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Excavation permit to work template

Excavation permit to work template

Comprehensive template for an excavation permit to work

Use this template
or download pdf
Excavation permit to work template

Comprehensive template for an excavation permit to work

Use this template
or download pdf

About the Excavation permit to work template

Excavation work can pose significant risks, so it’s absolutely critical to make sure comprehensive safety and compliance measures are in place. This excavation permit to work template streamlines the process, from marking underground utilities to logging critical project details like depth and location.

Designed with construction and maintenance teams in mind, it helps you minimize risks and develop a smoother workflow. Whether you’re handling small-scale site preparation or a larger excavation project, this template empowers you to manage it with efficiency and professionalism.

Key elements of the excavation permit to work template

The excavation permit to work template features the following important sections:

  1. Project details: First, you’ll record basic information like the project name, location, and planned dates. This section makes sure everyone involved is aligned on the excavation timeline and its scope.
  2. Excavation details: You’ll then capture specifics such as excavation depth, width, and length. These measurements are vital for assessing the scale of the project and verifying if proper equipment and safety measures are in place.
  3. Underground utilities checklist: This section includes questions about whether utilities have been identified, marked on-site, and if the appropriate utility owners have been notified. Properly handling underground utilities prevents accidents and avoids costly damage to infrastructure.
  4. Risk assessment: Next, you’ll identify potential risks in detail and set adequate control measures to manage them. By completing a risk assessment, your team can proactively address safety concerns and create a safer working environment.
  5. Permit authorizations: You’ll secure the necessary approvals with names and signatures in this last section. This confirms that all responsible parties have reviewed the safety protocols before work begins.

How to customize the excavation permit to work template

You can easily modify the permit to work template within the Lumiform app to suit the unique needs of your project.

First, add custom safety inspection points based on your site conditions. For example, if you’re excavating in areas prone to landslides or heavy rains, you can include safety checks such as verifying slope stability or ensuring proper drainage systems are in place.

You can also include fields for additional permits if your project requires more than just a standard excavation permit. Large-scale excavations may need environmental impact assessments or archaeological clearances, especially in sensitive zones.

The template allows you to enable photo or site diagram uploads anywhere. You might upload pictures of underground utility markings for clear communication. Site diagrams can be used to map out excavation zones so teams can be clear on project details.

Download Lumiform’s excavation permit to work template today

Keep track of critical steps in your excavation process with our permit to work template. With fields for project details, safety checks, and permits, you’ll have key information organized in one place. The clear structure ensures that no important task gets overlooked, making it straightforward for your team to follow through on safety protocols and site requirements.

Related categories

  • Health and safety management templates
  • Risk management and compliance templates
  • Construction templates
  • Real estate templates
  • Risk assessment templates
  • Workplace safety templates
Preview of the template
Page 1
Project Details
Project Name
geolocation!!!
Planned Start Date
Planned Completion Date
Excavation Details
Excavation Purpose
Excavation Depth (m)
Excavation Width (m)
Excavation Length (m)
Underground Utilities Checklist
Have underground utilities been identified?
Have underground utilities been marked on site?
Have underground utility owners been notified?
Risk Assessment
Have potential hazards been identified?
Have control measures been implemented?
Has a Job Hazard Analysis been completed?
Permit Authorizations
Prepared By (Name)
Prepared By (Signature)
Approved By (Name)
Approved By (Signature)
Date Approved

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Conduct a thorough audit of your permit to work system with this customizable checklist. This template helps you review key areas like training, documentation, and permit issuance.
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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Construction site safety: Essential guidelines and best practicesProject management system: Best implementation strategiesPermit to work (PTW): Your guide for safe operations
See all topic guides

Template collections

See comprehensive collections of best practice templates related to this topic.

6 free health and safety risk assessment templatesBest free project risk assessment template collection13 free permit to work templates
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Safety Incident Reporting SoftwareProject management system softwarePermit to work software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

4 ways that workplace safety increases worker productivity5 types of incident reports4 benefits of safety management and how to communicate themHow digitization improves construction safety

Frequently asked questions

What is the purpose of an excavation permit to work?

An excavation work permit is crucial for outlining the scope and safety measures of a project. It ensures that all potential hazards are identified and controlled before work begins. This document also facilitates communication among team members and regulatory bodies, reducing risks and maintaining compliance with legal standards.

How do I maintain safety during excavation work?

To maintain safety during excavation, start by conducting a thorough site assessment. Regularly train your team on emergency procedures and safe equipment use. Implement protective systems like trench boxes or shoring, and always have a competent person on site to monitor conditions and make adjustments as needed.

Which hazards are commonly found in excavation work?

Excavation work often involves hazards like cave-ins, falling loads, and hazardous atmospheres. Be mindful of underground utilities and unstable soil. To mitigate these risks, use protective systems, conduct regular inspections, and ensure proper ventilation when working in confined spaces.

In what ways do weather conditions impact excavation work?

Weather conditions can have a significant impact on excavation safety and efficiency. Rain can cause slippery surfaces and increase the risk of cave-ins, while extreme heat may lead to heat stress. Monitor weather forecasts and adjust your work schedule accordingly. You can use tarps or covers to protect open trenches from rain.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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