SP 2329

Petroleum Development Oman L.L.C.
Permit to Work System
Document ID SP-2329
Document Type Specification
Security Unrestricted
Discipline Production Operations
Owner UOP – Functional Operations Manager
Issue Date September 2022
Revision 6.3
This document is the property of Petroleum Development Oman, LLC. Neither the whole nor any part of this
document may be disclosed to others or reproduced, stored in a retrieval system, or transmitted in any form
by any means (electronic, mechanical, reprographic recording or otherwise) without prior written consent of
the owner.
Revision 6.3
Petroleum Development Oman LLC Effective: Sept-22
This page was intentionally left blank
Page 2 SP-2329 – PTW System Printed 03/11/22
The controlled version of this CMF Document resides online in Livelink®. Printed copies are UNCONTROLLED.
Revision 6.3
i Revision History
The following is a brief summary of the most recent revisions to this document. Details of all revisions
prior to these are held on file by the issuing department.
Revision
Date Author Scope / Remarks
No.
Adding:
- Two R&R in part 5.1.3
Agreement of affected
custodian.
Mahmood Khayari - And adding in Part 4.1 Permit
6.3 Sept-22 Applicant shall review PDO LFIs
UOP63
(Learning from Incidents);
attach any LFIs that are relevant
to the permit and add additional
controls as required.
New drone activity added. Notification of

Work activity list updated. PTW
6.2 Jun-22 Ian Campbell Licensing information updated with new
NFF.
Added 13.6.20 to mandate pigging PTW
6.1 Dec-21 Ian Campbell requirements including use of Class B
PTW
Adding PTW licensing NFF, updating
6.0 Sept-21 Ian Campbell licensing criteria including EPZ and
notification of work table updates
Adding Section 20: ePTW
Supplementary Certificates Not to be
5.0 April-21 Ian Campbell Used
Updating section 14 activities
Adding 6.2 section to Appendix 2.0
Updating Section 19 and appendix 9
4.0 Nov-20 Ian Campbell
with SOP
Add details on Licensing of PTW
2.0 JUN-20 Ian Campbell
signatories
1.0 Dec-19 Ian Campbell New Specification created
Revision 6.3
ii Related Business Processes

Code Business Process (EPBM 4.0)
EP 72 Maintain and Assure Facilities Integrity
iii Related Corporate Management System (CMS) Documents

The related CMS Documents can be retrieved from the CMS Portal.
CP-122 Health, Safety and Environment Management Manual

CP-114 Maintenance CoP
CP-118 Well Life Cycle Integrity
CP-115 Operate Surface Product Flow Assets
PR-1172 Permit to Work Procedure
PR-XXXX Any PR relating to or impacting the preparation or execution of a PTW activity
GU-624 Permit to Work Licensing Guideline
Revision 6.3
TABLE OF CONTENTS
i Revision History ................................................................................................................3
ii Related Business Processes ............................................................................................4
iii Related Corporate Management System (CMS) Documents ...........................................4
Executive summary ...........................................................................................................9
1.1 Scope .......................................................................................................................... 9
1.2 Objectives ................................................................................................................... 9
1.3 Changes to the document........................................................................................... 9
1.4 Step-out approval ....................................................................................................... 9
1.5 System custodian and focal points ............................................................................. 9
The PTW system ............................................................................................................ 10
2.1 What is a PTW system? ........................................................................................... 10
2.2 PTW Facility Requirements ...................................................................................... 10
2.3 Who is involved in the PTW system? ....................................................................... 11
2.4 Who decides on whether a PTW is necessary and which type?.............................. 11
2.5 What types of PTW are there? ................................................................................. 11
2.6 The type of work that needs a PTW ......................................................................... 18
Contractor’s Own PTW System Use .............................................................................. 20
Applying for a PTW ........................................................................................................ 21
4.1 PTW process flow ..................................................................................................... 21
4.2 How to complete a PTW form ................................................................................... 22
4.3 Gas testing ................................................................................................................ 27
4.4 Level 2 Job Health Safety and Environment Plan (JHSEP) ..................................... 29
4.5 Applying for Task SOP PTW .................................................................................... 30
Permit to Work Meeting .................................................................................................. 31
Briefing of the Permit Holder by the Permit Applicant .................................................... 33
Issuing a PTW ................................................................................................................ 34
7.1 Pre Issue by Responsible Supervisor....................................................................... 34
7.2 Mechanical isolations ................................................................................................ 34
7.3 Electrical isolations ................................................................................................... 34
7.4 Daily Validation by the Area Authority ...................................................................... 35
The Permit Holders role in managing the PTW ............................................................. 36
8.1 Before work starts ..................................................................................................... 36
8.2 During the work ......................................................................................................... 37
8.3 Recording gas tests .................................................................................................. 37
Revision 6.3
8.4 Briefing the work party .............................................................................................. 38

8.5 Suspension of work .................................................................................................. 42
8.6.1 What to do if the ePTW system is unavailable .......................................................... 43
8.6.2 What to do if the GIS system in ePTW system is down ............................................ 44
Ongoing PTW activity control and coordination by the Responsible Supervisor ........... 45
9.1 Changeover of key personnel ................................................................................... 45
9.2 PTW re-validation ..................................................................................................... 45
9.3 PTW cancellation ...................................................................................................... 46
9.4 PTW archiving........................................................................................................... 47
PTW Multi-roles (for licensed personnel only) ............................................................... 48
Isolation Process ............................................................................................................ 49
11.1 Isolating Authority ..................................................................................................... 49
11.2 Isolation Certificate (Mechanical/Electrical) .............................................................. 49
11.3 Isolation Request ...................................................................................................... 49
11.4 Isolation Design ........................................................................................................ 50
11.5 Approval for isolation ................................................................................................ 51
11.6 Isolation Template .................................................................................................... 51
11.7 Applying the Isolation................................................................................................ 51
11.8 Securing the Isolation ............................................................................................... 51
11.9 Unable to Implement ................................................................................................. 52
11.10 Proving the Isolation ................................................................................................. 52
11.11 Recording the Isolation ............................................................................................. 52
11.12 Master Isolation ........................................................................................................ 52
11.13 De-Isolation ............................................................................................................... 52
11.14 De-Isolation for Test ................................................................................................. 53
11.15 Extended Period Isolations (EPIs) ............................................................................ 54
11.16 Extended Period Isolations Auditing ......................................................................... 54
11.17 Isolation for spading .................................................................................................. 54
11.18 Unrecorded isolations ............................................................................................... 54
Vehicle access ............................................................................................................... 55
Rules for PTW work for particular activities ................................................................... 56
13.1 Fault finding .............................................................................................................. 56
13.2 Construction work ..................................................................................................... 56
13.3 Seismic work ............................................................................................................. 57
13.4 Geomatics survey work ............................................................................................ 58
Revision 6.3
13.5 Pipeline work............................................................................................................. 58

13.6 Work in operational areas ......................................................................................... 59
13.7 Marine Operations .................................................................................................... 64
13.8 Government Gas Operations .................................................................................... 66
13.9 Electrical safety rules and PTW interfaces ............................................................... 66
13.10 PTWs for ESP activities ............................................................................................ 68
13.11 Drone activities ......................................................................................................... 70
PTW for Drilling Rigs ...................................................................................................... 71
14.1 PTW systems on contractor operated drilling rigs .................................................... 71
14.2 Activities requiring signature from the PDO Drilling Supervisor when the contractor PTW
system is adopted. .............................................................................................................. 72
14.3 Workshop Activities .................................................................................................. 72
14.4 Work done on or near drilling rigs by departments other than Well Engineering ..... 72
PTW for Well Engineering .............................................................................................. 74
15.1 Use of well flushby units (FBU) ................................................................................ 74
15.2 Wireline and Well Services ....................................................................................... 74
15.3 Flaring operations in Well Engineering shall comply with the following: .................. 75
Work in Dedicated Workshops/Warehouses ................................................................. 76
Specific rules relating to work in remote locations ......................................................... 77
17.1 Remote site working ................................................................................................. 77
17.2 Worksite examination for some Class B PTWs in a remote location ....................... 77
17.3 PTW validation exceptions in a remote location ....................................................... 77
17.4 Isolating flowlines in a remote location ..................................................................... 77
17.5 Finishing work at the end of shift in a remote area................................................... 77
17.6 Permit cancellation in remote location ...................................................................... 77
17.7 Area Authority hand over in remote location ............................................................ 78
17.8 Permit Holder hand over in remote location ............................................................. 78
Training and licensing of PTW signatories ..................................................................... 79
18.1 General Requirements .............................................................................................. 79
18.2 Training course assessment tests ............................................................................ 79
18.3 Licensing policy ........................................................................................................ 79
18.4 Licensing Panel ........................................................................................................ 81
18.5 Licensing of Permit to Work Candidates .................................................................. 82
18.6 Re-licensing .............................................................................................................. 84
PTW monitoring, auditing and system review ................................................................ 85
19.1 Assurance ................................................................................................................. 85
Revision 6.3
19.2 Monitoring of the PTW system ................................................................................. 85

19.3 Auditing of the PTW system ..................................................................................... 85
19.4 Review of the PTW system....................................................................................... 90
ePTW Supplementary Certificates Not to be Used ........................................................ 91
Appendix 1 – PTW type and controls for activities in each type of work area ......................... 92
Appendix 1.1 Notification of Work Activities (Not for use in Gas or EPZ Area) ....................... 99
Appendix 2 - PDO Contractor In-house PTW systems .......................................................... 101
Appendix 3 – Task SOP Process........................................................................................... 110
Appendix 4 - Daily log, Gas test record and E-PTW user guide ........................................... 111
Appendix 5 – Pigging authorisation form ............................................................................... 112
Appendix 6 – Vehicle Access Checklist ................................................................................. 114
Appendix 7 – PTW Licensing Sample Questions .................................................................. 115
Appendix 8 – Definitions and abbreviations ........................................................................... 120
Appendix 9 – PTW Effectiveness Assessment ...................................................................... 121
Appendix 10 – Drone Activities .............................................................................................. 122
Revision 6.3
Executive summary
A Permit to Work (PTW) system determines how a job can be carried out safely and is a control to
ensure all risks have been minimised. Compliance with a suitable and sufficient PTW will ensure
safety. It is a legal requirement under Omani Law - Ministerial Decision 286/ (2008).
This specification describes the requirements of PDO’s PTW system.
1.1 Scope
This PTW specification shall be used in all PDO operations and contracts, unless a contractor
has opted out by using his own PDO approved system. Any contractor PTW system in use
in PDO shall be approved and shall comply with all the requirements as detailed in section
titled ‘Contractor’s Own PTW System Use’. This specification explains the PDO PTW system,
defines when a PTW is required and the PTW approval and control process.
1.2 Objectives
The PTW system is an essential PDO HSE management process ensuring awareness of the
work hazards and the controls required to work safely in hazardous areas or activities. It
provides a process ensuring non-routine, hazardous or potentially hazardous activities can
be conducted safely.
1.3 Changes to the document

Responsibility for the upkeep and authorising changes to this document is the Functional
Production Manager - UOP.
Users of the document identifying inaccuracy or ambiguity can email the Custodian (UOP/6)
to request changes.
1.4 Step-out approval

Compliance with this Specification is mandatory at all times.
1.5 System custodian and focal points

UOP6 is responsible for providing steer to both ensure the robustness of PTW system,
provide implementation support, coordinating system maintenance and ensuring the content
and suitability of PTW training.
Asset Directors are responsible for the implementation of the PTW system and appointing
PTW focal points within their Area.
Revision 6.3
The PTW system

2.1 What is a PTW system?
A PTW system authorises specific people to conduct specific work at a specific time and
location. It ensures proper planning of the work and that risks are adequately managed by
formalising the required controls. It ensures communication between site management,
supervisors, operators and the work crew and is required for all work identified as being
hazardous or potentially hazardous.
PDO have invested in eVision an electronic PTW system that, in addition to the features
mentioned above, provides certain logic gates and controls to further enhance the control of
work. The eVision system also provides a graphical overview of all work enabling the speedy
identification of conflicts.
2.2 PTW Facility Requirements

A dedicated PTW office shall be set up in each area, the asset shall decide the number and
location of the PTW offices required to effectively operate the system.
The main PTW office shall as a minimum contain the following equipment:
PC(s) with connectivity to allow the OI/PTW coordinator to manage the system and the AA/PH
to issue and suspend permits.
A Location Plot Plan and magnetic markers to highlight areas of risk including but not limited
to TPE, Temporary Repairs, Weeps and Seeps. The board shall also be used to mark the
locations of permits in the event of an ePTW system failure.
A rack for copies of suspended permits shall also be available for use in the event of an ePTW
system failure.
A rack for live and de-isolated for test isolations. The rack shall be capable of holding the copy
of the isolation as well as any associated isolation tag stubs.
A rack for Extended Period Isolations.
A rack for copies of live permits shall also be available for use in the event of an ePTW system
failure.
A Process Isolation Wall is not a mandatory requirement for the PTW facility, however where
these do exist they shall be kept up to date. A Process Isolation Walls is a large schematic
diagram of the process plant constructed on magnetic tiles. Each piece of equipment including
vessels, valves etc. have holes strategically drilled to allow the insertion of coloured pegs
depicting the status of any particular isolation or groups of isolations. The isolation boundaries
can be clearly identified together any supporting references.
A dedicated area to store all PTW associated documentation that has a wet ink signature
including but not limited to gas tests, confined space entry logs, TRIC cards, method
statements, check sheets, any other documents containing a signature.
Revision 6.3
2.3 Who is involved in the PTW system?

Only personnel who have successfully attended training and been formally licensed in a PTW
role is authorized to sign in the PTW system namely:
1. Permit Applicant (applies for a PTW) *
2. Permit Holder (accepts a PTW and supervises the work) *
3. Production Coordinator (counter signs, verifies and assures a PTW)
4. Responsible Supervisor (authorises, verifies and assures a PTW) *
5. Area Authority (validates, verifies and assures a PTW) *
6. Other Affected Custodian (counter signs a PTW) *
7. Authorised Gas Tester (conducts gas testing as part of a PTW)
8. Isolation Authority (isolates as part of a PTW) *
9. Area Planner
Formally licensed roles are marked *
Personnel shall be licensed in line with GU 624 requirements.
2.4 Who decides on whether a PTW is necessary and which type?

Prior to any work commencing, the Permit Applicant shall review the 14 day plan and create
permits to fulfil the work requirements. He will consult the PTW procedure to determine if a
PTW is required, what type is required and the necessary control.
2.5 What types of PTW are there?

2.5.1 There are four types of PTW document.
 Class A PTW - Red lined form – high risk work
 Class B PTW - Blue lined form – medium risk work
 Task SOP Permit/Notification of work – specific routine tasks
 No permit job - White edged form – low risk work
Revision 6.3
2.5.2 Class A PTW
A Class A PTW has a maximum authorisation period of 14 days with a 7 day extension
allowance subject to the Responsible Supervisor approval.
It is used for controlling high risk work with a major incident risk e.g. fire, explosion.
It requires:
 72 hours notice (except for unplanned but essential work.)
 Production Coordinator approval.
 A site visit and examination on the first day before work starts by the Responsible
Supervisor and Permit Applicant before the Responsible Supervisor initially authorises the
PTW in a process facility. The Responsible Supervisor can delegate site visits to an
alternative licensed Responsible Supervisor.
 A Job HSE Plan is mandatory when creating a Class A PTW.
 Thereafter for work in a process facility a daily visit and examination to revalidate the PTW
by the Area Authority
 A site visit and examination by the Area Authority on the first day of work in hydrocarbon
areas unless the Responsible Supervisor has authorised the delegation of this
requirement to an Authorised Gas Tester.
 Daily revalidation by the Area Authority
Revision 6.3
2.5.3 Class B PTW
A Class B PTW has a maximum authorisation period of 28 days with a 7 day extension
allowance subject to the Responsible Supervisor approval.
It is used to control medium risk work. It requires:
 48 hours notice (except for unplanned but essential work)
 Production Coordinator approval (where PTW is associated with a full isolation)
 Authorisation by the Responsible Supervisor.
 A Job HSE Plan is mandatory when creating a Class B PTW.
 A site visit and examination by the Area Authority for him to authorise the PTW in a
process facility on the first day before work starts.
 Daily revalidation of the PTW by the Area Authority.
2.5.4 Task SOP Permit/Notification of work

The Task SOP permit is an outcome of PDO’s lean approach to working and forms part of
the manpower efficiency initiative. The PTW simplification project focuses on low risk high
volume routine activities. A Task SOP permit is created for a specific task following a
standard format, it has an associated standard risk assessment that shall be preapproved by
UOP6 and MSE4. This approval is granted after review of the task and associated controls
and is an agreement that the task is low risk and the standard controls in the risk assessment
brings the overall risk to ALARP.
In addition to the standard risk assessment the permit applicant shall review the risk
assessment for any additional hazards relating to the task or area/environment that have not
been captured. This is an essential process to ensure understanding of the work hazards
and the controls required to work safely in hazardous areas. The activities shall to be
supervised by licensed permit holder with limit of maximum number of 20 workers including
holder. The maximum number of “Task SOP permits” allowed per holder is 4 “Task SOP
Revision 6.3
permits” at a time however these should be close to each other in a way that all worksites
are visible to the holder and logically can be controlled by him.
Refer Appendix 3 for assurance task.
Original - - - - - - - - - - - - - - - - - - - - - - in Worksite
1st page Information Copy- - - - - - - - Responsible Supervisor’s
Archive after close out with- - - - - - - - Discipline supervisor
A Task SOP PTW has a maximum authorisation period of 7 days, the normal working hours
is day time from 6:00AM to 19:00PM unless other additional hours have be considered and
included in the risk assessed in creation stage of “Task SOP permit”.
It is used to control certain low risk routine activities. It requires:
 The activity to be included in the 14 day plan prior to authorizing the Task SOP permit to
commence.
 A specific risk assessment to be attached to the Task SOP PTW document which shall
be used to communicate hazards and controls to the work crew.
 Authorisation by the Responsible Supervisor.
 A work site check and examination by the permit holder for before work starts for each
location.
 Daily revalidation of the Task SOP PTW by the permit holder.
 Communicating to discipline supervisor in daily basis in moving to work and back to the
base safely, for tracking purpose.
 The Task SOP shall be identified in the ePTW system by positioning a Notification of Work
(NoW) icon at the worksite. This shall be done on a daily basis by the permit holder, permit
applicant or supervisor of the holder. Prior to signing any PTW in his area the Area
Authority shall check the ePTW system for any Notification of Work (NoW) in the
surrounding area and manage any conflicts accordingly ensuring that all parties are
informed or stopping work as appropriate.
The Task SOP Permit process shall have its own procedure.
2.5.5 Task SOP PTW Forms

Activities classified as high volume low risk routine work are converted to Task SOP PTW
and saved in a dedicated area. These activities may be subject to some improvement at any
time following site feedback and experience gained in operating the system. It is important
that the latest version of the Task SOP is always used.
Task SOP PTW forms contain 6 steps; Role and Responsibilities, Filling guide, Reporting
Guide/sheet & Task SOP life cycle in Appendix 3.
Revision 6.3
2.5.6 Task SOP Notification of Work (NoW)
Note:
Permit applicant should write RA code in the description/Title box. Also the Task SOP hard copy and
RA should be attached in ‘’NOW’’.
The details of each Task SOP activity are transferred to the NoW and submitted to the Responsible
Supervisor for authorization. Once the NoW has been issued by the RS, the document is suspended
and re-issued by the Permit Holder or his Supervisor without further input from the operations team.
This cycle is continued until the NoW reaches its end date at which point the Permit Holder shall
close out the NoW and update the remarks.
Revision 6.3
2.5.7 No PTW Job Form

Where a Class A, Class B PTW or Task SOP Permit are deemed not applicable a ‘No Permit
Required’ job shall be agreed and authorised . The “No Permit Job” form shall be used.
A no permit job requires:

 The ‘No permit job form’ requires to be signed by the Responsible Supervisor for the
purposes of work tracking to ensure that no other work in the area will impact on the
safety of the work not requiring a PTW
 All the criteria on the ‘No Permit Job’ form need to be satisfied.
 A Job HSE Plan is mandatory when creating a No Permit Job.
 The supervisor of the work and the Responsible Supervisor to agree the duration of the
work and review date. The maximum time between reviews is 28 days.
 No Permit jobs are classified in Appendix 1.
 Working without a PTW under a ‘no permit job’ on familiar work still requires controls to
be in place including written procedures, competent staff, a Job HSE Plan, TRIC card
and diligent supervision). In addition, the supervisor shall be licensed in the area.
2.5.8 Urgent work requiring a PTW

A suitable and sufficient PTW is vital when dealing with any urgent work as the time pressures
to resolve the urgency could easily lead to mistakes and shortcuts. The PTW process
ensures that whatever the time pressures, the risks and controls are considered and the work
of other affected custodians is considered
Due to the urgency of remedial work, the mandatory notice periods do not apply to
emergency work, however when submitting the PTW the Permit Applicant must clearly state
to the Responsible Supervisor that it is required for urgent work, the nature and justification
of the urgency, and any particular risks that the urgent situation presents.
Revision 6.3
2.5.9 What type of PTW do I need?

