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Work Safe: The Ultimate Guide to Permits to Work

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This guide outlines how to effectively implement and manage a Permit to Work (PTW) system to ensure high-risk activities are carried out safely and in a controlled manner.

From initial planning and risk assessment through to permit issue, acceptance and close-out, this guide supports you in achieving a safe and compliant outcome for all work activities.

Using best practices, you can streamline how permits are created, issued, accepted, audited and closed. Whether you are a client, contractor or site manager, this guide will help you understand and follow the key steps involved in the Permit to Work process.

What are your obligations as Client or Contractor?

As a Client

You are responsible for ensuring that all high-risk work is properly assessed, authorised and controlled through a Permit to Work system. This includes:

As a Contractor

You are responsible for complying with the Permit to Work system and ensuring all work is carried out safely. This includes:

Key Terms and Definitions

In this guide, we will use the following key terms and acronyms:

Contents

Section 1: Understanding Permit to Work Systems

1.1 What is a Permit to Work (PTW)?

A Permit to Work (PTW) is a controlled safety process used to manage tasks that involve elevated risk. It ensures that work does not begin until hazards have been identified, risks have been assessed and appropriate precautions are clearly defined and agreed.

Rather than being just a form, a PTW is a structured authorisation process. It confirms that specific activities – such as hot work, confined space entry, electrical maintenance or working at height – have been reviewed and approved by the right people before they start.

A well-managed PTW system helps to ensure that:

Importantly, a Permit to Work also acts as a communication tool, aligning teams on what work is happening, where it is taking place and how risks are being controlled.

When supported by a digital solution like Heresafe, the PTW process becomes more consistent, transparent, and easier to manage – providing real-time oversight and a reliable record of all permitted activities, current and historical.

1.2 What Types of Work Require a Permit?

A Permit to Work is typically required for activities that introduce a higher level of risk and cannot be safely managed through routine procedures alone. These are tasks where additional planning, authorisation, and control measures are essential to protect people, assets and the surrounding environment.

While requirements can vary by organisation and industry, permits are generally used for work involving:

Not every task requires a permit – but where the potential consequences are significant, a PTW system ensures that risks are properly assessed and controlled before work begins.

Organisations should clearly define which activities require permits within their own procedures, ensuring consistency across sites and teams. A digital platform like Heresafe can help standardise these requirements, making it easier to identify when a permit is needed and to apply the correct level of control every time.

1.3 What are the Risks of Not Using a PTW System?

Carrying out high-risk work without a Permit to Work (PTW) system significantly increases the likelihood of incidents, miscommunication and uncontrolled hazards. Without a structured approach to planning and authorisation, critical safety steps can be missed or overlooked.

Some of the key risks include:

A PTW system helps prevent these issues by introducing clear controls, accountability and communication at every stage of the work. By formalising how high-risk activities are managed, organisations can reduce uncertainty, improve safety outcomes and maintain compliance.

1.4 Why Permit to Work is Critical for Site Safety

A Permit to Work (PTW) system plays a central role in maintaining a safe working environment, particularly where high-risk activities are involved. It ensures that work is not only planned properly, but also carried out under clearly defined conditions with the right controls in place.

At its core, a PTW system introduces structure and accountability into how work is managed. Instead of relying on informal processes or assumptions, it requires risks to be reviewed, responsibilities to be assigned and safety measures to be agreed before any work begins.

Key reasons why a PTW system is critical for site safety include:

Ultimately, a PTW system helps organisations move from reactive safety management to a more proactive and controlled approach, reducing risk and supporting safer outcomes for everyone on site.

1.5 Key Roles and Responsibilities in PTW systems

A Permit to Work (PTW) system relies on clearly defined roles to ensure that work is properly reviewed, authorised and carried out safely. Each role has specific responsibilities, helping to maintain control, accountability and effective communication throughout the process.

While roles may vary between organisations, a typical PTW system includes the following:

Clearly defined roles help prevent gaps or overlaps in responsibility. By ensuring that everyone understands their part in the process, a PTW system creates a more controlled, transparent and safer working environment.

A Permit to Work (PTW) system is not just a best practice – it also supports organisations in meeting their legal and regulatory responsibilities when managing high-risk work.

In many industries, employers and those in control of sites have a duty of care to ensure that work is planned, supervised and carried out safely. While legislation may not always explicitly mandate a “Permit to Work system” by name, it does require that risks are properly assessed and controlled, particularly for hazardous activities.

Key legal and regulatory considerations include:

Failure to meet these obligations can result in enforcement action, financial penalties or reputational damage. More importantly, it increases the risk of serious incidents.

A well-implemented PTW system helps organisations demonstrate compliance by providing a clear, auditable process for managing high-risk work, ensuring that legal responsibilities are consistently met.

1.7 How Digital PTW Systems Improve Safety and Compliance

Digital Permit to Work (PTW) systems transform how organisations manage high-risk activities by replacing manual processes with a more controlled and connected approach. Instead of relying on paper forms or fragmented communication, all permit-related activity is handled within a single, structured system.

This shift helps improve both safety performance and compliance by making processes clearer, more consistent and easier to manage.

Key advantages include:

By moving to a digital approach, organisations gain better control over how work is planned and executed, helping to reduce risk, demonstrate compliance and maintain a safer working environment.

Section 2: Planning and Preparing Permits

2.1 What is Permit Planning?

Permit planning is the stage where a Permit to Work (PTW) is prepared before any high-risk task begins. It focuses on organising the work in advance so that hazards are understood, risks are evaluated, and the right precautions are agreed before anything starts on site.

Instead of relying on last-minute decisions, permit planning creates a structured and forward-thinking approach, ensuring that all key details are considered early in the process.

This typically includes:

By taking the time to plan permits properly, organisations reduce the chance of gaps, misunderstandings or unsafe conditions during execution. It sets a clear foundation for the permit process, helping ensure that work is carried out in a controlled and coordinated way.

Using a digital system like Heresafe can further strengthen permit planning by standardising inputs, guiding users through required steps and ensuring nothing critical is overlooked.

2.2 Identifying High-Risk Activities

Identifying high-risk activities is a key step in the Permit to Work (PTW) process. It involves recognising which tasks have the potential to cause serious harm if not properly controlled, and therefore require a formal permit before they begin.

Not all work needs a permit—so it’s important to distinguish between routine, low-risk tasks and those that introduce greater hazards. High-risk activities are typically those where the likelihood or consequence of an incident is significant, or where multiple risk factors are present.

