Viewing and entering checklist items for permits to work

View a checklist for a permit to work LOTO sequence to verify the progress or completion of the checklist. Alternately you may enter results for a checklist of a permit to work LOTO sequence. To enter results for checklist items associated to the permit to work, the permit to work must not have a status equal to Closed or Cancelled.

To view and enter checklist items for permits to work:

  1. Open the Permit to Work form.
  2. Select the permit to work for which to enter checklist items, and then click the Checklist tab.
  3. LOTO Sequence—Select the sequence of the step of the lockout/tagout procedure during which to enter the checklist answers. The system automatically populates the isolation method description.
  4. Enter results of the checklist based on the checklist item.

    • Select Completed if Type is Checklist Item.

      Select Yes or No if Type is Question.

      Enter Finding if Type is Qualitative.

      Enter Value and UOM if Type is Quantitative.

      Notes—Enter any relevant notes for the checklist item results.

      Final Occ.—Select if the results entered represent the final occurrence of the specific checklist item. This applies only to repeating checklist items, e.g., a gas measurement you must perform more than once.

  5. Click Submit.