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Field teams

Keep work permissions in view.

Organize permit records around the project, location, supporting attachments, and follow-up.

PermitsExample project viewAI permit briefing
Work permission · PT-024

Excavation permit

Expiry approaching
Permit start date
Permit end date

Location North work area

Next step Review renewal

Illustration with sample data.

What your team can do

Project and location context

Start from the project and the location of the work.

Permit records

Keep permit information available in a consistent record.

Evidence and follow-up

Bring supporting attachments and corrective-action context into the review.

01 / In detail

Find the right permission

Find the permit for the project and work area you are preparing.

Permit records

Keep permit details in one record that the team can return to before work starts.

Project context

Identify the project the permission belongs to before considering the planned work.

SiteAxis / PermitsExample 01
Illustration: Permit register and record. Sample data.
Illustration with sample data.
  1. Permit register
  2. Selected permit
  3. Project information

02 / In detail

Understand where it applies

Check where the permission applies and the material supporting it.

Location context

Review the recorded location when confirming which work area the permit concerns.

Supporting attachments

Attach the documents or images the reviewer needs to understand the permission.

SiteAxis / PermitsExample 02
Illustration: Permit location and evidence. Sample data.
Illustration with sample data.
  1. Permit location
  2. Supporting attachments
  3. Record details

03 / In detail

Review the next step

Use the permit record to discuss constraints before the next activity starts.

Readiness review

For example, check an approaching expiry and confirm renewal status with the responsible team before proceeding.

Follow-up context

Keep the supporting information and any corrective follow-up available for the next readiness review.

SiteAxis / PermitsExample 03
Illustration: Permit readiness conversation. Sample data.
Illustration with sample data.
  1. Permit record for review
  2. Evidence and follow-up
  3. Relevant work context

Putting it into practice

A practical way
through the work.

Start with the record, check the evidence and agree who does what next.

  1. 01Locate the permit for the project and work area.
  2. 02Review the details and supporting evidence.
  3. 03Confirm readiness and any necessary follow-up.

Keep the connection

Take the next question
to the right workflow.

Explore the next workflowAssets & equipment

A clearer project conversation

Start with the workflow
that matters to your team.

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