Common indicators of high-risk work include:

To effectively identify high-risk activities, organisations should establish clear criteria and ensure that teams are trained to recognise when a permit is required. This helps prevent unsafe work from being carried out without the necessary controls in place.

Digital tools like Heresafe support this process by guiding users to make consistent decisions on when permits are required. Through structured templates and prompts, they reduce reliance on manual judgement, improve the accuracy and completeness of data and ensure high-risk activities are managed with the appropriate level of control – creating a more reliable and repeatable approach across all sites and teams.

2.3 Conducting and Reviewing Risk Assessments and Method Statements (RAMS)

Conducting and reviewing Risk Assessments and Method Statements (RAMS) is a critical part of preparing work under a Permit to Work (PTW) system. RAMS may be produced by those carrying out the work – whether internal teams or external contractors – but must always be reviewed and approved by the responsible person before work begins.

This approach ensures that risks are not only identified, but also independently checked and validated in line with site-specific requirements.

What Does Conducting RAMS Involve?

Those responsible for carrying out the work should ensure RAMS are developed to:

The Importance of Reviewing RAMS

Reviewing RAMS is a key control step within the PTW process. It ensures that submitted documents are suitable, sufficient and aligned with the actual conditions on site.

A strong review process helps to:

What to Look for When Reviewing RAMS

When reviewing RAMS, consider:

Best Practices for Managing RAMS

How Heresafe Supports RAMS

Heresafe supports both the creation and review of RAMS by:

By combining effective RAMS development with a structured review process, organisations can ensure that all work – whether carried out by internal teams or external parties – is properly assessed, clearly defined and safely controlled.

2.4 Defining Control Measures and Isolations

Defining control measures and isolations is a critical step in the Permit to Work (PTW) process. Once hazards have been identified and risks assessed, appropriate actions must be put in place to eliminate or reduce those risks to a safe level before work begins.

This stage ensures that work is not only understood, but also properly controlled, with clear safeguards in place to protect people, equipment and the surrounding environment.

What Are Control Measures?

Control measures are the actions taken to reduce risk. These can include:

Effective control measures should be proportionate to the level of risk and clearly communicated to those carrying out the work.

What Are Isolations?

Isolations are a specific type of control used to ensure that energy sources or hazardous systems are safely separated from the work activity. This prevents accidental release of energy or exposure during the task.

Common types of isolation include:

Isolation procedures often involve Lockout/Tagout (LOTO) to ensure systems cannot be re-energised while work is in progress.

Why This Step is Critical

Clearly defined control measures and isolations help to:

Best Practices for Defining Controls and Isolations

How Heresafe Supports Control Measures and Isolations

Heresafe helps ensure control measures and isolations are consistently applied by:

By clearly defining control measures and isolations as part of the PTW process, organisations can move beyond identifying risk to actively managing it – creating safer, more controlled working environments.

2.5 Common Challenges in Permit Planning

Permit planning is a critical stage in the Permit to Work (PTW) process, but it is often where issues first arise. Without a consistent and well-structured approach, important details can be missed, leading to delays, rework or increased risk once work begins.

One of the most common challenges is incomplete or rushed planning. When permits are prepared without sufficient detail, key elements such as hazards, control measures or dependencies may not be fully considered. This can result in permits being rejected at approval stage or, more seriously, unsafe conditions during execution.

Another frequent issue is the use of generic or low-quality documentation, particularly when Risk Assessments and Method Statements (RAMS) are not tailored to the specific task or environment. This makes it difficult to verify whether risks have been properly understood and controlled.

A lack of visibility across site activities can also create significant challenges. Without a clear overview of what work is taking place, organisations may struggle to identify overlapping activities or conflicting risks, especially in busy or multi-contractor environments.

Common challenges in permit planning include:

Communication gaps further contribute to these issues. If expectations around permit requirements are not clearly defined, those preparing permits may submit incomplete or incorrect information, resulting in back-and-forth and inefficiencies.

In many cases, reliance on manual or paper-based systems makes these challenges harder to manage. Tracking permit status, ensuring consistency and maintaining oversight becomes more difficult, particularly across larger operations.

By recognising these common challenges, organisations can take steps to improve how permits are planned- introducing clearer processes, better communication and more structured systems to ensure work is prepared safely and effectively from the outset.

2.6 Best Practices for Effective Permit Preparation

Effective permit preparation is essential to ensuring that work is carried out safely, efficiently and without unnecessary delays. A well-prepared permit provides a clear understanding of the task, the risks involved and the controls required. It sets the foundation for a smooth approval and execution process.

One of the most important practices is taking a structured and consistent approach. Permits should be prepared using a standard process that ensures all required information is captured, including scope of work, risks, control measures and supporting documentation such as RAMS. This reduces variation and helps maintain a consistent level of safety across all activities.

Clarity is equally important. Permits should be specific to the task and environment, avoiding generic descriptions or reused content. The more accurately the work is described, the easier it is for reviewers to assess whether the correct controls are in place.

To improve the quality of permit preparation, organisations should focus on:

Engaging the right people is also key. Those preparing permits should have a clear understanding of the work being carried out, as well as the associated risks and safety requirements. Where necessary, input should be gathered from supervisors, safety teams or those with hands-on experience of the task.

Consistency across sites and teams further strengthens permit preparation. Applying the same standards and expectations helps ensure that all work is assessed and controlled to the same level, regardless of location or team.

Digital tools like Heresafe can support effective permit preparation by guiding users through required steps, ensuring all necessary information is included and reducing the likelihood of incomplete or inaccurate submissions.

By following these best practices, organisations can improve the quality of their permits, streamline approval processes and ensure that work is set up for safe and successful execution.

2.7 How Heresafe Streamlines Permit Planning

Effective permit planning relies on having the right information, clear processes and strong coordination between teams. Heresafe helps streamline this process by providing a structured digital platform for managing Permit to Work (PTW) activities from initial preparation through to approval and execution.

Rather than relying on disconnected emails, spreadsheets or paper forms, Heresafe centralises permit planning into a single system. Heresafe is making it easier to prepare, review and manage permits consistently across sites and teams.

One of the key benefits of Heresafe is the ability to standardise how permits are prepared. Structured workflows and configurable templates help ensure that all required information is captured before a permit progresses for review. This reduces the likelihood of incomplete submissions and improves the overall quality of permit applications.

Heresafe also supports stronger coordination between stakeholders by improving visibility across planned and active work. Teams can clearly see what activities are being prepared, helping reduce conflicts, duplication or overlapping high-risk work.

