Cases / Site & field
Site & field

Issue a permit to work

Raise a permit to work, tie it to its safe system of work, and close it out in the record.

3 steps7 minGeneral contractorSpecialist subcontractor

How it works, step by step

3 steps across the platform - what you do at each one, and why it matters.

1

Raise the permit

HSE Advanced

In HSE Advanced, raise the permit for the task, hot works, confined space or work at height, and set its controls and validity window.

Why: High-risk work without a live permit and clear controls is how people get hurt and how the job gets shut down. The window keeps it valid only while the controls hold.

InHigh-risk taskTask hazardsOutLive permitControls & validity window
2

Link the RAMS

Safety

Link the method statement and risk assessment that sit behind the permit so the crew works to an agreed method.

Why: A permit with no method statement or risk assessment behind it will not stand up after an incident or an audit. It proves the controls were planned, not invented on the day.

InLive permitMethod statementRisk assessmentOutPermit linked to RAMSAgreed safe method
3

Record and close out

Daily Diary

In the Daily Diary, record who worked under the permit and the time it was closed and handed back.

Why: If a fire or a near miss follows hot works, you need to show who was there and when the area was made safe. A closed permit with no diary entry leaves that gap open.

InActive permitWorkers on taskOutDiary entryClosed permit record
Modules

Modules in this playbook

3 / 184 platform modules

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