Connecting Permit to workA record of permission to carry out specified work, subject to the required checks, approvals and validity period., JHA · Job Hazard AnalysisAn EHS submodule for Job Hazard Analysis: each operation’s hazards and controls, with its own review and approval workflow. and IsolationThe EHS submodule for equipment isolation. It records the approvals, actions and checks for separating equipment from energy or process sources. so the next step is clear.
I designed iPermitsThe permit-to-work submodule within EHS. It records the work, required checks and approvals through to closure., JHA · Job Hazard AnalysisAn EHS submodule for Job Hazard Analysis: each operation’s hazards and controls, with its own review and approval workflow. and IsolationThe EHS submodule for equipment isolation. It records the approvals, actions and checks for separating equipment from energy or process sources. flows to show who acts next and what they need to check.

How Permit to workA record of permission to carry out specified work, subject to the required checks, approvals and validity period. connect to the work
In this Work orderThe record of a maintenance job, such as repairing a pump. A permit can link to that job.-linked example, the Work orderThe record of a maintenance job, such as repairing a pump. A permit can link to that job. describes the job and the Permit to workA record of permission to carry out specified work, subject to the required checks, approvals and validity period. records its safety requirements. Standalone Permit to workA record of permission to carry out specified work, subject to the required checks, approvals and validity period. are also supported in the July 2026 release.
Permit to workA record of permission to carry out specified work, subject to the required checks, approvals and validity period.
Records work scope, Job hazardsSources of potential harm associated with the job, such as moving equipment or hazardous substances. and Safety controlsMeasures chosen to reduce the risks identified for the job., then progresses through the required authorization and issuance checks.
JHA · Job Hazard AnalysisAn EHS submodule for Job Hazard Analysis: each operation’s hazards and controls, with its own review and approval workflow.
Assess job steps, Job hazardsSources of potential harm associated with the job, such as moving equipment or hazardous substances. and Safety controlsMeasures chosen to reduce the risks identified for the job. with the team, standalone or linked to a Permit to workA record of permission to carry out specified work, subject to the required checks, approvals and validity period..
IsolationThe EHS submodule for equipment isolation. It records the approvals, actions and checks for separating equipment from energy or process sources. Certificate
Record the required IsolationThe EHS submodule for equipment isolation. It records the approvals, actions and checks for separating equipment from energy or process sources. before work, then manage De-isolationThe controlled removal of isolation, with its own approvals, actions and review. through its own steps.
The Permit requesterThe person who prepares the permit request and describes the work that needs permission. prepares the Permit to workA record of permission to carry out specified work, subject to the required checks, approvals and validity period.. The holder accepts it and performs or supervises the authorized work.
Follow the linked workflows
iPermitsThe permit-to-work submodule within EHS. It records the work, required checks and approvals through to closure. / From request to closure
- Raise
Describe the work
- Review
Check the request
- Authorize
Authorize the Permit to workA record of permission to carry out specified work, subject to the required checks, approvals and validity period.
- Issue
Confirm site readiness
- Acknowledge
Holder accepts
- Live
Carry out the work
- Surrender a permitThe permit holder hands the permit back for closure. Surrender and final closure are separate actions.
Holder returns Permit to workA record of permission to carry out specified work, subject to the required checks, approvals and validity period.
- Close
Permit issuerThe role that issues the permit and handles closure according to the configured workflow. checks closure
June 2025 demo. Holder Surrender a permitThe permit holder hands the permit back for closure. Surrender and final closure are separate actions.; Permit issuerThe role that issues the permit and handles closure according to the configured workflow. checks closure.
JHA · Job Hazard AnalysisAn EHS submodule for Job Hazard Analysis: each operation’s hazards and controls, with its own review and approval workflow. / From request to completed analysis
- Initiate
Raise the analysis
- Assign
Assign the assessment team
- In Progress
Contribute steps, Job hazardsSources of potential harm associated with the job, such as moving equipment or hazardous substances. and Safety controlsMeasures chosen to reduce the risks identified for the job.
- Approve
Complete the analysis, not the job
Historical design. June 2026 also supports Initiate → Approve. Analysis approval is not job completion.
IsolationThe EHS submodule for equipment isolation. It records the approvals, actions and checks for separating equipment from energy or process sources. / From preparation to De-isolationThe controlled removal of isolation, with its own approvals, actions and review.
- Prepare ICC · Isolation Control CertificateThe record used to manage and review equipment isolation, followed by de-isolation and closure.
Record the IsolationThe EHS submodule for equipment isolation. It records the approvals, actions and checks for separating equipment from energy or process sources.
- Isolate
Review plan · Authorize · Execute · Verify
- Live
Verify and maintain IsolationThe EHS submodule for equipment isolation. It records the approvals, actions and checks for separating equipment from energy or process sources.
- De-isolate
Check dependencies · Authorize · Execute · Verify
- Closed
Certificate complete
Intended process; release scope varies. Check all dependent Permit to workA record of permission to carry out specified work, subject to the required checks, approvals and validity period. before De-isolationThe controlled removal of isolation, with its own approvals, actions and review..
Discover: Understand the people and their journey.
I mapped user roles with in-house industry experts and existing clients. Our experts also reviewed the design decisions.
The people I designed for
Selected roles across permits, JHA and isolation. Responsibilities vary by site and configuration.