Key ways Heresafe streamlines permit planning include:

By digitising permit planning, Heresafe helps organisations reduce administrative burden while improving control, communication and consistency throughout the PTW process.

This creates a more reliable and scalable approach to managing high-risk work, ensuring permits are properly prepared, risks are clearly understood and work can proceed safely and efficiently.

Read our essential guide for more info.

Section 3: Permit Approval and Authorisation

3.1 What is the Permit Approval Process?

The permit approval process is the stage within a Permit to Work (PTW) system where planned work is formally reviewed and authorised before it can begin. Its purpose is to ensure that the proposed activity has been properly assessed, the necessary control measures are in place and all supporting documentation has been checked and approved.

This process acts as a key safety checkpoint, helping organisations confirm that high-risk work can be carried out safely and under controlled conditions.

During the approval process, the permit and any associated documents – such as Risk Assessments and Method Statements (RAMS) – are reviewed by the appropriate responsible person. This review helps verify that:

The approval process also provides an opportunity to identify gaps, request clarification or reject permits that do not meet the required standard. This helps prevent unsafe or poorly planned work from proceeding.

Depending on the type of activity and organisational requirements, permit approvals may involve:

A clear and consistent approval process improves accountability and ensures that all work is assessed to the same standard before it begins.

Digital platforms like Heresafe help streamline the permit approval process by centralising documentation, standardising workflows and providing clear visibility of permit status, approvals and outstanding actions in real time.

By implementing a robust permit approval process, organisations can improve safety oversight, strengthen compliance and ensure that high-risk activities are properly controlled before work starts.

3.2 Roles of the Permit Issuer and Approver

Within a Permit to Work (PTW) system, the roles of the permit issuer and approver are essential to ensuring that high-risk work is properly reviewed, controlled and authorised before it begins. While responsibilities may vary between organisations, both roles play a key part in maintaining safety, accountability and compliance throughout the permit process.

The permit issuer is typically responsible for preparing or issuing the permit once the required information has been reviewed. This includes checking that the scope of work is clearly defined, supporting documentation such as RAMS has been provided and the necessary control measures and isolations have been identified.

The issuer helps ensure that:

The permit approver is responsible for formally authorising the work to proceed. This role provides an additional level of oversight, helping confirm that the activity can be carried out safely and in line with organisational requirements.

The approver may:

In some organisations, the permit issuer and approver may be different people to maintain separation between preparation and authorisation. For higher-risk activities, multiple approvals or operational sign-offs may also be required.

Clearly defining these roles helps create a more structured and accountable permit process. It ensures that work is independently reviewed before authorisation and reduces the likelihood of unsafe activities proceeding without the appropriate checks in place.

Digital PTW systems like Heresafe help support this process by assigning responsibilities, managing approval workflows and providing full visibility of permit status, actions and approvals within a centralised platform.

3.3 Verifying Competency and Documentation

Verifying competency and documentation is an important part of the Permit to Work (PTW) approval process. Before any high-risk activity begins, organisations must ensure that those carrying out the work are suitably qualified, properly informed and supported by the correct documentation.

This step helps reduce the risk of unsafe work by confirming that both the individuals involved and the supporting information meet the required standards before authorisation is given.

Competency checks are used to assess whether workers have the appropriate:

The level of competency required will depend on the type of work being carried out. Higher-risk activities may require additional verification, supervision or evidence of specialist qualifications.

Alongside competency checks, organisations should also review all relevant supporting documentation linked to the permit. This commonly includes:

It is important that documentation is not only present, but also current, accurate and relevant to the actual work being undertaken. Generic, expired or incomplete documents can create gaps in the approval process and increase overall site risk.

A structured verification process helps organisations maintain consistent standards across projects, contractors and internal teams. It also improves accountability by ensuring that work cannot proceed until the necessary checks have been completed.

Digital platforms like Heresafe simplify competency and document verification by centralising records, linking documentation directly to permits and providing visibility of approvals, expiries and outstanding requirements in real time.

By effectively verifying competency and documentation, organisations can strengthen control over high-risk work and ensure that permits are issued based on accurate, reliable and fully reviewed information.

3.4 Coordinating Multiple Permits and Work Activities

Coordinating multiple permits and work activities is a critical part of maintaining safety and control within a Permit to Work (PTW) system. On busy sites, it is common for several tasks to take place at the same time, often involving different teams, contractors, locations or types of high-risk work.

Without effective coordination, these activities can overlap in ways that introduce additional hazards, create operational conflicts or compromise existing control measures.

The purpose of coordination is to ensure that all planned and active work is reviewed collectively – not in isolation. This helps organisations identify where one activity may impact another and allows appropriate precautions to be put in place before work begins.

Examples of coordination challenges can include:

Effective coordination relies on clear communication, visibility of ongoing work and a structured approval process. Those responsible for reviewing permits should have an understanding of all planned activities on site to ensure that risks are managed collectively.

Best practices for coordinating multiple permits and activities include:

Manual or paper-based systems can make coordination difficult, particularly across larger or multi-site operations where visibility is limited. Digital PTW systems like Heresafe help address this by providing a centralised view of permits and work activities in real time – for example, via permit, project and check-in mapping tools.

With improved oversight, organisations can better manage simultaneous operations, reduce the likelihood of conflicting work and ensure that all activities are carried out under controlled and coordinated conditions.

By effectively coordinating permits and site activities, organisations can strengthen safety management, improve operational planning and reduce the risks associated with high-risk work environments.

3.5 Avoiding Conflicts and Overlapping Risks

Avoiding conflicts and overlapping risks is a key objective of any effective Permit to Work (PTW) system. When multiple activities take place at the same time or in close proximity, the interaction between those activities can introduce new hazards that may not exist when tasks are assessed individually.

Even when permits have been correctly prepared and approved, risks can still arise if work is not properly coordinated across the site. This is particularly important in environments where multiple contractors, departments or high-risk activities are operating simultaneously.

Overlapping risks can occur when:

These types of conflicts can increase the likelihood of incidents, delays or unsafe conditions if not identified early in the planning and approval process.

To reduce overlapping risks, organisations should ensure there is clear visibility of all planned and active work activities. Reviewing permits collectively rather than individually helps identify potential conflicts before work begins.

Good practice includes:

A structured PTW process helps create the oversight needed to manage these interactions safely. Digital systems like Heresafe further support this by providing real-time visibility of active permits, improving coordination between stakeholders and helping organisations identify conflicting work activities more effectively.

