Section 8 from Document

Uncontrolled when Printed

OE – 03_2006
PTW Inspection Check List
S&D OPERATIONAL EXCELLENCE
DISTRIBUTION PROCEDURE

Permit To Work Inspection Checklist

Document Control.

Description:
First Issue – March 2006

Objectives and Scope.

The Permit to Work Inspection Checklist has been developed as a helping aid during for the
Monitoring, Audit and Review process of the PTW System.

It is part of the Distribution Permit To Work System – Ref. Number: OE-03-2006

System Monitoring, Audit and Review.

The PI, Asset Manager and/or HSE personnel must monitor work under Work Permit control on a
daily basis. This shall include spot checks of work-sites, Work Permits and supporting documents.
The main activities that must be carried out are:

• Checking that the Work Permit is properly displayed at the work-site.

• Checking that the Work Permit is properly completed.
• Checking that the controls in place are adequate and are being correctly implemented.
• Checking that the work party has been briefed, and that he fully understands the Work Permit
controls.
• Checking that no new risks have appeared and ascertaining whether additional risks should be
considered in the Work Permits.

As with any Management System, the PTW System must be reviewed by the System Custodian at
least once every 2 years following implementation of the PTW System to assess the PTW System’s
effectiveness. In doing his review the System Custodian must take into account, as a minimum, the
findings from any previous review, the findings from any audits which have been carried out in the
past 2 years and relevant local Laws (including recent changes or foreseeable future changes to such
Laws).

Audits and reviews may be carried out by the System Custodian more frequently and from time to
time if the System Custodian considers it necessary, for example, if any flaws are detected in the
PTW System that need to be addressed immediately, if indicated by incidents or routine monitoring.

Permit To Work Inspection Version: Reviewed by:

March 2006
Checklist 1.0 Mike Watson
Document Prepared by: Custodian: Approved by:
Page 1 of 5
Virgilio Sosa DSD/112 Lin-Chien Lee DSD/14 Thomas Jenke
 Section 8 from Document
Uncontrolled when Printed
OE – 03_2006
PTW Inspection Check List
S&D OPERATIONAL EXCELLENCE
DISTRIBUTION PROCEDURE

Permit Inspection Checklist

Site/Installation: Date of Inspection:

Inspector: Inspector:

Permit No. Date of Issue:

Issue Time: Valid Until:

Description of Work

Distribution and display:

a) Have permit copies been properly distributed, and is the permit prominently displayed at the work
Yes / No
site?
b) Is the control room/office copy readily available? Yes / No

Scope:

a) Does the permit adequately describe the work location, the equipment to be worked on, the work
Yes / No
method and the tools and equipment to be used?
b) Do the work description and isolations clearly specify the limits of the work area and equipment to be
Yes / No
worked on?
If not, state deficiency:

Validity:

a) Does the permit clearly state the time and dates between which it is valid? Yes / No
b) Is permit revalidation being signed and dated by Permit Issuer? Yes / No
c) Are revalidations up to date? Yes / No

Permit To Work Inspection Version: Reviewed by:

March 2006
Checklist 1.0 Mike Watson
Document Prepared by: Custodian: Approved by:
Page 2 of 5
Virgilio Sosa DSD/112 Lin-Chien Lee DSD/14 Thomas Jenke
 Section 8 from Document
Uncontrolled when Printed
OE – 03_2006
PTW Inspection Check List
S&D OPERATIONAL EXCELLENCE
DISTRIBUTION PROCEDURE

Hazards:

a) Are hazards clearly identified on the permit? Yes / No

b) Is HV or LV electricity to be isolated? Yes / No
c) Are they directly applicable to job being undertaken? Yes / No

Health Hazards:

a) Was the HRA checked when planning the work? Yes / No

b) Are the health hazards identified on the permit? Yes / No

Environmental Hazards:

a) Is there venting of hydrocarbons or toxic/smelly vapours? Yes / No

b) Is there release of contaminated water to the drains or groundwater? Yes / No
c) Are there any hazardous wastes for disposal? Yes / No