The type of PTW required depends on the hazards resulting from:
1. The classification of the work location.
2. The type of work that shall be conducted.
3. The ePTW system will dictate the type of permit required by following the questionnaire
which is structured on the activity list given in Appendix 1.
2.5.10 The classification of the work location:

Work locations are split into 4 main categories
 Process facilities
 Hydrocarbon areas
 Critical sour
 Non hydrocarbon areas (which include those listed below)
o Restricted areas
o Work in areas controlled by the PDO Electrical Department
o Work in other areas under PDO control
o Work in areas not under PDO control
2.5.11 Process facility

The area within the boundary fence of any processing facility (including Steam, Water
Treatment, Polymer and other EOR plants), In addition:
 Gathering, Pumping and Power stations.
 Terminals.
 Other fenced hydrocarbon storage, processing and utility areas.
 The level area around a hydrocarbon production or well location when the well is
flowing. Unless the well has been mechanically plugged or closed in on the tree valves
in which case it is classified as a hydrocarbon area.
2.5.12 Hydrocarbon areas

The area outside the boundary fence of a process facility where hydrocarbons are or have
been present. The areas include:
 External areas within 50m of the process facility boundary fence except the area outside
of a water injection manifold area which is fenced. Although inside the fence is classed
as a Process area, the area outside the fence can be treated as a Non Hydrocarbon
area.
 Areas within 50m of an exposed section of flowline/pipeline.
 Work within 10m of an interfiled gas pipeline (whether or not it touches the line).
 Any work within 25m of the Main Oil Line or SOGL Gas Line. (see GU-501 - Guidelines
for Excavating and Working Around Live Pipelines) i.e. Within the pipeline Right Of Way
 Work by non drilling personnel within 100m of a drilling rig/hoist
 Area around a well location which has been down rated from a process facility area.
Revision 6.3
2.5.13 Critical sour areas

An area within an Emergency Planning Zone (EPZ) of a Critical Sour area. The extent of the
EPZ shall be clearly marked on the GIS map in eVision. All work within the EPZ requires a
PTW and shall comply with the requirements of PR-1190.
2.5.14 Non hydrocarbon areas

An area where hydrocarbons has never been present including:
 Areas of land outside process facilities and hydrocarbon areas, including construction
sites for new facilities before hydrocarbons have been introduced and in areas
surrounding fully welded pipelines and flowlines.
 Work by electrical personnel in electrical switching stations and on power distribution
systems, done in accordance with Electrical Safety Regulations.
 Administration, recreation or accommodation buildings including work on domestic gas
and electric systems.
 Work in laboratories and medical facilities.
 All process facilities are classified as ‘Restricted Areas’, however some non process
facilities such as telecoms facilities are also classified as ‘Restricted Areas’.
 Work in areas controlled by PDO which are not classed as process facilities, hydrocarbon
areas, restricted areas or electrical installations may not require a PTW.
 Working without a PTW under a ‘no permit job’ on familiar work still requires controls to
be in place including written procedures, competent staff, a Job HSE Plan, TRIC card
and diligent supervision). In additional, the supervisor shall be licensed in the area.
2.5.15 Work in areas not under the control of PDO

Where PDO or its contractors work in areas outside of PDO control the following will apply:-
 Comply with the PTW system of the asset owner.
 PDO’s Responsible Supervisor or Area Authority shall countersign the PTW after they
have confirmed any additional controls they have requested have been implemented.
Where the additional controls are not accepted by the asset owner then they will prohibit
PDO staff or contractors from starting work.
2.6 The type of work that needs a PTW

2.6.1 PTW type and controls for activities in each type of work area
The activities, specific PTW type and controls that are required for any type of work in each
area are communicated in the table in Appendix 1.
2.6.2 Activities not in the table

For any activities not included in the table in Appendix 1 the hazards shall be assessed by
the Permit Applicant and Responsible Supervisor and a PTW of the most appropriate class
shall be raised. UOP/6 should be informed if the activity not in the table is conducted
regularly and needs to be added to provide clarity in the next revision.
Revision 6.3
2.6.3 Additional restrictions for hot work in hazardous zones

Hot work is prohibited in areas classified as Hazardous Zone 0 or Hazardous Zone 1.
If hot work cannot however be avoided and is essential the Responsible Supervisor formally
proves there is no other alternative practicable way of avoiding hot work before authorising
it in these zones. He must also ensure the following:
 The process system(s) which resulted in the area being classified as Zone 0 or 1 are
shut down, isolated, de-pressurised, drained and purged so the hazard leading to the
area classification as Zone 0 or Zone 1 is removed during the hot work.
 Prior to any open flame/spark generating Hot work within a process facility a site visit by
the Production Coordinator shall be conducted to agree that the proposed work can go
ahead. He shall also ensure that the controls/mitigation and recovery measures are
sufficient to mitigate the risk to ALARP.
 Hot work may take place within a fully certified habitat if risk assessed and approved by
MSE4 Technical Safety.
2.6.4 Multiple activities

Where multiple activities are to take place in a single area or on a single piece of equipment
these shall be broken up logically and individual permits created for each task or group of
tasks. Where a Class A permit is required it should be restricted for the activities that require
the additional Class A controls and should not include Class B tasks.
If the work scope is complex then separate PTWs for each part of the job shall be used to
avoid one PTW becoming too complex. The ePTW system can be used to create
dependencies to assist in planning and execution of the job.
2.6.5 PTW type and controls for activities in PDO electrical installations
The table for the type of PTW required and the controls for activities in a Zone 1 or 2
hazardous area or a non-hazardous area are classified in Appendix 1.
2.6.6 Simultaneous Operations (SimOps)

SimOps is where two or more different activities are occurring close enough to each other
that there is a risk of interference, clashing or risk transfer. These activities may or may not
be within the same asset and maybe under the control of more than one PTW system.
Potential SimOps shall be considered when raising any PTW and mitigation measures
implemented to reduce any SimOps risk to ALARP.
(refer to PR 1078, SP-1190, HSE case SP, PR-1100 and PR-1158)
SIMOPS shall be considered before completing a Well Location Custody Transfer. A site visit
shall take place and any potential conflicts shall be discussed, documented and have
mitigations implemented.
2.6.7 Matrix of Permitted Operations (MOPO)

MOPO is an X-Y matrix that defines limits of safe operation between two concurrent activities
or between an activity and environmental/physical situation. MOPO shall be consulted prior
to raising any PTW.
Revision 6.3
Contractor’s Own PTW System Use

PDO contractors can apply to PDO to adopt their own in-house PTW system for certain
agreed activities as part of their processes for work in the PDO concession area. All the
criteria in Appendix 2 shall be met and the system approved by PDO before it can be used.
Additional requirements can be added to this specification at any time to ensure that industry
standards and norms are maintained. It is expected that any contractor applying for a new
PTW system or completing the 5 year minimum review shall comply with the latest
requirement detailed in this specification. Any changes to this specification made after the
contractor PTW system approval date, must be included during the next 5 year review at the
latest, unless otherwise directed by UOP6. In the case an immediate update is required then
UOP6 will inform all contract holders via FPH. The update from UOP6 shall include the
detailed requirements of the change and how this should be addressed in the PTW system,
such as the inclusion of a new Appendix. Unless mandated, a review of the entire PTW
system will not be required and the next scheduled review date shall be unaffected.
It is the responsibility of the Contractor and Contract Holder to ensure that the PTW Systems
are maintained within the 5 year review period.
LINK to List of Contractor Systems (To update the list please contact UOP6)
Contractor’s PTW System application SOP can be found by following the LINK
Revision 6.3
Applying for a PTW

4.1 PTW process flow
A Permit Applicant is the only person licensed to apply for a new PTW and is normally the supervisor
of the crew who will conduct the work. He/she must have passed the ‘Permit Signatories’ course and
be licensed as a ‘Permit Applicant,’ ‘Area Authority’, or ‘Responsible Supervisor’ for the area in which
the work is being carried out.
Only PTWs for jobs that are in the ‘Frozen Plan’ can be submitted for approval unless the job is
classified as an urgent job and the normal lead times do not apply.
He/she shall:
 Complete the PTW form.
 Complete the Application section of any certificates required with the PTW.
 Identify the tag numbers for all equipment that requires to be isolated. The specific
isolation details shall only be provided by a competent isolating authority for that system.
 Produce a suitable and sufficient Job HSE Plan
 Ensure that the PTW is presented at the meeting by himself or someone who is fully
conversant with the activity and location of work.
 Examine the worksite with the Responsible Supervisor where required to check that all
necessary controls have been identified and included in the Job HSE Plan.
Revision 6.3
 Confirm whether any other custodian could be impacted by the work and if so jointly
review the PTW with them to ensure the controls manage the risk to the other custodian.
When satisfied the other custodian shall sign the "Other Affected Custodian”.
 Permit Applicant shall review PDO LFIs (Learning from Incidents); attach any LFIs that
are relevant to the permit and add additional controls as required.
4.2 How to complete a PTW form

For all new permits the Permit Applicant shall use the inbuilt questionnaire in the ePTW system
to determine the correct permit type.
Where an activity has previously been performed then the Permit Applicant may copy the
previous PTW however he shall carry out a full review of the PTW, Hazards and Controls as
well as any lessons learned and associated documentation. He shall not assume that it is fit for
purpose.
A permit can also be created from a work order or via a pre authorized template.
In the event that the ePTW system is unavailable then the paper version of the PTW and
associated documents shall be used. The work category and PTW type shall be determined
using Appendix 1. The requirements of this specification shall apply to the ePTW and paper
systems alike.
.
4.2.1 Apply for PTW

Permit Applicant
Shall complete the sections below as follows:
Permit Type
 Shall select the correct permit type using the questionnaire or confirm the type is correct
if the PTW has been copied.
Title
 Complete title information including Equipment Number where available
Work Description
 Provide specific work description to provide details of the activity and to clearly set work
boundaries
The work description must include enough information to allow the Responsible Supervisor to identify
the hazards involved in the work and asses the adequacy of the controls.
To avoid any confusion over isolations a single PTW shall not to be used for a sequence of separate
pieces of equipment where each piece of equipment will be shut down, worked on and put back into
service whilst the other equipment remains in service. The only exception allowed is work on electrical
or electronic systems, such as lighting, which can be isolated and worked on in sequence.
A single PTW can be used for multi discipline activities under the supervision of a single PTW Holder,
providing that the Permit Holder understands all the hazards associated with the activity and is licensed
accordingly.
The description shall detail whether the work involves working with Naturally Occurring Radioactive
Materials (NORM)/in a NORM restricted area and or the work involves potential exposure to Mercury.
Revision 6.3
Any requirement for “Remote Suspension” shall be highlighted in the work description of
the associated PTW and be agreed by the Responsible Supervisor. Remote Suspension is
where the Permit Applicant may suspend the PTW in the system on conformation from the
Permit Holder that work has stopped for the day and is used where the worksite is at a
significant distance from a PDO network and driving to the networked location would add
additional travel exposure.
Start/End Date
 Select the planned start and end dates from the calendar
The maximum standard authorisation period is:
14 days for Class A
28 days for Class B
28 days for a No Permit Job
7 days for a Task SOP
The authorisation period shall take account of the planned work schedule to avoid PTWs
being authorised for periods longer than required but also to prevent a further PTW being
required if the job over runs slightly (no longer than 7 days).
Site
 Select the site location
Work location
 Mark the work location on the GIS map
For repetitive routine tasks (subject of a planned routine) across different stations, where the intrinsic
hazard is the same, (i.e. NDT work, Beam Pump maintenance) and the site conditions are also similar
(e.g. No change in H2S classification,) the Responsible Supervisor may allow a number of stations or
worksites to be identified on a single permit. This shall be done by selecting an area on the GIS map
rather than placing a pin.
Equipment Tag Number
 Select equipment tags associated with the work.
Number in Work Party
 Detail the number of people involved in the activity
The maximum number in the work party should be agreed at the time of PTW authorisation by the
Responsible Supervisor, Area Authority, and Permit Applicant, and consideration should be given to
worksite location and visibility of work party. An ePTW Level 2 Risk Assessment shall be created when
the work party strength exceeds 20.
Work Order Number
 Provide related SAP Work Order number
Tools to be used
 List any tools required to be used during the activity
Vehicles/Equipment to be used
 List any vehicles or other equipment required to be used during the activity
Revision 6.3
Where vehicle access to a Process Facility, Restricted Area or any other location may constitute a
hazard then the vehicle details and reason for requirement shall be written in this section.
An associated route plan for the vehicle shall be attached to the PTW. The route plan shall be a plot
plan of the station with the vehicle route and final position marked clearly on it.
The Vehicle Access Checklist shall be attached.
Lead Discipline
 Select discipline from pick list
Isolation Requirement
 Select Isolation Type required
Hazardous Area
 Select Area Zoning
The hazardous area classification of the worksite (shown on the Hazardous Area drawings for the
station).
H2S Facility
 Select H2S area classification
Whether the work is in an H2S facility (shown on the H2S facility listing in the Area Safety Case) and
the station classification / designation.
SP-1190-4 details the requirements for working in H2S areas in line with the area classification.
H2S Expected Max

 Detail the expected maximum H2S reading
What the expected maximum H2S concentration in ppm (taken from the H2S classification data)
Type of Location
 Select type of location from list using button
Supplementary Documents
 Select any supplementary documents required
Worksite Examination
 Select required AA worksite examination
Type of Location
 Select type of location from list using button
4.2.2 Job Health Safety and Environment Plan (JHSEP)

The Permit Applicant shall produce a Job HSE Plan which shall:
Identify the hazards due to the work and location.
Define the controls required from the standard controls in eVision.
Add additional controls and recovery measures if required.
MOPO and Learning From Incident (LFI) database shall be reviewed and controls added to address
any additional hazards.
Revision 6.3
Include a worksite examination to identify and assess the hazards (except for Class B PTWs at remote
locations where it is known that no other facilities, such as overhead or underground services could
create a hazard to the work party)
Groups Effected/Consequence
 Provide details
Hazard(s)
 Select all applicable Hazards from the dropdown list
Control(s)
 Select all applicable Controls from the dropdown list
 Enter additional specific controls
 Select any Pre Requisite Controls (Controls that need to be in-place before the PTW can
be issued)
Sign JHSEP
 Sign that JHSEP is complete
4.2.3 Additional Permit Details

Gasses to be Tested
 Select all gasses that need to be tested
Any Nearby Activities
 Detail any nearby activities – SIMOPS controls apply.
Sign Permit Application
 Sign that PTW application is complete
4.2.4 Certificates to obtain and attach to the PTW

The Permit Applicant shall attach the following certificates to the PTW if relevant for the work:
 Isolation Certificate.
If an isolation certificate is required to carry out the work then it shall be raised in the ePTW system by
the Permit Applicant after signing the Application for the PTW.
The Permit Applicant shall add the following details:
 Site
 Work Location
 Equipment Number(s)
 Title
The title shall include the equipment number(s) being worked on
 Endorsing Authority Requirement
 Reason for Isolation
Revision 6.3
The reason for isolation shall provide sufficient description to allow the isolating authority to create
the correct level of isolation. Routine/Breakdown maintenance is not an acceptable reason.
 Overhead Line Clearance

 Vehicle/TPE Location
 Sanction-For -Test Certificate
 Limitation-Of-Access Certificate
 Lifting Plan
 Safeguarding System Override (eMoC/SAP Task List)
 Sketches/Drawings
 ORA
 PEFS/UEFS
 SHOC
 Manual Handling Assessment
 Health Risk Assessment
 Excavation certificate
 Electrical Safety Document.
 Radiography
 Confined Space Entry
 Vehicle Access Checklist
 Method Statement
 Others
All electrical isolations/immobilisations shall be carried out in accordance with PDO electrical
safety rules.
Where a mechanical isolation is required the isolation shall follow the isolation process in
Section 9 and comply with PR-1076
Revision 6.3
4.2.5 Worksite examinations

The Permit Applicant on the PTW shall indicate when the Responsible Supervisor and/or Area
Authority shall conduct a worksite examination (i.e. first day or every day.) as per the minimum
requirements for worksite examinations listed in the table below with the notes below it.
Examination by Permit
PTW Type Applicant & Examination by Area Authority
Responsible
Supervisor
Process Facility Hydrocarbon Area
Before Authorisation First Day Every Day First Day Every Day
CLASS A YES* YES YES ** YES NO***
CLASS B NO**** YES NO NO NO
For Class B PTWs, the Responsible Supervisor shall decide whether or not a site visit
and examination is required by him and it is normally delegated to the Area Authority.
NOTE*: Worksite visits by Responsible Supervisor and Permit Applicant can be relaxed at the discretion
of the Production Coordinator following a documented risk assessment being completed. A Responsible
Supervisor may delegate the worksite inspection to another person licensed as a Responsible Supervisor
for that area.
NOTE ** - For certain ongoing Class A activities inside a Process Area where the risks are clearly
understood and controlled, the daily gas test (not the first gas test of the activity) may be delegated to a
competent Authorised Gas Tester (AGT). This should be agreed and approved by the Responsible
Supervisor following a review of any potential activity conflicts. The Area Authority however, must continue
to carry out regular worksite visits during the ongoing activity.
NOTE *** - Except where a gas test is required, as the Area Authority may wish to do the first Gas Test
each day for Class A PTWs, otherwise he may delegate to an AGT
NOTE **** - All new excavation work requires a site visit by the Responsible Supervisor or Delegate and
the Permit Applicant. See PR-1002 Operations Excavation Procedure
An exception to the requirement for an Area Authority to carry out the first gas test of an activity
relates to well cellar entry, where the inherent risk has been deemed “low” the gas test can be
done by an Approved Gas Tester.
4.3 Gas testing

4.3.1 Authorized Gas Tester (AGT)
An Authorized Gas Tester is someone who has successfully completed the PDO approved
AGT training and holds a current certificate.
All Area Authorities shall be AGTs
4.3.2 Gas Testing Requirements

Gas tests shall be conducted before work starts and thereafter at the frequency stated on the
PTW. If the worksite is left unattended for more than one hour a gas test shall be conducted
before work re-starts.
If gas or other hazardous atmospheres are found at any stage, work must stop and the
Responsible Supervisor informed immediately.
Revision 6.3
The Area Authority shall conduct the first gas test each day for a Class A PTW, however it can
be delegated to another AGT for certain jobs at the discretion of the Responsible Supervisor.
Where this is the case the PTW declaration shall be ticked to state that the gas test results will
be entered at site.
AGTs may conduct further gas tests on a Class A PTW as required during the day and can
also conduct gas tests for work under any Class B PTW.
In all cases, the AGT must:
 Gas test at the frequency stated on the PTW or the Confined Space Entry Certificate.
 Fill in the result of the gas test on the gas test record and sign it.
When the gas test indicates that it is NOT safe to work, the AGT must:
 Tell the Permit Holder to immediately stop all work.
 Inform the Permit Holder and Area Authority why it is unsafe to work and ensure the problem
is resolved.
The Area Authority must be a licensed AGT and must ensure he immediately stops the work
and moves everyone to a safe location if the site conditions become hazardous or the controls
become inadequate.
In addition to gas testing, continuous gas monitoring may be required if specified on the PTW.
A Permit Holder trained in the use of the gas monitor may supervise work for which continuous
gas monitoring is required without being licensed as a Gas Tester. Continuous gas monitoring
results do not need to be recorded on the PTW.
4.3.3 Where is gas testing required?

A gas test is required whenever:
 Hot work is to be done in an area where hydrocarbons or other flammable gases/vapours
may be present.
 Vehicle access is required to a process facility.
 Diesel engine driven equipment, or non-intrinsically safe equipment is used.
 Entry is to be made into a vessel or other confined space.
 Work is at a place where toxic gases/vapours may be present.
4.3.4 What hazardous work requires gas testing
Confined space entry

Gas test before the initial entry, at the start of each shift and if the vessel has been left empty
for more than 2 hours. The requirements of PR-1148 shall be followed.
Work in H2S Areas
SP-1190-4 details the requirements for working in H2S areas in line with the area
classification.
Hot work
Revision 6.3
Gas test each day before starting work and then continuously for work or operating
equipment that may cause flames or sparks in process facilities where significant quantities
of gas are present.
Hot work includes all open flame work or where sparks could generated such as grinding,
electrical work or vehicle entry.
Responsible Supervisors and Area Authorities can increase the test frequency.
When a gas test is required, the Permit Applicant shall:
 Tick the gases to be tested.
 Indicate how often the test shall be repeated.
 State if continuous monitoring for gas is required during the work.
Further guidance on gas testing can be found in PR-1154 Gas Testing Procedure
4.4 Level 2 Job Health Safety and Environment Plan (JHSEP)

Certain circumstances mentioned in this SP demand that a Level 2 JHSEP is completed. The
asset management team may request a Level 2 JHSEP for any other activity at their
discretion.
The Level 2 JHSEP team shall follow the requirements of PR-2271 for Operational Risk
Assessment.
Groups Effected/Consequence
 Provide details
Team Members
 The team members shall be selected from the drop down list.
Risk Assessment Task
 Update the field with ‘To assess the risk associated with…..’
Hazard(s)
 Select all applicable Hazards from the dropdown list.
 If required add additional hazard as new.
Initial Risk
 Select all the initial risk from the matrix as detailed in PR-2271.
Control(s)
 Select all applicable Controls from the dropdown list
 If required add additional measures ensuring that the Action Party is named.
 Select any Pre Requisite Controls (Controls that need to be in-place before the PTW can
be issued)
 Appropriate recovery measures shall be detailed
Residual Risk
Revision 6.3
 Select all the residual risk from the matrix as detailed in PR-2271.
Risk Assessment Approval
 The Level 2 JHSEP shall be approved as per the level of residual risk. This is detailed in
PR-2271 Operational Risk Assessment.
4.5 Applying for Task SOP PTW

For a Task SOP PTW to be raised the job shall:
 Appear in the 14 day frozen plan.
 Take place off plot
 Shall not be within an EPZ
 Fully comply with the controls in the task specific risk assessment.
Detailed Task SOP requirements shall be set out in its own procedure.
A Task SOP developed for a specific activity which is mentioned at the top of the form with
associated risk assessment number for the specific task.
The Task SOP PTW consists of two parts:
 The first part is the Task SOP PTW.
 The second part is the reference risk assessment for specific activity associated with
structured work flow steps which shall be followed (Step.A to Step.D), however there
may have an extra forms or associated certificates like confined space, mechanical or
electrical certificates...etc.
Only the work detailed in the Task SOP PTW shall be conducted. Work shall stop
immediately if work goes outside this boundary and a class “A” or “B” PTW for the remainder
of the work shall be raised.
There is no requirement of standalone JHSEP as it is covered under the specific risk
assessment and TRIC incorporated in Task SOP PTW.
The Task SOP shall clearly detail where the work is to be conducted (fields and location)
Task SOP permit allows to work in number of worksites to be identified on a single permit
Revision 6.3
Permit to Work Meeting

5.1.1 Submitting the PTW by the Permit Applicant
When the preparation of the PTW has been completed, the Permit Applicant shall present the
PTW to the PTW Meeting Team.
Permits shall be presented to the meeting with the following minimum notice periods:
 Class A PTWs - 72 hours.
 Class B PTWs - 48 hours.
 Task SOP PTWs- after agreeing the weekly frozen plan activities in frozen plan meeting.
Any required site visits shall be arranged prior to the PTW meeting.
5.1.2 PTW Meeting
The PTW Team Meeting members shall consist of:

 Production Coordinator
 Responsible Supervisor
 Maintenance Discipline Supervisors
 Area Planner
 Other Affected Custodian (if required)
The team shall determine if the PTW is for emergency work and if not ensure the PTW work is
in the frozen plan and reject if it is not.
Determine if the 72 hour and 48 hour rules have been complied with and ask for justification
from the Permit Applicant where there are shorter time scales. PTW Applicants with insufficient
justification shall have their permits rejected.
A review shall take place of the PTW to ensure the following:
 The correct type of permit been used
 The work scope and location are clear
 All hazards have been identified, including those arising from the location of work
 Controls have been identified to mitigate the hazards
 Additional controls have been added where required.
 Any SIMOPS issues have been addressed, include a check of other work ongoing or
scheduled in the area.
 Work is in line with any MOPO requirements
 Gas testing requirements have been identified
 Any isolations have been pre-planned, their details updated on the Isolation Certificate.
 Isolations have been agreed by production operations for mechanical and by
Electrical/Instrument for other isolations.
 Additional documentation has been added where required.
If agreed then minor changes, agreed and understood by all PTW team meeting
members as well as the Permit Applicant, can be made at the time of the permit
meeting prior to authorization. Significant changes shall mean that the permit is
rejected and will need to be resubmitted at a later date.
Revision 6.3
5.1.3 Agreement of other affected custodians

When a Permit will affect, or be affected by, another Supervisor’s area, this Supervisor will
sign as Other Affected Custodian, and is responsible for:
 Agreeing that the work affecting, or affected by, his area can be done.
 Identifying any additional hazards due to his assets.
 Deciding on any additional precautions required due to potential hazards relating to his
assets.
 All controls which selected as pre-requisite by permit applicant should be reviewed and
agreed with Responsible Supervisor before Authorize.
 The area authority shall confirm that all the required mandatory affected custodians have
countersigned the permit before issue. These may include Telecom, Instrument,
Electrical and Pipeline Supervisors.
Note: If Other Affected Custodian needed, all controls related to Other Affected Custodian.
must selected as pre-requisite in Job HSE Plan. and reviewed by Responsible Supervisor
before Authorize.
Any additional controls are to be added to the Job HSE Plan.