By proactively managing conflicts and overlapping risks, organisations can create safer working environments, improve operational control and reduce the likelihood of incidents caused by uncoordinated activities.

3.6 Best Practices for Permit Authorisation

Permit authorisation is one of the most important control stages within a Permit to Work (PTW) system. Before any high-risk activity can begin, the permit must be properly reviewed and approved to ensure that the work has been planned safely and all necessary precautions are in place.

A strong authorisation process helps organisations maintain consistency, improve accountability and prevent unsafe or incomplete work from proceeding.

One of the most effective practices is ensuring that permits are reviewed by competent and authorised individuals who understand both the work being carried out and the associated risks. Those responsible for authorisation should have sufficient knowledge of site operations, safety procedures and permit requirements to make informed decisions.

Permit authorisation should also involve a thorough review of all supporting information, including:

Approvals should never be treated as a routine administrative task. Each permit should be assessed on its own merits to ensure the proposed work is safe, practical and properly controlled.

Best practices for effective permit authorisation include:

Consistency is also important, particularly across larger organisations or multiple sites. Applying the same review standards helps ensure all work is assessed to a consistent level of control and compliance.

Digital PTW systems like Heresafe support permit authorisation by standardising workflows, guiding reviewers through approval steps and providing visibility of outstanding actions, approvals and supporting documentation in one central platform.

By following best practices for permit authorisation, organisations can strengthen oversight, improve decision-making and ensure that high-risk work is only approved when the appropriate controls and safeguards are fully in place.

3.7 Using Heresafe for Digital Permit Approval

Managing permit approvals through manual processes can often lead to delays, inconsistent reviews and limited visibility across work activities. Heresafe helps simplify and strengthen the permit approval process by providing a structured digital platform for reviewing, approving and tracking Permit to Work (PTW) activities in real time.

By centralising permit approvals and issue into a single system, Heresafe helps organisations improve consistency, communication and control across all stages of the approval workflow.

One of the key advantages of digital permit approval and issue is the ability to standardise the review process. Heresafe uses configurable workflows and approval stages to ensure permits are assessed consistently, with the correct checks completed before work is authorised.

The platform also improves visibility for both operational and safety teams, making it easier to understand:

Heresafe supports digital permit approval through features such as:

By reducing reliance on paper forms, emails and disconnected systems, Heresafe helps organisations streamline permit approvals while maintaining a high level of safety oversight.

The result is a more efficient and transparent approval process – helping ensure that permits are properly reviewed, risks are clearly understood and high-risk work is only authorised under the correct conditions.

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Section 4: Managing Work Under Permit

4.1 What Happens Once a Permit is Issued?

Once a Permit to Work (PTW) has been issued, the authorised work can begin under the conditions defined within the permit. However, issuing a permit is not the end of the process – it marks the transition from planning and approval into active work management.

At this stage, it is important that everyone involved understands the scope of work, the associated risks and the control measures that must remain in place throughout the activity.

Before work starts, the permit holder and those carrying out the task should review the permit conditions and confirm that:

Clear communication is essential once work is underway. Teams, supervisors and other affected personnel should remain aware of ongoing activities, particularly where multiple permits or high-risk tasks are taking place at the same time.

During execution, the work should continue to be monitored to ensure that:

If circumstances change during the work – such as changes in scope, environment, personnel or risk level – the permit may need to be revoked, reviewed, updated, suspended or reapproved before work can continue safely.

Good permit management also requires maintaining visibility and accountability throughout the activity. This helps ensure that work remains controlled from start to finish, rather than relying solely on the initial approval.

Digital PTW systems like Heresafe support this process by providing real-time visibility of active permits, improving communication between stakeholders and helping teams track permit status, conditions and ongoing work activities in one central platform.

By actively managing work after a permit is issued, organisations can ensure that high-risk activities continue to be carried out safely, compliantly and in line with approved conditions.

4.2 Communicating Permit Conditions to Teams

Clear communication is essential to the success of any Permit to Work (PTW) system. Once a permit has been issued, everyone involved in the activity must understand the conditions of the permit, the risks associated with the work and the control measures that must be followed throughout the task.

Even well-prepared permits can become ineffective if information is not properly communicated to those carrying out the work. Misunderstandings, assumptions or lack of awareness can lead to permit breaches, unsafe practices or uncontrolled changes on site.

Permit conditions should be communicated before work begins and reinforced throughout the activity where necessary. This helps ensure that all personnel are working to the same expectations and understand both their responsibilities and the limitations of the permit.

Key information that should be communicated includes:

Communication methods may vary depending on the work environment, but commonly include:

It is also important to ensure that communication is clear, practical and accessible to everyone involved. Technical language, unclear instructions or missing information can reduce understanding and increase the likelihood of mistakes.

Digital PTW platforms like Heresafe help improve communication by providing centralised access to permits, RAMS and permit conditions in real time. This ensures that teams are always working from the latest approved information and can quickly access updates or changes where required.

By effectively communicating permit conditions to teams, organisations can improve awareness, strengthen compliance and help ensure that work is carried out safely and consistently from start to finish.

4.3 Monitoring Work and Ensuring Compliance

TIssuing a permit is only one part of the Permit to Work (PTW) process. Once work is underway, it is important to actively monitor the activity to ensure that permit conditions, control measures and safe working practices continue to be followed throughout the task.

Monitoring work helps organisations maintain control over high-risk activities and identify issues before they develop into incidents or unsafe conditions. It also ensures that work remains aligned with the approved scope and that any changes are identified and managed appropriately.

During the work activity, supervisors and responsible personnel should regularly check that:

Compliance monitoring is particularly important on busy sites where multiple teams or contractors may be working at the same time. Maintaining visibility of ongoing activities helps reduce the risk of permit breaches, uncontrolled changes or overlapping hazards.

Common compliance issues can include:

Where issues are identified, organisations should have clear processes in place to pause work, reassess risks or escalate concerns before work continues.

Digital PTW systems like Heresafe support monitoring and compliance by providing real-time visibility of active permits, approval status and ongoing work activities. Centralised records and live updates help teams track compliance more effectively and ensure that permit conditions remain visible and accessible throughout the job.

By continuously monitoring work and ensuring compliance, organisations can maintain safer working conditions, improve operational oversight and ensure that high-risk activities remain controlled from start to finish.

4.4 Managing Changes and Dynamic Risk

Site conditions and work activities can change quickly, particularly during high-risk or complex tasks. Managing these changes effectively is a critical part of the Permit to Work (PTW) process, helping ensure that risks remain controlled throughout the duration of the work.

