Permit to Work & Contractor Safety
Controls who is allowed to work on the estate, on what, and under what precautions. Contractor organisations are pre-qualified against the Supplier record, high-risk tasks are gated behind an authorised permit to work, and construction-scale works trigger CDM dutyholder appointments. No standard IFS Cloud object exists for a permit, so the permit is carried as a controlled Document against the Work Order or held in an integrated permit system.
Execution steps
6 steps
The sequence somebody actually follows in IFS Cloud, step by step, written for a person doing the work rather than for a diagram.
Data requirements
12 requirements
Every entity this process needs, mapped to its IFS object, marked mandatory or optional, with the source system it comes from. This is the list a data migration is built from.
Configuration decisions
5 decisions
The choices this process forces you to make in IFS, named up front. Finding these in week nine of a program is what makes week nine expensive.
KPIs
5 measures
What this process is measured on, so the reporting requirement is known before the process is configured rather than after go-live.
Integration points
5 integrations
Where this process has to talk to something outside IFS, and what crosses the boundary.
Workshop questions
6 questions
The questions to ask the business about this process, written before the workshop. This is the difference between a design session and a discussion.
Prerequisites
4 prerequisites
What has to be true before this process can run at all: master data, other processes, setup completed elsewhere.
Industry variants
3 variants
How this process differs by industry: the parts a utility does differently from a manufacturer, already worked out rather than discovered.
Process diagram
1 BPMN diagram
A real BPMN diagram, editable in the platform, not a picture of one. It is the same diagram your team will annotate in the workshop.
Sources
2 citations
Where this came from. Every process traces back to IFS documentation and release notes, so a claim about how IFS behaves can be checked rather than believed.
Every process in the library looks like this.
46 details are already worked out for this one process. A license opens them, and the other 619 processes with them.
