The Permit to Work (PTW) module in UpKeep EHS is used to digitally manage the authorization of hazardous or high-risk work. It ensures that all safety checks, approvals, and control measures are in place before work begins. Using the PTW module helps protect workers from hazards, maintain control over potentially dangerous tasks, and support compliance with safety regulations.
Creating a Permit to Work (PTW)
Start with Permit Creation
Click +Create PTW
You can describe your task using voice or text (e.g., “Generate a permit for welding inside the mixing tank”)
The system will auto-generate a draft including the title, description, and relevant placeholders
General Information
Select the type of permit required for the work
Permit types include:
Hot Work (e.g., welding, grinding)
Confined Space Entry
Working at Height
Electrical Work
Cold Work or Excavation
Radiography
Lifting or Heavy Lifting
Diving
Add the basic details of the work
Start Date and End Date
Scope of Work and Description
Emergency Contact and Phone Number
Custom Fields (optional)
Hazard Identification
Identify hazards before work begins
Hazard Description
Severity and Likelihood (before controls)
Control Measures
Likelihood After Controls
Additional Notes (optional)
Permit Checklist
Add or review required verifications before starting work
Add, edit, or delete checklist items
Rearrange the order as needed
Confirm all required checks and authorizations
Metadata & Approvals
Finalize details and configure the approval workflow
Permit Issuer, Permit Holder, Authorizing Personnel
Next Review Date (if applicable)
Linked Location and Asset
Approval Workflow: Choose Sequential (step-by-step) or Parallel (all-at-once) approvals
Digital Sign-off: Approvers can electronically sign and approve
Approving a PTW Document
Select the desired document
Review the document
Select Approve
Editing a PTW Document
Select the desired document
Review the document
Select Initiate Revision
Add a Reason for the Revision
Save the updated document
Reviewing the history of a PTW
Select the desired document
Review the document
Select View History
Review previous versions and version notes
