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General permit to work template

General permit to work template

Document hazards, approvals, and key precautions with this permit to work template. You can adapt it to fit your industry’s needs and stay on top of safety requirements.

Use this template
or download pdf
General permit to work template

Document hazards, approvals, and key precautions with this permit to work template. You can adapt it to fit your industry’s needs and stay on top of safety requirements.

Use this template
or download pdf

About the General permit to work template

Managing multiple work tasks across hazardous environments requires clear communication and solid processes. A general permit to work template streamlines this by documenting safety measures, hazards, and necessary approvals before any work begins. It ensures every team member is on the same page, minimizing risks and boosting compliance.

You’ll be able to customize this template to fit your industry’s specific requirements, such as identifying potential hazards like electrical or chemical risks. By standardizing your workflow, you can keep projects running smoothly, while prioritizing safety and operational efficiency.

Key elements of a general permit to work template

The general permit to work template features the following sections:

  1. Work permit details: This section identifies who is requesting and approving the permit, along with the work location and dates. It provides a clear record of responsibility and approval, ensuring accountability from both the worker and the management team.
  2. Hazard identification: You’ll then document potential hazards, such as mechanical, electrical, or chemical risks, so all risks are considered before work begins. This step is vital for preventing accidents and safeguarding workers, especially in industries with high-risk environments.
  3. Precautions and Controls: Next, set safety measures like PPE requirements, barricades, or lockout/tagout procedures to minimize risk. With these controls, hazards can be managed effectively, and the worksite remains safe throughout the project.
  4. Safety briefing: Before any work starts, a safety briefing is conducted so all employees are trained and aware of the identified hazards and control measures.
  5. Authorization signatures: In this final section, you’ll obtain signatures from key personnel, such as the permit requestor, approver, and safety officer.

How to customize the general permit to work template

You can edit the general permit to work template easily within the Lumiform app so it matches the unique needs of your organization.

First, feel free to add hazard categories based on your industry. For example, in a chemical plant, you might include “toxic substance exposure” or “flammable gases.” This can also make the template faster to fill up for users since they can select from an available list of hazards.

Depending on your organizational structure, you can adjust the approval process to include multiple stages or additional personnel. In larger companies, you might require the safety officer, project manager, and department head to sign off before work begins.

Tailor the safety precautions to fit your industry’s requirements. If your team works in construction, you may want to include additional measures for working at height, such as using scaffolding or fall arrest systems.

Download Lumiform’s general permit to work template today

With this general permit to work template, you can streamline the process of tracking risks and approvals before any project begins. From assessing hazards to implementing controls, this template covers critical steps, making it easier to manage workflows and maintain accountability across your team. Start now and use the template for smoother operations.

Related categories

  • Risk management and compliance templates
  • Facility management templates
  • General templates
  • Risk assessment templates
  • Workplace safety templates
Preview of the template
Page 1
Work Permit Details
Permit Number
Permit Requestor
Permit Approver
geolocation!!!
Work Description
Permit Start Date
Permit End Date
Hazard Identification
Mechanical Hazards
Electrical Hazards
Chemical Hazards
Working at Height
Confined Space
Other Hazards
Precautions and Controls
Barricades and Signage
Lockout/Tagout
PPE Required
Fire Extinguisher
First Aid Kit
Communication Plan
Safety Briefing
Reviewed Hazards
Reviewed Controls
Employees Trained
Emergency Response
Authorizations
Permit Requestor Signature
Permit Approver Signature
Safety Officer Signature
Date

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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.

Scope of work: Steps for writing and best practicesSite inspections: A practical guide for compliancePermit 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.

17 free scope of work templates3 free OSHA 300 form templates for informed workplace safety13 free permit to work templates
See all template collections

Use cases

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

Safety management softwareProject management system softwarePermit to work software
See all use cases

Other resources

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

10 reasons why workplace safety is importantWriting a project status report4 benefits of safety management and how to communicate themHow digitization improves construction safety

Frequently asked questions

Why is a permit to work important?

A permit to work is crucial for managing high-risk activities safely. It ensures that all safety protocols are followed and that workers are aware of potential hazards. By documenting procedures and approvals, it reduces risks and enhances communication among teams, creating a safer work environment.

How does a permit to work differ from a risk assessment?

A permit to work is a formal authorization to perform specific tasks, while a risk assessment identifies potential hazards and evaluates the risks associated with them. The permit verifies that all safety measures from the risk assessment are implemented before work begins, providing an extra layer of safety.

Why are expiration dates on permits to work significant?

Permits come with expiration dates so that conditions are re-evaluated regularly. They prevent outdated permits from being used and encourage changes in the work environment or scope considered. This regular review helps maintain safety standards and identify new risks.

How can I assess the effectiveness of a permit to work system?

To assess effectiveness, check incident reports and safety audits. Gather feedback from employees to identify areas for improvement, and look for trends in compliance and safety performance metrics. You can track key performance indicators like permit completion rates and adherence to safety precautions, along with lagging indicators like injury rates, lost time incidents, and equipment damage.


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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