When he is satisfied that the PTW and Job HSE Plan will control the work safely, the other
affected custodian will countersign the PTW as the “Other Affected Custodian”.
The other Affected Custodian shall be a licensed Responsible Supervisor for his own area of
influence.
5.1.4 Assurance by the Production Coordinator

The Production Coordinator shall countersign Class A PTWs and isolations on hydrocarbon
systems for major shutdowns or high risk work.
5.1.5 Responsible Supervisor Authorization

Only when the team are satisfied that all the above criteria have been met shall the PTW be
authorized for use by the Responsible Supervisor, pending validation. The team is there to
provide support but the accountability for authorization remains with the Responsible
Supervisor.
NO ONE SHALL AUTHORISE A PTW FOR WORK THEY WILL DO THEMSELVES
5.1.6 System Overview

Prior to close out of the meeting the PTW meeting team shall review the general status of
the PTW system using GIS and filtering on PTW statuses selecting tomorrows date. This will
allow identification of potential work location conflicts and shall also be used to aid system
housekeeping.
Revision 6.3
Briefing of the Permit Holder by the Permit Applicant

When the PTW has been authorised by the Responsible Supervisor the Permit Applicant shall
brief the Permit Holder on the PTW details, the work, hazards, controls, Job HSE plan or Level
2 Risk Assessment, isolations, gas testing and other affected custodians or other work in the
location.
The Permit Applicant shall:
 Ensure that the PTW is authorised by the Responsible Supervisor.
 Provide the authorised PTW number along with all the associated documentation (pre-
printed) to the licensed Permit Holder.
 Brief the Permit Holder on the work, activities, hazards and required controls.
 Obtain confirmation that a licensed Permit Holder will be in charge of the work at all times.
Following this the Permit Holder shall take possession of the PTW, certificates and Job HSE
Plan and shall ensure that the necessary isolations and TRIC have been implemented
effectively. These may involve the following:
Revision 6.3
Issuing a PTW
7.1 Pre Issue by Responsible Supervisor
Before work is scheduled to start the PTW needs to be Pre-Issued by the Responsible
Supervisor. Prior to Pre-Issuing the PTW he shall ensure the following:
 The work is in the current frozen plan or that a SAP MoC step in to the plan has
been raised for the activity.
 There are no conflicts.
 SIMOPS controls are clearly identified and understood, if required.
 Any Other Affected Custodians have been informed.
The Pre-Issue shall take place prior to every Daily Validation.
7.2 Mechanical isolations

The ePTW system will not allow the PTW to be validated until the isolation has been confirmed
as being in place.
Where an associated electrical isolation is required this shall be competed on the same isolation
certificate.
A copy of the isolation shall be given to the Permit Holder.
The Permit Applicant shall inform the Permit Holder of his responsibility to check the isolation at
site by asking the AA to start the unit and or open a vent, if breaking containment.
A copy of the isolation with isolation tag stubs shall be kept in a designated area in the isolation rack.
7.3 Electrical isolations

The ePTW system will not allow the PTW to be validated until the isolation has been confirmed
as being in place.
Where an associated mechanical isolation is required this shall be competed on the same
isolation certificate.
Electrical isolations/immobilisations must be authorised, recorded and done in accordance with
PDO electrical safety rules.
Unique lock keys associated with the electrical isolation will be placed in a Key Safe. The Key
Safe keys shall be distributed as follows:
 Key 1 will be issued to and held by the Permit Holder. Whenever work is ongoing on the
isolated piece of equipment the Permit Holder must have the key in his physical
possession.
 Key 2 will be issued to and held by the Area Authority for the area where the isolated
equipment is located.
The Permit Applicant shall inform the Permit Holder of his responsibility to check the isolation
at site by asking the AA to start the unit and or open a vent, if breaking containment.
A copy of the isolation with isolation tag stubs shall be kept in a designated area in the isolation rack.
Revision 6.3
7.4 Daily Validation by the Area Authority

Prior to validating the PTW for that day the Area Authority shall ensure the following:
 The work is in the frozen plan or a SAP MoC has been raised for the activity.
 The Permit Holder fully understands the scope of the work, hazards and controls.
 This GIS map is checked for any conflicts.
 The area plot plan is checked to ensure there are no conflicts with any operational
registers (TPE, Weeps/Seeps, Temporary Hoses, Temporary Repairs)
 Cumulative and dynamic risk are considered including those relating to safeguarding
overrides.
 Any Pre-Requisite controls are in place.
 Any Area Authority controls are understood and have been or shall be complied with.
 Gas tests are complete or pre-arranged before work starts and that any gas testing
is undertaken as per section 4.3 of this manual Gas Testing
 Any isolations are in place.
 Any associated checklists are being complied with.
 Vehicle entry requirements are met.
 Any associated method statements are understood.
 The permit holder understands that for any breaking containment activities the
isolation needs to be proven in front of the Permit Holder/Work Party by the Area
Authority opening a bleed within the isolation envelope at the worksite.
 A copy of any isolations with the associated isolation tag stubs are kept in the
isolation rack.
 He examines the worksite before the start of work to ensure that it is safe as per the
requirements set under ‘work site examination’.
 He attends TRIC for activities involving breaking of containment or a high risk factor.
The validation period would normally be 12 hours.

An Area Authority can refuse to validate a PTW where he feels that his resources are being
stretched too far and his lack of presence could potentially lead to an incident. In these
instances he shall report the scenario to his supervisor who shall take action to resolve the
situation.
Class A PTWs shall only be validated if the Area Authority remains in the area of the work when
work is underway in the station or facility.
If there are doubts on any of the above then the validation shall not take place and the AA shall
report the issue to his Supervisor.
On completion of the PTW signing the AA shall print out a list of the PTW he has validated in
that period. This shall be used to develop a site visit plan and for handover purposes.
An Area Authority shall also ensure that when transferring his responsibilities to another person
that he makes sure the other person is made aware of the status of all PTWs in his area.
Revision 6.3
The Permit Holders role in managing the PTW

A Permit Holder may only be in charge of:
 One validated Class A PTW at any one time, or
 A maximum of four validated Class B PTWs provided they are at the same location and in
sight and communication of each other (such that the Permit Holder may effectively
supervise all activities).
 The Permit Holder shall display the PTW and Job HSE Plan in a prominent visible position
in an approved wallet at the worksite for the duration of the work.
8.1 Before work starts
Before work starts under a PTW the Permit Holder shall ensure:
 He reviews any concurrent activities that may affect his worksite, in which case he shall
stop the job immediately and hold a “Pause & Check” discussion with the other PTW Holder
and both work crews. Together the two PTW Holders shall agree which PTW Holder will
adopt overall supervision of the critical concurrent phase of the activity.
 Any Pre-Requisite controls have been implemented.
 He understands the work content and the Job HSE Plan.
 He holds a TRIC discussion with his work crew to discuss the requirements of the work
and the Job HSE Plan.
 All members of the work crew have understood what is required, and the role they play
from the TRIC, and they sign the TRIC to acknowledge this.
 The Dynamic Risk Assessment plan has been recorded on the TRIC.
 That the PTW is validated by the appropriate Area Authority before starting work every
subsequent day.
When he is satisfied that the worksite is safe shall the Permit Holder accept and sign the PTW.
By signing the PTW the Permit Holder is agreeing to the following:
 He fully understands the work and precautions.
 All members of the work crew are fully briefed.
 The Job HSE Plan is understood and will be complied with.
 The PTW will be displayed at all times of the work at the worksite in a plastic wallet.
 No work will be done unless the Area Authority has validated the PTW.
 The worksite will be left in a safe condition on completion or suspension of work.
A Permit Holder CANNOT also act as the Area Authority
Revision 6.3
8.2 During the work

During the work the Permit Holder must ensure:
 The PTW continues to be displayed at the worksite when work is taking place.
 The PTW requirements, Job HSE Plan, TRIC controls and any other associated documents
or checklists are complied with.
 TRIC talks continue through the work, and Dynamic Risk Assessments using ‘Pause and
Check’ are conducted at the agreed intervals or whenever an unplanned change is noticed.
 The Permit Holder shall remain at or in close visual and audible contact with the worksite
location at all times.
 The worksite and equipment are safe whenever work is suspended and confirm by signing
the PTW.
 He tells a Permit Holder taking over his duty about the status of the work and the
requirements of the PTW and Job HSE Plan.
 Ensure that the new Permit Holder countersigns the PTW
 All isolations remain in place.
 All gas testing as required in the PTW is conducted by an AGT.
NOTE: The Job HSE Plan and the TRIC if applied diligently at every stage of the job are essential
to ensure work is safe. It is essential to use ‘Pause & Check’ to identify any additional hazards
that may have been created since the start of the work. This process is known as Dynamic Risk
Assessment.
8.3 Recording gas tests

The results of the gas tests shall be recorded on the PTW form, except for Confined Space
results, which shall be recorded on the Confined Space Entry Certificate.
Gas tests shall be conducted before work starts and thereafter at the frequency stated on the
PTW. If the worksite is left unattended for more than one hour a gas test shall be conducted
before work re-starts.
Gas tests not associated with confined space shall be recorded directly in the ePTW system or
on the gas test record sheet.
There is no requirement to record continuous gas testing results.
If gas or other hazardous atmospheres are found at any stage, work must stop. The PTW shall
be suspended and the Responsible Supervisor informed immediately.
If the worksite is unsafe the Permit Holder shall refuse to sign the Permit Acceptance until it is
made safe.
Revision 6.3
8.4 Briefing the work party

8.4.1 The Tool Box Talk
The Tool Box Talk is a mandatory briefing given by the Permit Holder or Permit Applicant to the
work crew at the worksite immediately prior to the work commencing. It must ensure that
everyone is fully aware of the PTW work content and controls.
Tool Box Talks shall be given for all jobs regardless of size or complexity. They shall:
Topics that shall be covered by the Tool Box Talk include the:
 Work description and work to take place in the PTW.
 Job HSE plan controls, protection and worksite preparations.
 Explain the plan for the activity.
 Identify individual responsibilities.
 Review the procedures to be used during the work
 Work plan and methods to be used for safe working.
 Work environment, particular hazards and their controls.
 Specific work certain people will be doing and their particular skills.
 Equipment involved.
 Materials to be used.
 Proving of any isolations which have taken place.
 Potential conflicting activities.
 Access and evacuation procedures.
 Questions and discussion from all work party personnel.
8.4.2 The TRIC Card

The TRIC card forms part of the Tool Box Talk process and shall be used to record the names
of all personnel who have attended the Tool Box Talk.
The Permit Holder is accountable for ensuring the TRIC card is completed in full including the
Dynamic Risk Assessment plan.
Controls identified on the PTW/JHSEP shall not be repeated on the TRIC card unless there is
justification for doing so.
The TRIC shall be used to document any additional hazards and controls that could not have
been identified at the time of creating the PTW. Examples of such hazards are:
 SIMOPS – another work party in the immediate vicinity.
 Weather conditions
 New person(s) joining work party
 A change identified during the planned Dynamic Risk assessment
 A change identified at any other time
Revision 6.3
8.4.3 Dynamic Risk Assessment (DRA)

Dynamic risk assessment is a continuous process of identifying ongoing risk, assessing, and
coming up with a way to reduce or eliminate such risk.
It is used where the hazards may change or new hazards may be identified during the work, or
at intervals throughout the work to assess if any changes warrant a re-group of the work party
for a revised TRIC discussion.
The Permit Holder (if not aware) shall be informed of the new hazard and stop the work.
Examples of some of the conditions that shall require a DRA are;

 Concurrent or simultaneous work commencing in the direct vicinity of the work site;
 Change in weather conditions;
 Introduction of a hazard that was not originally identified at the TRIC i.e. vehicle access;
 Increase or reduction of work force;
 Change of work scope;
 Failure of gas detection equipment;
 At predefined periods where a “Pause & Check” is to be carried out
8.4.4 Signing the TRIC

Each member of the work party shall sign against his name to signify that he understands the
following:
 PTW scope
 Hazards and controls, including any additional items recorded on the TRIC
 The Dynamic Risk Assessment Plan
 They have been given the opportunity to ask questions.
A TRIC card shall not be used to allow the work to continue regardless of the change.
Work shall stop immediately if it goes out with the boundary of the permit.
IT IS THE RESPONSIBILITY OF THE PERMIT HOLDER TO STOP THE WORK IF IT GOES
OUTWITH THE BOUNDARY OF THE PTW.
Revision 6.3
8.4.5 Corporate TRIC Format
Revision 6.3
Figure 11.3 – TRIC
Revision 6.3
8.5 Suspension of work

8.5.1 Reasons to suspend a PTW / Task SOP / No Permit Job
A PTW shall be immediately suspended if:
a. An unsafe situation develops or is suspected e.g.
b. A PIM reportable incident occurs during the work.
c. A gas or oil leak near the work location.
d. Work is delayed or interrupted for more than 4 hours (for any reason).
e. Work needs to stop to allow conflicting work of a higher priority to proceed. The
Responsible Supervisor/Area Authority shall instruct the Permit Holder and explain the
reasons. The Area Authority shall ensure it is safe to stop work and to leave the worksite
in a safe condition.
f. Equipment is to be de-isolated so that it can be tested after being worked on.
Suspension of a PTW is not required for meal breaks unless a work party is transferred to a
more urgent job during their meal break where the Permit Holder shall inform the Area Authority
who will inspect the worksite and suspend the PTW himself.
8.5.2 What to do when a PTW is suspended

Permit Holder/Applicant Actions
The Permit Holder shall take the following actions:
 Check that the worksite, plant and equipment have been left in a safe condition.
 Electronically sign the PTW to confirm the suspension.
 Move the PTW to Request for Revalidation if it is required the next day.
 A work status handover shall be given to the Area Authority. This should be detailed for all
high risk and production critical work.
Where ‘Remote Suspension’ has been detailed in the work description for work at remote
locations and it is impracticable for the Permit Holder to return the PTW to the Permit Issue
Point when the work is stopped, the Permit Holder shall agree with the Area Authority and
Permit Applicant on receiving conformation from the Permit Holder that work has been
suspended for the day, the Applicant will suspend the PTW in the system. The Permit Applicant
shall update the Area Authority of the work status.
Once a PTW has been suspended no work covered by that PTW may be done until the PTW
has been re-validated.
Worksite and Permit Issue Point copies of all suspended PTWs shall be kept in the Suspended
section in the Permit Rack.
Area Authority Actions

 Confirm suspension of all permits in the ePTW system.
 Move the PTW to Request for Revalidation if it is required the next day.
 The Area Authority shall not leave the station until discussions for all PTWs have been
completed. The Area Authority shall file any returned hard copies of suspended PTWs in
the suspended rack.
Revision 6.3
 The Area Authority shall assure himself of the work status for all PTW under his control
prior to signing off shift.
 The Area Authority shall follow up on any overdue PTW showing in the system at the end
of the shift as this may be an indication that something has gone wrong with the work.

8.5.3 Stopping and re-starting work in the event of an alarm in the station
Stopping work
All work shall stop immediately following the facility evacuation alarm sounding. The Permit
Holder shall ensure that all his worksites have been left in a safe condition and then he shall
evacuate as soon as possible.
If the unplanned stoppage of work could cause a dangerous situation the work crew shall take
emergency action as stated for the scenario in the Job HSE Plan.
When the alarm condition has cleared, the Worksite Copy of the PTW is to be taken to the
Permit Issue Point or Area Authority for reauthorisation in the ePTW system.
Re-Starting work
Alarms caused by a real situation may require the Area Authority to suspend and re-validate
the PTWs. In this instance the Area Authority shall suspend all permits on behalf of the Permit
Holder and then as Area Authority, he shall ‘Suspend for Emergency’. The normal re-validation
procedure shall be followed and a further worksite examination is required to check if the
problem which caused the alarm may have impacted on conditions at the worksite.
If the alarm was a false alarm, the Area Authority may verbally re-authorise each Permit Holder
to re-start work once the ‘all clear’ signal has been is given.
8.6.1 What to do if the ePTW system is unavailable

Any ePTW failure shall be reported to the IT Helpdesk and UOP6 at the earliest opportunity.
It is important to re-establish the system quickly as any downtime means the ability to check
and manage conflicts is severely compromised. The asset shall make every effort to restore
the ePTW system use at the earliest opportunity
The asset shall assure itself that the permit system is being effectively managed whilst the
system is down.
The site paper copy can be signed in wet ink by the PH and AA. The AA shall keep a copy
of the PTW.
For new permits or if the system remains down for an extended period of time then the paper
back up system shall be used. These shall be supplied in pre-printed pads and be in triplicate
form. The PTW Holder, Area Authority and Responsible Supervisor shall each receive a
copy.
The AA and PH copies shall be kept in a dedicated area following suspension
Permit locations shall be marked on the area plot plan with magnetic markers
Copies of live and suspended permits shall be located in the dedicated permit racks.
Revision 6.3
8.6.2 What to do if the GIS system in ePTW system is down

Any GIS failure shall be reported to the IT Helpdesk using Smax and UOP6 at the earliest
opportunity.
It is important to re-establish the system quickly as any downtime means the ability to check
and manage conflicts is severely compromised. The asset shall make every effort to restore
the GIS system use at the earliest opportunity.
The asset shall assure itself that the permit system is being effectively managed whilst the
system is down.
the Permit Applicant can write the exact location in Description place and use PDO earth and
mark the location and attach it in the permit.
The Permit Applicant must consider and review the surrounding conflict activities.
The Permit Applicant should select control “surrounding conflict activities to be consider and
review” in JSP as Mandatory in ePTW.
The Responsible Supervisor should know and ensure conflict activities are considered.
Revision 6.3
Ongoing PTW activity control and coordination by the

Responsible Supervisor
The Responsible Supervisor shall look in detail at all PTW Requests for Revalidation to check
for all safety conflicts prior to revalidation.
He shall ensure that all permits are in the 14 day plan or have a valid SAP eMoC step out prior
to revalidation.
All PTW jobs at each location shall also be reviewed at the daily PTW meeting to identify and
eliminate any possible conflicts.
9.1 Changeover of key personnel
9.1.1 Changeover of an Area Authority

When a new Area Authority takes over he is required to familiarise himself with any ongoing
work, and so shall countersign all PTWs in his area. He will visit the worksites in his station and
the immediate area.
9.1.2 Changeover of a Permit Holder

The new Permit Holder of work in a process facility shall obtain the Area Authority’s approval
for the change and shall countersign the PTW.
In remote locations where he is physically unable to visit the Area Authority he must speak to
him and countersign when he takes over.
The outgoing Permit Holder is not to leave the worksite until he has fully briefed the new Permit
Holder.
The outgoing Permit Holder shall ensure the new Permit countersigns the PTW formally
accepting responsibility for the worksite PTW in his presence.
The new Permit Holder shall conduct a new Tool Box Talk with the team as soon as he takes
over the activity.
9.2 PTW re-validation

Revalidation process
The re-validation process is exactly the same as the validation/acceptance process although
the requirements for worksite inspections differ.
For Class ‘A’ PTWs the Area Authority must examine the worksite and sign the worksite PTW.
After re-validation of the PTW the Permit Holder shall satisfy himself that the worksite is safe,
and shall sign to accept the PTW.
Revision 6.3
9.3 PTW cancellation

9.3.1 Requirements for cancellation
A PTW shall be cancelled when any of the following occur:
 The work is complete.
 The PTW has reached the end of its authorisation period.
 The work is to be suspended until a date after the PTW Authorisation Period, e.g. when
spares will be required to repair an item of equipment.
 The work is found to be different from the work description on the PTW. A new PTW must
then be obtained for the work.
 Any other reason the work has not been completed, but a new PTW is required.
When no further work is to take place under a PTW, the Permit Holder must ensure:
 The site and equipment have been left safe.

 He signs the PTW to indicate whether work is complete or not.
 He returns the PTW back to the PTW Control Centre for archiving.
9.3.2 Permit Holder action to cancel a PTW

If work has been completed then the Permit Holder shall sign the ePTW to confirm it is complete
and the worksite left in a safe condition with all tools and equipment removed.
If work has not been completed but cannot re-start until after the PTW authorisation period has
expired, the PTW shall be cancelled by signing - “Work Incomplete”. Any isolation may be
retained under the ‘Extended Period Isolation’ procedure.
After the “Permit Cancellation” has been signed, no further work shall take place under that
PTW.
9.3.3 Area Authority action on PTW cancellation

Where the work is in a process facility, the Area Authority shall conduct a worksite inspection
to confirm that it has been left in a clean and safe condition and all isolations are removed.
The Area Authority shall:
 Confirm whether or not the work is complete
 Check the worksite has been left in a safe state for work in process facilities.
 Check that the equipment is operating correctly again when required.
 Archive the PTW when complete.
The Area Authority shall ensure that any isolations associated with the PTW shall be
transferred to a new ePTW, de-isolated.
OR
Transferred to an ‘Extended Period Isolation’ (EPI) where isolations need to remain in place.
Revision 6.3
9.4 PTW archiving

The Responsible Supervisor or Permit Coordinator shall ensure that copies of all cancelled
PTW and associated documents containing wet ink signatures (Gas tests, Job HSE Plans,
certificates, checklists, method statements etc.) are kept in an archive file for six months
along with the printed top copy of the PTW. All other documents can be disposed of. A
separate file for each month shall be created with the documents sorted by the ‘Cancelled
date’.
Revision 6.3
PTW Multi-roles (for licensed personnel only)

Certain licensed PTW roles may act for other PTW roles, as shown in Table 10.1.
Table 10.1 - Roles that May be Carried out by Licensed Personnel
May act as Responsible Area Authority Permit Applicant Permit Holder
Supervisor
Responsible Yes Yes Yes Yes
Supervisor
Area Authority No Yes Yes Yes
Permit Applicant No No Yes Yes
Permit Holder No No No Yes
Restrictions though apply on the number of roles that a person may carry out on single PTW
as shown in Table 10.2.
For normal activities, it is expected that the Responsible Supervisor, Permit Applicant, Area
Authority and Permit Holder will be four different individuals.
In emergency or breakdown situations or for work involving specialists3 it can be difficult to
arrange four different individuals and in such cases a person licensed for one role can fulfil an
additional role. There are restrictions to ensure that an independent review of the safety of the
work is carried out.
Table 10.2 - Roles that can be filled by any one person on a single PTW
May act as Responsible Area Authority Permit Permit Holder
Supervisor Applicant
Responsible Yes Yes No No
Supervisor (See Note 1)
Area Authority No Yes Yes No
(See Note 2)
Permit Applicant No No Yes Yes
(See Note 3)
Permit Holder No No Yes Yes
(See Note 3)
NOTE:
1. In urgent cases or during night time breakdown situations, a licensed Responsible Supervisor may sign
as a Responsible Supervisor and an Area Authority.
Some Area Authorities have been licensed as Responsible Supervisors to allow work to proceed without
calling up the daytime Responsible Supervisor. This will allow two-man PTW operation if the Permit Holder
has also been licensed as a Permit Applicant. This option is acceptable only in urgent cases or the night
time breakdowns when there are no other active PTWs operating. Normal daytime roles of the
Responsible Supervisor shall not be delegated to the Operators at the remote stations.
2. If the Area Authority has not been licensed as Responsible Supervisor, or if the Permit Holder has not
been licensed as a Permit Applicant, it will be necessary to call up the daytime Responsible Supervisor.
In this case the Area Authority will be the Permit Applicant.
3 Specialist work can be (but is not limited to) any work that is not normal maintenance or engineering
work. For such work, a licensed Permit Applicant can act as a Permit Holder.
Revision 6.3
Isolation Process
11.1 Isolating Authority

An Isolating Authority (PDO or Contractor) is someone who has successfully completed the
Isolating Authority training course, the certification of which is current. For newly appointed
Isolating Authorities the Responsible Supervisor shall assure himself of the IAs competency by
requesting the creation of practice Isolation Certificates, ideally this shall be supported by a
practical demonstration.
11.2 Isolation Certificate (Mechanical/Electrical)
11.3 Isolation Request

