The following steps summarise the Permit Processing Procedure together with the use of the Permit Issue Point Facility.
1. APPLICATION Permit Applicant
EXAMINE Worksite to check work and identify hazards (except for Class B Permit at remote sites with no risk from overhead lines, buried services etc)
COMPLETE Permit Applicant's parts of the Permit, and system certificates using Checklist 1 as aide memoire, and attach to permit.
PRODUCE Job HSE Plan and attach it to Permit.
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GIVE Completed documents to PTW Co-ordinator
2. QUALITY CHECK PTW Co-ordinator (if applicable) CHECK Permit Applicant’s details and dates proposed for work.
CHECK All required documents are present and of required quality.
3. AUTHORISATION Responsible Supervisor
EXAMINE Worksite with Permit Applicant, if required, to confirm protection and precautions are suitable for the conditions.
CHECK Correct certificates are attached, and correct level of isolation Permit and Certificate boxes are correctly completed.
If another custodian is affected.
Job HSE Plan is correct for the work.
IDENTIFY If an Isolation is required and nominate competent person to identify isolation points (Senior Foreman / Electrical Competent Person).
SET Authorisation period for Permit.
SIGN Permit and Certificates to Authorise them. (If a Class A permit and/or a hydrocarbon isolation, Production Coordinator must countersign)
GIVE Permit and certificate copies to Permit Applicant (keep white copy in file).
4. PREPARATION Permit Applicant
BRIEF The Permit Holder on the work and Hazards.
GIVE Permit, Certificates and Job HSE Plan to Permit Holder.
5. PREPARATION Area Authority
OBTAIN Permit and Certificates from Permit Holder, place in the Authorised section of the Permit Rack.
CHECK Permit is Valid on Work Tracking System listing or agreed for pre-validation.
WRITE Any isolation details on the Isolation Certificate and tag labels.
CHECK In conjunction with PTW Co-ordinator for any conflict Do not allow the isolation or work to proceed if there may be a safety conflict.
DO The isolation, attaching Pro-locks securely and labels.
RETURN To the Permit Issue Point.
SIGN The Isolation Certificate and tag label stubs.
PLACE Tag label stubs and Isolation Certificate in the Authorised section of the Permit Rack with the Permit.
ENSURE PTW Coordinator (if applicable) has updated the isolation on the Isolation Wall with correct colour pegs and labels.
6. VALIDATION Area Authority
CHECK Any isolations are correctly displayed on Isolation Wall and signed up on the certificate.
CHECK For any conflicting work on the Permit Location Board.
CHOOSE A marker from the board and write its number on the top of the Permit.
INSPECT The worksite with the Permit Holder (if required) taking the Permit and Job HSE Plan with you.
PREPARE Worksite as required by Job HSE Plan.
CHECK All preparation controls on the Job HSE Plan are in place, initialling each control in the Area Authority section of the Job HSE Plan.
SIGN The Permit to VALIDATE or PRE-VALIDATE it
OBTAIN Permit Holders signature to ACCEPT the Permit and Job HSE Plan.
GIVE The RED/BLUE Permit and YELLOW isolation certificate copies to the Permit Holder to display at the worksite.
RETURN To the Permit Issue Point.
PLACE The marker previously chosen on the location board, at the location of the worksite.
PLACE The GREEN Permit copy in the VALIDATED section of the Permit Rack with GREEN Certificate copies and isolation tag label stubs.
7. BRIEFING Permit Holder
CONDUCT TRIC discussion with the work party on the job, the hazards, the precautions and the actions to take in the event of an emergency. Assign any responsibilities for applying any agreed controls
PLACE The RED/BLUE Permit copy, Job HSE Plan and YELLOW isolation Certificate copies in the wallet and display it at a prominent position at the worksite.
THE WORK MAY START AFTER THE PERMIT HOLDER HAS FULLY BRIEFED THE WORK PARTY AND DISPLAYED THE PERMIT
8. SUSPENSION (activities close to Permit Issue Point) Permit Holder CHECK The work site has been left clean and safe.
RETURN The Permit to the Area Authority at the Permit Issue Point.
