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Permit to work system audit checklist template

Permit to work system audit checklist template

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.

Use this template
or download pdf
Permit to work system audit checklist template

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.

Use this template
or download pdf

About the Permit to work system audit checklist template

A robust permit to work system ensures that tasks are carried out safely and in compliance with regulations. This permit to work system audit checklist provides a clear and organized way to assess how effective your permit system is.

The checklist helps you verify that proper procedures and training are in place to minimize risks and improve workplace safety. Use this customizable checklist to evaluate key aspects of your system, including written processes, staff qualifications, and permit oversight.

Key elements of the permit to work system audit checklist

The permit to work system audit checklist features the following sections, which are essential for improving safety management:

  1. General information: This section captures basic site details, such as the facility name and contact information of the person responsible for the permit system. Accurate documentation here leads to smooth communication and accountability.
  2. Permit procedures: You’ll assess whether written procedures are in place for issuing and authorizing permits. It’s crucial to verify that all relevant tasks requiring permits are covered and that roles are clearly defined to avoid confusion.
  3. Forms and documentation: Evaluate whether standardized permit forms are used, properly filled out, and retained for future reference. This section ensures that all safety precautions, hazards, and authorizations are properly documented.
  4. Training and qualifications: This section checks if staff have the training and skills required for the permit system. Employees should have a thorough understanding of safety procedures and their specific responsibilities.
  5. System performance: At the end of the checklist, you’ll assess the effectiveness of the entire permit system. By reviewing key performance indicators and identifying gaps, you can make improvements for ongoing safety and compliance.

How to customize the permit to work system audit checklist

You can customize the permit to work system audit checklist based on your industry and organizational structure.

Feel free to include industry-specific regulatory requirements. For example, construction sites might require fields related to electrical safety or confined space entry, while manufacturing plants might need more focus on equipment lockout and tagout procedures.

Consider incorporating key performance indicators (KPIs) that track how effectively your permit system operates. You could measure how many permits are issued per week, how frequently training is updated, or the percentage of completed permits that meet compliance standards.

You can also integrate conditional logic based on answers within the checklist. For example, if the answer to a question is “No,” the system could trigger a reminder to schedule training or review the authorization process. With this feature, non-compliance issues can be addressed immediately.

Download Lumiform’s permit to work system audit checklist today

Download our permit to work system audit checklist and simplify your auditing process. This template allows you to track key elements like training requirements, permit issuance, and compliance. Whether for routine audits or more complex evaluations, this checklist offers a practical solution to maintain high safety standards in your workplace.

Related categories

  • Risk management and compliance templates
  • Facility management templates
  • General templates
  • Risk assessment templates
  • Workplace safety templates
Preview of the template
Page 1
General Information
What is the name of the site or facility?
What is the permit to work system owner's name?
What is the permit to work system owner's contact information?
Permit to Work Procedures
Are there written procedures for the permit to work system?
Do the procedures cover all types of work that require a permit?
Do the procedures designate responsibilities for issuing, reviewing, and authorizing permits?
Do the procedures specify the required training and competency for personnel involved in the permit to work system?
Permit to Work Forms
Are there standardized permit to work forms used?
Do the permit to work forms contain all the required information (e.g., work description, hazard identification, safety precautions, authorizations)?
Are the permit to work forms properly completed and retained?
Permit to Work Issuance and Oversight
Are permits issued by a competent and authorized person?
Is there a process to review and authorize permits before work starts?
Is there a process to monitor and oversee work being conducted under a permit?
Are permits closed out and work areas inspected upon completion of the work?
Permit to Work Training and Competency
Is there a training program for personnel involved in the permit to work system?
Are training records maintained for personnel involved in the permit to work system?
Are the competencies of personnel involved in the permit to work system regularly evaluated?
Permit to Work System Performance
Is there a process to review the effectiveness of the permit to work system?
Are there metrics or key performance indicators used to measure the performance of the permit to work system?
Are lessons learned and improvements identified and implemented in the permit to work system?

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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.

Effective risk assessment: Key steps and best practicesSafety audit: A comprehensive guide to proactive risk managementPermit to work (PTW): Your guide for safe operations
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Template collections

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

13 free quality audit checklists17 free scope of work 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.

Compliance audit softwareApply Lumiform's workflow automation platform to all use casesPermit to work software
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Other resources

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4 ways that workplace safety increases worker productivityHow to evaluate compliance measuresThe Importance of Data Security4 benefits of safety management and how to communicate them

Frequently asked questions

What is a permit to work system audit and why is it important?

A permit to work system audit evaluates the effectiveness and safety of the procedures in place for high-risk tasks. It identifies gaps, ensures compliance with regulations, and enhances workplace safety. Regular audits prevent accidents by verifying that all safety protocols are followed, and they encourage a culture of safety and accountability.

What should a permit to work system cover?

A permit to work system should cover all high-risk activities, including maintenance, construction, and hazardous work. It should detail the scope of work, potential hazards, safety measures, and emergency procedures. Clear communication and documentation are crucial so everyone understands their roles and responsibilities.

What is risk assessment for permit to work?

Risk assessment for a permit to work involves identifying potential hazards associated with a task and evaluating the likelihood and impact of these risks. It includes analyzing work conditions, equipment, and procedures to implement necessary control measures. This proactive approach minimizes risks and keeps workers safe during high-risk activities.

How can I prepare my team for a permit to work system audit?

To prepare your team, conduct training sessions on safety protocols and audit procedures. Encourage open communication and address any concerns or questions. Review past audits to identify areas for improvement, and perform mock audits to familiarize your team with the process and expectations.


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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