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Permit to work form (UK)

Permit to work form (UK)

This permit to work form aids you in overseeing high-risk tasks. Track hazards, assign responsibilities, and comply with safety protocols for every project.

Use this template
or download pdf
Permit to work form (UK)

This permit to work form aids you in overseeing high-risk tasks. Track hazards, assign responsibilities, and comply with safety protocols for every project.

Use this template
or download pdf

About the Permit to work form (UK)

Managing high-risk tasks requires a solid structure to ensure safety and efficiency, whether you’re in construction, manufacturing, or any other industry. A permit to work form offers a streamlined way to assess potential hazards, set clear safety controls, and allocate responsibilities before work begins. This template helps you standardise processes across teams so critical safety steps aren’t missed.

By using this permit to work form, you can minimise risks and improve compliance with UK safety regulations. From capturing hazard assessments to verifying PPE requirements, this template gives you a comprehensive, easy-to-follow framework that ensures everyone involved is fully informed and ready for the task ahead.

Key elements of the permit to work form (UK)

This permit to work form is designed to improve safety and communication. It features the following sections:

  1. Work details – This section captures the essential information about the task, including the location and start and end dates.
  2. Hazard assessment – You’ll then identify potential risks and specify how they will be controlled. Take advantage of this section to highlight key safety measures that reduce hazards.
  3. Isolations required – Next, make sure that all necessary isolations, such as electrical or mechanical, are identified and implemented. Clearly listing these isolations reduces risks during high-risk tasks by preventing unintentional system activations.
  4. Personal Protective Equipment (PPE) – This part of the form verifies that all team members have the necessary protective gear. Confirming PPE requirements not only protects individuals but also helps with maintaining compliance with UK safety regulations.
  5. Emergency arrangements – All personnel should be brief emergency procedures, from muster points to available first aid and firefighting equipment. Having these arrangements in place safeguards your team in case of incidents.
  6. Authorisation – To finalise the process, this section requires signatures from the responsible parties. This ensures accountability and demonstrates that safety protocols have been reviewed and approved before work begins.

How to customise the permit to work form

You can easily tailor your permit to work form to fit the unique demands of your operations.

Feel free to add fields for specialized safety controls. Depending on the type of work, you might need extra layers of safety measures. For example, if working in hazardous environments like confined spaces, you can include fields that specify extra ventilation or atmospheric testing requirements.

Consider modifying hazard assessment options for industry-specific risks. Different industries face unique challenges. In construction, you might need to assess risks related to working at heights, while in manufacturing, machine isolation may be a priority.

Leverage conditional logic for dynamic forms. With Lumiform’s platform, you can use conditional logic to streamline decision-making. For example, if a specific risk is identified, you can automatically prompt additional fields or even reminders about mitigation plans or safety protocols.

Improve your safety processes with Lumiform’s permit to work form

Download this specialized template to streamline your workflows and strengthen safety protocols. From detailed hazard assessments to PPE management, it provides a structured framework that keeps your tasks organised. Whether you’re managing large-scale operations or smaller projects, this template keeps everyone on the same page, reducing risk and increasing accountability across the board.

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 Details
geolocation!!!
Work to be carried out
Start date
Anticipated end date
Hazard Assessment
Identify all potential hazards associated with the work
What controls are in place to mitigate the identified hazards?
Is a risk assessment required?
Isolations Required
Specify all isolations required for the work
Have the isolations been implemented and verified?
Personal Protective Equipment (PPE)
Specify required PPE for the work
Have all personnel been issued and are wearing the required PPE?
Emergency Arrangements
Have emergency procedures been communicated to all personnel?
Have muster points been identified?
Have first aid and firefighting equipment been made available?
Authorisation
Work Permit Originator Name
Work Permit Originator Signature
Work Permit Originator Date
Authorising Manager Name
Authorising Manager Signature
Authorising Manager 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.

Site inspections: A practical guide for complianceWorking at height: A complete guidePermit 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.

14 free work instruction templates for every industryTop 3 workplace hazard inspection checklist templates13 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 inspection appWorkplace AppPermit 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 productivity10 reasons why workplace safety is importantHow to write a workplace safety policyThe importance of personal protective equipment (PPE) in workplace safety

Frequently asked questions

What are the permit to work regulations in the UK?

In the UK, permit to work regulations are guided by the Health and Safety at Work Act. These regulations require detailed documentation for high-risk activities, ensuring that all safety measures are in place. It involves identifying hazards, assessing risks, and implementing control measures to protect workers and the environment.

Who can issue a permit to work?

A permit to work is typically issued by a competent person, often a supervisor or safety officer, who has the authority and knowledge to assess risks. They ensure that all safety protocols are met and that the work can proceed safely. There should be clear communication between all parties involved.

Which activities usually require a permit to work in the UK?

Activities that typically need a permit to work include hot work, confined space entry, electrical maintenance, and work at heights. These activities pose significant risks and require strict controls to prevent accidents. Always check relevant guidelines to determine if a permit is necessary for your specific task.

What are common mistakes when completing a permit to work?

Common mistakes include incomplete information, lack of clarity in describing the work, and missing signatures. It’s crucial to thoroughly review the permit for accuracy and completeness. Inadequate risk assessment and failure to communicate with all involved parties can lead to safety oversights and potential hazards.

What steps are involved in issuing a permit to work?

Issuing a permit to work involves several steps: identifying the work scope, conducting a risk assessment, detailing control measures, and then obtaining necessary approvals. It’s essential to communicate with all team members so everyone understands their responsibilities. You’ll also need to regularly monitor and review the permit during the task.


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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