Requester
Defines the work scope and prepares the permit with hazards, controls and linked assessments.

Reviewer
Checks completeness and whether the hazards and controls suit the work; requests corrections.

Field validator
Performs assigned site or atmospheric checks within their authorization.

Permit holder
Accepts the permit, performs or supervises the work, communicates controls, monitors conditions and surrenders it.

JHA owner
Coordinates the assessment and team contributions, with approval responsibilities set by configuration.

ICC owner
Develops the isolation plan and manages assigned implementation activities.
Three connected workflows
Permits, JHA and Isolation each have their own stages. Linked records keep the work context connected.
Permit to Work
- Raise
- Review
- Authorize
- Issue
- Acknowledge
- Live work
- Surrender
- Close
June 2025 demo. Holder acknowledges and surrenders; issuer checks closure. Review levels and field checks vary by site.
Job Hazard Analysis
- Initiate
- Assign
- In Progress
- Approve
Historical four-stage design. June 2026 also supports a two-stage Initiate → Approve configuration. Analysis approval is not job completion.
Isolation / ICC
- Plan
- Review
- Authorize isolation
- Isolate
- Verify
- Maintain isolation
- Check dependencies
- Authorize de-isolation
- De-isolate
- Verify and close
Intended process; substantial ICC scope remains roadmap. Check all linked permits before de-isolation. One surrender does not release a shared isolation.
My focus: show who acts next.
Define: Turn the gaps into design priorities.
- Keep the job context visible
Show the job details and, when linked, the Work orderThe record of a maintenance job, such as repairing a pump. A permit can link to that job. and OperationsThe individual tasks within a work order. A permit may cover the whole work order or selected operations..
- Show linked safety records
Keep JHA · Job Hazard AnalysisAn EHS submodule for Job Hazard Analysis: each operation’s hazards and controls, with its own review and approval workflow. and ICC · Isolation Control CertificateThe record used to manage and review equipment isolation, followed by de-isolation and closure. status available during review.
- Make the next action clear
Show what each role needs to check and complete.
How I organised the information
Work context
- Work orderThe record of a maintenance job, such as repairing a pump. A permit can link to that job. and OperationsThe individual tasks within a work order. A permit may cover the whole work order or selected operations., when linked
- Equipment and location
- Job details
Safety information
- Required forms
- Linked JHA · Job Hazard AnalysisAn EHS submodule for Job Hazard Analysis: each operation’s hazards and controls, with its own review and approval workflow.
- Linked IsolationThe EHS submodule for equipment isolation. It records the approvals, actions and checks for separating equipment from energy or process sources. / ICC · Isolation Control CertificateThe record used to manage and review equipment isolation, followed by de-isolation and closure.
Progress and actions
- Stage and status
- Responsible roles
- Available actions
Prepare a permit for a work order
Follow the connected paths. Swipe across to see the full flow.
Paths at a glance
- Records needed: select JHA / ICC → submit → review.
- No linked records: submit → review.
- Prepare the permit
Select the Work Order and operations.
- Are JHA or ICC records required?Yes · select safety forms
Choose JHA, ICC or both as required.
No · submit without linked requests
- Submit the permit
Creates the selected requests.
- Permit enters review
Complete the checks before signing
Follow the connected paths. Swipe across to see the full flow.
Paths at a glance
- Complete: open signature → sign.
- Incomplete: correct fields → retry validation.
- Choose the assigned action
- Is the information complete?No · correct and retry
Complete the missing fields.
Return to the completeness checkYes · open signature
- Open the signature step
Only after validation passes.
- Sign the action
Design: Turn the design into screens.
Show the linked status where people review the Permit to workA record of permission to carry out specified work, subject to the required checks, approvals and validity period..
I placed JHA · Job Hazard AnalysisAn EHS submodule for Job Hazard Analysis: each operation’s hazards and controls, with its own review and approval workflow. status inside the Permit to workA record of permission to carry out specified work, subject to the required checks, approvals and validity period. review screen. Permit reviewerThe person who checks the submitted permit information before it moves to the next stage. can check it without leaving the Permit to workA record of permission to carry out specified work, subject to the required checks, approvals and validity period..

