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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add an action to a health and safety permit-to-work request

Create a Health and Safety action to a requested permit-to-work. This helps to address the root cause of any reported safety occurrence.

Before you begin

Role required: sn_hs_rm.permit_coordinator or sn_ohs_im.action_writer

About this task

You can add actions from the Actions tab on a Health and Safety record or by using the Action planner in the contextual sidebar. For more information on Action planner, see Create and manage a safety action in the Action planner.

Procedure

  1. Navigate to All > Health and Safety > Health and Safety Workspace.

  2. Select the risk management icon (

Image omitted: icon-risk-assessment.png
Risk assessment icon\).
  1. Select the Permit to work list and select All.

  2. Open a permit record to add an action.

  3. In the Health and Safety actions tab of the related items, select New.

  4. On the form, fill in the fields.

    For information on field description, see Health and Safety action form.

  5. Select Save.

    The action appears in the list of actions in the Health and Safety actions tab of the permit record. It is also listed in the Actions list on Health and Safety Workspace.

Parent Topic:Permit-to-work system