Permit-to-Work Readiness Checklist

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Check whether inputs for the site permit process are present; does not issue, approve or activate a permit.

This Excel template contains prepared working sheets and completion notes on a separate sheet. Enter your project data and review the completed workbook before use.

This editable workbook helps you organise project information. Check any included formulas, assumptions and results before use; it does not replace professional review.

Prepare project brief

The form prepares a separate brief; it does not fill the Word or Excel file.

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Permit-to-Work Readiness Checklist · Document preview — Selected page preview · XLSX

Learning

How to use this template

When you need it

Use this checklist before applying for a site permit where the actual permit procedure requires defined prerequisites. Prepare it for the specific task and location, particularly when isolations or simultaneous operations complicate readiness.

What it helps you decide

It helps the applicant identify incomplete inputs before approaching the permit issuer. The checklist makes restrictions visible while preserving the distinction between collecting evidence and formally issuing or activating a permit.

How to complete it

Confirm permit applicability from the site procedure and work scope, then identify isolation, simultaneous-operation, competence, equipment and emergency prerequisites relevant to the proposed activity.
Record required evidence, verifier roles and actual references, identifying unresolved restrictions rather than treating the presence of a supporting document as proof of readiness.
Present gaps and issuer decisions through the permit process, retaining the authorization boundary and checking the actual permit status separately before any work is undertaken.

Who prepares and reviews it

The work supervisor or permit applicant gathers evidence with isolation, operations and HSE personnel. Designated verifiers check their prerequisites; only the actual permit authority can make the site's issue and activation decisions.

A mistake to avoid

Never use a completed readiness checklist as the permit itself; issuance, validity and activation must be confirmed through the actual site permit system.

Illustrative example

Illustrative example: maintenance is planned on a pump connected to an operating process. The readiness checklist identifies isolation evidence and a simultaneous-operation interface still awaiting confirmation. The applicant resolves those prerequisites before the designated issuer assesses the permit under the site's actual procedure.

Explore the wider topic

Document contents

Permit applicability
Preconditions
Interface review
Authorization boundary

Required inputs

Applicable permit procedure and work scope
Isolation and simultaneous-operations requirements
Competence, equipment and emergency arrangements

Practical tools.
Professional judgment.

Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.