Where an isolation is required the PTW Applicant shall raise an isolation certificate through the
ePTW system. Where available the PTW Applicant shall provide a drawing (PEFS, POM
schematic etc) and the equipment to be isolated shall be highlighted on this drawing.
Revision 6.3
NOTE: It is not the responsibility of the PTW Applicant to provide the isolation details, this is
the role of the Isolating Authority.
Where the isolation is required for operational reasons, with no associated PTW or operations
are creating the permit then the same Area Authority can raise the isolation and provide
isolation details if he is also a competent Isolating Authority.
The PTW Applicant or Isolating Authority shall place the marker at the work location on the
base map. The equipment to be isolated shall be selected from the drop down list, only if the
equipment to be isolated is not available in the master data should it be added as ‘New
Equipment’. The isolation title shall then be given. Endorsing Authority shall be added if one or
more of the isolation points takes place in another asset, area or falls under the authority of
another equipment owner. A clear reason for isolation shall be provided, this is important as it
will guide the isolating authority to which level of isolation is required. For example breaking
containment would require an additional level of isolation above that required for a non-
intrusive inspection.
11.4 Isolation Design

The Isolating Authority shall update the isolation points and actions. All Isolations shall be
created in accordance with PR-1076 for mechanical isolations and the Electrical Safety Rules
(ESRs) for electrical isolations.
The isolation shall be designed using the design isolation button. The IA will the select ‘Add
Isolation Point’. The isolation points shall be selected from the equipment drop down list as this
will enable logic to highlight if the isolation point is being used on another ICC and prevent
inadvertent de-isolation and potential process safety incident. Only if the equipment to be
isolated is not available in the master data should it be added as ‘New Equipment’.
For each isolation point the IA shall select the appropriate ‘Isolation Type’. The ‘Method’ is used
to select the method of isolation, if a valve is LO or LC and it gives the isolated position (X/Y)
where X is the isolated position and Y is the de-isolated position. Comments can be added to
aid the isolator such as location of the isolation point. Pressure Build Up monitoring shall be
set if requires, this is measured in hours. At this point the IA can also indicate if the isolation
point will be required for De-Isolation for Test (DFT). ‘Action’(s), such as ensure air supply is
disconnected from actuator, can be added by selecting the ‘Add Action’ button, this will then
appear in the isolation plan.
The isolation points shall appear in order of sequence with electrical appearing first and then
mechanical isolations, in order of valve operation. This isolation order can be updated at any
time during the design stage.
Once completed the IA will design the de-isolation plan. The de-isolation points shall appear in
order of sequence with mechanical isolations appearing first in order of valve operation and
then electrical. This de-isolation order can be updated at any time during the design stage.
Additional ‘Action’(s) can be added to the de-isolation plan.
An action may be The Isolating Authority shall then state if the isolation meets the minimum
requirements as set down in PR-1076. Where requirements cannot be met a level 2 risk
assessment will have to be attached to the Isolation Certificate, as a minimum this will contain
the controls detailed in the approved procedure variance.
Revision 6.3
11.5 Approval for isolation

Once all the details of the isolation have been updated on the Isolation Certificate the isolation
shall be ‘Approved’ by the Responsible Supervisor (AEP for high and low voltage isolations,
CEP for low voltage isolations). Once he has assured himself that the isolation meets the
required standard, or if not then the Responsible Supervisor shall approve the isolation.
11.6 Isolation Template

Standard Isolations can be created using the isolation template feature. Once the template has
been approved it can be called off at any time and moves straight to the ‘Waiting for Isolation’
stage.
11.7 Applying the Isolation

Once approval to apply the isolation has been given the isolation can be applied. The Isolating
Authority shall
The Isolating Authority or Electrical Person shall:
 Check the ePTW overview and Process Isolation Wall (if available) to ensure there is no
conflict with other work and the system is safe to isolate.
 Inform the CRO before stopping any equipment for isolation purposes.
 Carry out the line walk of the system to be isolated.
 Inform the Endorsing Authority if part of the isolation is at a remote location under the
control of another Area Authority.
A flowline that requires isolation for well intervention work e.g. well testing, or flushby (not
requiring a formal well handover via the Well Location Custodianship Transfer Form (WLCTF)
can be carried out by the contractor using a licensed Isolation Authority.
11.8 Securing the Isolation

 Ensure that mechanical isolation points shall be secured using a ‘Pro-Lock’ preventing
tampering.
 Ensure that electrical isolations HV, LV and ELV are be performed, secured and labelled
as detailed in PDO Electrical Safety Rules (ESRs) and Electrical Safety Operational
Procedures (ESOPs).
 Ensure that Key Safe is employed to control all the Safety Padlock keys used to secure an
Isolation. The Key Safe shall be fitted with at least two unique locks with associated keys.
Where the electrical isolation requires the use of a Key Safe then the Key Safe keys should
be distributed as follows:
o Key 1 – Permit Holder
o Key 2 – Senior or Authorised Electrical Person (SAEP or AEP)
o Key 3 (If fitted) – Area Authority or SAEP/AEP
 Every isolation point whether valve, spade, blind and electrical equipment or instrument
loop used in recorded isolations requiring an Isolation Certificate shall be labelled with a
highly visible “Isolation Tag” explaining the reason for the isolation and prohibiting removal.
Revision 6.3
 The first part of the tag with the attachment loop shall attach to the isolation point. The
second part shall be attached to the PTW & the Isolation Certificate. The third part (smallest
part) is kept at the Issue Point until the isolation is removed.
11.9 Unable to Implement

If during the isolation the IA discovers one or more of the isolation points cannot be
implemented e.g. a valve is seized in the wrong position, then he should mark this on the
Isolation Certificate as UTI (Unable to Isolate). This will move the Isolation Certificate back
to the draft status to allow additional points to be added or a procedure variance to be raised.
11.10 Proving the Isolation

The Isolating Authority or Electrical Person shall prove the system/equipment is fully isolated
from pressure/electricity or any other sources of energy. If proof requires a flange to be
unbolted the Job HSE Plan shall include clear controls for the unbolting of the first flange to
ensure pressure is released before bolts are removed.
11.11 Recording the Isolation

On completion of the isolation the Isolating Authority shall update the status of all the isolation
points on the Isolation Certificate. He shall print a copy of the updated Isolation Certificate,
attach all isolation tag stubs and marked up PEFS showing the extent of the isolation and the
isolation points. This copy shall be kept in the PTW facility, an additional copy shall be made
available for the PTW Holder. Visibility and coordination
The Area Authority shall record all equipment isolations on the Process Isolation Wall if fitted
ensuring equipment is only isolated or de-isolated when it is safe to do so.
11.12 Master Isolation

An Isolation Certificate can be attached to multiple permits. The ePTW system will not allow
the Isolation Certificate workflow to move to ‘Deisolation in Progress’ until all associated PTW
have been job completed.
If the isolation is to be left in place after the PTW has been cancelled then the isolation should
be transferred to an Extended Period Isolation.
11.13 De-Isolation
The Permit Holder shall request de-isolation. If testing is required before de-isolation then 9.14
De-Isolation for Test shall be followed. Once the Isolating Authority in consultation with the
Area Authority (if they are different people) have assured themselves that the system integrity
has been restored, for breaking containment this will be with the successful completion of the
relevant reinstatement test as per SP-2290, they shall sign to authorise de-isolation.
The de-isolation shall be carried out as per the approved de-isolation plan on the Isolation
Certificate
Once approval to remove the isolation has been given the isolation can be removed.
 Check the ePTW overview and Process Isolation Wall (if available) to ensure there is no
conflict with other work or isolation and the system is safe to de-isolate.
 Inform the CRO before de-isolating the equipment.
Revision 6.3
 Carry out the line walk of the system to be de-isolated.

 Inform the Endorsing Authority if part of the de-isolation is at a remote location under the
control of another Area Authority.
 Remove only the tags for the Isolation Certificate approved for de-isolation.
 Move the valve/blind to its de-isolated position as stated on the Isolation Certificate de-
isolation plan.
CAUTION: Where a valve is used for more than one Isolation the Isolating Authority shall
double check the isolation tag information and ensure that only the tag relating to the
Isolation Certificate under de-isolation is removed. In this can the valve position shall not
be disturbed.
 Compare the tags from the valves/switches with those attached to the Permit/Isolation
Certificate to ensure the De-Isolation is complete.
 Update the points on the de-isolation plan
 Electronically sign the Isolation Certificate to confirm that the de-isolation is complete.
.
11.14 De-Isolation for Test

Any testing requirements shall be detailed in the associated permit’s Description of Work. If
testing is required to confirm that the work is complete then the permit shall be ‘Suspended for
Test’
If the test has not already been planned then the Isolating Authority shall select the points for
test (DFT) on the de-isolation plan by using the relevant check boxes.
The Responsible Supervisor shall review the test plan to ensure it is safe to proceed.
CAUTION: Whenever a DFT is carried out all required safety systems and barriers shall be
restored to ensure the safety of personnel and plant.
The Responsible Supervisor shall approve the DFT.
Once approved the Isolating Authority shall carry out the de-isolation as per the DFT plan. The
tags shall be removed from the points under DFT.
The Isolation Certificate will then be updated. Once the Isolation Certificate has been confirmed
as DFT in place the PTW shall then be re-issued for test prior to the test run being undertaken.
If completion of the test run shows that more work is needed, the PTW shall be suspended and
the Isolation Certificate moved to re-isolation in progress. Once the Isolation is in place with
tags re-applied and isolation points immobilized the PTW can be re-validated.
CAUTION: DFPV may be required to allow further work to be carried out after a DFT
If the DFT is a success then the PTW can be completed and the Isolation Certificate moved to
de-isolation in progress.
Revision 6.3
11.15 Extended Period Isolations (EPIs)

EPIs are isolations which must remain in place although no work is being done within the
boundary. They may be required for two main reasons:
a. Where work has started but will be suspended until the Validity Period of the PTW has
passed. (e.g. awaiting spares for a repair).
b. Where equipment becomes redundant and is to be permanently isolated, an EPI should
be in place until such time as the redundant equipment has been engineered out.
The procedure for authorising and documenting EPIs is as follows:
1. Any PTW relating to the isolation shall be cancelled by the Area Authority.
2. Where no work is required but equipment is to be isolated for an extended period, an
Isolation Certificate shall be raised to document the isolation.
3. The Area Authority shall indicate the reason for the EPI.
4. The Isolation Certificate and the Isolation Tag Label halves shall be referenced in the EPI
section of the Permit Rack and stored in a secure location.
11.16 Extended Period Isolations Auditing

EPI’s shall be reviewed every 90 days by the Area Authority and shall include the following:
a. the security of the valve (prolock device) remains in place;
b. all isolation valve tags are still in place and legible;
c. the EPI register and supporting documentation is intact, valid & stored correctly.
If any of the above are not in place immediate corrective action shall be taken. Once completed
the audit shall be confirmed in the ePTW system.
11.17 Isolation for spading

Where blanks or spades are used to isolate a vessel or equipment a separate PTW shall be
used to ensure the isolation is controlled before the work can start. The spading permit needs
a separate valve isolation to ensure the worksite is safe to allow the spading activity. Each blind
or spade must be treated, recorded and tagged as a separate isolation point.
11.18 Unrecorded isolations

Unrecorded mechanical isolations are not recorded on the Isolation Certificate but instead shall
be included in the work description on the PTW.
To be allowed, unrecorded isolations need both of the following conditions to be met:
a. The work is calibration or minor repair/replacement work* and the isolation and work shall
be conducted by a competent person from PDO Operations department who has been
formally nominated by the Responsible Supervisor, and
b. The isolation shall be removed before the end of the working period.
* NOTE Minor repair/replacement work is only work that can be done without the person doing
the work leaving the worksite. E.g. pressure gauge replacement, isolations for fault finding
etc. Work under an unrecorded isolation can only be carried out by the person carrying out
the isolation. He cannot isolate for a third party.
Revision 6.3
Vehicle access
Vehicles are not permitted to enter or to drive within 50m of a process facility so if a vehicle is
required to enter a PTW is required. Exceptions to this rule are:
 Vehicle access to a pig trap area for pipeline pigging operations covered by a Class B
PTW, pigging authorisation certificate and listed in the approved programme. The same
requirements for entry and gas testing will apply and continuous gas testing is required if
the vehicle engine remains running.
 Travel to and from the facility in crew vehicles via the normal marked route to the facility
parking area.
 Use of delivery trucks, as covered in 13.6.10.
If vehicle access to a Restricted Area is required it will have been recorded on the PTW in the
“Vehicle Access Section”.
The Permit Applicant shall ensure that a vehicle access checklist (Appendix 6) is
presented with the PTW, and the Permit Holder shall ensure that all conditions therein
are complied with.
The Area Authority shall only authorise entry of the vehicle after verifying the conditions
have been met.
NOTE: Vehicle access should only be granted for delivering essential materials or equipment
and shall not be granted for general access or transport of personnel. The vehicle shall be
removed immediately on the completion of the delivery.
NOTE: A gas test is required before each vehicle access or movement. Details and results of
the gas test shall be entered on the PTW and the station gates shall be closed after each entry
or exit.
Continuous gas monitoring is required wherever a crane is used.
NOTE: The Permit Holder shall verify the vehicle is free of mobile phones and any other sources
of ignition e.g. matches and lighters.
NOTE: This approval is not to be used to authorise the passage of high vehicles beneath
overhead power line as this requires a separate Overhead Line Clearance Certificate.
The Permit Holder shall brief the Responsible Supervisor and/or the Area Authority on the
scope of the work and the Area Authority shall ensure that the Permit Holder fully understands
the scope of the work, hazards and controls before validating and allowing work to commence.
Revision 6.3
Rules for PTW work for particular activities

13.1 Fault finding
Fault Finding - rules
A PTW shall be required if the fault finding activities are of a non-routine nature or may produce
an unsafe situation including all activities requiring a PTW. A PTW is required if any process
lines are breached to remove valves or if live (non-IS) electrical junction boxes in hazardous
areas are to be opened.
The work shall be supervised by the Area Authority even where the work is being conducted
by personnel from another department.
The Responsible Supervisor shall advise the Area Authority of potential hazards and effects
on other parts of the process including where valve operations are concerned.
A PTW shall be raised for repairs to the fault found if the type of work requires it.
When a PTW is written in the scope of ‘fault finding’ the work description shall not allow the
work crew to proceed with any subsequent repairs without first conducting a risk assessment.
The work description shall include:
 A description of the fault to be investigated.
 A description of the types of fault finding work that shall be conducted.
 The point at which work shall stop and a further PTW for the repair shall be raised.
Performing checks for fault finding can be performed without a PTW if the work does not fall
into an activity requiring a PTW (Appendix 1) and a TRIC is completed. e.g. examining
vibration switches appearing to malfunction by knocking the switch and observing any output.
Should checks indicate that further work is required which falls into a PTW category, e.g.
opening a live electrical junction box, then this work must be conducted under a PTW.
Electrical fault finding
Fault finding on live electrical circuits is in a Process Facility requires a Class B PTW (i.e. not
on an Asset under the Custodianship of the Electrical Persons). This work must be done in
accordance with the ESRs with a gas test where required as in Appendix 1.
13.2 Construction work

13.2.1 Construction work close to existing facilities
Construction work, including new pipelines within Hydrocarbon Areas surrounding an existing
facility requires a PTW.
Major construction programmes within a Hydrocarbon Area around existing facilities may be
better controlled using the contractors own PDO approved PTW system. This is done by
conducting a SIMOPS assessment and obtaining a formal waiver from PR-1172.
13.2.2 Hook up, un-hook and re-hook of wells

Provided that closing spools are fabricated and welded off the site, new well hook ups do not
require a PTW; instead a ‘No Permit Job Form’ and a Job HSE Plan shall suffice. However,
this does not apply if one end of the completed line is isolated from a live plant.
Revision 6.3
Laying sleepers, connecting up spools, hydrostatic test, removal of spades at the Xmas tree
and manifold for final handover to production, (using documented handover procedures) all
require a Class B PTW.
The disconnection and re-hook up of existing wells requires a Class B PTW unless flowline
cutting is required which requires a Class A PTW.
13.3 Seismic work

Seismic crews operating in remote areas do not require PTWs.
If their seismic work area is close to or inside existing production or electrical facilities. The
following applies:
13.3.1 Overhead line clearance

 PR-1242 gives required horizontal & vertical clearances
 A clearance certificate is required to be authorised by the Asset Custodian.
 An 'Overhead Line Clearance ', is required for passing by or under an overhead line. A
PTW is required as this is not an Electrical Safety document.
 If work is to be conducted under or near an Overhead Line a 'Limitation of Access' with
supervision by a Competent Electrical Person may be required.
 If machinery could possibly come into contact with the Overhead Line, a PTW is required
(Activity 9.1).
13.3.2 Hazardous areas

Seismic Geophone usage within process facilities and hydrocarbon areas requires a Class
B PTW. As it is classed as ‘Hot Work’ a gas test is required before work starts each day and
possibly at other times e.g. before energising a system later in the day. Gas testing may be
conducted by an AGT from the seismic crew. The PTW details will stipulate the required gas
testing frequency and acceptable limits for specific gases.
Seismic operating procedures clearly defining access limitations close to facilities are
acceptable as an adequate control mechanism for vehicle access provided the vehicles are
outside of Hazardous Areas and not close to Overhead Lines (defined in ESOP).
13.3.3 Seismic activities which require PTWs

When a PTW is required for seismic activities, the requirements of PR-1172 are mandatory.
Where Overhead Line Clearance requires a PTW the Responsible Supervisor/Area Authority
is drawn from the Electrical department. The responsibility for work site supervision is
detailed in the relevant ESOP
Generally when the hazard is fixed and does not change in location or time (e.g. fixed
electrical lines) the site examination can be done once and at any time prior to work starting.
When the hazard is not fixed in location or time (e.g. possible hydrocarbon release) the
precautions shall be applied immediately prior to and if necessary repeated during the work.
Revision 6.3
13.4 Geomatics survey work

13.4.1 General survey work
Over 95% of survey work is conducted outside of process facilities. These activities generally
do not require a PTW.
The Geomatic work not requiring a PTW includes Geodetic surveys, topographic and
engineering site surveys, route surveys, drilling site survey supports and as-built surveys.
13.4.2 Surveying activities which require PTWs

When a PTW is required for geomatic surveying activities, the requirements of PR-1172 are
mandatory. Survey activities in areas where PTWs are required will normally be Class B work
and are identified from the activities in Appendix 1.
13.5 Pipeline work
13.5.1 Right of way certificate

Third parties can require access to PDO sites for non PDO work. e.g. construction work for
Government departments within the Right Of Way (ROW) along PDO main pipelines and
neither the Government Department nor the contractor performing the work is working for
PDO.
PDO has the legal right to review the planned work and controls and to insist on additional
controls to safeguard PDO's assets. Formal agreement shall be obtained from PDO via a
signed ‘No Objections Certificate (NOC)’, which shall be used together with a suitable cover
sheet and the work plans, instead of a PTW.
The controls agreed in the NOC shall be suitable and sufficient to safeguard PDO's assets.
Further details of the precautions necessary when working on pipelines are contained in GU-
501.
13.5.2 Casasco pit entries

If the work involves the removal/insertion of a Cosasco access fitting plug using a fully rated
retrieval tool by competent personnel then in addition to the Class B PTW the following shall
be required:
 Confined Space Entry Certificate.
 A rescue plan.
 A defined and tested escape route.
 Continuous gas monitoring.
 A risk assessment shall be completed covering all activities that will be carried out both
inside and outside of the space.
All documents shall be reviewed and approved by the Responsible Supervisor.
If the work could potentially result in breaking containment of a hydrocarbon system then in
addition to the controls listed above the following shall apply:
 Wearing SCBA for gas service lines.
 For liquid service lines the risk assessment shall consider both the impact of an
accidental fluid release (narcotic and toxic effects) and the ability to escape in the event
Revision 6.3
of a rapid rise in fluid level within the pit. If escape cannot be assured then the work
should not be allowed to proceed.
Where no breaking containment is to take place it is not required to have a Confined Space
Entry Certificate to accompany the Class B PTW, but shall require that a gas test to be carried
out by an AGT with the results recorded on the PTW, and the following checks carried out:
 Visually inspect the cellar for reptiles and signs of poisonous insects.
 In cases where the cellar is partially filled with sand, try poking the sand surface with a
long stick to check for reptiles.
 A defined and tested escape route
13.6 Work in operational areas

13.6.1 Safety system overrides
Welding or grinding in new construction areas in a station can require an override of the
Station Fire Detection (See PR-1001c for more information) system avoid station trips caused
by the ultra violet radiation released during welding. There are three separate cases
depending on the location of the work:
13.6.2 Work more than 50 m from a process facility

A PTW is not required unless a request for a safety system override is raised in conjunction
with PR-1001c. In this case a PTW shall be required or the area completely shielded from
the detectors at the station.
13.6.3 Work within 50 m of an operating facility

A PTW is required for work in a hydrocarbon area. The PTW should have an override request
form attached to it. The station operator (Area Authority) will implement the override in
conjunction with PR-1001c. He will only validate the PTW after he has overridden the system.
When the PTW is suspended he will reinstate the fire detection system.
13.6.4 Work on an adjacent facility

Where two facilities although physically close are under the control of separate Area
Authorities, (e.g. Fahud MLPS, Water Injection and NOCS Plants) then work within one area
requires a PTW validated by the area for the location of the work. The PTW should
additionally state on the override request form attached to it the requirements for fire
detection system overrides on the adjacent facility.
The Area Authority for the adjacent facility will sign the PTW as the ‘Other Affected
Custodian’, he shall log the overrides in e-MOC.
The Area Authority for the area where the work is being done will only validate the PTW when
he has received confirmation that all overrides are in place.
When the PTW is suspended he will instruct the other Area Authority to remove the system
overrides.
Revision 6.3
13.6.5 Installation, replacement, commissioning and optimisation of beam pumps

Installation of new beam pumps
A Class B PTW can be used provided the appropriate lifting precautions are specified in the
Job HSE Plan and a lifting plan in place.
The work involves the following:
1. Pressure testing and tying in the flow line at the well end requires a Class B PTW.
Welding cable tray supports require a Class B PTW (unless the well is in a Process Facility,
when a Class A PTW is required). However if the electric cables are laid in a standard
position and this could be done away from the site before the pump is placed in position then
the work would not require a PTW.
Replacement of beam pumps
Replacement of existing beam pumps after a well workover shall require a Class B PTW,
Beam pump optimisation work
Requires a Class B PTW
Beam pump stuffing box repair
Performing fluid level shot for wells with Beam Pumps
13.6.6 Flowline leaks

Where the Area Authority and Responsible Supervisor have classified the leak as minor, it
shall be isolated and a Class B PTW raised for a clamping repair only however hot work is
prohibited under this Class B PTW for a clamped repair.
13.6.7 Well cellar entries

Require a Class B PTW and a Confined Space Entry Certificate and gas testing can be
conducted by any AGT. Note that separate gas test are to be conducted at each entry and
recorded on the Confined Space Entry Certificate or Additional Gas Test Record sheet.
For operational checks the rules in Appendix 1 apply.
A local procedure shall be produced, be approved and signed by the Production Coordinator
and in place for the work.
A Job HSE Plan must be produced, and a TRIC TBT conducted for each entry.
The hazard and controls listed below should be used as guidance when preparing for the
activity.
Hazard: Poisonous Insects / Reptiles
 Visually inspect the cellar for reptiles and signs of poisonous insects.
Revision 6.3
 In cases where the cellar is partially filled with sand, try poking the sand surface with a
long stick to check for reptiles.
Hazard: Life Threatening Atmosphere
 A minimum of two persons is required for this work.

