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13 free permit to work templates

13 free permit to work templates

Hero author imageBy Ima Ocon
•
February 21st, 2025
•
7 min read
Hero image

Table of contents

  • Top permit to work templates
    • 1. Permit to work template
    • 2. Permit to work at height form
    • 3. Hot permit to work template
    • 4. Confined space permit to work form
    • 5. Excavation permit to work template
    • 6. Permit to work form – UK
    • 7. Asbestos permit to work template
    • 8. General permit to work template
    • 9. Permit to work electrical form
    • 10. Permit to work form – construction
    • 11. Permit to work system audit checklist
    • 12. Hot work permit (NFPA)
    • 13. Cold work permit (CBRE)
  • How to create a permit to work template in Lumiform

Managing workplace safety and compliance can be a complex task, especially when it comes to hazardous work environments. An organized permit to work template simplifies this process by giving you a clear, standardized way to control high-risk tasks, such as hot work, electrical maintenance, or confined space entry. It helps you ensure that proper safety measures are in place before work begins.

Without a reliable system, critical details may slip through the cracks, leading to accidents or costly delays. To avoid these, here are 13 permit to work templates specifically for streamlining approvals and keeping your documentation on point every step of the way.

Top permit to work templates

These templates cover high-risk tasks across various industries, and they feature risk assessments, safety checks, and authorization sections:

  1. Permit to work template

    Permit to work template
    Use this templateSee details
    This permit to work template is essential for managing and documenting tasks that need strict safety protocols. It includes detailed acknowledgments from both the on-site supervisor and the person engaging the contractors and workers. You can use it to detail high-risk tasks, along with start and end dates. Customize it by adding job-specific details and safety requirements based on your industry.
    Use this templateSee details
  2. Permit to work at height form

    Permit to work at height form
    Use this templateSee details
    For tasks that are performed above ground level, you’ll need a permit to work at height form to ensure safety. This form covers risk assessments, inspections of equipment and PPE, and emergency arrangements, with a section for authorization at the end. To tailor the form, you can incorporate extra equipment you’re using, such as rope access gear or powered lifts.
    Use this templateSee details
  3. Hot permit to work template

    Hot permit to work template
    Use this templateSee details
    This hot permit to work template is crafted for managing tasks involving high temperatures, like welding, grinding, or cutting. It includes checks for firefighting equipment and control measures like raising a fire alarm, and you can document details about the fire watch. The template also prompts you to consider weather conditions and conduct post-activity inspections. Create a secure work setting for your team by personalizing it with your project’s safety procedures.
    Use this templateSee details
  4. Confined space permit to work form

    Confined space permit to work form
    Use this templateSee details
    Use this specialized work permit form to address the unique challenges of confined space operations, such as restricted airflow and potentially hazardous atmospheres. It guides you through identifying hazards, preparing PPE and ventilation, conducting atmospheric testing, and detailing rescue procedures. Customize the form by adding instructions or reminders for critical steps, like calibrating gas detectors, to ensure comprehensive safety measures.
    Use this templateSee details
  5. Excavation permit to work template

    Excavation permit to work template
    Use this templateSee details
    Streamline your excavation projects with this permit to work template, which is focused on maintaining safety and compliance. You’ll document excavation details, fill out an underground utilities checklist section, and conduct risk assessments before filing for permit authorization. Adapt the template by adding project-specific details, such as soil conditions and machinery used, to fit your workflow.
    Use this templateSee details
  6. Permit to work form – UK

    Permit to work form – UK
    Use this templateSee details
    This permit to work form is tailored to meet local regulations and safety standards in the UK, such as the Health and Safety at Work Act. It features sections for hazard assessments, isolations, personal protective equipment, and emergency arrangements, along with authorization processes. Customize this form by integrating legal requirements and safety protocols relevant to your industry. Implement this to maintain compliance with regulations and minimize potential hazards.
    Use this templateSee details
  7. Asbestos permit to work template

    Asbestos permit to work template
    Use this templateSee details
    This asbestos permit to work template is designed for tasks involving asbestos, such as building demolition or maintenance. Begin by confirming the presence and type of asbestos, then establish control measures, specify the PPE required, and set up a waste disposal plan. Feel free to add multiple-choice options to the template and include your own procedures to ensure all of your safety guidelines are met.
    Use this templateSee details
  8. General permit to work template

    General permit to work template
    Use this templateSee details
    The general permit to work template is versatile and suitable for diverse tasks requiring safety oversight. It includes essential features like risk assessments, hazard identifications, and precautions and controls, and it also assesses safety briefings. Adapt the template to your needs by incorporating task-specific safety measures and requirements.
    Use this templateSee details
  9. Permit to work electrical form

