What a permit to work is for
Routine maintenance puts people next to stored energy, heat, hazardous atmospheres and moving equipment. A permit to work makes the job and its controls explicit before anyone starts: the task, the equipment, the hazards, the isolations, the protective equipment and the time window.
It is also a single record that other crews can check. If two jobs touch the same equipment, the permits are where that conflict should show up before it becomes an incident.
Common permit types
In the United States, OSHA 29 CFR 1910.147 covers the control of hazardous energy (lockout and tagout) and 1910.146 covers permit-required confined spaces. Always check the current regulation text and your own site procedures. This guide is general information, not legal advice.
- Hot work: welding, cutting, grinding or anything that can start a fire.
- Confined space entry: tanks, silos, vessels and other spaces that are hard to leave and can hold a hazardous atmosphere.
- Electrical and energy isolation: lockout and tagout of electrical, mechanical, hydraulic, pneumatic and thermal energy.
- Working at height: roofs, platforms, scaffolds and ladders where a fall is possible.
- Excavation and general work: lower-risk jobs that still need a named owner and a time limit.
The lifecycle of a permit
- Request or draft: the job is described and the equipment named.
- Hazard review: hazards, isolations, protective equipment and any required gas tests are listed.
- Approval: an authorized person reviews and approves, or sends it back with comments.
- Issue: the permit becomes valid for a defined window.
- Work and handover: if the shift changes, custody moves to a named person, and that move is recorded.
- Close: the work is finished, isolations are removed, the area is handed back and the permit is closed with a note.
What a good permit records
- A clear description of the work and the exact equipment.
- The hazards and a risk rating, with the controls that bring the risk down.
- Each isolation point, with who applied it and who removed it.
- Gas test readings where required, taken by a person at the time of the work, never filled in from a template.
- Who issued, approved, currently holds and closed the permit, with times.
Where permits fail
- Expiry without renewal: the work runs past the validity window and nobody notices.
- Handover gaps: the permit has no clear current holder after a shift change.
- Conflicting jobs: two permits touch the same equipment and nobody sees both.
- Closing without confirming isolations are removed.
- Lost or illegible paper, so nobody can reconstruct what was authorized.
How Plant Cortex handles permits
Plant Cortex drafts a permit from your own equipment manuals, so isolation points, protective equipment and hazards come with the manual page they were taken from. A person reviews and edits it before it is submitted. It does not invent lock numbers or gas readings, because those are measurements people take at the time.
Each permit moves through draft, submitted, active and closed. Only the current holder can hand it over or close it. An overdue permit is flagged instead of being closed automatically, and a conflict warning appears when another open permit names the same equipment.
General information, not legal advice. Check current regulations and your own site procedures.
Bring us three manuals. See what it answers.
The design-partner pilot is free for sixty days: a handful of your real manuals for one plant. We agree what success means before we start.