 Respiratory protection appropriate for the atmosphere to be worn.
 Tests for oxygen and/or harmful gases/fumes are to be undertaken.
 Only trained and competent persons to carry out the task operate equipment or handle
the substances involved.
 Each person to carry an operational personal gas detector capable of measuring
Hydrocarbon, H2S and Oxygen.
13.6.8 Replacement of relief valves

A routine job involving breaching a pressurised hydrocarbon system requires a Class B PTW
for activity 6. It may also require controls for activity 5
Several relief valves can be listed on a single PTW provided they all have identical hazards
and a method statement shall detail the sequence to be worked on.
The PTW shall be cancelled when all relief valves in the PTW have been replaced.
13.6.9 Tank and vessel entries

Where multiple tasks are planned within a tank/vessel by the same work party a Class A
PTW can be raised recording activity 2 for the entry followed by the other activities (e.g. 6
for blasting and painting).
To ensure the correct controls are recorded for each activity a combined Job HSE Plan shall
be raised covering all of the work within the tank/vessel.
If someone outside the work party requires access to the tank during the work they are to be
considered part of the work party for the duration of the inspection and can only work under
the control of the Permit Holder, and TRIC discussion convened as part of Dynamic Risk
Assessment.
13.6.10 Use of vacuum tankers and delivery trucks

Vacuum tanker discharge of hydrocarbons
If it is required to enter a vacuum tanker to a process facility for suction or discharge
operations, and the driver is not a licensed PTW holder, or is not accompanied by a licensed
PTW holder, the following shall apply:
 The Area Authority must carry out a gas test at the location and along the route to be
taken by the vacuum tanker, taking into account wind direction and parking position of
the tanker.
 The Area Authority must accompany the driver to ensure the vacuum tanker follows
the agreed route, and parks at the agreed location.
 The Area Authority must ensure the vacuum tanker driver follows his directions at all
times.
 The Area Authority must remain with the vacuum tanker at all times while it is inside
the facility, until it exits the facility, and he must ensure all operational controls for the
tanker (eg earthing, hose suitability, continuous gas monitoring) are in place
throughout the operation.
Revision 6.3
Note: Where stations have a connection from an oil-saver pit to a point external to the
fence, as the area is effectively a Zone 1 area and the tanker discharges into an open
funnel with a pit underneath the funnel then a Class B PTW for activity 6 is required and
an initial gas test needs to be performed before the vehicle enters the area and
continuous gas monitoring during the discharge.
If a non-drip connection is used and the tanker remains outside the hazardous area then the
work does not require a PTW, however the AA must be kept informed.
Use of a suction tanker
A vehicle entering an operating facility to empty a pit of hydrocarbons requires a Class B
PTW under activity 6. If the tanker is collecting hazardous chemicals/substances then a Class
B PTW under activity 4 is required.
Delivery of liquid or solid stores by vehicle to a station
Vehicle entry to an operating facility requires a Class B PTW under activity 6 with an
exception being where the vehicle is only for the delivery of operational stores and is under
the Area Authority's direction throughout its visit. For this exception to be a No Permit Job
the following conditions shall be required:
 The delivery of goods should be planned and known beforehand to the Area Authority.
 Offloading is in a safe, non-hazardous, area away from hydrocarbon and electrical
facilities.
 The Operator/Area Authority shall directly control the access and movement of the
vehicle.
13.6.11 Trenching using hand tools and power tools

Excavation or trenching using manual hand tools down to a depth of 300 mm does not require
a PTW unless in an area or station without documented details of buried services. In this
case the excavation is to be treated similar to a mechanised excavation following PDO
procedures for Excavation in Operational Areas.
A Class B PTW for activity 12 shall be required for all excavations using mechanised or power
tools.
13.6.12 Radiography
All radiography (x-ray and gamma sources) performed outside engineer enclosures requires
a Class B PTW for activity 4, a completed radiography certificate, a Job HSE Plan and sketch
of the Controlled Area (7.5 us/h) boundary distances.
In addition where radiography is to be carried out in a process area or close to process
facilities the safety systems and any nucleonic level measurement should be inhibited
through the approved route.
An example of a radiography certificate can be found in SP-1237 and is the only
supplementary certificate that can used without being part of a PDO PTW (see below).
A PDO Class B PTW is required for radiography inside existing production facilities and all
pipeline activities however on occasion where radiography is performed in a controlled open
area or fabrication yard it will require an in-house contractor PTW control. All radiography
performed outside of the engineered enclosures shall have a valid PDO or contractor PTW
to facilitate discussion and planning of the work.
The PTW Applicant in conjunction with the radiography Site in Charge (Radiation Protection
Supervisor) is responsible for completing the Radiography Certificate prior to commencing
Revision 6.3
radiography activities which can be used with a non PDO PTW provided the contractor self
manages radiography activities and ensures valid documentation.
Operational, maintenance and emergency procedures for handling, storing and transporting
radioactive sources or generators shall meet HSE Specification SP-1327 and the NDT
contractors shall have their own approved Radiation Safety Management System signed off
by their Radiation Protection Advisor.
13.6.13 Instrumentation work

Following a station trip, resetting the trips is classed as ‘fault finding’ so does not require a
PTW.
Installation of new equipment not tied into existing safety/protection systems requires a Class
B PTW for activity 6.
Work that interfaces with existing protection/safety requires a PTW for activity 5 for ESD and
fire & gas systems. The level is class A for process facilities and class B for hydrocarbon
areas. Class B PTW activity 5 is required for Process Control and Machinery Control and
Surveillance systems. An example includes the remedial or modification work on existing
systems or tie in of new systems.
13.6.14 Maintenance of diesel engines in remote locations

Routine maintenance (e.g. oil or filter change) is the same as routine plant checks not
requiring a PTW but engine test runs will require a PTW.
13.6.15 Routine strainer cleaning

Where the strainers are isolated, depressurised and drained before work starts and the
station operator is in attendance for the entire job including the unbolting of hydrocarbon lines
it does not require a PTW.
When work is not supervised by the station operator a Class B PTW under activity 6 is
required.
13.6.16 Changing of air and lube oil filters

Where the equipment is fitted with dual filters and has change over facilities between the
filters, the work of changing the "Off Line" filter does not require a PTW.
13.6.17 Plant condition monitoring and integrity checks

In hazardous areas the routine checking of rotating equipment condition monitoring systems
involving the use of a 'Micro-Log Data Collector' in hazardous areas or pipeline wall thickness
checking using ultra sonic equipment falls under activity 11 and gas testing precautions are
required because the equipment is not certified for use in hazardous areas.
13.6.18 Air conditioning maintenance

Routine air conditioning (AC) maintenance in production stations involves working in the
control building and use of non-certified electrical equipment outside of the control room
within the plant fence. Maintenance staff isolates the system at the main switch and place a
notice on the switch.
Before starting work the applicant shall verify with the Responsible Supervisor or Area
Authority that the AC location is located in a hazardous or non-hazardous area.
If in a non-hazardous area then only a ‘No Permit Job Form’ and a TRIC are required.
Revision 6.3
If in a hazardous area a Class B PTW for activity 6 is required.
13.6.19 Hand and spray painting

Painting of process plant requires a Class B PTW.
Painting in areas controlled by electrical departments requires a Class B PTW
Painting buildings inside the fence requires a Class B PTW but outside the fence requires a
‘No Permit Job Form’, Job HSE Plan and TRIC TBT.
13.6.20 Pigging Operations

All pigging operations shall be controlled using a Class B PTW to manage risks and ensure
effective communications between the different concerned parties.
The Other Affected Custodian signature is required before the permit can be issued. If
launching a pig, then the Other Affected Custodian shall be the Responsible Supervisor or
equivalent at the receiving facility and vice vera.
A copy of the completed Pigging Authorization Certificate shall be attached to the Class B
PTW. See PR-1082 for the latest version of the pigging certificate. RS and AA approvals are
not required as these signatures are captured in the Class B PTW.
The Permit Applicant shall provide details of the pig launcher/receiver set up in the task
description of the PTW. They shall attach the correct drawing and Method Statement for the
launching/receiving activity which will include any line up and venting details.
Role Position Responsibility
Permit Applicant Pigging Contractor  Apply for PTW as per SP-2329. (A separate PTW is needed
for launching and receiving)
 Add other affected custodian(s)
 Attach pigging authorization certificate
 Provide details of launching or receiving set up as per PR-
1082
 Attach up to date Drawing and Method Statement for
launching or receiving activity from PR-1082
Permit Holder Pigging Contractor Carry out PH duties as per SP-2329
Area Authority UIPT AA / PDO Station Carry out AA duties as per SP-2329, Daily Validation of PTW
Operator / 3rd Party AA
Responsible UIPT RS / PDO Station Carry out RS duties as per SP-2329. Sign PTW as other affected
Supervisor RS / 3rd Party RS custodian on launching/receiving permit if issued from another
facility.
13.7 Marine Operations
13.7.1 Work on offshore single buoy moorings (SBM)

Work on SBMs falls into five categories:
1. Work involving the opening of hydrocarbon systems or the use of cranes. e.g. change of
hoses, chains or hawsers requires a Class B PTW with isolation.
Revision 6.3
2. A Class A PTW is required of hot work is planned to free shackles and this requires a
worksite examination.
3. Routine non-invasive maintenance work on offshore SBMs does not require a PTW.
4. Other repair work shall use a PTW appropriate to the activity in Appendix 1. A worksite
examination is required if the Responsible Supervisor considers the risk warrants it.
5. The area within 50 meters of a flow line associated with an SBM shall be classified as a
Hydrocarbon Area
13.7.2 Work on marine craft afloat

1. Routine non-invasive maintenance work on marine craft afloat does not require a PTW.
e.g. weekly planned maintenance checks.
2. Non-routine repair or maintenance work on marine craft afloat shall use the PTW
appropriate to the activity in Appendix 1.
13.7.3 Working within the Jetty Area

The Jetty area has been classified as a Non Hydrocarbon Area. Non Invasive Routine
maintenance shall be covered under the permit to work if any of the following conditions
apply:
a. A supplementary Certificate is needed.

b. A system override is required.
c. Work affects the availability of a safety system.
Fault finding for low hazard work to find the cause of a defect (and possibly repair) does not
require a PTW if the following conditions are met:
a. The work is done or supervised by a competent person;
b. The hazards have been identified on a Job HSE Plan, it is authorised by the
Responsible Supervisor and a TRIC is in place.
c. The work required to repair the fault is minor, does not fall into a PTW activity and it
can be completed under the initial authorisation without raising a PTW.
NOTE: An appropriate PTW shall be raised if the repair work is more complex or includes
activities requiring a PTW.
Emergency breakdown work does not require a PTW. The work is similar to those for fault
finding i.e. make the plant safe and find the cause of the breakdown.
Once the plant is safe the correct type of document to manage the repair will be agreed
between the Responsible Supervisor and Area Authority and a PTW issued.
Multi discipline work. If one trade is required to support another trade then the work can be
done on the same PTW provided that the Permit Applicant and Permit Holder have been
licensed to cover multi-discipline work.
12.7.4 Diving Operations
Revision 6.3
For work involving diving operations at the Mina Al-Fahal Marine Terminal, an In-house PTW
will be applied utilizing the diving contractors, International Maritime Contractors (IMCA) and
International Association of Oil & Gas Producers (OGP) compliant dive permit system.
Each contractors dive permit is to be authorised by the PDO Responsible Supervisor for every
diving permit/activity.
13.8 Government Gas Operations

13.8.1 Work Inside Government gas terminals and block valve areas
1. All vehicle mounted cranes, hydraulic power plants and Government gas vehicles shall be
fitted with flame arresters and a gas test conducted before they enter the terminal and a
PTW shall be in place for the appropriate activity.
2. Changing a block valve uses a vehicle mounted crane and so requires a Class B PTW for
activity 6 with an isolation certificate to include vehicle access and gas testing.
3. Cleaning in line gas filters and routine minor maintenance work requires a Class B PTW
for activity 6 respectively, with isolations secured and tagged as required by this
specification and recorded on an Isolation Certificate. (Minor work includes opening
instrument junction boxes in non hazardous areas for calibration, or greasing and checking
ball valves for leakage by opening body vents.).
4. A qualified Appointed Electrical Person can enter into a switchboard or battery room to
reset the terminal alarm after a trip without a PTW.
5. For control valve overhauls, all 3 disciplines need to be involved and so a single Class B
PTW for activity 6 can be used, provided that a Permit Holder is licensed for multi-discipline
work. The Permit Holder will be less competent in the other disciplines than his own but
must still be able to ensure the Job HSE Plan is being complied with.
13.8.2 Work on pipeline and right of way areas

1. For work on the Right of Way (ROW) between 10m and 25m of the pipeline a Right of Way
Certificate is required and for contractors not working for PDO, a No Objection Certificate
is required to have formal authorisation from PDO.
2. The area within 10m of the gas pipeline is a hydrocarbon area so work (whether or not it
touches the pipeline) requires a Class A or B PTW as required by Appendix 1. The work
shall be authorised by GGO/1 signing as the ‘Other Affected Custodian’.
3. Work within 25m of the Main Oil Line or SOGL Gas Line (see GU501) within the pipeline
ROW requires a PTW.
4. Trenching operations shall be conducted in compliance with the Excavating and Working
Around Live Pipelines guideline (GU-501).
5. Hand excavations to depths less than 300 mm do not require a PTW but a Right of Way
Certificate is required.
6. Work within 15m of the pipeline that does not involve any of the activities requiring a PTW
do not require a PTW (e.g. visual inspections).
13.9 Electrical safety rules and PTW interfaces

13.9.1 Electrical safety documents
There are five electrical safety documents:
Revision 6.3
1. Electrical PTW - For HV work or LV with Circuit Main Earth (CME)

2. Sanction for Test - For HV work
3. Limitation of Access - For HV and LV work
4. Electrical Isolation / De-Isolation Certificate - For HV and LV work
5. Electrical Immobilisation Certificate - LV isolation for Non Electrical work
The Electrical Safety Document highlights the electrical hazards of the relevant electrical
work but additionally the work also requires a Class A or B PTW relevant to the activity when
the work interfaces with other work/operations. This is to control the additional hazard at the
interface.
13.9.2 Types of electrical work

Work in electrical areas of a production asset
The work shall be authorised by the Area Electrical Supervisor (licensed as a Responsible
Supervisor) and agreed by the Production Responsible Supervisor as the Other Affected
Custodian and validated by the Electrical Area Authority. If however the work extends or
affects equipment outside the substation then a PTW authorised by the Production
Responsible Supervisor is required.
This includes work in sub-stations and switchyards located in production assets.
Electrical work on electrical assets controlled by power systems operations
The work shall be authorised by the Infrastructure Electrical Supervisor (licensed as a
Responsible Supervisor), no other Affected Custodian and validated by the Electrical Area
Authority.
Non electrical work on electrical assets controlled by power systems operations
The work shall be authorised by the Infrastructure Electrical Supervisor (licensed as a
Responsible Supervisor), no other Affected Custodian and validated by the Electrical Area
Authority, or he is not available validated by a Production Area Authority who is an Electrically
Appointed person.
Revision 6.3
13.9.3 Work at remote electrical assets controlled by power systems operations

Electrical work will have a suitably qualified electrical person in the work party to validate the
PTW.
Non-electrical work - e.g. work on gas turbine prime mover is covered above, unless
circumstances prevent the PDO Electrical Area Authority from validating in which case the
PTW can be validated by a suitably qualified Production Area Authority from the local area.
This requires agreement from the asset teams and a familiarisation briefing for the Area
Authorities.
If the asset team or project team working within an Asset wish to maintain construct or
commission plant under custodianship of UIE3 then they need to do so under the PDO PTW
system. If asset operations wish to carry out work on utility equipment inside a power station
fence the following shall be followed:
 Operations Responsible Supervisor shall authorise the PTW.
 The relevant Power System Responsible Supervisor in Yibal shall sign as Affected
Custodian.
When Power Systems wish to carry out any physical work within the fenced area, a PTW
should be raised by the Power Systems Responsible Supervisor and countersigned by the
Operations Responsible Supervisor as Affected Custodian.
13.9.4 Live line washing

Requires only a Limitation of Access (LOA) unless the live lines pass through a hazardous
zone (1 or 2) where it needs a Class B PTW.
The Electrical Supervisor shall ensure that the auto-reclose facility is disabled.
13.9.5 Electrical isolation (low voltage)

Controls for this work are covered in the Electrical Safety rules. An isolation / de-isolation
certificate shall be issued by a responsible member of the custodian department to a third
party who is to carry out non-electrical work on equipment that needs isolating before work
commences.
13.10 PTWs for ESP activities

This includes work on ESPs, ESPCPs & PCPs and there is a standard approach for
requirements for a vendor’s use of our PDO PTW system.
13.10.1 Pre-requisites for ESP activities

The following shall be in place:
 The Contract Holder (CH) shall ensure the competency of vendor engineers assuring
their competency credentials and certificates.
 The Contract Site Rep (CSR) shall ensure that all controls in the HEMP exercise and the
Job HSE plan in place.
 The CH shall ensure every activity has a robust safe execution procedure.
 The CSR with the Production Coordinator and vendor shall establish Job HSE Plans for
every specific activity for ESPs, ESPCPs & PCPs in their area using the Online Job HSE
Plan system as baseline.
 The Job HSE Plans shall be readily available to the CSR, Production
Coordinator/Supervisor and vendor.
Revision 6.3
The following steps shall be adhered to for all ESPs, ESPCPs & PCPs activities:
1. The Responsible Supervisor requests the CSR to attend job.
2. The CSR instructs the vendor engineer to carry out the work (this does not have to be
face to face) and to refer to relevant Job HSE Plan for the activity and verify all controls
are in place.
3. Vendor engineer informs CCR when the job is started.
4. The CCR Operator logs the work details and start time in the “Station Log Book” and
reports the status to the Responsible Supervisor.
5. Vendor engineer informs CCR when the job is completed.
6. The CCR Operator logs the work details in the “Station Log Book” including the
completion time and reports the status to the Responsible Supervisor.
7. Vendor engineer submits Job HSE Plans for all completed jobs to the CSR for
documentation and assurance on return to the base.
13.10.2 PTW requirements for ESP activities

*Activities requiring PTW Activities requiring only Job Activities requiring Access
system: HSE plan: Authorisation Form:
Commissioning of ESP, Working on ESP, ESPCP & Data Collection including
ESPCP & PCP PCP panel/Troubleshooting download data from ESP by
using DH sensor
Fluid Shot Program software (adjustment Program software (adjustment
to controller) if controller is to controller) if controller is
inside the ESP Panel outside ESP Panel
ESP etc powered by Generator Replacing pigtail at Wellhead Assist to restart ESP, ESPCP
(Isolated) & PCP after STN S/D. (In this
case if vendor engineer is in
remote area “Access Permit”
can be obtained by any means
of communication and sign off
the Access Authorisation Form
on return for documentation
and assurance)
Visual Inspection of ESP Panel
*Note: The Electrical Supervisor shall sign as the Affected Custodian with direct liaison with
the ESP-CSR and the Production Supervisor to sign as the Responsible Supervisor.
Revision 6.3
13.11 Drone activities

Drone or Unmanned Aerial System (UAS) operations within process facility and hydrocarbon
area shall be controlled using a Class B PTW to manage risks and ensure effective
communications between the different concerned parties.
The Permit Applicant shall provide details of the drone type, activity brief, and purpose in the
task description of the PTW along with the drone operations activity number. He shall attach
the required photography permits (NSA, CAA, & PDO) and an up to date Method Statement.
For seismic work, geomatics survey work, & pipeline work follow 13.3, 13.4, & 13.5 of SP-
2329 respectively.
Note: All controls related Drone activity hazard are available under Hazard 01. Motion - Drone
activity hazard heading in the JHSE plan in EPTW system.
See Appendix 10 for Roles, Responsibilities, and detailed drone activity list.
Revision 6.3
PTW for Drilling Rigs

14.1 PTW systems on contractor operated drilling rigs
A drilling contractor can operate his own PTW system provided it has been formally approved
by UOP/6. The contractor’s PTW system shall be examined by PDO to ensure it complies
with PDO minimum requirements using the checklist in Appendix 2.
If a contractor cannot meet the PDO PTW standard then the PDO PTW system shall be used
by the rig and PR-1172 shall be mandatory.
The PDO Drilling Supervisor is to act as the Responsible Supervisor and the Tool pusher as
the Area Authority. If the PDO PTW system is adopted then the list of activities requiring a
PTW listed below shall apply in addition to activities in Appendix 1.
Activities requiring a PTW on drilling rigs working for PDO.
 Hot work, except when done in the approved rig workshop.
 Isolation of rig safety systems.
 Work in confined spaces where there is a risk from toxic fumes or oxygen depletion.
 Major maintenance on mud pump.
 Non-routine maintenance in mast during normal operations.
 Maintenance / repair / painting from a personnel basket during any operation.
 Man-riding hoist operations.
 Scaffold erection on rig or camp site.
 Dismantling/Removing of handrails, ladders, grating (rigging down and rigging up)
 Work on equipment requiring electrical isolation.
 Work on equipment requiring secure mechanical isolation to minimise hazards.
 Re-charging of nitrogen unit bottles.
 Mast/standpipe/derrick/substructure inspection of fixtures and fittings during normal
operations.
 Nipple up/down BOP's for any inspection, maintenance or rig up/down operation.
 Pick up/Lay down the Top Drive for any inspection, maintenance or rig up/down operation
 Raise/lower and scope the mast for any inspection, maintenance or in preparation for rig
move
 Killing well / major work on Xmas Tree during rigging up / down.
 Well testing activities, flow tests in particular
 Grit blasting.
 Pressure cleaning of tubulars by a subcontractor.
 Erecting or moving equipment in close proximity to overhead power lines
 Work above or around water tanks or pits
 Critical lifting operations including multi-crane operations, lifting over pressurized
equipment such as producing wells, or pressure vessels
Revision 6.3
 Activities involving hazardous materials such as explosives, toxic chemicals, etc.

