Permit to Work (PTW) and Safe Work Permit

Automating and digitizing the Permit to Work (PTW) and Safe Work Permit process. Mobile enable your front line workers and field technicians with a Work Permit Process available on tablets and smartphones.



Versify Transmission Substation Switching Procedures Switching Orders

Permit to Work (PTW) is a critical component of managing high risk work activities.  Energy and Utility companies must manage high risk work activities related to the operation and maintenance of generation power plants and wind and solar farms.    Versify improves our customer’s Permit to Work procedure by providing automated and digitized version to improve safety and compliance.

Streamlining the Permit to Work (PTW) Process

Versify’s PTW solution saves time, provides consistent reporting and is web and mobile enabled.  Leverage Versify’s PORTAL Event Management to digitize your permit to work (PTW) forms and checklists using the simple to use Versify form and workflow builder.  Operators and field technicians can access consistent and accurate information via desktop and mobile devices.  Workflows can be configured to enable routing of work, event details and digitized forms between staff, departments and organizations.

Our customers can configure their own PTW form and questionnaire.  Starting with our standard starter templates, they can be easily modified and deployed in minutes.  This allows the flexibility for each customer to tailor the application to their processes.

Operators and field technicians can quickly create an event, fill out the PTW details and save and/or route the permit to others for review and approval.  Versify’s PORTAL Event Management can be used to convert multiple business processes and procedures to an online solution accessible by desktop and mobile devices.

Consistent Accurate Reporting

Streamline Operations

Workflow Enabled

What is a Permit to Work?

A permit to work (PTW) for the energy and utilities industry is a process to ensure the safety of the field technicians and workforce. They are used particularly for hazardous maintenance activities, where there is risk to safety and health.

The permit to work (PTW) is a written record identifying the work to be done and the potential hazards and precautions that need to be addressed.  They are used for coordinating and maintaining safe working conditions.  The process provides guidance to the workforce to identify any possible hazards and the undertake the necessary precautions before the work is performed.

The permit to work (PTW) process addresses the work to be completed, the equipment to be used, how to prepare the location, safety precautions and any procedures that must be followed for safety.  There could also be additional information recorded depending on the needs such as authorizations, permit expiration, emergency actions and final work completion review and approval.  The following information is often captured as part of the PTW process:

  • The description of the work to be performed
  • The location and work area
  • Site representative or person responsible
  • List the person(s) performing the work
  • The work planning and steps to be followed
  • Identify any hazards and the precautions to be taken
  • Identify any permits that may be required
  • The crew or worker acknowledgement
  • An approval to begin working
  • List of checks and review points
  • Emergency procedures and contacts
  • Time limit of the permit to work
  • Any additional information or notes
  • Work close out

Challenges with Manual Permit to Work Processes

Energy and Utility companies struggle with maintaining manual paper documents and forms.  As the workforce becomes mobile, paper documents can be damaged, misplaced or never returned to the central operations team.  This increases the risk that forms aren’t being completed and closed out correctly and maintaining compliance for the Permits to Work becomes ver difficult and time consuming.

Types of Permits

There are typically several types of permits, each addressing a specific type of job or work activity.  A permit to work is traditionally used for non-routine maintenance

  • Hot Work Permit: A work permit is required for work involving the use of a flame or other sources of ignition
  • Cold Work Permit: A work permit is required for potentially hazardous work not covered by other types of work permits
  • Electrical Permit – A work permit is required for work on electrical systems where there is a possibility of contacting energized electrical conductors
  • Confined Space Entry Permit: A work permit is required to allow personnel to enter a confined space such as a tank, vessel, blade, trench, etc.
  • Ground Disturbance Permit: A work permit is required for any excavation or ground disturbance activity that involves digging, trenching, excavating or removing soil or ground

The Permit to Work / Safe Work Permit Procedure

A permit to work (PTW) form must be filled out and the beginning for each day before any work can begin.  The permit must be approved by the appropriate personnel to ensure it has been accurately filled out and all hazards and precautions have been specified.   If the permit form has not been filled out correctly or requires additional information, it will be rejected.  The permit can be resubmitted when all the information has been correctly documented.

60,300 Events. 48 Event Types. 16 Workflows.

Client’s dynamic portfolio requiring coordination across multiple sites, asset managers and executives to monitor operational and financial performance. Fragmented systems and manual processes failed to provide key information.

Versify redefined processes through automated event capture, reporting and decision support tools. Implementation of workflows and digital forms to automate manual business processes and improve consistency of operations.

A Single Platform with Unprecedented Flexibility

Start with Versify’s accelerators or build your own processes using the Versify Portal Platform.


Only have a few assets?

Versify’s Outage Management System Rapid Deployment and Portal Rapid Deployment are an enterprise hardened software-as-a-service cloud solutions.  An economical and practical platform,  Rapid Deployment is designed to meet the needs of small to medium sized IPPs, utilities or municipal energy providers who need to quickly and cost-effectively implement.