Permit to Work

& Isolation Training

 COURSE OBJECTIVE
 Presentation of the Amendments
 To learn the General Principles of
PTW System & Isolation Procedure
 To know the Key Roles and
Responsibilities
 To learn the General Rules &
Guidelines of PTW System
 Presentation of the Process Flow
 Revision of Terms
 Work Order – Maintenance Order
 Locked box key – Lock Out Box Key
 Closing Work Order – Closing
Maintenance Order
 Supervisor –Engineer
 Child Work Maintenance Orders –
Child Maintenance Orders
 AEB – includes Technical Asset
Manager
 Validity of Permits***
 General Principles of PTW
System & Isolation Procedure
 Permit to Work System
 is a formal written procedural system used to
plan and control work which is considered
potentially hazardous, to ensure the work is
completed in accordance with safe working
practices.
 It requires communication and co-ordination
between management, Shift In-charge,
Engineers, Operators and those who perform the
work including the contractors’ staff.
 The Permit to Work System should specify a
systematic disciplined approach to assessing the
risks of a job and specifying the precautions to be
taken.
 PTW Objective
1. To set rules and procedures for
carrying out all types of work
2. Control & authorize any non-
operational work
3. Ensure: Hazards – recognized;
Risk – assessed; Safety
precautions – applied
4. Prevent incidents
 General Rules
 Only Authorized precautions in
Personnel PTWC
 Hold pre-job  APR to
discussions acknowledge PTWC
 Consult senior  No PTWC – No
personnel for high Work
risk jobs  If no compliance –
 API to demand work should not be
RA/JSA/MS for started
jobs with
significant risks
 State clearly
specific safety
 General Principles
Attachments to Safe Work Permits
- Gas Free Certificates - Diving Permit
- Pre-Excavation - Climbing Permit
Certificate
- Transfer of APR
- Confined Space Entry
Permit - SEC Transmission
Request
- Confined Space
Entry/Exit Records - SEC Isolation & Earthing
Request
- Pre-Radiography
Checklist - Record of Inter-System
Safety Precautions
- Portable Earth Schedule
- Fire Protection System
Notification Form
 Authorized Permit Receiver
Competent to receive PTWC – shall be issued authorized card after
completion of 1) training and 2) written and oral test
Duties:
 Understand and inform
personnel involved in
work of
1. Details of job
2. Hazards and risk
associated
3. Safety precautions
 Apply precautions as
specified in PTWC before
starting job
 Confirm isolations as per
isolation certificate
including locks and tags
 Maintain precautions and
good housekeeping till
completion of jobs
 Stop work and consult
API for change in
circumstances or new
hazards
 PTWC is signed
off/cancelled as soon as
job has been completed
 Return original copy of
PTWC to API along with
lock out box key
“Shall be limited to receiving,
suspending, completing and
closing of PTW (Work
Orders) within their own
discipline.
 Housekeeping
Good housekeeping will eliminate 50% of job hazards!
A place for everything and ...everything in its place!
 PTW Coordinator
Duties:
 Coordinating with Operations and Maintenance
department to plan for Permits.
 Prepares the safety precautions and isolation
list for the Permits
 Ensures that all supporting documents are
attached.
 Follows up with Shift operations on the permits
to ensure that they are released in time.
 As API, to apply isolations, identify hazards and
precautions, issue, partially suspend and
Normalize PTW (WCA/WCD).
 Isolations
Objective energy
 Outline requirements for Scope
energy isolation through • Applicable for all
documentation, locking works that are
and tagging intended to be
 Control risks while performed under
undertaking all works permit to work
from any: certificate through a
1. Potential accidental supporting document
start-up of process/ Isolation Work Sheet
equipment
2. Other interaction
with hazardous
 Locks and Tags
Locking Tagging
 To prevent danger  Red tags – for
from interference isolations points
 Isolation points like  Blue tags – for
valves, breakers, carrying test or being
etc., should be adjusted live
locked  Yellow tags – for
 Use chains or hasps specific information
for locking
 Keep isolation keys
in Lock Out Box in
PTW office
 Identifying isolation points

For equipment under Test

Specific information, instructions
or being adjusted alive
or Caution are to be given
5 keys 8 keys
Ventilation
 Electrical Guidelines
 Isolation
 Switching
 Earthing
Earthing
 Other Guidelines
 Loss of PTW Hard Copy
 Loss of Isolation Lock Keys
 Loss of Lock Out Box Keys
 SAP Flow Chart
Maintenance Department to plan for Work
Notification In SAP
Notification Released Based on priority of job, MD will create MO
Any person can raise a notification.
Shift Engineer (API) to review and release and WCA. Maintenance to put Operation
(Ensure that tag no. description, priority
notification. list, precautions, desired isolation and
and work center are properly entered.
date. (Min.48hrs plan – except 1&2 jobs)

Concerned APR PTW Coordinator/Evening Shift SCE –

API Night Shift Engineers can cross checks
Verifies isolations and safety precautions
and receives the PTW. He then releases
the MO and starts work. On completion of
work he changes status of the
Maintenance Order to WOCO and returns
PTW hard copies to operation.
Checks the WCA’s planned for next day,
the WCA’s and WCD’s planned for next
discusses with APR/Safety Officer/Fire
day, print tags, apply isolation, change
Inspector (if required), Adds safety
status to tagged in WCD, issue WCA,
precaution in WCA, prepares isolation list
Approved change status to WCAP and
if applicable. Prints P&ID of each WCD and
print our WCA and WCD sign and put in
marks clearly the Isolation required.
PTW tray in PTW Office
Information is passed to Night Shift SCE.

Operation (API ) to normalize the

Operation (API) Change the status of WCA Maintenance (APR) to perform technical
isolation. Do untagged in WCD and test
to close. Do TPASS/Fail for maintenance (TECO) of work order and close work
run if required and put system in
order. order or plan rework.
operation.
 PTW Flow Chart
Operations API:
WCA made by JOMEL maintenance
Prepare isolations list (WCD) and
department to operations
includes hazards and precautions.
department
Carries out risk assessment if
Prepare all detailed job plans
necessary.
inclusive of all named isolations and
safety precautions Implements the locking and
tagging.
Explain
Issues PTW (WCA)

PTW (WCA) received by APR.

Executes the job with his people. Isolations verified by concerned APR
Returns PTW (WCA) after job Isolations okay
completion.