 Excavation/Penetration exceeding 30cm or in places where underground piping or
electrical lines may be present
 Any activity determined as non-routine with potential risk above acceptable levels as
determined by Rig Manager/Supervisor/PTW Holder
 Cement unit pressure testing other than cement unit related rig work.
 Any pressure tests not part of current rig work (e.g. pre-test of BOP / test manifold / choke
manifold).
 Flowline pressure testing.
 Installation of secondary contractor’s equipment e.g. solids control equipment, filters or
mixing machinery.
 Use of radioactive sources or materials.
14.2 Activities requiring signature from the PDO Drilling Supervisor when the
contractor PTW system is adopted.
The PDO Drilling Supervisor shall counter sign the contractor’s in-house PTW forms for the
following works:
 Hot work except when done in the approved rig workshop.
 Isolation of any rig safety systems.
The signature of the PDO Drilling Supervisor makes him responsible for:
 Agreeing that the work shall be conducted on the equipment at the proposed time.
 Ensuring that all hazards have been adequately identified and assessed.
 Reviewing the Job HSE Plan to ensure that it is suitable and sufficient.
 Deciding on necessary worksite preparations and safety precautions.
The Toolpusher responsibilities are listed within the contractor’s PTW system.
14.3 Workshop Activities

Work within a dedicated workshop/Warehouses shall comply with section 16 of this SP.
14.4 Work done on or near drilling rigs by departments other than Well
Engineering
Some work on the drilling location can be performed by or for departments other than Well
Engineering. e.g. welding and testing flowlines, digging pits etc. This work shall take place
within the PDO PTW system and meet the following requirements:
Work On the drilling location
 The PTW shall be raised by the appropriate Permit Applicant.
 The PTW shall be authorised and validated by the PDO Drilling Supervisor who will act
as both the Responsible Supervisor and the Area Authority.
Revision 6.3
Work near the drilling location

This is work outside of the drilling location but within 100 metres of the well:
 The PTW shall be raised by the appropriate Permit Applicant.
 The PTW shall be authorised by a Responsible Supervisor and validated by an Area
Authority from the PDO Operations department for the area.
 The Drilling Supervisor shall sign the PTW as the Other Affected Custodian.
Revision 6.3
PTW for Well Engineering

15.1 Use of well flushby units (FBU)
The activity requiring a well flushby unit is often remote from a station and hence the PTW
validation can be carried out by the CCR provided the following applies:
 A PTW shall be raised to cover a week or alternative specified period determined
appropriate by the production team.
 The work locations shall be highlighted on the GIS map in the ePTW system
 The PTW shall not be well specific but will cover the 4 pre-defined activities detailed in
the FBU vendor procedures.
 The FBU vendor shall detail the risk mitigation controls he identifies as necessary on
arrival at the site as well as for the FBU predefined work.
 The PTW originator and Holder shall be FBU crew members.
 By 16:00 hrs the day prior to work, the CCR, supervisors and appropriate operator area
authority accounts (and any additional requests to receive such notification by the
Production Programming Team) shall be notified via email of the wells to be worked on
the subsequent day by the FBU.
 At 06:00 hrs the work crew shall obtain daily PTW validation from the CCR for that day
and the CCR shall provide the crew with the telephone numbers of the relevant Area
Authorities for each well to be used in the event of urgent issues.
 When the crew arrives at a well site they shall assess whether it is safe to approach the
well pad. If it is safe they shall inform the CCR who enters this in the CCR log book and
shall approve the work. The work crew shall conduct the specifically approved activity.
The CCR shall keep the Area Authority at the appropriate station informed of ongoing
activities. The Area Authority shall carry out checks for conflicts using the ePTW GIS
map.
 Once the activity is complete the FBU crew shall inform the CCR that they have left the
well site in a safe condition.
 The CCR shall advise the crew to leave the pump running or to it shutdown.
 At the end of the day the crew shall return to the CCR to suspend the PTW.
 The CCR shall advise the station Area Authority accordingly.
15.2 Wireline and Well Services

Well Engineering operations performed by a dedicated well engineering crew operating
under an approved contractor PTW system do not require a PDO PTW provided the well has
been formally handed over to the well engineering crew via the ‘Well Location Custodianship
Transfer Form’ (WLCTF). The transfer process is formalised in PR-1098.
The well should be isolated by Operations under a mechanical isolation certificate, and
attached to the WLCTF or PTW system.
The Well Engineering supervisor is responsible to ensure all controls within the Job HSE plan
are in place and monitored and whilst Well Engineering have responsibility for the well no
other work from other parties shall be allowed.
Any requirement to flow the well should be captured under the ‘de-isolation for test’ process.
Activities that can be carried out under a WLCTF or the PDO PTW system are defined in PR-
1098.
Revision 6.3
Well Engineering can isolate the flowline to carry out work where the requirements described
in section 11.1 have been met.
15.3 Flaring operations in Well Engineering shall comply with the following:
1. Well Engineering Completion and Well Intervention (CWI) team will raise a PDO class B
PTW for flaring operations accompanied by the PDO Earth map showing the ‘Total
Exclusion Zone’ (TEZ). The PTW shall comply with PR-1172 and be presented to the PDO
Operations Responsible Supervisor (ORS) who once satisfied with the content and
implication of the PTW will authorise the PTW for 14 days.
2. Each day before flaring the CWI team will submit their “intent to flare” request to the ORS,
who shall examine the request for potential conflicts with other work requests within the
TEZ.
3. Where no conflicts are identified (or other conflicting work activities have been prohibited)
the ORS will instruct the appropriate Area Authority to validate the flaring PTW in 12 hour
periods up to a maximum of 24 hours.
4. If the well site is near to an associated production station the daily validation should take
place ‘face to face’. Where the well site is a large distance from the production station,
then on a case by case basis, remote validation may be considered subject to the
requirements below:
5. The Operations Area Authority shall visit the well site for the activities first validation and
thereafter at least once per week where activities are ongoing to check the task and risks
have not changed.
6. The authorisation period can start from either 06.00/07.00 or 18.00/19.00 depending on
work cycles.
7. The PTW requirement only applies to flaring. Non-flaring activities such as bleeding down
lubricators do not require a PTW as they are captured under the existing CWI procedures.
Revision 6.3
Work in Dedicated Workshops/Warehouses

A PTW is not required for work within a dedicated workshop/Warehouses provided it is
located in a Safe Area and personnel trained in the activity who are following an approved
risk assessed procedure are carrying out the work. To maintain standards and account for
SIMOPS the workshop/Warehouses supervisor shall approve all activities. Where no
approved procedure exists, then the PTW system shall be followed and a NPJ raised as a
minimum.
Revision 6.3
Specific rules relating to work in remote locations

The following are rules only relating to work in a remote location.
17.1 Remote site working

It is possible for work at a remote site to be managed from a different production station from the
one that the system being worked on flows to. This rule can only be used when the work does
not directly affect the station process. If work is to take place inside a station then the station shall
be under the control of a fully licensed Area Authority based at that station.
17.2 Worksite examination for some Class B PTWs in a remote location

A worksite examination to identify and assess the hazards is not necessary for Class B PTWs
where it is known that no other facilities, such as overhead or underground services could create
a hazard to the work party.
17.3 PTW validation exceptions in a remote location

With permission from the Responsible Supervisor and Area Authority activities like Well Services
or Geomatics activities in remote areas can be validated for 24 hours (from the start of the day
shift).
17.4 Isolating flowlines in a remote location

Isolation of flowlines at remote sites shall be authorized by a licensed Isolation Authority and
isolations shall be conducted in compliance with section 11. An Isolation Authority is a licensed
position for authorizing the isolation of flowlines at remote sites ensuring compliance with all
requirements.
17.5 Finishing work at the end of shift in a remote area
The PTW Holder at a remote site shall communicate progress and worksite conditions to the
Area Authority before he leaves the permit validation point at the end his normal day shift and
also communicate completion of the activity to the Area CCR or appointed 24 hour monitoring
contact.
Where impracticable for the Permit Holder to return the PTW to the Permit Issue Point when the
work is stopped the worksite supervisor shall agree with the Area Authority that the work has
been suspended for the day and the Area Authority shall suspend the permit in the ePTW system
on his behalf. Before this the Permit Holder must phone the Area Authority/CRO to advise on
work progress and site conditions prior to leaving the worksite
The Area Authority shall not leave the station until he has made himself aware of the status of all
ePTWs in his area. The Permit Holder shall not leave the worksite he has updated the AA or
CRO.
17.6 Permit cancellation in remote location
After the “Permit Cancellation” has been signed, no further work shall take place under that PTW.
When the work is complete it may not be practicable to immediately return the wet ink copies of
the ePTW to the Permit Issue Point. In these cases the Worksite Supervisor should agree with
the Area Authority that the Worksite PTW be taken to an agreed collection point (e.g. PDO camp
offices).
Revision 6.3
17.7 Area Authority hand over in remote location

When a new Area Authority takes over he is required and so shall re-validate all PTWs in his
area. He will visit the worksites in his station and the immediate area and counter-sign the ePTW.
17.8 Permit Holder hand over in remote location

Where work is in a process facility, the new Permit Holder shall have a face to face conversation
with the Area Authority to obtain his approval for the change. Once approval has been granted
the Permit Holder shall counter-sign the ePTW. In remote locations where he is physically unable
to visit the Area Authority he shall obtain the AA approval via the telephone.
Revision 6.3
Training and licensing of PTW signatories

18.1 General Requirements
Before attending PTW training, Responsible Supervisors, Area Authorities, Permit Applicants,
Permit Holders and Gas Testers shall be compliant with the SP-1157 HSE training requirements
for operational safety, meet the pre-requisites for the PTW course and have complied with any
other courses required by any contract documents.
PTW training and licensing requirements are shown in the table below.
Table 12.1: PTW training and licensing
TRAINING LICENSING
Gas Testers Permit Permit Holders Licensed
POST Course Signatories Course
Course
Responsible   
Supervisor
Area Authority   
Permit Applicant  (Optional)  
Permit Holder   
(Optional)
Licensing after the PTW training is essential to ensure that Permit signatories understand how to
apply the PTW system in their area.
18.2 Training course assessment tests

PTW training courses shall include formal assessment tests which attendees must pass to prove
they have achieved the required level of knowledge.
Personnel who pass a PTW course shall have their HSE Training Passport endorsed by the
Approved Training Provider. Each area shall maintain a record of trained and licensed personnel
by updating the PTW licensing database in the PDO web under ‘Applications’.
Re-assessment shall be completed as detailed in PR-2234 Process Safety Competency.
18.3 Licensing policy

After passing an appropriate PTW course personnel shall be licensed by the Area licensing team
before being authorised to participate in the PTW system. This ensures competency.
Licensing assesses knowledge of hazards and procedures in the relevant working environment
and is not intended to assess PTW system knowledge (assessed in the PTW course) or Job
competence assessment.
Licensing tests the ability to apply what was learnt on the PTW course to real worksite activities.
The training course only teaches the mechanics of the system so they need to demonstrate an
understanding of why the PTW is required and how they would apply the requirements of the
PTW system to the work.
Revision 6.3
18.3.1 Licensing Areas

All licenses for operation, engineering & well engineering including telecom & MOL staff shall be
issued against the areas; Conventional Oil, Conventional Gas, Thermal, Critical Sour or Other Specific
Areas. (See table below)
PDO PTW Licensing Areas

PTW Card License Area Clusters Covered Notes
Conventional Oil Lekhwair  Candidate can work in any of
the clusters listed under
Fahud Conventional Oil without
Yibal being re-licensed.
Qarn Alam Oil  Note for File required for a
move to Conventional Gas,
Marmul Thermal or (Critical
Nimr Sour/YK/EPZ Area)*
Bahja
MAF Terminal
Conventional Gas Central  Candidate can work in any of
North Conventional Gas without
being re-licensed.
 Note for File required for a
move to Conventional Oil,
Thermal or (Critical
Sour/YK/EPZ Area)*
Thermal Amal  Candidate can work in any of

Qarn Alam Steam Thermal without being re-
licensed.
move to Conventional Gas/Oil
or (Critical Sour/YK/EPZ Area)*
Critical Sour Greater Birba  Candidate can work in any of

the clusters listed under Sour
without being re-licensed.
move to Conventional
Gas/Oil, Thermal or (Critical
Sour/YK/EPZ Area)*
Yibal Khuff Yibal Khuff  Stand alone until
commissioning starts then it will
fall under Sour.
move to Conventional
Gas/Oil, Thermal or (Critical
Sour/YK/EPZ Area)*
Other Specific Areas UIE, UIB, RAH, Marine etc  These shall remain as stand-
alone areas. NFF is required to
move to any other main or
stand-alone area (Critical
Sour/YK/EPZ Area)*
*Re-licencing by the local panel will be required for a move to Critical Sour/Yibal Khuff or any other
area with EPZ. During this session the panel shall focus on EPZ ER Management.
Revision 6.3
18.3.2 Moving to Another Licence Area

A Note for File will be required when a PTW Licensee moves from one license area to another e.g.
from Thermal to Conventional Oil. The Note for File shall contain a record of the discussion held
between the PTW licensee and the Contract HSE advisor for the new area (See ‘Note for File’ template
below). The note for file will be held by the Contract HSE advisor for audit purposes.
Depending on the discipline/department the Production/Maintenance coordinator, Engineering Lead,
FBOM for well engineering, IM&T Interior Operations Lead or Maintenance Coordinator Pipeline for
the new area shall assure himself that the candidate understands the hazards and controls relevant
to his new area of work. This will be done by reviewing the Note for File template with the Licensee.
On doing so he shall approve the PTW Licensee in the PTW Licensing System (confirm all approvers
have access to PTW licensing System in order to release cards for printing).
The OI Coordinator or UOP61 shall then print a new PTW License Card that shall include the additional
area e.g. Thermal and Conventional Oil.
There is no limit to the number of areas in which an individual maybe licensed.
Relicensing shall take place if staff move to an EPZ area. The relicensing shall focus on
the area specific EPZ and Emergency Response requirements.
NOTE: Providing all the above criteria are met then there is no requirement for a PTW Licensing
Panel to sit.
Licensing Note for File (NFF) Link
18.4 Licensing Panel

The licensing of persons with defined roles in the PTW system should be carried out by the
personnel indicated in Table 1. The Licensing panel should be chaired by the Production
Coordinator (or equivalent*) or delegate and the panel members shall have a minimum of 1 year
experience as PTW system signatories in the area where the license is being issued.
The persons involved in the assessment should be familiar with the work area of the candidate, the
particular hazards associated with that discipline and PDO's Operating and Emergency Procedures
applicable to the work area.
It is recommended that the selection of suitable persons to form the Assessment Team is based on
knowledge and experience of the PTW system. The number of persons in the assessment team
should be sufficient to provide a collaborative decision on a candidate. The team should comprise
of a cross section of all departments.
*Well Engineering FBOM, Engineering Lead, IM&T Interior Operations Lead or Maintenance
Coordinator Pipeline may run a Licensing panel for their own area if they have been approved to do
so by a PDO Production Coordinator. To obtain approval, the holder of the equivalent role, shall
observe 2 licensing panels held by a Production Coordinator and chair 2 licensing panels whilst
being observed by the Production Coordinator. If the Production Coordinator is satisfied with the
performance of the equivalent role holder then he can issue a Note for File stating that XXX person
in the XXX role (equivalent to the Production Coordinator) has been authorised to chair a PTW
licensing panel for XXX area. This shall be signed, dated, and kept as a reference by both parties.
If the equivalent role moves to another area then he shall obtain a new NFF from the new area to
continue his licensing duties.
Revision 6.3
The Production Coordinator shall not issue the NFF if he has any concerns regarding the equivalent
roles capability or if the equivalent role has not demonstrated their ability to successfully chair a
panel.
Random checks by the asset shall be carried out to ensure continued quality of the licensing panel
assessment.
Table 1:
License Assessment Teams
Role Licensed By
Production/Maintenance Coordinator (or Delivery Team Leader (or equivalent)
equivalent) (following PTW training, interview & issue of
appointment letter)
Responsible Supervisor (or equivalent) Area Licensing Panel
Area Authority Area Licensing Panel
Permit Applicant Area Licensing Panel
Permit Holder Area Licensing Panel
18.5 Licensing of Permit to Work Candidates

18.5.1 Requirements of PTW System
The PTW System requires that licensing be performed for all designated persons working within the
system. It does, however, allow some flexibility in the manner in which the licensing assessment is
conducted and allows persons to be licensed if they have been previously assessed in another
approved PDO area.
18.5.2 Form of Examination

Verbal questioning shall be used, to allow the licenser to gauge the level of understanding and
communication ability of the candidate. It also enables the license panel to steer the examination
questions according to answers given.
The range of questions to be addressed to the candidates depends upon the role of the person in
the PTW system (Responsible Supervisor, Area Authority, Applicant or Holder) and the person's
trade.
Each area shall develop its own questions database based on those in Appendix 7
Questioning, which may be verbal or written, should cover the following topics:
1. Responsible Supervisors and Area Authorities or Equivalent

 The plant and equipment in their area, and the processes taking place in that area. Co-
ordination of activities to prevent interactions between different Permit activities, or between
Permit and Operational activities.
 Potential hazards that may arise and precautions required to minimise the threats.
 Relevant Operating Procedures, particularly those covering preparations for maintenance.
 Emergency procedures.
2. Applicants and Permit Holders
Revision 6.3
 Their knowledge of the hazards associated with the technical content of the work that they
will be supervising.
 Knowledge of the potential hazards that could arise in the locations where they will be
working.
 Emergency procedures
 Ability to communicate with their workforce in order to carry out TRIC/Toolbox Talks"
NOTE: EPZ areas shall include an element(s) covering EPZ and Emergency Response
18.5.3 Multiple Disciplines.

It is permissible for a person to be licensed for certain multidiscipline roles if he can demonstrate an
understanding of the hazards associated with the complete task. As an example, a PTWH does not
need to be a scaffolder to supervise a scaffold activity; he can be any discipline with an
understanding of the hazards associated with scaffold activities.
18.5.4 Issuing a Licence

Before a licence is issued the person:
 must have passed the appropriate PTW training within the previous 6 months and have been
recommended by the training institute to attend the licensing panel.
 Satisfy the Licensing Panel, following an appropriate assessment method, of his / her
knowledge about the area of operation, the hazards that may encounter and the precautions
necessary to safeguard against them as well as any procedures that are required to be
followed.
A change of employers does not affect the individuals PTW license as it is transferable. The
individual shall offer his existing license for immediate replacement.
There may be times when a project commissioning team or Well Services team requires regular
access to an existing Operations Asset. As an example, a Project may need access to operational
wells for commissioning purposes, or Well Services may need to remove flowline isolation for well
clean up etc. In this case, the Production Co-ordinator for the operational area may issue a person
from this group with a license card of temporary appointment with strict limitations, to act as an
Area Authority for these agreed operational Assets only. The Production Co-ordinator would do this,
having satisfied himself that the nominated persons are knowledgeable of the assets in question,
and competent to sign appropriate permitry.
NOTE: Assessment for Licensing may take place before an individual is sent on a PTW Course, to
ensure that the candidate is suitable for the proposed role.
For consistency, the license should be authorised by the Chairperson of the Licensing Panel
(Production Coordinator or equivalent or delegate).
NOTE: For UIT, UIP,UWI and UIB personnel this should be a senior line representative
18.5.5 Licensing Records

Following licensing, the Panel is required to keep a record of persons that have been licensed. The
electronic Permit to Work License Card System should be used. The license panel should keep a
record of failure rates of personnel attending the panel.
Revision 6.3
18.5.6 License Cards

The License Cards are printed from the electronic Permit to Work Licence Card System. There are
separate cards for each PTW Role. The cards are signed “electronically” when printed from the
system.
The license cards have the provision, to have the Area(s) or Work Type(s) restricted or expanded
for the individuals. This provision may be used at the discretion of the License panel.
For Responsible Supervisors and Area Authorities, where the focus is on knowledge of the Plant &
processes under their responsibility, the Licenses are intended to be issued with Specific Area
coverage, or restrictions. After successful questioning, Responsible Supervisors and Area
Authorities may be issued with a License card for the area(s) in which they will work.
For Applicants and Holders, where the focus is on knowledge of the Hazards in 'their own work
discipline, the Licenses are intended to be issued with Specific coverage or restrictions on Types of
Work. After successful questioning, Applicants and Permit Holders may be issued with a licence
card for the type(s) of work under their control. It should be noted that a person holding a license for
a PTW Applicant should also be allowed to operate as a PTW Holder.
If an individual has a “roving” role (e.g. Metering Specialist, Well Services, NDT Specialist, and
Geomatics survey) this should be identified on the license for the individual.
If an individual changes employer, this should not affect his license qualifications, or require any
further licensing. The individual should be able to offer his existing license for immediate
replacement.
18.6 Re-licensing
Refresher training for PTW shall be undertaken as per PR-2234 for Process Safety Competency.
Since Licensing is an initial assessment of a person’s knowledge before he takes an active part in
the PTW System, re-licensing following refresher training is a much simpler process. The
assessment of a person’s continued ability to work adequately with the PTW System shall involve a
conversation with the Production Coordinator (or delegate) which is recorded on the Refresher
NFF.
Personnel must attend the appropriate PTW training course and be re-licensed by the Licensing
panel if:
 A person who has attended the Permit Course is required to become an Area Authority,
Permit Applicant, Holder or Responsible Supervisor.
 A person’s Line Manager believes that the individual would benefit from re-training in order
to become re-familiarised with the system.
 If they cannot meet the requirements of PR-2234 for PTW Refresher
 If the persons licence has been revoked and it is felt the person needs to undergo further
training and re-assessment.
Link to Refresher NFF
Revision 6.3
PTW monitoring, auditing and system review

19.1 Assurance
Monitoring and auditing the PTW system is intended to:
 Check compliance with the PTW system.
 Check if it is meeting its objectives.
 Identify improvements.
A system review is necessary to:
 Improve the overall health of the PTW system.
 Check that the PTW system is delivering the control level that is needed.
19.2 Monitoring of the PTW system

Monitoring is by regular checks by supervisors managing the PTW system via a worksite visit
schedule.
When visiting Permit Issue Points and worksites as part of their normal duties, managers and
supervisors shall conduct spot checks of PTWs using the PTW L3 Assurance Audit as detailed
in PR-2326.
19.3 Auditing of the PTW system

Audits examine how the PTW system is being complied with and uses standard checklists to
examine evidences.
The Auditor is responsible for leading the audit and when it is complete presents it to the Audit
Authority, who becomes responsible for allocating remedial actions to individuals and ensuring
they are implemented by the deadline agreed.
Auditors are to have passed the PTW Auditing Course in the last 4 years and been involved in
the PTW system within the last 12 months. He must prepare and conduct the audit and prepare
the audit report clearly showing the findings.
Auditors are responsible for:
 Defining the audit objectives and communicating them to people involved.
 Conducting the audit at the stated time.
 Allowing sufficient time to do the audit.
 Auditing in an alert and courteous manner.
 Focusing on the audit objectives and not being distracted.
 Carrying out the checks required in the audit.
 Preparing a formal audit report.
 Submitting the audit report to the Audit Authority within the time allowed.
The Audit Authority
Ensures the audits are taking place in accordance with the PTW audit programme and organises
sufficient time to review the audit findings and assure the remedial actions are being completed.
He is responsible for ensuring:
Revision 6.3
 There is a published audit programme.

