Permits, JHA & Isolation

Innovapptive · Web & mobile

Making the next step clear in safety workflows.

Connected web and mobile experiences that show the job, linked safety records, and who needs to act next.

MY ROLE
UX design, interaction flows & later frontend contributions
PERIOD
September 2024 onwards
TEAM
Product managers, design leadership & engineering
STATUS
Historical designs and scoped frontend contributions
AT A GLANCE

Connected permit review, hazard analysis and isolation through visible roles, linked records and clear next actions across web and mobile.

Historical permit review design.
Permit review interface with linked job hazard analysis

Historical permit review design.

The challenge

Related records. Different responsibilities.

A permit controls authorization for potentially hazardous work. Job Hazard Analysis (JHA) records the steps, hazards and controls. Isolation records describe the equipment isolation process. These are connected, but each has its own responsibilities and lifecycle.

I joined Permit to Work after the work had begun with another designer, then grew into ownership across permits, JHA and isolation. I mapped roles with in-house industry experts and existing clients, with experts reviewing design decisions.

Keep the job in view

Preserve job details and linked work orders where applicable. Permits can also be standalone.

Make responsibility explicit

Show the current stage, responsible role, linked records and available next action.

01 · Permit review

Show the linked status at the decision.

A reviewer needs to understand the permit and its supporting records together. I placed linked JHA status inside permit review so that the reviewer can check progress without losing the job context.

The design separates work details, safety information and progress. Required checks and stage sequences depend on configuration; one lifecycle should not be assumed to apply to every customer.

Historical permit design: the supporting JHA status is available within the review.
Permit details with linked JHA status visible in the review

Historical permit design: the supporting JHA status is available within the review.

02 · Hazard analysis

Keep the assessment and its team connected.

JHA brings job steps, hazards and controls into one working area. The owner assigns the team, contributors amend and acknowledge the analysis, and an approver reviews it.

I kept the assessment visible behind a focused team-assignment dialog. This makes assignment a clear decision within the work rather than a separate administrative task.

JHA team assignment. The AI assignment option shown was a proposed enhancement, not evidence of a shipped feature.
Job Hazard Analysis with an Assign Team dialog

JHA team assignment. The AI assignment option shown was a proposed enhancement, not evidence of a shipped feature.

03 · Isolation

Make status understandable at equipment level.

Isolation control certificates (ICCs) can be difficult to follow as a flat list. I grouped records by equipment and made status and ownership visible together.

This gives reviewers the context to understand which records belong to an asset. Isolation and de-isolation retain their own reviews and approvals; the interface should clarify these responsibilities rather than collapse them.

Equipment-level grouping gives each isolation record a useful context.
Isolation register with equipment groupings, ICC status and owners

Equipment-level grouping gives each isolation record a useful context.

04 · In the field

Support the same decisions on a smaller screen.

On mobile, the work included selecting a work order, retaining its reference and checking required fields before signing. Expired forms are read-only, with appropriate surrender behavior rather than an unrestricted editing flow.

Later frontend contributions covered reference handling and validation. I checked interactions in the browser and iOS simulator. The goal was to preserve the role, stage and job context as people moved between surfaces.

Historical mobile permit designs. Available actions follow role, status and configured requirements.
Mobile permit screens for field use

Historical mobile permit designs. Available actions follow role, status and configured requirements.

Outcome & reflection

Clarity across handoffs, not just individual screens.

The work spans permit flows, JHA authoring and isolation, with later implementation contributions. Historical designs and individual frontend changes should not be read as a claim that every depicted feature shipped.

There are no measured safety or completion-time improvements to report. My takeaway is to design around responsibility: who acts next, what evidence they need, and what happens when a prerequisite is incomplete.

NEXT PROJECT

Cinebuff

A movie-discovery concept for choosing what to watch across streaming subscriptions.

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