Even where permits, Risk Assessments, and Method Statements (RAMS) have been properly prepared and approved, unexpected situations can still arise. Changes to the environment, scope of work, personnel, equipment or nearby activities may introduce new hazards that were not identified during the original planning stage.

This is often referred to as dynamic risk -where risk levels change in real time as work progresses.

Examples of changes that may affect permit conditions include:

When changes occur, it is important that work is not allowed to continue automatically under the original permit conditions. The activity should be reviewed to determine whether:

Managing dynamic risk relies heavily on communication, supervision and ongoing monitoring. Workers and supervisors should be encouraged to report changes immediately and raise concerns where conditions no longer align with the approved permit.

A strong PTW process supports this by ensuring there are clear procedures for reassessment and change management, rather than treating permits as fixed documents once issued.

Digital platforms like Heresafe help organisations manage changes more effectively by providing real-time visibility of permit status, updates and active work activities. Changes can be tracked, reviewed and communicated centrally, helping ensure that everyone involved is working from the latest approved information. Daily permits can be managed more efficiently with duplicate permit functionality, allowing users to carry forward existing permit information while still reviewing and updating any changes to risks, controls or site conditions – reducing repetitive administrative work without compromising safety oversight.

By actively managing changes and dynamic risk, organisations can maintain control over high-risk work even as conditions evolve – reducing the likelihood of incidents caused by outdated information or unmanaged change.

4.5 Common Issues During Permit Execution

Even when permits are properly planned and approved, challenges can still arise once work is underway. Permit execution is a dynamic stage of the Permit to Work (PTW) process, and without ongoing oversight, changes in conditions, communication gaps or failures to follow procedures can increase risk on site.

One of the most common issues during permit execution is work drifting away from the originally approved scope. As tasks progress, there may be pressure to make adjustments, take shortcuts or carry out additional activities that were not included within the permit or supporting RAMS. If these changes are not formally reviewed, new hazards can be introduced without the appropriate controls in place.

Communication failures can also create problems during execution, particularly where multiple teams, contractors or shifts are involved. If permit conditions, isolations or restrictions are not clearly communicated, workers may unknowingly carry out unsafe or conflicting activities.

Other common issues during permit execution include:

In some cases, permits may also become treated as a paperwork exercise rather than an active safety control. When this happens, there is a risk that permits are signed off without proper verification or that conditions are no longer actively monitored once work begins.

Maintaining compliance during execution requires regular supervision, communication and review of ongoing work activities. Supervisors and permit holders should remain engaged throughout the task to ensure conditions remain aligned with the approved permit.

Digital PTW systems like Heresafe help reduce these issues by improving visibility of active permits, supporting real-time updates and ensuring permit conditions remain accessible to all relevant personnel throughout the work activity.

By recognising and addressing common execution issues early, organisations can maintain stronger control over high-risk work and ensure that permits continue to function as an effective safety management tool -not just an approval process.

4.6 Best Practices for Safe Work Execution

Safe work execution is about ensuring that activities are carried out in line with the approved Permit to Work (PTW), associated RAMS and agreed control measures from start to finish. While planning and approval are essential, maintaining safety during execution relies on consistent communication, supervision and ongoing awareness of site conditions.

One of the most important best practices is ensuring that everyone involved understands the scope of work and the conditions of the permit before work begins. Workers should be briefed on the identified risks, required control measures, emergency procedures and any restrictions relating to the task or surrounding area.

Maintaining active supervision throughout the work is equally important. Supervisors and permit holders should regularly check that:

Clear communication between teams also plays a critical role in safe execution, particularly where multiple contractors or high-risk activities are involved. Regular updates and coordination help reduce misunderstandings and ensure everyone remains aware of ongoing work and potential changes.

Best practices for safe work execution include:

It is also important that permits remain active management tools throughout the task- not simply documents completed at the start of the job. Work should continue to be reviewed and reassessed where necessary, particularly during longer-duration or changing activities.

Digital PTW systems like Heresafe help support safe execution by providing real-time access to permits, improving visibility of active work and ensuring teams are always working from the latest approved information.

By following best practices during work execution, organisations can maintain stronger control over high-risk activities, improve compliance with permit conditions and create safer working environments across all sites and teams.

4.7 Real-Time Visibility with Heresafe

Maintaining visibility of active permits and work activities is essential for managing safety effectively during permit execution. Without a clear view of what work is taking place, where it is happening and who is involved, organisations can struggle to identify conflicts, monitor compliance or respond quickly to changes on site.

Heresafe improves operational oversight by providing real-time visibility across the entire Permit to Work (PTW) process. By centralising permit and project information into a single digital platform, teams can access up-to-date information on planned, active, suspended or completed work activities at any time.

This improved visibility helps organisations make more informed decisions and maintain better control over high-risk work environments.

With Heresafe, teams can:

Real-time visibility also strengthens communication between teams, contractors, supervisors and approvers. Instead of relying on disconnected paperwork or manual updates, all stakeholders can work from the same live information, reducing delays and improving coordination.

For organisations managing multiple permits or contractors simultaneously, having immediate access to accurate permit data helps improve both safety oversight and operational efficiency.

Heresafe further supports visibility by creating a clear digital audit trail of all permit activity, including permit create, issue, approvals, referrals, acceptance and close-outs. This helps organisations demonstrate compliance while maintaining a complete record of work carried out across site operations.

By improving real-time visibility, Heresafe helps organisations move towards a more proactive and connected approach to permit management – ensuring that high-risk work remains controlled, coordinated and visible at every stage of execution

Section 5: Permit Close-Out and Review

5.1 What is Permit Close-Out?

Permit close-out is the final stage of the Permit to Work (PTW) process, completed once the authorised work has been finished, the permit is returned and the area is confirmed to be safe. It ensures that all activities carried out under the permit have been completed correctly, temporary controls have been reviewed and the worksite can be safely returned to normal operation.

Close-out is an important control step because risks can still remain after work has ended. Equipment may need to be re-energised, isolations removed, tools cleared or temporary barriers taken down. Without a structured close-out process, there is a greater risk of incomplete work, unresolved hazards or unsafe conditions being left behind.

The permit close-out process typically involves confirming that:

In some cases, close-out may also include reviewing whether any changes occurred during the task, recording incidents or observations and confirming that all documentation has been updated appropriately.

A properly managed close-out process helps maintain accountability and ensures there is a clear end point to the permit lifecycle, rather than permits remaining open indefinitely or being closed without verification.

