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Manage temporary works permit actions from the workspace item

Use the Actions bar on a temporary works item to start the correct permit-to-load or permit-to-strike workflow instead of directly changing status.

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 detailed view opens, including the Actions bar for that item.

Open the temporary works item in the workspace

Step 2: Review available permit actions in the Actions bar​

In the item detail view, look at the Actions bar to see which temporary works permit actions (such as permit-to-load or permit-to-strike) are available based on the current stage.

Review available permit actions in the Actions bar

Step 3: Start a permit action that requires a form​

Click the appropriate permit action in the Actions bar; when that action requires a form, the system opens the issue permit dialog instead of immediately changing the item status.

Start a permit action that requires a form

Step 4: Confirm the correct permit type is being issued​

In the permit dialog, check that the permit type matches the action you selected (for example, permit-to-load when the item is at the erected stage) before you proceed.

Confirm the correct permit type is being issued

Step 5: Complete the permit workflow​

Follow the on-screen instructions in the permit dialog to complete the permit workflow, ensuring the item progresses using the proper temporary works permit process rather than a bare status change.

Complete the permit workflow

Last updated: 2026-07-23