
- Enter a description/question in the Field Name text box
- Select from the dropdown menu, the method you wish the user to respond
- Then decide whether the field is compulsory
- See General Contractor FAQs - Custom Fields Explained for further details on Custom Fields.
- Continue to add in custom fields until you satisfy your business requirements
Note: If there is a reason that you are unable to replicate your current paper-based permit to work forms through the HammerTech system, please email support@hammertech.com.au or raise a ticket and we will assist you as best we can
14. Once you have completed the form, select the 'Create' button, the system will then finalise the creation of your permit type
15. Continue the above steps, to create all the 'Permit Types' that your site requires
Similar to most items within the HammerTech system, permit types can be edited/deleted as you see fit. They can be edited at a company level therefore applying to all underlying projects, or specifically at a project level where required, only impacting that specific project. Undertaking the deletion or editing, at a company or project level will determine how it impacts your business.
- To view / edit / delete select the name of the specific permit type from the list you wish to action.
- To edit the permit type, simply adjust the Name, Permit Zones applicable or Custom Fields (changing the text, mandatory nature or simply deleting) and then select 'Save Changes'.
- If you wish to delete a permit type, select the Options cog in the top right hand side and simply choose the delete option.