Permit to work checklist

Permit to work checklist for field safety teams

A strong permit process helps supervisors confirm scope, hazards, controls, approvals, and closeout before high-risk work starts.

permit to work checklist

SafetySphere workflow view

Safety managers, supervisors, and project teams managing high-risk work in Canada and the US.

1

Hot work permits

2

Confined space permits

3

Approval history

4

Closeout records

Hot work permits

Confined space permits

Approval history

Closeout records

permit to work checklist

Confirm the work scope

Permit records should clearly describe the job, location, timing, workers, and conditions that make the work higher risk.

  • Job location
  • Permit window
  • Crew and contractor details
permit to work checklist

Review controls before approval

Approvals are more useful when they are tied to the hazards, controls, isolations, and verification steps required for the work.

  • Hot work and fire watch
  • Confined space entry controls
  • Energy isolation checks
permit to work checklist

Close the permit with evidence

SafetySphere keeps permit requests, approvals, worker sign-on, and closeout evidence connected to the project record.

  • Approval timestamps
  • Worker sign-on
  • PDF permit exports
Free resource

Template sections to use

Use this outline as a planning resource, then digitize the workflow in SafetySphere when your team needs searchable records and reporting.

Work scope

Permit type

Hazards and controls

Isolation requirements

Approver review

Worker acknowledgement

Field verification

Closeout notes

FAQ

Questions safety teams ask

What should a permit to work checklist include?

Include work scope, permit type, hazards, controls, isolations, approvals, worker acknowledgement, field verification, and closeout.

Which permit types can SafetySphere support?

SafetySphere supports hot work, confined space, and configurable permit workflows for field operations.

Can permits connect to FLHAs?

Yes. SafetySphere can keep permits connected to project context, FLHAs, hazards, and approval records.