Permit to Work (PTW) Checklist Template

Ensure that high-risk work activities are properly assessed, authorized, controlled, and safely executed to prevent incidents involving personnel, equipment, environment, or production. This checklist supports ISO 45001, contractor safety management, and high-risk operational control systems.

This checklist template is designed for manufacturing, development, management, warehousing and focuses on Has the work activity been clearly defined, including scope, location,, Has a risk assessment been completed and reviewed before issuing the p, Have all required safety controls and precautions been defined and imp.

Safety & Compliance manufacturing, development, management, warehousing
Level: Basic
Frequency: case by case
Minutes to fill: 8
Questions: 10

What This Template Covers

Use this template to review Has the work activity been clearly defined, including scope, location,, Has a risk assessment been completed and reviewed before issuing the p, Have all required safety controls and precautions been defined and imp with a structured format that supports consistent follow-up and faster decision-making.

  • Has the work activity been clearly defined, including scope, location,
  • Has a risk assessment been completed and reviewed before issuing the p
  • Have all required safety controls and precautions been defined and imp

Why This Version Is Different

Unlike generic templates, this version is tailored to the safety & compliance category, the Basic maturity level, and the workflow of manufacturing, development, management, warehousing.

Module: Checklist
Best for: manufacturing, development, management, warehousing
Completion time: 8 minutes

Template Questions

Showing first 15 rows

Title Answer type

Work date

Date

Work planned

Text

Comments

Textarea

1. Has the work activity been clearly defined, including scope, location, equipment involved, and type of work (e.g., hot work, electrical, confined space)?

Clauses: The task is clearly described so all hazards can be identified before work begins.
Recommendations: Use a standardized PTW form with clear work scope definition and job boundaries.
Select

2. Has a risk assessment been completed and reviewed before issuing the permit to work?

Clauses: All hazards associated with the task are identified and assessed before authorization.
Recommendations: Apply LMRA or formal risk assessment depending on task complexity and risk level.
Select

3. Have all required safety controls and precautions been defined and implemented before work starts?

Clauses: Control measures are in place to eliminate or reduce risks to an acceptable level.
Recommendations: Verify controls such as isolation, guarding, PPE, ventilation, and barriers before approval.
Select

4. Has equipment been properly isolated, locked out, and verified safe before starting work (where applicable)?

Clauses: No energy sources can unintentionally energize equipment during maintenance or repair.
Recommendations: Apply strict Lockout/Tagout (LOTO) procedures and verify zero-energy state.
Select

5. Have all personnel involved in the work been trained, competent, and authorized for the task?

Clauses: Only qualified and authorized personnel perform high-risk activities.
Recommendations: Verify training records, certifications, and authorization status before issuing PTW.
Select

6. Have all affected areas and personnel been informed about the planned work and associated risks?

Clauses: Everyone impacted by the work understands the activity and potential hazards.
Recommendations: Conduct toolbox talks or shift briefings before work starts.
Select

7. Are required personal protective equipment (PPE) and safety equipment available and correctly used?

Clauses: Appropriate PPE is identified in advance and consistently used during the task.
Recommendations: Specify PPE requirements on the permit and verify compliance at the worksite.
Select

8. Are environmental and operational conditions suitable and safe for performing the work?

Clauses: Work is not conducted under unsafe conditions such as poor ventilation, weather risks, or conflicting operations.
Recommendations: Evaluate site conditions before approval and suspend work if conditions change.
Select

9. Is there a defined supervision and monitoring process in place during execution of the permitted work?

Clauses: High-risk activities are actively supervised and controlled throughout execution.
Recommendations: Assign responsible supervisors and define inspection or monitoring intervals.
Select

10. Is the work properly completed, area restored, and permit formally closed after completion?

Clauses: The worksite is safe, clean, and returned to normal operating condition before closing the permit.
Recommendations: Conduct post-work inspection, verify equipment integrity, and formally sign off PTW closure.
Select

#. Attachments

Multiple file upload

10 total questions

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