Work Permit and Risk Management

DreamzCMMS Work Permit and Risk Management module helps organizations maintain safe, compliant, and controlled work environments by digitizing permit approvals and proactively identifying operational risks. It enables teams to assess hazards, define control measures, and ensure that high-risk tasks such as confined space entry, hot work, or electrical maintenance are authorized, monitored, and documented in real time. By embedding risk assessments directly into work permits, DreamzCMMS reduces incidents, strengthens compliance, and promotes a culture of safety across operations. 

Here is a reference video:

Section 1: Accessing Risk Management

1. Log in to the DreamzCMMS Web Portal.

2. Navigate to Settings.

3. Under the Maintenance section, click Risk Management.

4. The Risk Management List screen will open, displaying all configured risks.

Section 2: Creating or Editing a Risk

1. From the Risk Management List, select an existing risk and click Edit (or create a new risk if required).

2. In the General Information section:

   • Set Risk Status (e.g., Open).

   • Select Risk Type (e.g., Operational Risk).

   • Choose the Permit Type.

   • Define Risk Category.

   • Select the Facility.

   • Associate the relevant Asset.

   • Configure whether Extension or Renewal is allowed.

   • Define the Work Permit Duration.

   • Add a Risk Description.

3. Complete the following sections:

   • Hazard Details

   • PPE (Personal Protective Equipment) Details

   • Risk Task Details

4. Save the risk record.

Note: Risk Management is the core component that drives work permit creation.

Section 3: Creating a Work Permit from a Work Order

1. Navigate to Work Order Dashboard.

2. Click Work Order List.

3. Select the relevant Work Order.

4. Open the Work Permit tab.

   • If no permits exist, the list will be empty.

Section 4: Adding a Work Permit to a Work Order

1. In the Work Permit tab:

   • Click the three-dot menu.

   • Select Add Work Permit.

2. The system will automatically generate a Work Permit Code.

3. Enter the Permit Name (e.g., Preventive Maintenance Permit).

4. Select the associated Risk Management Record.

   • Hazard details, PPE details, and task details will auto-populate.

5. Set the Start Date & Time.

6. Set the End Date & Time (e.g., 4 hours later).

7. Assign a Technician or Subcontractor.

8. Add a brief Work Permit Description.

9. Click Save.

Section 5: Viewing and Downloading Work Permits

1. Refresh the Work Order screen.

2. Navigate back to the Work Permit tab.

3. Confirm that the work permit is linked to the work order.

4. Under Actions, click the PDF icon.

5. Download the Work Permit PDF for:

   • Compliance documentation

   • On-site safety reference

   • Audits and inspections

Section 6: Accessing Work Permits via Mobile App

1. Open the DreamzCMMS Mobile Application.

2. Select the relevant Work Order.

3. View the linked Work Permit.

4. Tap the work permit to download and view the PDF.

5. Present the permit to on-site personnel performing the job.

Section 7: Configuring Risk & Work Permit Settings

1. Navigate to Settings → Maintenance.

2. Configure supporting parameters such as:

   • Risk Level

   • Likelihood

   • Severity

   • Work Permit Type

   • Risk Status

   • Hazard Category

   • At-Risk Conditions

   • Risk Type

3. Access the Risk Management List and Work Permit List directly from Settings.

4. These configurations control the end-to-end risk-to-permit lifecycle and can be customized to align with organizational policies.