WorkflowHealth, Safety & Environment

Electronic Permit to Work

An electronic permit to work system that blocks any permit relying on an isolation another crew still holds

No permit goes live over a held or missing isolation, and every signature is on record.

See one case, screen by screen ↓
target0permitslive over a held or unproved isolation — every permit and every isolation removal is checked against every live permit before work starts
demo4peopleat work on feed pump BFP-2B when a motor test asking for their breaker, IP-17, was blocked on the board
target100%of permits carry the full signed chain, ready for an inspector or an incident inquiry
target15minfrom request to issue, so crews do not stand waiting for three signatures
The problem

Why paper permits let two crews rely on one isolation

Every hazardous job at a power station, substation or water plant runs under a permit to work: the work is described, the energy sources are isolated and locked, an authorised person issues the permit, the crew signs on, and nobody restores the plant until every permit that relies on those isolations is cleared. On paper, the permit and the isolation certificate are separate sheets in separate offices. A second permit that needs an isolation removed — a motor run test, a valve stroke — can be raised against equipment another crew is still inside.

Under time pressure the sign-off order slips: a permit is issued before the isolator has proved the isolation, or a contractor signs on without a current authorisation. The plant is modified and the drawing revision changes, but the standard isolation plan does not. The incoming shift assumes work is finished or an isolation is still in. HSE guidance HSG250 recalls that failures in the permit-to-work system were part of the events that led to Piper Alpha. Lord Cullen found that a night shift restarted a pump without knowing its relief valve had been removed under another permit.

typical2,562citationsfor lockout/tagout in OSHA's FY2025 list — the 4th most-cited standard
typical$165,514maximum OSHA penalty per wilful or repeat violation
typical32%of recordable incidents at 11 utilities had serious-injury-or-fatality potential, against 25 % across all industry
Where a permit's minutes go, from request to issueestimated
By hand70 days
With the solution15 days
  • Reading the work order and writing the permit15 → 3 d
  • Checking the isolation plan against the current drawing10 → 2 d
  • Checking every other live permit on the same equipment10 → 1 d
  • Checking each person's authorisation and induction5 → 1 d
  • Walking the plant for the issuer's, isolator's and performing authority's signatures30 → 8 d

Estimated split for one mechanical permit on a large site, in minutes, by hand and with the solution: three signatures in three places, 10–20 minutes' walk each, plus waiting. Proving each isolation in the field still takes the isolator's time on top.

How it works

How a permit moves

Six specialist agents check every request against the drawing, the live permits and the crew; isolators prove each lock and the issuer signs.

What comes in
Request in4 sources · work order, drawings, people, live permits
Agents at work
Work order readerequipment, energy, steps
Then
Isolation plannerplan vs drawing rev
Conflict checkerevery live permit
Competency checkerevery person
Then
Permit chain keeperorder of signatures
Then
Audit pack writercited trail
A person decides
Isolator and issuerprove each lock, then sign
What comes out
Permit issued
Conflicts blocked
Audit trail
One case, step by step

One motor test, one crew on the pump, one blocked permit

Kestrel Point Power & Water Station runs three combined-cycle units and four desalination trains for Lumina Utilities. Tuesday 13 October 2026, day shift B, 09:14. Here is what happens next, screen by screen, in the working solution.

  1. 0109:14

    The shift opens on the station drawing, not a list

    Callum Reyes · Shift charge engineer

    Callum issues and clears every permit on day shift B. His board is the station mimic — Unit 1, Unit 2 feedwater, Unit 3, the 6.6 kV board 2BA, the 33 kV switchroom, desalination, cooling-water intake and chlorination — with every isolation point drawn as a lock and every live permit as a pin. The strip above reads 11 live permits, 28 people at work, 27 points locked, 4 requests and 1 held back.

    Legend: “Held by a permit · Shared · common certificate · Proposed by a request · Free” · drawing KP-SLD-001 rev K

  2. 02Since 07:42

    Four people inside feed pump BFP-2B

    Tomasz Wolak · Performing authority, Voltaro Pump Services

    PTW-26-04817 is the mechanical seal replacement on BFP-2B. Isolation certificate IC-26-1193 holds five points, each proved by Priya Nair before issue — suction, discharge and recirculation valves locked shut, the casing drain locked open, and IP-17, 6.6 kV breaker 2BA-07, racked out, locked and earthed. The job is at step 7 of 9: laser alignment, coupling refitted, hands on the shaft.