 There are sufficient trained PTW auditors for the area.
 Audit reports are reviewed.
 Remedial actions are tracked and closure is assured.
19.3.1 The Three levels of PTW audit

There are three levels of PTW audit, Level 3, 2 and 1. The Audit Authority, Auditor and Audit
Programming and training requirements are defined in Table 13.3.
19.3.2 Level 3 Audit - the PTW monitoring tool

Audits done as part of the L3 Integrated Assurance Plan and provide the user with assurance
that the PTW process is being followed. The audit shall be carried out and actions recorded as
per PR-2326 Operations Level 3 Assurance.
The auditor can be anyone who has an understanding of the PDO PTW system and who has
completed a signatory course. Area supervision should take a leading role as well as the Area
Authority. Priority shall be given to high risk permits such as Cat A or permits with detailed
attachments.
19.3.3 Level 2 PSBR 4 Audit (yearly) - the PTW effectiveness tool

The Level 2 PSBR 4 PTW audit looks at the operation and performance of PTW systems within
an area. Auditor(s) from within the area or nominated auditors from other areas can conduct the
audit.
RASCI
PSBR 4 Permit to Work Assessment Execution
Methodology Ownership Review/ Accountable Support Consult Informed
(Accountable to keep up- Assurance (PSBR Assessment, Action Tracking,
to-date) Implementation, Closeout, VM, Reporting)
XXO1/XXO4/XXE3/
UOP UOP6 XXOX(DTL)/UIPT3/UIE3 UOP6 XXDLT
UIPT33/XXO16X/UIE37SX
The audit shall review the PDO PTW system in addition to a representative sample from
contractors with their own approved PTW systems. For example, the audit should review the
PDO PTW system, a PTW system from a well engineering contractor and one from the EMC.
The audit shall take place annually using the PTW Effectiveness Tool Appendix 9. The
assessment methodology/instructions can be found in the tool.
Any PTW system scoring 2 or less against any criteria in the effectiveness tool will constitute a
non-compliance. To ensure gap closure a PIM action shall be raised for any non-compliance to
one of the audited PTW systems. UOP6 shall be the post action approver for all PIM actions
raised during the PSBR 4 audit.
UOP6 shall issue a quarterly PSBR 4 audit report to share learning across all directorates using
a standard reporting template.
UOP6 shall incorporate lessons learned into the L2 PSBR 4 and AIPSM PTW audits as required.
Revision 6.3
PSBR 4 PTW Audit KPIs

KPI Number Check Point KPI
1 Audit frequency Audits are completed as per plan at least annually
2 PTW systems Audit has sampled both PDO and Contractor PTW
sampled for audit systems in use
3 Outstanding No actions are outstanding from the previous PSBR 4
Actions review
19.3.4 Level 1 - Corporate audits (3 yearly)

Examines all aspects of the PTW system to ensure it is working effectively and is designed to
last no more than 10 days, the duration depending on the size and complexity of the operation.
The audit is organised by the PDO Corporate MSE Department. These audits check:
 The frequency, standard and results of Level 2 audits.
 Audits of the system and personnel using the standard audit forms, to provide an independent
view of whether system requirements are in compliance.
 Whether the nominated custodians in the PTW system are fulfilling their roles and
responsibilities and whether the current arrangements are adequate.
 The quantity and quality of the PTW training.
 Whether the PTW documentation is accurate and adequate.
 The understanding of and attitude to the system, by personnel operating it.
 Arrangements and controls for the appointment of PTW signatories.
 Arrangements for system review.
 Any other aspect considered necessary by the auditors.
Revision 6.3
Table 13.3 Audit structure
Level 3 Level 2 PSBR 4 Level 1

(PTW Monitoring Audit) (PTW Effectiveness Audit) 3 Yearly
As per Integrated Annual
Assurance Plan
Audit Authority to Production/Maintenance Operations Manager UOP
whom Audit Report Co-ordinator
is Presented
Boundary within Facilities Area including approved Company
which Audit is contractor PTW systems
Conducted
Lead Auditor Can be done by individuals DTL/UIPT3/UIE3 Qualified Nominated
Individual
Auditors Can be done by individuals Area Co-ordinator, Qualified
Engineering Team Leader / Nominated
Co-ordinator or Safety Individuals
Advisor / OI Coordinator.
Qualified Contractor
representative
Training of Auditors Must have attended PTW Each to have successfully completed the PTW Auditors
signatories training Course
Publication of Audit N/A Accountable Audit Authority MSE/53 to schedule
Programme to produce programme audit requirements
Presentation of As per L3 Assurance Report submitted within 1 Report submitted within
Findings Process week and copied to UOP6/63 2 weeks
Review of D.T.L. - DTL/UIE3 UOP/6
Corrective Actions (UOP6 Post Action Approver)
Archivist As per L3 Assurance OI Co-ordinator MSE/5
Process
19.3.5 Audit organisation

Audit numbering
Each Level 2 Audit (PTW Effectiveness) is to be loaded into the PTW Effectiveness tool for the
area. See appendix 9
Revision 6.3
19.3.6 Conduct of the audit

To assess the PTW system operation the audit those being audited should cooperate with the
auditor and give sufficient time as required.
19.3.7 Audit reporting

Audit reports shall:
 Be submitted to the Audit Authority for approval of the recommended actions and action
parties for Level 1 audits.
 Be brief and concentrate on significant findings.
 Separate *non-compliances from observations, and enter into PIM.
 Recommend corrective actions and action parties.
 Be signed by the Audit Authority to become a formal statement of actions required.
 be distributed to:
o Action parties,
o Relevant Area Coordinator and DTL,
o Audit Authority,
o Area Coordinator,
o Area Safety Supervisor,
o PTW System Custodian.
* NOTE: A non compliance is a deviation of unacceptable magnitude from the defined standard
which, unless corrected, may lead to a breakdown of the system.”
Corrective actions
An isolated minor non-compliance not repeated by the individual involved or in the area audited
should be raised as an observation but should not constitute non-compliance in the audit.
Non-compliances shall be categorised as follows:
 PTW System Operation.
 PTW System Requirements.
 PTW System Documentation and Hardware.
 PTW Training.
 HSE Awareness.
 Competency.
 Motivation.
 Information and Communication.
 Management and Supervision.
 Management of Contractors.
Revision 6.3
The Audit Authority shall ensure that all corrective actions are actioned, evidences and are
subject to regular monitoring.
19.3.8 Audit archiving

Audits for each Audit Area are to be archived to ensure that:
 A record of corrective actions required is kept.
 Future auditors can examine the reports and check if corrective actions have been taken.
 Level 1 auditors can examine the reports for their audit.
Archives shall be managed as follows:
 For each area, a position shall be responsible for the audit archive.
 The archive shall contain the Master Copy of all audits for the area.
 The Audit Form A and all supporting documentation shall be archived.
 The Archive file shall include a list of all audits within it.
 The Archive is kept in a secure location.
 Audit reports shall be stored in the Archive file for 12 months.
 For areas using the eX tablets, paper copies are not required as the software automatically
archives the results.
19.4 Review of the PTW system

19.4.1 Frequency and objectives
UOP shall arrange for an annual PTW system review to ensure any changes required to the
system, or its operation is incorporated.
19.4.2 Review mechanism

UOP shall arrange for the system to be reviewed on an annual basis. The objective is to
ensure that any changes required to the system, or its operation, are incorporated.
19.4.3 Interim amendments

Interim amendments shall be used to introduce minor changes or clarifications to the PTW
procedure between formal revisions and shall be authorised and issued by UOP/6. They shall
be interim until the next full revision is issued. Addendums shall be added to the CMF Master
Document and will contain the changes and their reference to the main body of the procedure
to which the change relates.
Hard copy addendums shall be emailed to nominated focal points responsible for ensuring
addendums are displayed in prominent positions throughout the area, i.e. Control Room,
Production Stations and notice boards.
PTW updates shall be communicated to all concerned parties including PCL and Approved
Training Providers
Revision 6.3
ePTW Supplementary Certificates Not to be Used
Operational experience has shown that some of the Permit Type Certificates and Supplementary
Documents contained within the eVision ePTW system do not meet PDO’s current requirements, as
such the electronic version of the documents listed in the table below shall not be used.
ePTW ELECTRONIC DOCUMENTS NOT TO BE USED

ePTW Document Not to be Used Reference Procedure for Hard Copy
Confined Space Entry Certificate (CSE) PR-1148 Confined Space Entry
Excavation Certificate PR-1002 Excavation Procedure
Pigging Authorization Certificate PR-1082 Pipeline Pigging Procedure
Radiation Certificate SP-1237 Ionising Radiation Specification
Overhead Line Clearance SP-1242 Activities in the Vicinity of Overhead

Power Lines
Sanction for Test GU-861 Electrical Safety Rules GU
Limitation of Access GU-946 Electrical Safety Operation Guideline
PR-2331 Electrical Safety Rules
Electrical Permit to Work
The relevant procedure shall be followed for all documents listed above. Where associated with a
Class A or Class B ePTW the document type shall be mentioned in the job description, completed as
required, and kept at the work site with the printed copy of the ePTW. A copy of each completed
document shall be scanned and attached to the ePTW. On completion of the task the Permit Holder
shall ensure that the latest update to the documents has been scanned and attached to the ePTW
prior to job completing in the system.
Where an Electrical Safety Document is needed then this requirement shall be mentioned in the work
description of the associated Class A/B ePTW. The ePTW shall be issued as required and the
Electrical Safety Document shall be completed as per the Electrical Safety Rules. The Overhead Line
Clearance, Sanction for Test, Electrical Permit To Work and Limitation of Access check boxes on the
Class A/B ePTW shall not be used. On completion of the task the Permit Holder shall ensure that the
latest update to the documents has been scanned and attached to the ePTW prior to job completing
in the system.
Revision 6.3
Appendix 1 – PTW type and controls for activities in each type of

work area
Class A PTW required
Class B PTW required
No permit document (HSE Plan) required
Activity number (x.x)
Gas Test required before starting work each day and after being away for over an hour 
Gas Test required every two hours where significant quantities of gas may be present 
Continuous monitoring CM
Certificate required ©PR-XXXX
Location of Work
Activity
1. Hot Work
Welding (Gas) / Oxy-Acetylene cutting (Hot Work) (1.1) (1.2)
+ CM 
©PR-1146 ©PR-1146
Welding (Arc) (Hot Work) (See 13.6.1) (1.3) (1.4)
+ CM + 
©PR-1146 ©PR-1146
Grinding (Hot Work) (1.5) (1.6)
+ CM + +
©PR-1146 ©PR-1146
2. Confined Space Work
Confined Space Entry, except for Well Cellars and Casasco pits. (2.1) (2.1)
Note-Gas testing in accordance with PDO policy is required. (See + CM + + CM+
4.3) ©PR-1148 ©PR-1148
Entry into Well Cellars (See 13.6.7) and Casasco Pits (See 13.5.2) (2.2) (2.2)
and excavations below 1.5m.  
Entry into Well Cellars or Casasco pits by Area Authority to carry NPJ NPJ
out Operational Tasks to an approved procedure. + CM + CM
3. Electrical Work and Work in Electrical Areas (Section 13.9)
Work requiring an electrical safety document as specified in (3.1) (3.1)
Electrical Safety Rules (ESRs) ©PR-2331 ©PR-2331
The opening of live electrical junction boxes by Electrical (3.2) (3.2)
Authorised Persons
Revision 6.3

Location of Work
Activity
4. Handling Hazardous Substances
Handling substances hazardous to health, e.g. toxic chemicals or
(4.1) (4.1)
asbestos
Use of Radioactive sources (See 13.6.12) (4.2) (4.2)
Contamination with Naturally Occurring Radiation Material (NORM) (4.3) (4.3)
Working with Pyrophoric Scale (except for scale encountered during (4.4) (4.5)
pigging operations) + 
5. Work on Safety Systems (See 13.6.1)
Work that affects the availability of ESD & F&G Systems (5.1)
Work that affects the availability of Process and Machinery control N/A
(5.2)
systems
6. Mechanical Maintenance Activities (See Section 13 + 16)
Work that involves cold cutting pipe on systems containing (6.1) (6.1)
hydrocarbons or hazardous fluids + CM+ + CM+
©PR-1146 ©PR-1146
Work that involves unbolting flanges on systems containing
(6.2) (6.2)
hydrocarbons or hazardous fluids
Grit Blasting (Hot Work) (6.3)
(6.3)
+ 
Power/hand tools (except grinders) that may create a spark (6.4) (6.4)
between surface and tool + CM
High Pressure (HP) water jetting (6.5) (6.5)
Painting (hand and spray) (See 13.6.19) (6.6) (6.6)
Engineering and routine/corrective maintenance work which does
not involve unbolting flanges or cutting into systems which have (6.7) (6.7)
contained hydrocarbons or hazardous fluids
Work in authorised workshops located in non-hazardous areas. NPJ NPJ
Leak clamping of oil/gas flowlines (6.8) (6.8)
Beam pump/PCP maintenance activities (See 13.6.5) (6.9) (6.9)
Polyethylene lining of pipelines and flowlines (6.10) (6.11)
+ 
Revision 6.3

Location of Work
Activity
6. Mechanical Maintenance Activities (See Section 13 + 16)
Vacuum tanker discharge inside a process area. (6.12)
NPJ
(See 13.6.10) + CM
Suction tanker operations inside a process area. (6.13)
NPJ
(See 13.6.10) + CM
Engineering and routine/corrective maintenance work which involves
(6.14) (6.14)
the use of lifting equipment
7. Work at Height
Working where a person may fall more than 2 meters, except on
(7.1) (7.1)
approved walkways and scaffolds
8. Scaffolding Activities
Erection or dismantling of scaffolding (8.1) (8.1)
9. Operations using Cranes and other Heavy Machinery
Operations where heavy machinery e.g. cranes/crane loads,
mechanical excavators, trucks etc. could pass over, or come into
contact with, live hydrocarbon, high pressure steam or chemical (9.1) (9.2)
systems or overhead power lines Gas testing requirements for any
diesel engine used is as per Activity Number (11.1)
10. Systems and Equipment Testing and Commissioning / Decommissioning
Pressure testing of plant and equipment (10.1) (10.1)
Commissioning Systems and Equipment (10.2) (10.2)
Decommissioning (10.3) (10.3)
11. Use of non-certified equipment in Hazardous Areas
Use of Temporary Diesel Engines in hazardous areas (including (11.1)
(11.1)
vehicle access, and the use of a mobile crane) (Including refuel + CM

operations) ©PR-1960
Use of non-Intrinsically Safe equipment (11.2) (11.2)
+ CM 
Use of Intrinsically Safe test / portable equipment (11.3) NPJ
Use of cameras. Providing a gas detector is carried by an individual
who has been briefed in its use, and is able to demonstrate an
NPJ NPJ
understanding of the detector operation and actions to be taken on
CM CM
alarm activation. Flash requirements to be included on the access
authorization form
Revision 6.3

Location of Work
Activity
11. Use of non-certified equipment in Hazardous Areas
Mobile diesel powered cleaning units used only by Area Authority NPJ NPJ
for external cleaning of water injection plant and equipment. + CM + CM
Use of GPS equipment that is Non I.S. on a well pad. Providing a
gas detector is carried by an individual who has been briefed in its NPJ NPJ
use, and is able to demonstrate an understanding of the detector + CM + CM
operation and actions to be taken on alarm activation
When GPS equipment used in a fenced Process area, 11.2 applies (11.2)
N/A
+ CM
12. Civil Works
Excavation. (Hand excavation to 300 mm depth is required in (12.1) (12.1)
areas where pipes or cables may be present) (See 13.6.11 +
©PR-1002 ©PR-1002
13.8.2)
Rebar cutting, bending and shuttering (form work) and concrete
(12.2) (12.2)
pouring
Engineering construction activities, not involving welding, burning
(12.3) (12.3)
or grinding (See Section 13.2)
Roadway Work for Levelling and grading using machinery (12.4) (12.4)
13. Operational Activities
Production operations including routine checks and visual
inspections by the Area Authority which require blowing down or NPJ NPJ
sampling of hydrocarbons (providing an approved Operating
Procedure is being followed)
Routine, documented drilling activities. (See Section 14) ©PR-1098
Well Services operations at locations where well site
custodianship has not been transferred to the Well Services (13.1) (13.1)
department. (See Section 15)
Drilling Water Services activities listed in Procedure DWSOP No
P033 (13.2) (13.2)
Pipeline pigging operations covered by authorized procedures & (13.3) (13.3)

listed in approved programme, including vehicle access to pig trap + CM + CM
area. ©PR-1082 ©PR-1082
Operation of permanently installed approved equipment, which
NPJ NPJ
produced an ignition source or open flame when it operates.
Seismic exploration activities. (See Section 13.3.3) (13.4) (13.4)
 
Revision 6.3

Location of Work
Activity
13. Operational Activities
Marine Operations. See Section 13.7
Government Gas Operations. See Section 13.8
Geomatic Survey (See Section 13.4) (13.5)
NPJ

Sampling of Process fluids where the fluids are classed as low,
high, or very high risk sour service, or are not yet classified and (13.6)
NPJ
the sampling is carried out using approved Production + CM
Chemistry procedures
Sampling of Process fluids where the fluids are classed as
sweet, and the sampling is carried out using approved (13.8) NPJ
Production Chemistry procedures. + CM
Use of Flushby Unit following dedicated contractors procedures (13.9)

NPJ
approved by PDO. (See Section 15.1) + CM
Use of Flare Ignition Gun by authorized Operations Personnel, NPJ
NPJ
providing Operating Procedure PR-1097 is being followed, the
CM
user is an AGT, and a gas test is carried out
Drone Operations (See Section 13.11) (13.10) (13.10)
©SP-2329 ©SP-2329
14. Fault finding
Minor Fault finding work. This may include the controlled
isolation and de-isolation of valves, the removal of instruments
(14.1) NPJ
for calibration, blowing through of pneumatic relays or other
routine minor activities. (See Section 13.1)
Inspection Work
Entry to Restricted Areas, for viewing purposes only, by Use Access
N/A
personnel not on the access list for that Area. authorization Form
Revision 6.3

Location of Work
Activity Hazardous Area Non Hazardous Area
(Zone 1 or 2)
15. ESP Activities
Meggar Testing HV – See Activity Number (16.1) No PTW Required.
Controlled by ESR’s
Fluid Shot (15.2) N/A
Electrical Isolation - HV No PTW Required. No PTW Required.
Controlled by ESR’s Controlled by ESR’s
Commissioning ESP, ESPCP & PCP (Will require gas test if breaking
(15.3) (15.3)
hydrocarbon envelope)
Trouble shooting ESP, ESPCP, & PCP (Controlled under ESRs. See No PTW Required. No PTW Required.
activity 16.1 No Permit Job to be signed by Electrical Supervisor) Controlled by ESR’s Controlled by ESR’s
ESP Powered by Generator (Controlled by ESRs See Activity No PTW Required.
(15.4)
Number (16.1)) Controlled by ESR’s
Revision 6.3

16. Electrical installations

Work requiring an electrical safety document as specified in (16.1) No PTW Required.
Electrical Safety Rules (ESRs)  Controlled by ESR’s
Periodic Electrical inspections at unmanned substations and
power stations as per ESRs and Electrical Safety Operating No PTW Required.
Procedures (ESOPs), carried out by Power Systems Operations Controlled by ESR’s
own contractor staff.
All construction activity such as excavation work, civil and
(16.2)
electrical work, lifting operations using crane, shot blasting and (16.2)
painting etc. by third party or PDO supervision.

Third party periodic visits to electrical substations and power
stations e.g. Telecoms/SCADA, Area Services for routine electrical (16.3)
work.
Live Line Washing on overhead lines to process field facilities with No PTW Required.
(16.4)
or without auto-reclosers. Use Limitation of Access
 (LOA)
The Opening of Live Electrical Junction Boxes by Electrical (16.5) No PTW Required.
Authorised Persons (Hot Work) (Activity 3.2)  Controlled by ESR’s
Low Voltage (LV) work requiring an electrical safety document as (16.6) No PTW Required.
specified in ESRs  Controlled by ESR’s
Non electrical work in electrical switch rooms, power stations or No PTW Required.
(16.7)
near overhead lines Use Limitation of Access
 (LOA)
Electrical Switching controlled by ESOPs and ESRs (16.8) (16.8)
Electrical Maintenance Activities at unmanned substations and
(16.9) No PTW Required.
power stations as per ESRs and ESOPs, carried out by Power
Systems Operations own and contractor staff.
 Controlled by ESR’s
Non-routine electrical work in power stations and substations, (16.10)

(16.10)
carried out by Power Systems Operations own contractor staff. 
Non-electrical work in power stations and substations, carried out (16.11)
(16.12)
by Power Systems Operations own contractor staff. 
Revision 6.3
Appendix 1.1 Notification of Work Activities (Not for use in Gas or EPZ Area)
Activity Location of Work

01. Civil
Existing Location preparation for Hoist (WPH)
and Rig Entry. NoW
N/A
(For wells categorized as Low Risk only, as per RA Code 6.1
well failure model on SP-2017 (5PT,6,7,8)
New Location Construction for Rig Entry. NoW
N/A
RA Code 6.0
Manual Well cellar sand removal.
NoW
(For wells categorized as Low Risk only, as per N/A
RA Code 11a
Well cellar sand removal by sand sucker.
NoW
(For wells categorized as Low Risk only, as per N/A
RA Code 11b
WIMAX Radio's Pole Installation NoW
N/A
RA Code 12b.0
Road re-sheeting NoW
N/A
RA Code 13
02. Electrical
OHL HV Cable termination N/A
NoW
RA Code 18
0.3 Wells
ESP Troubleshooting. NoW
N/A
(Without electrical intervention) RA Code 2.0
Well static survey running gauge cutter NoW
N/A
RA Code 14
Sub-surface integrity test (SIT) NoW
N/A
RA Code 5.0
Well integrity test (WIT) NoW
N/A
RA Code 3.0
Beam Pump Maintenance NoW
N/A
RA Code 16
PCP Maintenance NoW
N/A
RA Code 17
Belt Replacement Activity for Rod Pumping NoW
N/A
Wells RA Code 24
Stuffing Box Packing Replacement Activity for NoW
N/A
Rod Pumping Wells RA Code 26
Horse Head Removal, Horse Head Installation NoW
N/A
and Horse Head Alignment RA Code 27
Pump Pressure Test "PPT"+ Troubleshooting NoW
N/A
trips for Rod Pumping Wells RA Code 28
Revision 6.3
04. Instrument
CP monitoring in Flow line and pipeline NoW
N/A
RA Code 10a
Cathodic protection Transformer monitoring NoW
N/A
and adjustment Functions RA Code 10b
05. Mechanical
Existing field flow line construction NoW
N/A
RA Code 7.0
New flow line construction in green field NoW
N/A
RA Code 8.0
06. SCADA
SCADA Maintenance NoW NoW
RA Code 1.0 RA Code 1.0
WIMAX Maintenance NoW NoW
WIMAX PM NoW NoW
RA Code 12a RA Code 12a
07. Scaffolding
Scaffolding for well pad non sour facility NoW NoW
Revision 6.3
Appendix 2 - PDO Contractor In-house PTW systems

1. Where are PDO Contractor in-house PTW systems utilised?
PDO contractors can apply to PDO to adopt their own in-house PTW system for certain
agreed activities as part of their processes for work in the PDO concession area.
PDO restricts the type and location of works that contractors can use their in-house PTW
system for which are:
 Off plot, where the work does not interfere with existing PDO operational assets. e.g.
new flowline construction or well pad creation.
 On plot where the proposed work within an existing facility can be completely
segregated from existing operational facilities by a demarcated fence. e.g. Installing a
new compressor within an existing brownfield site.
2. How to apply for a PDO Contractor in-house PTW system authorisation
The initial request shall be formally made to their Contract Holder.
The Contract Holder shall initially liaise with UOP/6 and then arrange a stakeholder
Simultaneous Operations (SIMOPS) workshop to include representatives from all affected
assets, area operations, engineering and functional departments.
The SIMOPS workshop shall formalise and agree the proposed boundary, conditions and
constraints within which the Contractors PTW is authorised to be used, and to agree the
requirements to manage the interfaces with PDO operations.
This workshop shall take place prior to submission of the PTW system to PDO for approval
The SIMOPS workshop shall produce a SIMOPS document signed by:
 EMC/ODC/EPC Contract Manager
 PDO Contract Holder
 PDO Asset Operations Manager
 PDO Production Function
3. Contractor PTW Approval

Any application for a contractor PTW system shall be supported with a fully completed
contractor checklist. This checklist is to ensure that all main components of a safe system of
work have been incorporated. The contractor checklist is signed by the HSE Manager for the
contractor company, the PDO Contract Holder and UOP6.
When is system is due for renewal or any changes are made it shall be subject to the full
PDO approval process.
4. Creating a compliant SIMOPS document
In addition to the SIMOPS document defining which activities can be carried out under the
contractors own PTW system, it is necessary for the SIMOPS document to formalise how
interfaces with, or activities adjacent to existing operational facilities shall be managed.
e.g. planned hot work within the SIMOPS boundary which would impact on the integrity of
an existing brownfield facility would require a work clearance or safeguarding system
override and so would need to be conducted under the PDO PTW system.
A way of managing interfaces within the boundary shall include a planned daily meeting
between contractor and operations to discuss the next 24 hour work combining the PDO
Revision 6.3
daily permit and interface meetings. Activities, risk factors, interface concerns shall be
identified and resolved at the meeting.
When moving location e.g. Rig or Hoist, the contractor PTW system shall state that current
and known potential SIMOPS issues have been reviewed with the asset owner (normally
production operations) and actions agreed before any work is undertaken.
The SIMOPS document shall describe the audit and worksite visit framework that the
contractor will put in place as part of the assurance process.
5. Creating a compliant MOPO