    Permit to work electrical form
    Use this templateSee details
    Designed for electrical tasks, this permit form emphasizes safety and accuracy. It covers job details and work type, permit scope, and potential hazards. Both the permit issuer and worker can sign, with fields for permit closure afterward. Customize this form by adding details on specific electrical procedures to guide workers through different tasks, leading to thorough documentation.
    Use this templateSee details
  10. Permit to work form – construction

    Permit to work form – construction
    Use this templateSee details
    This permit to work form is crafted to address the safety challenges of construction sites, such as working at heights, electrical hazards, or heavy machinery. You’ll identify hazards and go through detailed checkpoints for personal protective equipment, control measures, relevant permits, and emergency preparedness resources. To personalize the form, you can incorporate project-specific details, such as unique hazards like underground utilities or high winds.
    Use this templateSee details
  11. Permit to work system audit checklist

    Permit to work system audit checklist
    Use this templateSee details
    Use the permit to work audit checklist to assess how effective your permit to work system is. It helps you verify documentation, your existing safety checks, and level of adherence to protocols. You can tailor the checklist to your needs by adding your own audit criteria and industry standards. You can also incorporate conditional logic to automatically prompt follow-up actions when an item is flagged as incomplete or requires review. This allows you to identify gaps and improve safety measures.
    Use this templateSee details
  12. Hot work permit (NFPA)

    Hot work permit (NFPA)
    See details
    Any task involving open flames, heat, or sparks needs careful oversight to prevent fire hazards. This hot work permit template by the National Fire Protection Association (NFPA) is for ensuring that high-risk activities like welding and cutting are conducted safely and in compliance with standards like ANSI Z49.1. You’ll be able to assess precautionary measures such as fire extinguisher readiness, removal of flammable materials, fire watch requirements, and ventilation checks.
    See details
  13. Cold work permit (CBRE)

    Cold work permit (CBRE)
    See details
    Cold work activities, such as cutting, assembly, or maintenance tasks that don’t involve heat or spark generation, still require careful planning to ensure safety. This cold work permit template from CBRE guides you through identifying hazards, verifying risk controls, and documenting work authorization. At the bottom, there’s also space for signatures to confirm everyone understands the procedures.
    See details

How to create a permit to work template in Lumiform

Creating a permit to work template is straightforward with Lumiform, and you can customize it to fit your team’s specific needs.

Leverage our AI form builder to make your own or draw from an existing template. All of the fields are customizable, so you can capture crucial details such as the type of work and risks involved. Feel free to use multiple response types, like text, photo uploads, and signatures, to improve accuracy and document every task.

The template also comes with logic and action management features, so you can assign tasks directly to team members in the app. Through real-time notifications, your team will always know when approval is required, and they can view the permit and see updates right away.

Since the app standardizes the process and makes it easy to collaborate across departments, you can improve communication, reduce delays, and get every permit reviewed thoroughly before work begins.


Frequently asked questions

What are common mistakes to avoid when filling out a permit to work?

One common mistake is providing incomplete or vague information about the task or associated risks. Always be specific about the hazards and safety measures. Another issue is skipping required fields or signatures, which can cause delays. Also, make sure the permit is submitted to the right person for approval.

What details should be double-checked before submitting a permit to work for approval?

Before submitting, double-check that all necessary signatures are included, that the task description is clear, and that all risks and safety precautions have been accurately documented. It’s also important to verify that the work schedule, emergency procedures, and any necessary approvals are listed correctly to avoid any last-minute delays.

How often should I review and update my permit to work system?

Try to review your permit to work system at least every year, or whenever there’s a significant change in your work processes, regulations, or safety standards. Regular reviews can help you spot inefficiencies and adapt to new risks, keeping your system relevant and effective.

Author
Ima Ocon
Ima is a writer and editor who specializes in technology, with experience crafting content for companies like Canva and FluentU. She's passionate about startups, remote work, and language learning, as well as the applications of AI in marketing. Currently, she is based in Asia, and she previously studied in Taiwan and Singapore.
Lumiform offers innovative software to streamline frontline workflows. With over 12,000 ready-to-use templates or custom digital forms, organizations can increase efficiency and automate key business processes. The platform is particularly user-friendly, offering advanced reporting capabilities and powerful logic functions that enable automated solutions for standardized workflows. Discover the transformative potential of Lumiform to optimize your frontline workflows. Learn more about the product

Related categories

  • Risk and compliance
  • Facility management
  • General
  • Compliance audit
  • Workplace safety

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