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Permit to Work

The Permit to Work (PTW) Module ensures high-risk work is performed safely and in full compliance with legal and internal requirements. Designed to support operations such as:

  • High voltage electrical work
  • Welding and hot works
  • Confined space entry
  • Work at heights
  • Handling of hazardous materials

The module enables complete digital workflows from permit request to closure, with contractor collaboration, safety precautions, and configurable templates.

🎯 Objective

Issue and manage legally compliant Permits to Work for defined high-risk tasks—ensuring approvals, precautions, contractor certification, and stakeholder communication are fully traceable and enforceable.

🔑 Key Features

✅ Permit Templates & Forms

  • Select from standardized templates based on work type
  • Dynamically display required fields per template
  • Identify organization structure and work location
  • Enter work description, scheduled date, and required precautions
  • Integrated contractor selector from certified master list
  • Add authorized editors and stakeholders per permit

🧩 Template Configuration

Custom field types for permit templates:

  • Text fields (short, medium, long)
  • Dropdowns (single/multi-select)
  • Date, time, and calendar inputs
  • Currency, unit, user picklists
  • Yes/No and dependent-question logic (e.g., safety checklists)
  • Attachment uploads
  • Informational-only fields

👷 Contractor Involvement

  • Contractors receive a link to the permit request
  • Can fill in their designated section and upload documents
  • Sign digitally

🔄 Workflow & Status Tracking

Each permit follows a clear, auditable approval flow:

  1. Draft – Company user starts and fills in company section
  2. Pending Approval – Sent to contractor for completion
  3. Changes Required – Returned for more info
  4. Approved – Final approval by company reviewer
  5. Closed – Once work is complete and evaluation is done

Records are locked during approval unless returned for changes.

📂 Permit Record Management

Search & Filter

  • View permits in chronological order, most recent first
  • Filter by location, date, permit type, status, and more
  • Export or print selected records

🛠️ Administration Tools

User & Role Management

  • Assign Permit to Work roles to users
  • Define permissions for viewing, editing, approving permits

Template & Field Configuration

Configure each permit template with custom fields for:

  • Company users
  • Contractor users
  • Common data fields
  • Full support for complex field types and dependent logic

Contractor Master List

  • Maintain a list of certified contractors
  • Integrated with Contractor Management Module

🧾 Compliance-Driven, User-Centric

Designed to align with safety and regulatory frameworks such as:

  • ISO 45001 – Occupational Health and Safety
  • OSHA standards for hazardous work
  • Company-specific safety policies and audits

Track every step of high-risk work—digitally, securely, and transparently.

📈 Evaluation & Continuous Improvement

  • Document final evaluation of work performed
  • Gather feedback for contractor and internal safety performance
  • Use insights to improve standard templates and future permits

Ready to bring structure and control to your high-risk work processes?
Try EXP’s Permit to Work Module and digitize your PTW program with confidence.
👉 Request a Demo | 📩 Contact Us