    Hazards listed: “Stored pressure and hot water · Rotating shaft and coupling · 6.6 kV motor supply · Manual handling of the seal cartridge (38 kg)”

  3. 0309:15 · Checks run

    A test permit asks for IP-17 back — and the board blocks it

    Femi Adeyemi · Electrical maintenance lead

    Femi raises PTW-26-04822, a sanction for test: an insulation-resistance test of the BFP-2B motor, then a 2-minute uncoupled run. Callum runs the checks on the board. The isolation planner builds the test plan from standard plan SFT-6.6-MTR rev C: remove IP-17 so the breaker can be racked to service. The conflict checker finds IP-17 held by 04817, draws the conflict on the diagram and blocks the request.

    “A run would turn the shaft they are working on.” · No override on the board

  4. 04The decision

    Two safe routes, and no third

    Callum Reyes · Shift charge engineer

    The request shows why: the work order assumes the motor is uncoupled, but under 04817 the coupling was refitted at step 6. Callum can re-plan the test after 04817 clears, or ask Femi to change the method — an insulation test only, from the switchboard, with the motor cable disconnected. Override is shown, and not available. Callum re-plans the test for 15:45, linked to 04817, so IP-17 stays in until both are closed, and Femi is told.

    “Override · Not available · conflict rule 1, set by the HSE manager”

  5. 05Sharing a point

    One valve, two permits, one common certificate

    Conflict checker

    Sharing is not always a conflict. IP-33, the Train C high-pressure feed valve C-V108, is held by PTW-26-04811 (HPP-C2 bearing change, 3 on) and PTW-26-04812 (CIP tank C internal inspection, 2 on). Both sit under common isolation certificate IC-26-1188, so the board shows the point as shared, and it cannot be removed until both permits are cleared.

    “Common isolation certificate IC-26-1188 · cannot be removed until both permits are cleared”

  6. 0608:44

    The drawing changed; the standard plan did not

    Isolation planner

    PTW-26-04824 is the BCP-3A impeller inspection on Unit 3 after a vibration alarm. The planner compares standard plan BCP-ISO-01 rev C with drawing KP-PID-310 rev F, issued 11 Sep 2026, which added bypass valve 3-V218. The plan lacked it, so the planner adds it as IP-65 and holds the request until an authorised isolator walks it down.

    Limit: the isolation planner never marks a point as isolated — only an authorised isolator, in the field, proves it.

  7. 0708:33

    An expired authorisation holds the roof job

    Competency checker

    PTW-26-04825 is the roof fall-arrest anchor inspection by Brightmast Access. The competency checker checks every named person against the permit type and today's date: Dev Malik's working-at-height authorisation expired on 30 Sep 2026. The request is held until another technician is named or the authorisation is renewed.

    “Dev Malik's working-at-height authorisation expired on 30 Sep 2026 · held by the competency checker at 08:33”

  8. 0809:16 – 09:18

    Every lock proved in the field before issue

    Ravi Menon · Authorised isolator, desalination

    PTW-26-04823, the Strainer D1 basket clean on Train D, passed every check: no live permit holds IP-36 or IP-37, and the crew and isolator are authorised. Ravi locks shut D-V201 and D-V204 and proves each one — lock L-3121, zero pressure at PI-D-201; lock L-3122, zero pressure at PI-D-204. Only then does the decision read “Isolations proved · ready to issue”.

    “Both points are locked and tested. Your signature issues the permit; Joel Mensah then accepts it and signs his crew on.”

  9. 0909:19 · Signed

    Callum signs and issues the permit

    Callum Reyes · Shift charge engineer

    The issue screen shows the work, the area and isolation certificate IC-26-1198 with both points proved by Ravi Menon. The permit is valid to 19:00, then revalidated at handover. Callum signs with his badge and PIN; Joel Mensah accepts on his device and signs his 2 people on, and the permit goes live on the board at Train D.

    Agents check and block; only people isolate, issue, accept and clear.

  10. 1019:00 handover

    The night shift acknowledges every permit

    Permit chain keeper

    The permit chain keeper drafts the handover from day shift B to Aisha Rahman on night shift C: what continues and must be revalidated, what clears before 19:00, the suspended HRSG-1 permit with its isolations in, the two confined spaces that need a gas re-test before re-entry, and the shared point at Train C. Aisha acknowledges each permit, and the acknowledgements are due by 19:15.