Digital PTW systems like Heresafe help streamline permit close-out by providing structured workflows, digital sign-offs and clear visibility of completed and outstanding actions. This helps ensure that permits are only closed once all required checks have been completed.

By treating permit close-out as an active safety process – not just an administrative step – organisations can improve control, strengthen compliance and reduce the risk of hazards remaining after work has been completed.

5.2 Verifying Work Completion and Site Safety

Before a Permit to Work (PTW) is closed, it is important to confirm that the authorised work has been completed safely and that the work area can be returned to normal operation without introducing additional risk. This stage helps ensure that all activities carried out under the permit have been properly finished, reviewed and signed off.

Verification should go beyond simply confirming that the task is complete. It should also ensure that the work was carried out in line with the approved permit conditions, Risk Assessments and Method Statements (RAMS) and any site-specific safety requirements.

As part of the verification process, organisations should check that:

Where isolations or access restrictions formed part of the permit, these should also be reviewed to confirm they have either been safely removed or remain appropriately managed in line with operational requirements.

This stage is particularly important for high-risk or operational environments where incomplete close-out could impact surrounding activities, equipment, personnel or ongoing operations.

A consistent verification process also strengthens accountability by ensuring there is a clear record that the work has been checked and accepted by the appropriate responsible person before the permit is formally closed.

Digital PTW systems like Heresafe support this process through structured close-out workflows, digital sign-offs and centralised records of audits/inspections and permit activity logging- helping organisations maintain visibility and control through to final completion.

By properly verifying work completion and site safety, organisations can reduce residual risk, improve operational confidence and ensure work areas are safely handed back following completion of the task.

5.3 Removing Isolations and Returning to Normal Operations

Before a Permit to Work (PTW) can be fully closed, any temporary isolations, restrictions or control measures introduced during the work must be reviewed and safely removed where appropriate. This is a critical stage of the permit close-out process, helping ensure that systems, equipment and operational areas can be safely returned to normal use.

Isolations are often applied to control hazardous energy sources or prevent unsafe conditions during maintenance, inspection or high-risk work activities. While these controls are essential during execution, removing them incorrectly or too early can create significant safety risks.

Before isolations are removed, organisations should confirm that:

This process may involve the removal of:

Care should be taken to ensure that no additional risks are introduced during recommissioning or handback. In some environments, restoring systems too quickly or without proper communication can affect nearby operations or create new hazards for surrounding personnel.

A structured close-out and handback process helps ensure accountability and provides clear confirmation that systems have been safely returned to operational status.

Digital PTW systems like Heresafe support this process by providing visibility of active isolations, tracking close-out actions and ensuring removal steps are reviewed and documented before permits are completed.

By carefully managing the removal of isolations and the return to normal operations, organisations can reduce residual risk, improve operational control and ensure that work activities are safely concluded from both a safety and operational perspective.

5.4 Recording and Documenting Completed Permits

Recording and documenting completed permits is an essential part of maintaining an effective Permit to Work (PTW) system. Once work has been completed and the permit has been formally closed, all related information should be retained in a structured and accessible way to support future reference, compliance and operational oversight.

Completed permit records provide a clear history of the work carried out, including the approvals, control measures, isolations and supporting documentation associated with the activity. Maintaining accurate records helps organisations demonstrate that high-risk work was properly planned, reviewed, executed and closed out in line with established procedures.

Proper documentation can support:

A completed permit record will often include:

Maintaining these records in a consistent format is important, particularly across multiple sites or operational teams. Paper-based systems can make this process difficult to manage, increasing the risk of lost information, incomplete records or delays when retrieving documentation.

Digital PTW systems like Heresafe simplify permit record management by automatically storing completed permits and associated documentation within a centralised platform. This provides a clear audit trail, improves accessibility and ensures records remain organised and searchable over time.

By effectively recording and documenting completed permits, organisations can strengthen compliance, improve operational visibility and maintain a reliable record of high-risk work activities across their operations.

5.5 Lessons Learned and Continuous Improvement

A Permit to Work (PTW) system should not end once a permit is closed. Reviewing completed work and identifying lessons learned is an important part of improving safety performance, strengthening processes and reducing future risk.

Every completed permit provides an opportunity to assess what worked well, what challenges were encountered and where improvements can be made. This helps organisations move beyond simply managing individual permits and towards continuously improving how high-risk work is planned, approved and executed across the business.

Lessons learned may come from:

Reviewing this information can help organisations identify trends, improve procedures and strengthen existing control measures.

Continuous improvement within a PTW system may involve:

Creating a culture where feedback and learning are encouraged is equally important. Workers and supervisors should feel confident raising concerns, identifying inefficiencies and suggesting improvements without the process becoming purely administrative.

Digital PTW platforms like Heresafe support continuous improvement by providing access to historical permit data, audit trails and reporting insights. This makes it easier to review completed activities, identify recurring issues and monitor trends across sites and teams over time.

By capturing lessons learned and continuously refining processes, organisations can strengthen their PTW system, improve operational consistency and create safer, more effective approaches to managing high-risk work.

5.6 Best Practices for Permit Close-Out

A well-managed permit close-out process is essential to ensuring that high-risk work is fully completed, properly reviewed and safely handed back to operations. Closing a Permit to Work (PTW) should never be treated as a simple administrative task – it is a final verification step that helps confirm the work area is safe and all permit conditions have been satisfied.

One of the most important best practices is ensuring that permits are only closed once the work has been fully completed and inspected. This includes confirming that all tools, temporary equipment, waste materials and control measures have been appropriately managed and that no outstanding hazards remain.

Effective permit close-out should also involve clear communication between those carrying out the work, supervisors and operational teams. This helps ensure everyone is aware that the activity has been completed and that systems or areas are ready to return to normal use.

Best practices for permit close-out include:

It is also important to ensure that permits are closed promptly once work is complete. Leaving permits open unnecessarily can reduce visibility of actual site activities and create confusion around the status of ongoing work.

Consistency in the close-out process helps improve accountability and ensures all work is reviewed to the same standard across sites and teams.

Digital PTW systems like Heresafe support effective permit close-out by providing structured workflows, digital sign-offs and real-time visibility of completed, active and outstanding permits. This helps organisations maintain accurate records while ensuring close-out steps are completed in the correct order.

By following best practices for permit close-out, organisations can reduce residual risk, improve operational control and ensure that work activities are safely concluded before areas or systems are returned to normal operation.