Manual of Permitted Operations, MOPO, represented in the form of a matrix shall be
provided for all contractor PTW systems.
The MOPO describes:

 The operation or activity operating envelope and safe operating limits.
 Action(s) to take if/when certain situations arise that could compromise safe operations.
The MOPO Shall:

 Identify Threats and Escalation Factors that could compromise safe operating limits.
 Identify other operations and activities that could compromise safe operating limits.
 The MOPO shall consider SIMOPs, External Influences and Inactive/Impaired SCE/Critical
Man power unavailability.
 Identify the ‘stops’ and ‘proceed with cautions’ using a red/amber traffic light system.
 Provide supporting guidance notes for the ‘proceed with cautions’ (Yellow) that will assist
Supervisors etc if/when the situation arises.
 The contractor shall collectively review the matrices and ensure they reflect current practice
and give clear guidance for action to be taken under the specific circumstances.
Example of MOPO for Operation/Adverse Weather
Revision 6.3
6. Contractor in-house PTW system

6.1 PTW System structure
The Contractor PTW system shall be structured in the following manner:
XXX PTW System (Unique Number / Issue Date)
Introduction What is a PTW system

The objectives of the PTW
Objectives
system
The operations that are
Scope
covered under the PTW
Detail all the R+R of those
Roles and
involved with the PTW
Responsibilities
system
Details how the PTW
Procedure
system operates
List of activities that
Activity List
require a PTW
Applicable sub procedure
requirements e.g.
Sub procedure
isolation, confined space
entry, lifting etc.
System audit
Audit
requirements
How document changes
Document Changes will be managed and
review period
Revision 6.3
6.2 PTW System Activity List
The Contractor PTW system shall display their PTW activity matrix in the following table.
PTW Applicable Activities

Permit To Work (tick) Required Supplementary Certificates (tick)
Activities Requiring PTW with
associated Supplementary
Cold Other Confined Other
Certificates Hot Isolation-
Space
Lift Excavation
Work Work (specify) LOTO Plan Penetration (specify)
Entry
Example: Confined Space Entry

X X X
(mud tanks)
Revision 6.3
6.3 Contractor PTW System Checklist
The Contractor PTW system shall meet the following requirements to be approved by the
PDO production function for operating an in-house PTW system use in PDO concession
areas. Checklist can be downloaded from LINK.
Contractor PTW System Approval Checklist

Company Name:__________________________________
PTW system (Section a) Y N Comments
Detail location where PTW
system demonstrates
compliance e.g. Page 2
section 10.3
1a The PTW Procedure shall clearly states the company name

and the nature of the business intended to be undertaken
using the PTW. (e.g. IPC LLC PTW System for Well Engineering
Activities)
2a • The procedure shall define how the PTW system operates
3a • The system shall include a list of work requiring a PTW (see
Appendix 2 Section 6.2)
4a • The PTW system shall apply to all contractor and sub-
contractors operations
5a  The system shall clearly identify the Roles and
Responsibilities for all PTW signatories and those involved in
the PTW process
PTW procedure (Section b)
1b • The PTW system shall be assigned a unique version number
and dated. E.g. Version 01 12th November 2018
2b  The procedure defines the next review date.
(This should be a maximum of 5 years from the release date)
3b  The procedure shall clearly state that it cannot be changed

without going through the PDO approval process
4b  SIMOPS workshop shall take place
5b  SIMOPS and MOPO shall be included in the PTW procedure
6b  Examples of all permits and certificates used shall be
included in the PTW manual (Attachments are not
acceptable)
7b  The procedure shall define how the risk assessment for each
permit will be conducted.
8b  The procedure shall clearly state how may live PTW the PTW
holder can hold at any given time?
9b  The procedure shall clearly state that work is to stop if the
PTW holder is not present to supervise the activity.
10b  The procedure shall define how the work party will be made
aware of all hazards and controls associated with the PTW
Revision 6.3
11b  The PTW procedure shall define who authorises, validates

and issues PTWs
12b  Personnel shall be prevented from authorising their own
work
13b  Records of authorised/ suspended PTWs shall be held an
accessible central interior location/Rig Site
14b  A PTW register/logbook shall be maintained
15b  A copy of the PTW shall be displayed at the worksite
16b  The procedure shall state what to do when an unsafe
condition occurs or an alarm sounds
17b  There are documented isolation procedures that include
the following:
o Isolation shall be in place before issuing a permit to work that is
reliant on the isolation.
o Minimum isolation standard.
o Method of lock out tag out.
o Method of proving the isolation.
o Isolation shall not be removed until the associated PTW has been
completed.
o Isolation Training requirements.
(Where a PTW system will not use isolation then this shall be
clearly stated in the PTW procedure)
18b  The use of the TRIC card is mandated
19b  There shall be a defined validity period for a PTW
20b  The procedure shall include checks to prevent authorising
conflicting activities
21b  There shall be a procedure for handover when the person in
charge of the work changes
22b  The PTW procedure shall clearly define any additional
supplementary procedures in use such as Confined Space
Entry, Radiography, Working at Height, Lifting etc.
(Any supplementary procedures shall be presented with the
PTW system for review)
PTW Forms (Section c)
1c  The person to whom the PTW is issued is named on the
PTW
2c  The PTW states the specific work location
3c  Each permit shall contain a clear definition of the work to be
carried out
4c  Hazards and controls relating to the work definition shall be
listed on the PTW or Job HSE Plan
5c  The validity of the permit shall be clearly displayed on the
PTW
6c  PTWs shall be signed as accepted by the person they are
issued to
Revision 6.3
7c  A signature shall be required to confirm work is complete

and the worksite has been left in a safe condition
8c  If the work is not complete a signature shall be required and
a statement made that work will continue on Permit XXXX
9c  Any isolations shall be clearly recorded on the PTW
10c  Any supplementary certificates, such as confined space
entry, shall be clearly recorded on the PTW
PTW Facility (Section d)
1d  A PTW board shall be provided to clearly identify live
permits, suspended permits and equipment isolation
2d  A location plan shall be provided on which live permits are
identified.
3d  A dedicated area shall be provided for the following
equipment:
o PTW rack showing live and suspended permits
o A basic area plan (plot plan) on a magnetic board.
o Markers to identify live PTW locations on the above
board
o Isolated equipment status board
Well Engineering PTW Systems Only (Section e)
1e  The procedure shall detail that the PDO Drilling Supervisor
will counter sign the contractor’s in-house PTW forms for
the following works:
 Hot work except when done in the approved rig
workshop.
 Isolation of any rig safety systems
2e  The Tool-pusher responsibilities shall be listed within the

contractor’s PTW system.
3e  Specific Rig/Hoist Maintenance and Pressure Testing
activities that require a PTW shall be added to the
procedure. (See SP Appendix 2 Section 7)
Auditing (All PTW Systems) (Section f)
1f • The procedure shall contain a section covering audit. This
section shall detail the audit form to be used and audit plan.
2f  The procedure shall detail who, when and what shall be
audited. The minimum requirement is a monthly audit.
3f  The procedure shall detail how audit actions are followed up
and changes to the procedure are managed.
Training in PTW (All PTW Systems) (Section g)
1g • Personnel are trained in the PTW system to the standards
required by industry guidelines on PTW systems
2g • Only authorized and trained personnel shall authorize PTWs
3g • The competence of permit signatories shall suitably assessed
Revision 6.3
4g  Records of training and competency assessment shall be

kept at site for audit and assurance
5g  Subcontractors shall be included in the training requirement
6g  If the contractor is using their own PTW training scheme
then this shall be approved by PDO (PCL8)
7g  If the contractor is using the PDO PTW training through an
approved training provider then a bridging training pack
shall be created to cover differences between the two
systems
Approval (Section f)
Contractor Signature Contractor Company Date
Representative name
Comments
PDO contract holder Signature Reference Indicator Date

name
Comments
PDO PTW Custodian Signature Reference Indicator Date

name
Comments
Revision 6.3
7. Specific Requirements for Contractor Rig/Hoist PTW Systems

In addition to the list of activities captured in Appendix 1 the Rig/Hoist contractor PTW
system must include the following as a minimum:
Maintenance
o Hot work, except when done in the approved rig workshop.
o Isolation of rig safety systems.
o Work in confined spaces where there is a risk from fumes or oxygen depletion.
o Major maintenance on mud pump.
o Non-routine maintenance in mast during normal operations.
o Maintenance / repair / painting from a personnel basket during any operation.
o Man-riding hoist operations.
o Scaffold erection on rig or camp site.
o Work on equipment requiring electrical isolation.
o Work on equipment requiring secure mechanical isolation to minimise hazards.
o Re-charging of nitrogen unit bottles.
o Mast/standpipe/derrick/substructure inspection of fixtures and fittings during
normal operations.
o Killing well / major work on Xmas Tree during rigging up / down.
o Grit blasting.
o Pressure cleaning of tubulars by a subcontractor.
o Installation of secondary contractor’s equipment e.g. solids control equipment,
filters or mixing machinery.
o Use of radioactive sources or materials.
Pressure Testing
o Cement unit pressure testing other than cement unit related rig work.
o Any pressure tests not part of current rig work (e.g. pre-test of BOP / test
manifold / choke manifold).
o Flowline pressure testing.
Revision 6.3
Appendix 3 – Task SOP Process
Link to Task SOP Process
Link to Notification of Work
Revision 6.3
Appendix 4 - Daily log, Gas test record and E-PTW user guide
e-PTW Daily Log Sheet
Link to Word Document
e-PTW Gas Test Record
Revision 6.3
Appendix 5 – Pigging authorisation form
Revision 6.3
Revision 6.3
Appendix 6 – Vehicle Access Checklist
Revision 6.3
Appendix 7 – PTW Licensing Sample Questions

GENERAL SAFETY
Question Answer
1. What eye protection would be Wrap around one piece safety goggles
suitable for use during grinding or with mesh or perforated side
chipping operations? ventilation
2. What eye protection would be Optical filter goggles or face shields to
suitable for use during welding or reduce radiation to a safe level.
burning operations?
3. What eye protection would be Visors which fit to a head harness or
suitable for use during chemical safety helmet to protect face from
handling operations? splashes
4. What type of hearing defenders Ear muffs
offer the best protection against all
general noise attenuation?
5. What footwear should be used to Industrial class safety boots with steel
protect the wearer from the impact toe cap protection.
of heavy objects?
6. What footwear should be used to Plastic and synthetic rubber. Integral
protect the wearer from contact tongue construction to prevent liquids
with chemicals? going through laceholes
7. What gloves should be used to High Insulated as per BS 647
protect the wearer from electricity?
8. When using a hand held power drill Safety glasses or goggles
in a workshop, what protective
equipment should be worn?
9. Panel to include area specific
questions
Revision 6.3
FIRST AID
Question Answer
1. How often should the water in eye Every 3 months
baths be replaced?
2. What is meant by First Aid? Immediate treatment at the scene of
accident only
3. What is the aim of resuscitation? To prevent damage to the brain and
other vital organs caused by lack of
oxygen.
4. If battery acid is spilled on the skin, Wash affected area with copious
what first aid action should be amounts of fresh water then seek
taken? medical advice.
5. What first aid treatment should be Wash under cold running water to
carried out on a skin burn if the skin remove heat for at least 10 min.
is not broken?
6. Give the four ways by which a Inhalation; Ingestion; Injection;
chemical/harmful substance may Absorption
enter the body?
7. What four factors influence the Duration of exposure; nature of
harmful effects of chemical chemical; amount entering the body;
poisoning? susceptibility of individual
8. If you see someone has been Ensure your own safety first
injured what steps should you
Raise the alarm
take?
Apply first aid
Inform supervisor/doctor
questions
Revision 6.3
FIRE & GAS
Question Answer
1. Do explosimeters measure gas Gas concentration as a percentage of
volume or gas concentration? LEL (Lower explosive Limit).
2. Why doesn't a gas sample above Not enough oxygen to support
its UEL burn? combustion/Too much fuel (too rich to
burn)
3. What kind of extinguisher should BCF/CO2/DCP
be used to combat a small fire in a
vehicle engine compartment?
4. A BCF fire extinguisher could be True
used on a car engine fire; True or
False?
5. What should you do in the event
you see a fire in a PDO facility?
6. Smoking may take place in an area False
where Hot Work (welding, burning
etc.) is being conducted. True or
False?
7. What should you do in the event
that an alarm sounds on your gas
monitor?
questions
LADDERS, SCAFFOLD, CRANES & TRANSPORT
Question Answer
1. When stepping from a ladder onto Down
a working platform, should you step
up or down?
2. One hand may be used for carrying False: both hands must be free to hold
tools when climbing a ladder; True the ladder
or False?
3. Why should each limb be on a In case of rung-breaks
different rung when climbing a
ladder?
Revision 6.3
Question Answer
4. What work may be done from a Light work; with one hand; no over
ladder (3)? reaching
5. Should ladders be used as a Never: can fall through or off, or ladder
bridge? may slip
6. What footwear is suitable for Safety footwear
climbing ladders?
7. How would you turn round when You must not! Obtain other means of
working on a ladder? access
8. Is it safe to reach through the rungs No
of a ladder?
9. Name 4 precautions you should Secure; no side overhang; rear
take when transporting a ladder in overhang minimum and flagged; no
a pick-up? articles on top of ladder
10. What colour is a container for Red
carrying additional petrol on
vehicles?
11. What colour is- a container far Green
carrying additional lube oil on
vehicles?
12. What is a first aid accident? Work-related incident resulting in
medical treatment for an employee
who is able to resume his work within
24 Hours
13. What precautions are to be taken Secured near top or ensure it is footed.
when setting up a ladder for use?
14. When wearing a harness, where Always above, and to a piece of
would you attach it? permanent structure
questions
Revision 6.3
PROCESS SAFETY
Question Answer
1. When is single" or double valve When it is relied upon as a means of
isolation not considered to be an isolation for the purpose of entry by
adequate form of isolation? personnel into tanks or vessels
2. What preparations must be carried Isolate at Wellhead, depressurise,
out before cold cutting into drain and purge
flowline?
3. When emptying a tanker into a Ensure tanker is connected to earthing
'saver pit' what precautions must bond to prevent sparking
be taken?
4. What should be the first move to Close isolating valves at the wellhead
combat a leaking flowline? and manifold
5. When is a tank/vessel considered When it contains greater than 96%
to be inert? Inert gas (Nitrogen)
6. What is the first step when Prepare a venting procedure
instructed to vent a vessel or
process equipment?
7. What 2 precautions should be Adjust flow rates to prevent freezing of
taken during venting a vessel or control valves; avoid skin contact with
process equipment? vent lines
8. What is the first step when Prepare a venting/draining procedure
instructed to vent or drain
condensate?
9. Why do we report all Actual, To learn and put measures in place to
Potential, and Near Miss incident prevent it happening again
10. What type of gas meter would you One that measure Hydrocarbon in inert
use on a system where Nitrogen is atmosphere not a normal multi gas
present meter
questions
Revision 6.3
Appendix 8 – Definitions and abbreviations

AI-PSM Asset Integrity Process Safety Management
AGT Authorised Gas Tester
ALARP As Low As Reasonably Practicable
CCR Central Control Room
CSR Company Site Representative
DWD Deep Water Disposal
DTL Delivery Team Leader
EPI Extended Period Isolation
ESD Emergency Shutdown
ESOP Electrical Safety Operating Procedures
ESP Electric Submersible Pump
ESPCP Electric Submersible Pump Control Panel
ESR Electrical Safety Rule
F&G Fire and Gas
GPS Global Positioning System
HEMP Hazard and Effects Management Process
HSE Health Safety and Environment
HV High Voltage
LOA Limitation of Access
LV Low Voltage
NDT Non Destructive testing
NOC No Objection Certificate
NORM Naturally Occurring Radioactive Material
PCP Progressing Cavity Pump
PTW PTW
QA Quality Assurance
QC Quality Control
ROW Right of Way
SAP-PM Systems Applications and Processes – Planned Maintenance Module
SBM Single Buoy Mooring
SFT Sanction for Test
SIMOPS Simultaneous Operations
SOGL South Oman Gas Line
TRIC Toolbox Talk Risk Identification Card
UV Ultra Violet
Revision 6.3
Appendix 9 – PTW Effectiveness Assessment

Link to PSBR 4 PTW Effectiveness Assessment Tool
Assurance of PSBR 4 PTW compliance SOP
Prepare and Conduct PSBR 4 PTW Review SOP
Update and Track PSBR 4 PTW Findings SOP
Revision 6.3
Appendix 10 – Drone Activities

10.1 Roles and Responsibilities
Role Position Responsibility

Permit Applicant Drone Contractor  Apply for PTW as per SP-2329
 Attach NSA, CAA, & PDO drone permits
 Attach up to date Method Statement
Permit Holder Drone Pilot  Carry out PH duties as per SP-2329
 Follow & fill the UAS Mission Checklist &
UAS Flight Log
 Drone piloting certificate (competency)
Area Authority PDO Station Operator  Carry out AA duties as per SP-2329, Daily
Validation of PTW
Responsible Supervisor PDO Station RS  Carry out RS duties as per SP-2329.
 Ensure the required drone permits are valid
and the right hazards and controls are
selected in JHSE plan
10.2 Drone Activity List
Required
Activity Brief Description Location
Certificates/ Permits
Gas leak detection Detect gas leaks by a UAS mounted with On-plot & Off-plot NSA, CAA, PDO
OGI sensor
Oil Leak Detection Detect and locate the oil leaks locations Off-plot NSA, CAA, PDO
Flare Tip Inspection Flare inspection for any damages and On-plot NSA, CAA, PDO
anomalies in the tip
Internal Tank Using special caged drone to inspect the On-plot PDO
Inspection tank from inside for any damages or
anomalies
External Tank Tank inspection from outside using visual On-plot NSA, CAA, PDO
Inspection & thermal payload to detect and damages
or anomalies in the tank
Power Overhead line Inspection for any anomalies such as Off-plot NSA, CAA, PDO,
Inspection cracks, hotspots, and bird nest along the Overhead Line
powerline Clearance
Ground Penetrating Using GPR to detect objects and mapping On-plot & Off-plot NSA, CAA, PDO
Rader Survey underground infrastructures
Vent Stack Inspection Using Visual & Thermal payload to detect Off-plot NSA, CAA, PDO
anomalies and damages in the vent stack
Revision 6.3
Chimney Inspection Using Visual & Thermal payload to detect On-plot & Off-plot NSA, CAA, PDO
any damages or anomalies in the Chimney
Block valve station Using Visual & Thermal payload to detect Off-plot NSA, CAA, PDO
and damages or anomalies in the BVS
Internal Pipe Using special caged drone to inspect the On-plot & Off-plot PDO
Inspection pipeline from inside for any damages or
anomalies
Solar Panel Inspection Using Visual & Thermal payload to detect On-plot & Off-plot NSA, CAA, PDO
and hotspots or dust accumulation in the
solar panels
Telecom Tower Using Visual & Thermal payload to detect On-plot & Off-plot NSA, CAA, PDO
Inspection any damages or anomalies in the tower
Rig Mast Inspection Using Visual & Thermal payload to detect Off-plot NSA, CAA, PDO
any damages or anomalies in the Rig
Right of way Using fixed wing UAS to inspect the Off-plot NSA, CAA, PDO
Inspection pipelines and surrounding area for any
defects or unauthorized activates
Flow Line Inspection Using Visual payload to detect any Off-plot NSA, CAA, PDO
damages or anomalies or leaks along the
flow lines
Route survey Using Fixed wing UAS integrated with PPK Off-plot NSA, CAA, PDO
to survey the wanted route survey
Topographic survey Using Fixed wing UAS integrated with PPK On-plot & Off-plot NSA, CAA, PDO
along with control points to survey the
area and produce Ortho -DSM -DTM
As built survey Using Fixed wing UAS integrated with PPK On-plot & Off-plot NSA, CAA, PDO
along with control points to survey the
area and produce Ortho -DSM -DTM
Aerial shooting Using HD camera payload to capture On-plot & Off-plot NSA, CAA, PDO
videos - Photos and panoramic view
LaiDAr Survey Using high accuracy LaiDAr sensor On-plot & Off-plot NSA, CAA, PDO
integrated with UAS to survey the area
Sludge Measurement Using Thermal payload to detect the tank On-plot & Off-plot NSA, CAA, PDO
sludge level from outside and measure the
volume using sophisticated algorithm
accordingly

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Petroleum Development Oman L.L.C.

Permit to Work System

Document Type Specification

Discipline Production Operations

Owner UOP – Functional Operations Manager

Issue Date September 2022

This page was intentionally left blank

Page 2 SP-2329 – PTW System Printed 03/11/22

New drone activity added. Notification of

1.0 Dec-19 Ian Campbell New Specification created

Page 3 SP-2329 – PTW System Printed 03/11/22

ii Related Business Processes

iii Related Corporate Management System (CMS) Documents

CP-122 Health, Safety and Environment Management Manual

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8.4 Briefing the work party .............................................................................................. 38

Page 6 SP-2329 – PTW System Printed 03/11/22

13.5 Pipeline work............................................................................................................. 58

19.2 Monitoring of the PTW system ................................................................................. 85

Page 8 SP-2329 – PTW System Printed 03/11/22

1.3 Changes to the document

1.4 Step-out approval

1.5 System custodian and focal points

Page 9 SP-2329 – PTW System Printed 03/11/22

The PTW system

2.2 PTW Facility Requirements

Page 10 SP-2329 – PTW System Printed 03/11/22

2.3 Who is involved in the PTW system?

Personnel shall be licensed in line with GU 624 requirements.

2.4 Who decides on whether a PTW is necessary and which type?

2.5 What types of PTW are there?

Page 11 SP-2329 – PTW System Printed 03/11/22

2.5.2 Class A PTW

Page 12 SP-2329 – PTW System Printed 03/11/22

2.5.3 Class B PTW

2.5.4 Task SOP Permit/Notification of work

Page 13 SP-2329 – PTW System Printed 03/11/22

2.5.5 Task SOP PTW Forms

Page 14 SP-2329 – PTW System Printed 03/11/22

2.5.6 Task SOP Notification of Work (NoW)

Page 15 SP-2329 – PTW System Printed 03/11/22

2.5.7 No PTW Job Form

A no permit job requires:

2.5.8 Urgent work requiring a PTW

Page 16 SP-2329 – PTW System Printed 03/11/22

2.5.9 What type of PTW do I need?

2.5.10 The classification of the work location:

2.5.11 Process facility

2.5.12 Hydrocarbon areas

Page 17 SP-2329 – PTW System Printed 03/11/22

2.5.13 Critical sour areas

2.5.14 Non hydrocarbon areas

2.5.15 Work in areas not under the control of PDO

2.6 The type of work that needs a PTW

2.6.2 Activities not in the table

Page 18 SP-2329 – PTW System Printed 03/11/22

2.6.3 Additional restrictions for hot work in hazardous zones

2.6.4 Multiple activities

2.6.6 Simultaneous Operations (SimOps)

2.6.7 Matrix of Permitted Operations (MOPO)

Page 19 SP-2329 – PTW System Printed 03/11/22

Contractor’s Own PTW System Use

Page 20 SP-2329 – PTW System Printed 03/11/22

CLASS A YES* YES YES YES NO*