    “BFP-2B: PTW-26-04817 holds IP-13 to IP-17. The motor test, PTW-26-04822, is blocked on IP-17 until 04817 clears.”

Who it’s for

Built for everyone who signs a permit.

The same shift, seen by the five people who issue, isolate, test, perform and audit the work — what their day looked like, and what it looks like now.

CR
Callum ReyesShift charge engineer, Kestrel Point · day shift B · issues and clears permits
Permit issuer
Before
Issues and clears 15–25 permits a shift across 3 units, desalination and the 33 kV switchroom, with the isolations on separate sheets in another office.
Now
Sees every permit, lock and crew on the station drawing, and every request checked before he signs. “I'm the last signature before someone puts their hands in the plant. I need to see every other permit on that equipment.”
PN
Priya NairAuthorised isolator, operations · mechanical, LV and 6.6 kV
Authorised isolator
Before
Applies and proves 30–60 isolations a shift and keeps the lock boxes. “If a lock is on, I want to know whose people are behind it.”
Now
Opens the isolation register: every point with its lock, lock box, proving test and the permits relying on it.
FA
Femi AdeyemiElectrical maintenance lead · plans motor and switchgear tests
Electrical maintenance lead
Before
Asks for sanctions for test on equipment other crews may still be working on. “My test was planned for today. Tell me when, don't just tell me no.”
Now
Gets the reason, the crew at risk and a new time — the BFP-2B motor test re-planned for 15:45, linked to the permit holding IP-17.
TW
Tomasz WolakPump supervisor, Voltaro Pump Services (contractor) · performing authority
Performing authority
Before
Leads a 4-person crew on the BFP-2B seal change. “My crew signs on to the permit. That's our lives on that sheet.”
Now
Accepts the permit and signs his crew on only after every isolation is proved, and no test can take back a lock while anyone is signed on.
HO
Helen OkaforStation HSE manager · owns the permit rules
Station HSE manager
Before
Audits permits and answers to the regulator and the board. “When the inspector asks, I want the whole chain in one file, not a box of carbon copies.”
Now
Builds the inspection pack for any permit — 14 pages for PTW-26-04817, every entry cited to its record — and owns the rules, each change saved as a new version.
Built on the engine

6 agents. Each with one job, and hard limits.

Six specialist agents check every request against the drawing, the live permits and the crew; isolators prove each lock and the issuer signs.

Work order reader

Reads the maintenance work order and job plan: the equipment tag, its energy sources and every step that changes the plant's state — run, stroke, energise or test — and any assumption the work order makes, such as “motor uncoupled”.

  • Never adds work to a permit that is not in the work order
  • Cites the work order line for every fact
Isolation planner

Builds the isolation plan from the standard isolation library and the current drawing revision, compares it device by device, and adds any isolating device the drawing has that the plan lacks, marked for walk-down. For a sanction for test, it lists the isolations to be removed.

  • Never marks a point as isolated — only an authorised isolator proves it in the field
  • A drawing change always holds the request
Conflict checker

Checks every new permit and every isolation removal against every live and suspended permit: shared points, points to be removed and work in the same plant area. A conflict names the permit, its crew, its job step and the safe routes.

  • Never lets a permit go live over a conflict; the block cannot be overridden from the board
  • Runs on every removal as well as every issue
  • A shared point is allowed only under a common certificate
Competency checker

Checks the issuer, the isolator, the performing authority and every crew member against the permit type and today's date — authorisation, expiry, contractor induction and required training — and says who is not current.

  • Never grants or extends an authorisation
  • An expired authorisation always holds the request
Permit chain keeper

Enforces the sign-off order — no issue before isolations are proved, no work before acceptance and crew sign-on — watches gas-test validity, expiry and revalidation, and drafts the shift handover.

  • Never signs for a person
  • Never clears a permit with anyone still signed on
Audit pack writer

Assembles the full chain of a permit, or a period, for an inspection or an inquiry: the permit, the isolation certificate with its proving tests, the crew sign-on and sign-off, every agent check, linked requests and the rules in force.

  • Never edits a record; the trail is append-only
  • Every line cites its source
Shift charge engineer

Issues and clears; the isolator proves every lock. The agents propose; a named person decides.

Ask in plain words

Ask about any permit, isolation point or person

Ask about any permit, isolation point, person or the handover — or say what to prepare. Every answer points to its record.

Why is PTW-26-04822 blocked?