Precautions:

a) Are appropriate precautions identified and specific enough? Yes / No

b) Have other affected personnel outside the permit area been notified of the permit work? Yes / No
• If yes, have they appended their signature? Yes / No
c) Have all precautions been implemented at the worksite Yes / No
If not, state deficiency:

Gas Tests:

a) Have gas tests been undertaken? Yes / No

b) Are tests still valid? Yes / No
c) Are portable gas monitors fully operable at worksite and calibrated? Yes / No
d) Are on-site personnel competent to operate gas meters?
e) Has periodic testing been carried out as appropriate?

Isolation:

a) Are isolation certificates attached to the permit? Yes / No

b) Are they cross-referenced? Yes / No
c) Do certificates or attachments detail specific isolation points? Yes / No
d) Are all isolations locked? Yes / No
e) Are all isolations tagged? Yes / No
f) If more than one job on same isolation, has multiple lock/key system or other suitable control been
Yes / No
used?
If so, give details:

Permit To Work Inspection Version: Reviewed by:

March 2006
Checklist 1.0 Mike Watson
Document Prepared by: Custodian: Approved by:
Page 3 of 5
Virgilio Sosa DSD/112 Lin-Chien Lee DSD/14 Thomas Jenke
 Section 8 from Document
Uncontrolled when Printed
OE – 03_2006
PTW Inspection Check List
S&D OPERATIONAL EXCELLENCE
DISTRIBUTION PROCEDURE

Actions Taken by Permit Issuer:

a) Has task been fully discussed with person carrying out the isolation? Yes / No
b) Has task been discussed with Permit Holder? Yes / No
c) If more than one Permit on equipment/system, have all appropriate cross-references been made and
Yes / No
all necessary personnel been made aware?
d) Where tasks may impinge on other responsible persons/areas, have affected persons signed to
acknowledge their awareness of the work?

Actions Taken by Permit Holder:

a) Has Permit Holder briefed everyone in the Work Party? Yes / No

b) Do all persons fully understand the safety requirements and the precautions stated on the PTW? Yes / No
c) Are they complying, e.g. using safety clothing as specified, isolating equipment at breaks, etc? Yes / No
If no, specify:

Handover:

a) Was handover of permit done between Permit Issuers at shift change? Yes / No
b) How is this being documented?

c) How has the oncoming shift checked the work?

d) Has there been a handover of jobs between Permit Holders? Yes / No

e) How is this being documented?

Work Suspended/Completed:

a) Has site been left in a safe and tidy condition? Yes / No

b) If work not complete, are isolations secure? Yes / No
c) Are the Permit Issuer and Control Room operators aware of status?
d) Has the permit been correctly signed off? Yes / No

Competence:

a) Have the signatories and others received classroom and practical training in the company's PTW
Yes / No
system?
b) Is the type and frequency of training in accordance with company policy? Yes / No
c) Have the signatories been assessed as competent? Check records.
d) Have the signatories been formally appointed? Check Records. Yes / No
e) Are the appointments still valid?

Permit To Work Inspection Version: Reviewed by:

March 2006
Checklist 1.0 Mike Watson
Document Prepared by: Custodian: Approved by:
Page 4 of 5
Virgilio Sosa DSD/112 Lin-Chien Lee DSD/14 Thomas Jenke
 Section 8 from Document
Uncontrolled when Printed
OE – 03_2006
PTW Inspection Check List
S&D OPERATIONAL EXCELLENCE
DISTRIBUTION PROCEDURE

Summarise Overall Inspection

Signature

Permit To Work Inspection Version: Reviewed by:

March 2006
Checklist 1.0 Mike Watson
Document Prepared by: Custodian: Approved by:
Page 5 of 5
Virgilio Sosa DSD/112 Lin-Chien Lee DSD/14 Thomas Jenke