5.7 Digital Records and Audit Trails with Heresafe

Maintaining accurate records and clear audit trails is an important part of managing an effective Permit to Work (PTW) system. Organisations need visibility not only of active permits, but also of historical work activities, approvals, changes and close-out actions to support compliance, accountability and operational oversight.

Heresafe helps simplify this process by automatically capturing and storing permit activity within a centralised digital platform. Instead of relying on paper records, spreadsheets or disconnected systems, all permit-related information can be accessed and managed from one location.

Digital records provide a complete history of the permit lifecycle, including:

This creates a clear audit trail showing how work was reviewed, approved, managed and completed over time.

Having reliable digital records helps organisations:

Audit trails are particularly valuable in high-risk or heavily regulated environments where organisations need to evidence that work was carried out under controlled conditions and in line with internal procedures.

Heresafe also improves accessibility by making records searchable and available in real time to authorised users. This helps teams quickly retrieve permit information when needed, whether for operational reviews, compliance checks or ongoing planning.

By digitising permit records and audit trails, Heresafe helps organisations improve transparency, strengthen compliance and maintain greater control over high-risk work activities across all sites and teams.

Section 6: Optimising Your Permit to Work System

6.1 Common Challenges with Traditional PTW Systems

Traditional Permit to Work (PTW) systems, particularly those relying on paper forms, triplicate permit pads, spreadsheets, emails or disconnected processes, can create a range of operational and safety challenges. While these methods may have supported permit management historically, they often become difficult to maintain efficiently as operations grow and work activities become more complex.

One of the most common challenges with traditional PTW systems is the lack of real-time visibility. When permits are managed using physical paperwork or manual processes, it can be difficult to understand what work is currently active, which permits are awaiting approval or whether conflicting activities are taking place across the site.

Triplicate permit pads, while familiar in many industries, can also introduce practical limitations. Paper copies may become damaged, lost, difficult to update or inaccessible to teams who need visibility of current permit conditions. Tracking changes, extensions or close-out actions across multiple paper copies can quickly become time-consuming and difficult to manage accurately.

Manual processes can increase the risk of:

Maintaining consistency across teams, contractors or multiple sites can also become challenging without standardised digital workflows. Different individuals may apply different review standards or follow inconsistent processes when preparing and approving permits.

Traditional PTW systems can further impact coordination between work activities. Without a centralised view of permits and site operations, organisations may struggle to identify overlapping risks, simultaneous operations or conflicting work activities before work begins.

From a compliance perspective, paper-based systems often create additional administrative burden. Retrieving historical permits, verifying approvals or demonstrating compliance during audits and inspections can become difficult when records are stored manually or spread across different locations.

Communication gaps are another common issue. Important permit updates, safety conditions or changes to the scope of work may not be shared effectively between teams, increasing the likelihood of misunderstandings or uncontrolled activities on site.

As operational demands increase, these limitations can turn permit management into a reactive administrative process rather than an effective and proactive safety control system.

Recognising the challenges associated with traditional PTW methods is an important step towards improving visibility, consistency and overall control of high-risk work activities.

6.2 Moving from Paper-Based to Digital Permits

Many organisations are moving away from paper-based Permit to Work (PTW) processes in favour of digital systems that provide greater visibility, consistency and operational control. While traditional methods such as paper forms, triplicate permit pads, spreadsheets and email approvals may still be widely used, they can create inefficiencies and make it difficult to manage high-risk work effectively at scale.

Transitioning to digital permits allows organisations to streamline the entire permit lifecycle – from planning and approval through to execution, close-out, and record retention – within a single connected system.

One of the key advantages of digital PTW systems is the ability to standardise processes across teams and sites. Structured workflows and configurable templates help ensure permits are completed consistently, with the required information captured before work is approved.

Moving to a digital approach can help organisations:

Digital systems also make it easier to manage changes during work execution. Permit updates, extensions and reassessments can be handled in real time, ensuring that everyone involved has access to the latest approved information.

For organisations operating across multiple locations, digital PTW platforms provide greater oversight and consistency by centralising permit data into one accessible system. This helps improve communication, strengthen safety processes and reduce reliance on disconnected or site-specific methods of working.

Transitioning from paper to digital permits is not simply about replacing forms – it is about creating a more proactive, transparent and scalable approach to managing high-risk work.

Platforms like Heresafe support this transition by combining digital permit workflows, RAMS management, approvals, audit trails and contractor oversight into a single integrated solution.

By moving from paper-based to digital permits, organisations can improve operational efficiency, strengthen compliance and gain greater control over how high-risk work is managed across their operations.

6.3 Improving Efficiency, Compliance and Visibility

An effective Permit to Work (PTW) system should do more than simply control high-risk activities – it should also help organisations improve operational efficiency, strengthen compliance and maintain clear visibility across all work activities.

As operations become more complex, managing permits through manual or disconnected processes can create delays, reduce oversight and increase administrative burden. Improving efficiency and visibility allows organisations to manage high-risk work more proactively while maintaining consistent safety standards.

One of the biggest opportunities for improvement is reducing unnecessary manual processes. Streamlined workflows, standardised permit templates and centralised information help teams prepare, review and approve permits more efficiently without compromising safety controls.

Improving PTW processes can help organisations:

Greater visibility is particularly important in environments where multiple permits, contractors or simultaneous operations are being managed at the same time. Having access to real-time permit information helps organisations identify potential conflicts, monitor ongoing work and maintain stronger operational control.

Compliance can also be improved through more structured processes and better record management. Standardised workflows help ensure that permits follow the correct approval steps, while digital audit trails provide clear evidence of reviews, approvals, changes and close-out actions.

Improving efficiency should not come at the expense of safety. The goal is to create processes that are easier to follow, more consistent to manage and better aligned with operational requirements – helping teams spend less time managing paperwork and more time maintaining safe working conditions.

Digital platforms like Heresafe support these improvements by centralising permit management, providing real-time visibility of work activities and helping organisations maintain consistent processes across sites, teams and contractors.

By improving efficiency, compliance and visibility within the PTW process, organisations can create a safer, more connected and more scalable approach to managing high-risk work.

6.4 Integrating PTW with Contractor Management

Permit to Work (PTW) systems and contractor management processes are closely connected. In many organisations, a large proportion of high-risk work is carried out by contractors, making it essential that permit controls and contractor compliance are managed together rather than as separate processes.

Integrating PTW with contractor management helps organisations maintain better oversight of who is working on site, what activities are taking place and whether the appropriate approvals, competencies and documentation are in place before work begins.