The motor test needs IP-17, breaker 2BA-07, racked back to service for a 2-minute run. IP-17 is one of the five isolations holding PTW-26-04817: Voltaro's crew of 4 on BFP-2B. They are at step 7, laser alignment, with the coupling refitted, so the run would turn the shaft they are working on. Conflict rule 1 allows no override. The earliest safe time is after 04817 clears, planned 15:30.

Which isolation points are shared by two permits?

One: IP-33, Train C high-pressure feed valve C-V108. It is held by PTW-26-04811 (HPP-C2 bearing change, 3 on) and PTW-26-04812 (CIP tank C entry, 2 on) under common certificate IC-26-1188. It cannot be removed until both are cleared.

What does the night shift need to know at 19:00?

12 permits are active. 6 continue past 19:00 and need Aisha Rahman to revalidate them, 5 are planned to clear before then, and 1 stays suspended with its isolations in. Both confined spaces, HP heater 6 and CIP tank C, need a gas re-test before re-entry. BFP-2B: 04817 holds IP-13 to IP-17, and the motor test stays blocked until it clears.

Build the inspection pack for PTW-26-04817

Building it now: the permit, isolation certificate IC-26-1193 with its 5 proving tests, the crew sign-on and every agent check, each cited to its record. It includes the linked motor test and conflict rules version 14.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

The permit boardThe station drawing with every isolation point as a lock, every live permit as a pin, the new requests and the live permits beside it.
A conflict, drawn on the diagramThe motor test needs IP-17 back; the board blocks it, names the crew at risk and shows the agents' checks step by step.
The blocked requestThe work order, the test plan, the point held by another permit and the only safe routes — with no override.
One live permitWork, hazards and controls, the enforced approval chain, job progress and the isolation certificate with locks and proving tests.
A shared isolation pointIP-33 held by two permits under one common certificate, with its lock, proof and the permits relying on it.
Plan checked against the drawingA valve added in drawing revision F is missing from the standard plan, so the request is held for a walk-down.
Isolations provedEach point locked and tested in the field by the authorised isolator, with lock number and proving test, before issue.
Sign and issueThe issuer signs with badge and PIN; the performing authority then accepts and signs the crew on.
The isolation registerEvery point held, shared or proposed, with its method, lock, lock box, who proved it and the permits relying on it.
Shift handoverEvery active permit at 19:00 with the isolations left in, the drafted notes, and an acknowledgement from the incoming engineer.
People and authorisationsWho may issue, isolate, perform and test, by permit type and expiry — with the expired authorisation that held a request.
Audit trail and inspection packThe append-only chain of one permit and the inspection pack built from it, every entry cited.
Your rulesConflict rules, validity and clocks, approval chains by permit type, competency rules and who owns them.
Governance

Built for a safe system of work: checked, proved, signed, on the record.

A block with no overrideA permit that would remove an isolation another permit holds is blocked, and the block cannot be overridden from the board. Changing that rule needs the HSE manager and the station manager.
People isolate, issue and clearAgents check, block and draft. The authorised isolator proves every point, the shift charge engineer issues with badge and PIN, and the performing authority accepts and signs the crew on. No permit is cleared while anyone is signed on.
Every lock proved before issueEach isolation carries its lock number, lock box, the person who proved it, the time and the proving test — zero pressure at a named gauge, dead at the motor terminals, earth applied.
Every check cites its recordEach agent check points to the work order, the drawing revision, the live permit or the authorisation record it used, so the issuer sees why a request is clear, held or blocked.
An append-only trailEvery request, check, isolation, signature and clearance is recorded with the person, the time and the evidence, ready for an inspection or an incident inquiry.
Versioned rules, contractors in their laneThe rules are set by the station HSE manager and every change is saved as a new rule version. Contractors see only the permits they perform, and the station's data stays with the utility.
Configuration

Your safe system of work, not ours

Conflict rules, clocks, approval chains and competency rules are settings, owned by the station HSE manager and saved as a new version with every change.

