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Manage temporary works permits from the workspace item

Use the Actions bar on a temporary works item to open the correct permit form flow instead of applying a simple status change.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the temporary works item in the workspace​

Navigate to the workspace and select the relevant temporary works item so that its detail view opens, showing the Actions bar for permits.

Open the temporary works item in the workspace

Step 2: Choose a permit action from the Actions bar​

In the Actions bar, select the appropriate permit transition (such as permit-to-load or permit-to-strike) to start the permit flow instead of changing status directly.

Choose a permit action from the Actions bar

Step 3: Launch the BS 5975 permit form dialog​

Confirm the selected action to open the BS 5975 Issue Permit dialog, which is automatically configured with the correct permit type for the chosen transition.

Launch the BS 5975 permit form dialog

Step 4: Review and complete the permit flow​

Review the information shown in the Issue Permit dialog for the specific permit type and proceed through your organisation’s permit workflow as required.

Review and complete the permit flow

Last updated: 2026-07-31