Permit to Work

Learn about what a permit to work is, why it’s essential, and how you can streamline the process.

What is a Permit to Work (PTW)?

A permit to work (PTW) is a formal document that authorizes specific tasks that are considered hazardous or non-routine. It outlines the scope of work, identifies potential risks, and specifies the safety precautions that must be followed.

Establishing a permit to work system creates a structure for handling activities in high-risk environments, such as construction sites and manufacturing plants. It’s designed to keep employees safe by mitigating environmental, health, sustainability, and safety risks in these hazardous operations. It’s often used as part of a control of work system.

Why is it Important?

Work in industrial settings comes with varying levels of risk. For instance, construction belongs to the sectors with the highest number of fatal work injuries in the United States and European Union.

A permit to work system works as a safety net to protect workers against hazards that come with their work. With an effective PTW system, organizations can:

  • Prevent accidents and injuries on-site – By formalizing the process of authorizing and managing hazardous work, organizations can ensure that all safety hazards are identified and controlled before work begins.
  • Clearly communicate risks and precautionary measures – This helps everyone understand the job to be done and prevent misunderstandings that could lead to dangerous situations.
  • Comply with regulations – Permits to work can serve as documented evidence to show that an organization follows risk assessment and safety procedures.
  • Improve operational efficiency – A well-structured PTW system can streamline operations by reducing delays associated with starting high-risk tasks.

Improve your EHS Management

Cultivate a safe working environment and streamline compliance with our EHS solutions.

Types of Work Permits

In a permit-to-work system, employees are given permits to be able to accomplish specific tasks and authorization to conduct various processes. Listed below are some of the most common work permits issued by organizations that implement a PTW system:

Hot Work

Hot work permits are used to authorize individuals to work with fire and anything that ignites a fire. Getting this work permit involves going through the proper training and briefing on safety practices. This is to ensure that all hot work in an organization is done safely, with employees knowledgeable on the proper protocols and best practices to follow.

Download a free hot work permit template to keep your workers safe from fire hazards.

Cold Work

A cold work permit is a blanket permit used for various processes that don’t involve fire or ignition systems. This is commonly used in chemical cleanups, scaffolding, heavy lifting, and other similar tasks.

Get started with this free cold work permit template for your workplace.

Confined Space

Entering confined spaces such as tanks, vessels, and canals to conduct work can be very dangerous. That said, this is only used to authorize entry and investigation into the spaces. To actually conduct work in a confined space, additional permits are necessary.

Download this free template to ensure safety when working in confined spaces.

Electrical Work

Working with electrical components has an inherent risk that you cannot avoid. An electrical work permit is there to ensure that everyone working with electronics in an organization is doing so in a safe manner while alleviating and mitigating the major risks.

Working at Heights

Working at heights is common in the construction industry. Due to its nature, it’s considered one of the biggest causes of occupational injuries, accidents, and even fatalities globally.

Ensuring there’s an available working at heights PTW helps you, your workers, and contractors to consider and document any hazards related to their work. Ultimately, doing this aims to reduce the possibility of accidents happening and improve worker health and safety.

Lock Out Tag Out (LOTO)

Serving as a key element of an organization’s overall LOTO program, a lockout tagout permit to work helps ensure equipment inspections, maintenance, and operations are conducted and accomplished safely. Since these activities can be complex, risky, and dangerous, having a PTW system in place is crucial in minimizing worker injuries caused by accidental operations of equipment and other assets.

Components of PTW Systems

Permit to work systems are crucial for safeguarding employees against hazards associated with their working conditions. When establishing one for your organization, here are the basic elements to consider:

  • Hazard identification – Define the hazardous areas and activities where work will be performed.
  • Risk assessment – Determine the level of risk associated with the hazards identified and establish necessary control measures.
  • Scope of work – Outline the scope, purpose, location, and duration of the work to be carried out.
  • Roles and responsibilities – Assign specific roles for individuals involved in the PTW process.
  • Authorization process – Obtain necessary approval from designated personnel before starting work.
  • Communication protocol – Relay emergency procedures to follow in case of incidents. Provide the contact information for emergency services and responsibilities for managing emergencies.
  • Monitoring and compliance – Implement monitoring processes to ensure compliance with permit conditions throughout the duration of the work (e.g., regular checks by supervisors).
  • Documentation – Keep written or digital records of permits issued, including details about the work performed and confirmation that the site was restored to a safe condition after work completion.
  • Closure of permit – Ensure that permits are formally closed after the completion or suspension of work.

Create your own permit to work template

Build from scratch or choose from our collection of free, ready-to-download, and customizable templates.

Challenges in Implementing a PTW System

Implementing a permit to work system presents challenges that can hinder its effectiveness and acceptance within an organization. Listed below are a few examples:

  • Resistance to change – Employees and leaders may be reluctant to adopt this system, leading to noncompliance with safety protocols. This can be solved by developing a strong culture of safety, emphasizing the importance of the PTW system to worker safety and operational efficiency.
  • Communication issues –  Inconsistent messaging and poor coordination between departments can create confusion regarding PTW procedures and responsibilities. Clear communication channels and regular inter-departmental meetings ensure the people involved are informed and aligned on PTW processes.
  • Training deficiencies – If workers aren’t sufficiently trained on the PTW system, they may lack the knowledge needed to apply safety measures effectively. Thus, it’s important to implement comprehensive training programs so that all staff know how the system works, why it’s important, and how to follow it.
  • System inefficiencies – Complex procedures and inadequate hazard coverage in PTW can discourage compliance and lead to safety oversights. For this reason, it’s best to use an electronic permit to work solution to simplify procedures and quickly update templates according to regulatory requirements.

FAQs about Permit to Work

A permit-to-work system applies to many industries handling activities that put workers in situations where they can potentially get hurt. Thus, they’re commonly used in high-risk sectors like construction, oil and gas, manufacturing, utilities, and mining.

A permit to work is necessary for hazardous tasks in the workplace to ensure that the employees have the proper training and know how to handle the task. That way, when they perform the task, they do so safely and eliminate the critical risks. 

Employees can get a permit to work from designated personnel within their organization. Since it’s an internal system designed to manage and authorize work with higher safety risks, it’s typically issued by managers, supervisors, safety officers, or project managers.

Work permits under a PTW system may be denied if:

  • employees don’t have adequate training for the practice; 
  • the task isn’t necessary; or 
  • the risk is too severe for the employee. 

A proper PTW system should have the right criteria to explain when tasks are necessary and what measures the employee has to take to ensure their safety.

There’s no specific or uniform timeframe when it comes to the duration and validity of a Permit to Work. This is heavily dependent on the needs of the project and is usually decided by the authorized personnel involved in the completion of the task.

SafetyCulture Content Team
Article by

SafetyCulture Content Team

SafetyCulture Content Team
The SafetyCulture content team is dedicated to providing high-quality, easy-to-understand information to help readers understand complex topics and improve workplace safety and quality. Our team of writers have extensive experience at producing articles for different fields such as safety, quality, health, and compliance.