SettingDefaultChoose from
Block a permit that would remove an isolation another permit holdsAlways onLocked on — no override from the board; changing it needs the HSE manager and the station manager
Shared isolation points only under a common isolation certificateOnOn · Off — both permits are cross-referenced and the point cannot be removed until both are cleared
Flag work in the same plant areaOnOn · Off — simultaneous jobs in one area are shown to the issuer before issue
Isolation plan must match the current drawing revisionOnOn · Off — a device on the drawing that is missing from the plan holds the request
Permit valid to12 hSet in hours — revalidated by the incoming engineer at each handover
Gas test valid for (confined space)2 h1 h · 2 h · 4 h — a re-test is required before re-entry when it lapses
Handover acknowledgement due15 min10 min · 15 min · 30 min after the start of the incoming shift
Contractor site induction valid for12 months6 months · 12 months · 24 months — checked for every contractor signing on
Connections

Works with the records a permit already depends on

Work ordersthe maintenance work order and job plan — equipment, energy sources, steps that run or test the plant
Isolation plans and drawingsthe standard isolation library, process drawings and single-line diagrams, by revision
Competency recordsstaff and contractor authorisations by permit type, inductions and expiry dates
Active permits and isolationsevery live and suspended permit, isolation certificate, lock and lock box
Network controlremote-end isolations confirmed by network control, such as an open, locked and earthed substation breaker
Station safety rulesconflict rules, approval chains by permit type and the rules version in force
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
0
permits live over a held or unproved isolation
11 of 11 live permits
checked against every other permit
target
100%
of permits carry the full signed chain, ready for an inspector
target
15min
from request to issue, so crews do not wait
Paper, walked45–90 min
With agents≈ 15 min

“demo” = seen in the working solution, on its sample station data · “target” = the design goal, measured in the live solution · “estimated” = our estimate (the minute split, from three signatures in three places and a 10–20 minute walk each) · “typical” = published figures: OSHA most frequently cited standards FY2025 — lockout/tagout (29 CFR 1910.147) 4th, 2,562 citations; maximum penalty $165,514 per wilful or repeat violation (2025 amounts); DEKRA study of 1,060 recordable incidents at 11 utilities — 32 % with serious-injury-or-fatality potential, against 25 % across all industry. Context: UK HSE HSG250, Guidance on permit-to-work systems, and Lord Cullen's Piper Alpha findings; OSHA 29 CFR 1910.269(d) and (m). Lumina Utilities, Kestrel Point Power & Water Station, the contractors and the people named on this page are fictional — characters and sample data in the working solution.

Questions

What plant, network and safety teams ask us.

What is an electronic permit to work system?

An electronic permit to work system (ePTW) replaces paper permits and isolation certificates with one record: the work, its isolations, the approval chain and every signature. Electronic Permit to Work puts every live permit on a board drawn over the plant diagram, checks each request against the drawing, every live permit and every person on the crew, and keeps the full trail.

How does it stop two permits relying on one isolation?

The conflict checker runs on every new permit and every isolation removal, against every live and suspended permit. A request that would remove an isolation another permit holds is blocked and drawn on the diagram, with the crew at risk and the safe routes. A point may be shared only under a common isolation certificate, and it stays in until both permits are cleared.

Can a permit be issued before the isolations are proved?

No. The permit chain keeper enforces the order set for each permit type: requested, plan checked, isolations proved by an authorised isolator, issued, accepted, crew signed on. Each point records its lock number and proving test, and the issue button only appears once every point is proved.

How does it handle shift handover and revalidation?

The permit chain keeper drafts the handover: which permits continue and must be revalidated, which clear before the change of shift, suspended permits with their isolations in, and gas re-tests due for confined spaces. The incoming shift charge engineer acknowledges every permit, within 15 minutes of the start of the shift by default.

Does it check contractor and staff competency?

Yes. The competency checker checks the issuer, the isolator, the performing authority and every crew member against the permit type and the date, including contractor site inductions. An expired authorisation always holds the request; the checker never grants or extends one.

Is it permit to work software for utilities — power and water?

Yes. It is built for generation, networks and water: the working solution runs a combined-cycle station with desalination trains, a 6.6 kV unit board, a 33 kV switchroom, cooling-water intake and chlorination. Approval chains cover general and mechanical, confined space, high voltage, sanction for test, hot work and work at height, and remote-end isolations confirmed by network control.

Do people stay in control?

Yes. Agents check, block and draft; they never isolate, issue, sign or clear. The authorised isolator proves every lock, the shift charge engineer issues and clears, and the performing authority accepts and signs the crew on. The conflict block has no override on the board, and changing the rule needs the HSE manager and the station manager.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your permit procedures, approval chains, standard isolation plans, drawings and authorisation records — and it goes live once every quality gate has passed. We will walk you through it on your own permits first.

See it on
your permits.

We'll run Electronic Permit to Work on a sample of your own work orders, isolation plans and drawings.