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Release Notes 8 September 2025

· 4 min read

We’re proud to announce a major update to the Shoreline Platform, available now. This release introduces our digital Permit Management System, allowing you to create, review, approve, issue, and close permits end to end in one place. The workflow is now online, ensuring safer, smarter, and more efficient operations in the field and office.

👷 Permit Management​

Permits to work are critical for ensuring that every job is performed under the right safety conditions. By moving away from paper and fragmented systems, this release removes the risk of work starting without approvals, makes compliance effortless, and gives teams complete visibility over what’s happening on site. The built-in preparation and cleaning checklists add another layer of safety, ensuring that no critical steps are missed before work begins and that sites are properly restored once work is completed.

Discover the full update details below and see how you can benefit:

📝 Remove Paper – Gain Control​

New Capabilities:

Permits to work can now be created, reviewed, approved, issued, activated, suspended, and closed directly in the Shoreline Platform, with no more paper processes.

Why It’s Useful:

  • Save valuable time finding and managing all permits.
  • Ensure work never starts without the required safety precautions.
  • Gain a digital overview of active, approved, and suspended permits per site.
  • Everything required for planning and executing work is now centralized in the Shoreline Platform.

Who Benefits:

Safety managers, coordinators, planners, and field technicians who rely on quick, compliant, and trackable permit workflows.

⚙️ End-to-End Digital Workflow​

What the update is:

The permit to work process supports all roles and steps, including:

  • Requester: creates a permit request.
  • Coordinator: reviews and drafts details.
  • Approver: approves or rejects with comments.
  • Issuer: issues permits once preparation is complete.
  • Responsible: accepts, activates, suspends, or closes the permit in the field.

Automatic notifications keep everyone aligned on approvals, rejections, expirations, or overlapping work (SIMOPS).

Why It's Useful:

  • Prevents unsafe work by enforcing rules (e.g. no dispatch without a permit).
  • Improves compliance with skill validations and overlapping permit warnings.
  • Gives you full lifecycle control, from creation to cleanup.

Who Benefits:

Project teams in the field and office who need confidence that safety-critical steps are always followed.

✅ Structure of Permits and Checklists​

Enhanced Experience:

Permits follow a clear, standardized structure that ensures all necessary information is captured and easy to review. Each permit includes:

  • General
  • Info (metadata, names, period, etc.)
  • Risk assessment and mitigation
  • Required skills
  • Preparation checklist
  • Cleaning checklist
  • Notes
  • Documents
  • Connected tasks and activities

Why It's Useful:

  • This structure makes permits easier to complete, review, and audit.
  • It ensures consistency across projects and sites, reducing errors and missing details.
  • The Preparation checklist guarantees that safety steps are completed before work begins, while the Cleaning checklist confirms the site is safe and restored before closing a permit.

Who Benefits:

Coordinators, approvers, and issuers who need reliable and consistent permits, as well as technicians in the field who depend on clear safety checklists.

⏱️ Smarter Controls & Visibility​

What's Included:

  • Clear statuses (Requested, Draft, Approved, Issued, Active, Suspended, Cleanup Complete, Closed).
  • Permission-based roles for Coordinators, Approvers, Issuers, and Responsible persons.
  • Ability to duplicate permits, attach documentation and define risks/mitigations.
  • Integration with work orders, assets, and activities for validation and compliance.
  • User groups to streamline role assignment.
  • Create permit templates to save time and ensure consistency across projects.

Why It's Useful:

  • Avoids duplication by linking permits directly to work orders and tasks.
  • Ensures the right people with the right skills are always assigned.
  • Reduces errors and keeps all safety documentation centralized.

Who Benefits:

All users managing operational safety and compliance across complex worksites.

Summary: What This Means for You​

With the new Permit to Work system, you can:

  • Save time with fully digital permit workflows.
  • Strengthen safety compliance across all field operations.
  • Gain full visibility of permits by site, asset, or activity.
  • Rely on preparation and cleaning checklists to ensure no critical steps are missed.
  • Confidently plan and execute work, knowing every precaution is covered.

Explore this feature today to streamline your workflows, reduce risk, and keep your operations safe and compliant.

For additional guidance or a personalized demonstration, please contact our team.