Make the JHA · Job Hazard AnalysisAn EHS submodule for Job Hazard Analysis: each operation’s hazards and controls, with its own review and approval workflow. handoff a clear decision.
I kept job steps, Job hazardsSources of potential harm associated with the job, such as moving equipment or hazardous substances. and Safety controlsMeasures chosen to reduce the risks identified for the job. together. The JHA ownerThe person who coordinates the analysis and assigns the team that will review its job steps, hazards and controls. assigns the team in a focused dialog.

Make IsolationThe EHS submodule for equipment isolation. It records the approvals, actions and checks for separating equipment from energy or process sources. status visible at equipment level.
I grouped ICC · Isolation Control CertificateThe record used to manage and review equipment isolation, followed by de-isolation and closure. records by equipment, with each record’s status and owner visible.

Develop: Build and review the interactions.
I implemented and checked interactions on web and mobile.
- Web development
- Angular
- Mobile development
- React Native
Choosing a Work orderThe record of a maintenance job, such as repairing a pump. A permit can link to that job.
I helped build Work orderThe record of a maintenance job, such as repairing a pump. A permit can link to that job. selection and aligned its fields on mobile.
Checking before signing
I moved required-field checks before signing and made expired forms read-only.
Checked in the working app
Checked in the browser and iOS simulator. Remaining work documented for engineering.
Deliver: Prepare the work for delivery.
- Design
Permit to workA record of permission to carry out specified work, subject to the required checks, approvals and validity period. journeys, JHA · Job Hazard AnalysisAn EHS submodule for Job Hazard Analysis: each operation’s hazards and controls, with its own review and approval workflow. flows, IsolationThe EHS submodule for equipment isolation. It records the approvals, actions and checks for separating equipment from energy or process sources. screens and prototypes.
- Working interaction improvements
Work orderThe record of a maintenance job, such as repairing a pump. A permit can link to that job. selection, validation before signing and Expired permitA permit whose validity period has ended. Available follow-up actions depend on the workflow and the person's permissions. actions.
- A shared delivery reference
Design decisions, exceptions and pending backend work for engineering.
Completion-time and safety outcomes were not measured.