Defining permits to work

Open the Permit to Work form.

Enter the Organization.

Enter a description of the permit to work.

Equipment—Enter the equipment associated with the permit to work. The system automatically populates the description of the equipment and Equipment Org.

PTW Type—Select the type of work to be performed on the permit, e.g., Confined space entry if the work to be performed must be completed in an enclosed space.

Department—Enter the department of the equipment.

Status—Enter the status of the permit to work.

Location—Enter the location of the equipment. The system automatically populates Location Org.

Location Note—Enter a note on the location of the equipment.

Class—Enter the class for the permit to work. The system automatically populates Class Org.

Type of Work—Select the type of work to be performed on the permit to work.

Priority—Select the priority of the work to be performed on the permit to work.

Risk—Select the risk the permit to work poses to your organization.

Lockout Box—Enter the lockout box that will be used if a lockout is required.

Un-assessed Conflicts—Select to indicate if the potential conflicts with other permits to work have been un-assessed.

Requested By—Enter the person who requested the permit to work.

Date Requested—Enter the date the permit to work was requested.

Isolated—Select to indicate that the equipment has been isolated or disconnected from its energy source in order that work can be performed without risk or injury.

Date Required—Enter the date the permit to work will go in effect.

Duration (Hrs.)—Enter the duration in hours required for the permit to work.

Extension (Hrs.)—Enter the number of hours to extend the permit to work if maximum duration hours are exceeded. The system automatically populates Duration Total. The system automatically populates Valid Until and Extension Count when the permit to work Status is Active.

Suspension Reason—Enter the reason to suspend the permit to work.

Click Save Record. The system automatically populates Permit to Work, Created By, Date Created, Updated By, and Date Updated.

Note: To extend the amount of time that the permit to work is valid, click Extend. Enter your electronic signature information, and a new Extension Count, Duration Total, and Valid Until will be determined.

To indicate that the equipment is isolated from its energy source so that work can be performed without risk or injury to employees performing the work, click Isolated. This will also flag the associated isolation points.

To indicate the equipment is on-line and reattached to its energy source after work has been performed, click De-Isolated. This will also reset the isolation flag for the associated isolation points.

To sign off on the permit to work, click Sign-Off.

To make a copy of an existing permit to work or to replace a permit to work if it can no longer be used, click Copy/Replace. See Copying and replacing permits to work

To view all differences between the current data of the permit to work and the archived data from the last electronic signature, click Unsigned PTW Differences. View the differences.