Without integration, teams may need to manage permits, contractor records, RAMS, inductions and compliance checks across multiple disconnected systems or spreadsheets. This can create duplication, reduce visibility and increase the risk of incomplete checks or inconsistent processes.

A connected approach allows organisations to:

Integrating PTW with contractor management also strengthens accountability. Permit approvers can confirm that contractors have completed the required onboarding, submitted the correct documentation and met site-specific requirements before authorising work.

This becomes particularly valuable in environments involving multiple contractors or simultaneous operations, where maintaining visibility and control across different teams is critical to reducing risk.

Digital platforms like Heresafe support this integrated approach by combining permit workflows, contractor management, RAMS review, competency tracking and compliance records within a single centralised platform.

By integrating PTW with contractor management, organisations can create a more connected and efficient process for managing high-risk work – improving safety oversight, reducing administrative burden and ensuring work is carried out by properly authorised and compliant personnel.

6.5 Managing PTW Across Multiple Sites and Teams

Managing Permit to Work (PTW) processes across multiple sites, departments or operational teams can introduce additional complexity, particularly where different workflows, contractors or safety standards are involved. Without a consistent approach, organisations may struggle to maintain visibility, coordination and control over high-risk work activities across their operations.

One of the biggest challenges in multi-site environments is maintaining consistency. Different locations may use different permit formats, approval processes or documentation standards, making it difficult to ensure that all work is being managed to the same level of safety and compliance.

Communication and visibility can also become more difficult as operations scale. Safety teams and operational managers may lack a clear overview of:

These challenges are often increased when relying on paper-based systems, spreadsheets or site-specific processes that operate independently from one another.

To effectively manage PTW across multiple sites and teams, organisations should focus on:

A centralised digital PTW system can significantly improve oversight and coordination in multi-site operations. Platforms like Heresafe help organisations manage permits, approvals, RAMS, contractor records and audit trails within one connected environment, reducing fragmentation between teams and locations.

Real-time visibility across sites also helps organisations identify trends, monitor compliance and respond more effectively to operational or safety issues as they arise.

By adopting a consistent and connected approach to PTW management across multiple sites and teams, organisations can improve efficiency, strengthen safety controls and maintain greater operational oversight across all high-risk work activities.

Measuring the performance of a Permit to Work (PTW) system is important for understanding how effectively high-risk work is being managed across an organisation. Regularly reviewing permit data and safety trends helps organisations identify areas for improvement, strengthen compliance and make more informed operational decisions.

Without clear reporting and visibility, it can be difficult to assess whether PTW processes are being followed consistently or whether recurring issues are developing across sites, teams or contractors.

Monitoring PTW performance allows organisations to review:

Tracking this information can help identify operational bottlenecks, gaps in planning or areas where additional training, communication or process improvements may be required.

Safety trends are equally important. Reviewing historical permit data alongside incidents, near misses or non-compliance observations can help organisations identify patterns before they lead to more serious issues.

Examples of useful PTW insights include:

A data-driven approach helps organisations move from reactive safety management towards continuous improvement and proactive risk reduction.

Digital PTW systems like Heresafe make this process easier by capturing permit activity in real time and providing access to reporting, audit trails and operational insights across sites and teams.

By measuring PTW performance and reviewing safety trends regularly, organisations can improve consistency, strengthen oversight and make better-informed decisions about how high-risk work is planned and managed.

6.7 How Heresafe Supports End-to-End Permit Management

Managing Permit to Work (PTW) processes effectively requires more than just issuing permits. Organisations need visibility, consistency, coordination and control across the full lifecycle of high-risk work – from planning and approval through to execution, close-out and reporting.

Heresafe supports this end-to-end process by providing a centralised digital platform designed to streamline permit management while improving safety oversight and operational efficiency.

By bringing permits, RAMS, approvals, contractor records and compliance processes together into one connected system, Heresafe helps organisations reduce administrative burden and maintain greater control over high-risk activities across sites and teams.

Heresafe supports end-to-end permit management by enabling organisations to:

The platform also improves visibility and communication between operational teams, safety managers, contractors and approvers, helping ensure everyone is working from the same up-to-date information throughout the permit lifecycle.

For organisations managing multiple sites or large volumes of high-risk work, Heresafe provides a more scalable and connected approach to PTW management – reducing reliance on paper-based systems, spreadsheets and disconnected processes.

Additional features such as real-time reporting, digital records, competency tracking and contractor management further support compliance and operational oversight.

By supporting the full permit lifecycle in one system, Heresafe helps organisations improve consistency, strengthen safety processes and create a more efficient and proactive approach to managing high-risk work activities.

Conclusion

An effective Permit to Work (PTW) system is essential for managing high-risk activities safely, consistently, and efficiently. From planning and risk assessment through to approval, execution and close-out, every stage of the permit process plays a role in reducing risk, improving communication and maintaining operational control.

As organisations manage increasingly complex work environments, relying on manual or disconnected processes can make it more difficult to maintain visibility, consistency and compliance across teams and sites. A structured and well-managed PTW approach helps ensure that work is properly assessed, coordinated and controlled before it begins – and continues to remain safe throughout execution.

By combining clear processes, effective communication, robust RAMS review and ongoing oversight, organisations can strengthen safety performance while improving efficiency and accountability across high-risk work activities.

Digital platforms like Heresafe further support this process by centralising permit management, contractor compliance, approvals, documentation and audit trails into a single connected system. This enables organisations to streamline workflows, improve real-time visibility and create a more proactive approach to managing work safely.

Ultimately, a strong PTW system is not just about issuing permits – it is about creating safer working environments, improving operational confidence and ensuring that everyone involved understands how work can be carried out safely and responsibly.

Contact Heresafe today for a comprehensive demonstration.

Heresafe Permits

Included
  • Access 9 Pre-set Permit Types
  • Digitally Issue, Send, Accept & Sign Permits Across Locations
  • Digital Signatures
  • Include Work Team Register
  • Request, Review & Attach Approved RAMS
  • Search/Filter Permit Log (by a number of criteria e.g by permit issuer, permit status, location, date, company etc.)
  • Permit Dashboard by Status & Type High-Risk Permit
  • Permit Duplication Function
  • Permit Handover (for managing permit responsibilities)
  • Automated Notifications and Alerts of Permit Issue, Acceptance & Return
  • Restrict Permit Issue to Inducted Workers & Approved Companies
  • Permissions by Permit Type
  • Record and Upload your Permit Audit
  • (Prefer to use your own custom permit templates? Add on: Custom Permit Templates from £1,250 per template)
from
£499 per month
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