SIGN Both copies of the Permit under “Suspension”
9. SUSPENSION (activities at remote site) Permit Holder CHECK The work site has been left clean and safe.
SIGN Top copy of the Permit under “Suspension”
RETURN The Permit to previously agreed return point.
INFORM Responsible Supervisor of Permits and pre-validations required for next day (May be done by the Applicant)
10. SUSPENSION (activities close to Permit Issue Point) Area Authority
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NOTE: If the job has not finished, the marker should be put where it can be used for the same Permit again and not used for another Permit.
11. SUSPENSION (activities at remote site) Area Authority REMOVE Green copy of Permit from Permit Rack, write in under “Suspension”
“Remote Site”.
PLACE Green Permit copy in the SUSPENDED section of the Permit Rack.
REMOVE The marker from the location board.
COLLECT Top copy of Permit from agreed collection point (next day).
PLACE Both Permit copies in the SUSPENDED section of the Permit Rack when next at the Permit Issue Point.
THE WORK HAS NOW STOPPED IF WORK IS COMPLETE, GO TO STEP 14.
IF THE WORK IS CONTINUING: PERMIT HOLDER WILL RETURN FOR NEXT WORKING PERIOD.
IF PERMIT HOLDER HAS CHANGED, A FULL BRIEFING BY APPLICANT OR PREVIOUS PERMIT HOLDER SHOULD BE GIVEN AND A NEW TRIC TALK
CONDUCTED.
12. RE-VALIDATION Area Authority
CHECK Work Tracking System list to see that the Permit is on today's list of “to be validated” Permits.
CHECK Any isolations are still correctly displayed on Permit Location Board.
CHECK For conflicting activities on Permit Location Board.
TAKE Both copies of the Permit and certificates from the rack.
INSPECT The worksite with the Permit Holder, if required.
CHECK Requirements of Job HSE Plan are being met.
SIGN Both copies of the Permit under “Validation” to RE-VALIDATE or, PRE-VALIDATE it
OBTAIN Permit Holder's signature under “Acceptance” to ACCEPT the Permit.
GIVE RED/BLUE Permit copy to the Permit Holder to display at the worksite with the job HSE plan (after checking it is still valid) with the YELLOW Isolation Certificate copy.
RETURN To the Permit Issue Point.
CHOOSE The marker from the board that has the same number as the number on the top of the Permit.
PLACE The marker at the location of the worksite, on the Permit location board.
PLACE GREEN Permit copy in the VALIDATED section of the Permit Rack with GREEN certificate copies and isolation tag label stubs.
13. BRIEFING Permit Holder
CONDUCT TRIC discussion with the work party on the job, the hazards, the precautions and the actions to take in the event of an emergency. Assign any responsibilities for applying any agreed controls
PLACE The worksite copy of the Permit, Job HSE Plan and Certificate copies in
the wallet and display it at a clear position at the worksite.
WHEN THE JOB IS COMPLETED
14. CANCELLATION Permit Holder and Area Authority Permit Holder
CHECK That the worksite has been left clean and safe.
RETURN The Permit to the Area Authority at the Issue Point SIGN Both copies of the Permit under “Cancellation”
Area Authority
CHECK Permit Holder has signed the correct Permit Box and left his worksite clean and safe.
PLACE Permit copies in the SUSPENDED section of the Permit Rack REMOVE The marker from the location board.
CHECK That it is safe to de-isolate, if applicable, and that this will not conflict with other isolations.
OBTAIN Authorisation to de-isolate, if applicable.
REMOVE Small third part of tag from tag label stubs.
DO THE De-isolation, checking tag labels against third part of tags, returning Pro-locks, labels and cable ties and checking the worksite is left clean and safe.
CHECK Tag labels match the tag stubs in the rack.
SIGN Isolation Certificate for de-isolation complete.
REMOVE Isolation pegs and labels from location board.
SIGN Permit under “Cancellation”
RETURN Permit to the Responsible Supervisor for Archive.
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15. ARCHIVE Permit Coordinator/Responsible Supervisor
CHECK The status as Cancelled in the Work Tracking System. The system will automatically Archive all Cancelled Permits when the Archive icon is selected.
RETAIN The worksite copies of the Permit and Certificates and the Job HSE Plan in a safe place for 6 months.