The Permit to Work (PTW) module in UpKeep Safety 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.
Overview
High-risk work authorization shouldn't rely on paper trails and manual routing. UpKeep Safety provides digital permit generation, multi-permit grouping for complex job sites, and real-time team collaboration with @mentions.
Key Capabilities
Multi-Permit Support — Manage multiple permits simultaneously across complex job sites without friction or redundant entry.
Configurable Approval Workflows — Choose sequential or parallel digital sign-offs for permit issuers, holders, and authorizing personnel.
Team @Mentions — Type @Name in permit notes or review comments to notify team members instantly and streamline sign-off workflows.
Hazard & Control Identification — Document pre-work hazards, assign risk severity/likelihood before and after controls, and define required PPE.
Revision & History Tracking — Audit full version history and document revisions with clear timestamps and change reasons.
Step-by-Step Guide
Start Permit Creation
In UpKeep Safety, navigate to Permits to Work and click + Create PTW.
Define Work & Multi-Permit Requirements
Select permit types (Hot Work, Confined Space Entry, Working at Height, Electrical Work, Cold Work, Lifting, Radiography, Diving). If the job site requires multiple concurrent permits, select Multi-Permit Mode to group related authorizations together.
Fill Out General Details & Schedule
Enter start/end dates, scope of work, emergency contact details, and linked location or asset.
Identify Hazards & Checklist Items
Detail specific hazards, required control measures, and safety checklist verifications.Configure Approvals & Tag Team Members
Specify Permit Issuer, Holder, and Approvers. Use @mentions in notes to tag safety leads or department reps for fast review.
Approve & Initiate Revisions
Approvers electronically sign the PTW. If modifications are required, select Initiate Revision, enter a reason, and update the permit.
Review the History of Revisions
Select View History to review previous versions and version notes
FAQ
How does multi-permit support benefit complex job sites?
Multi-permit support allows teams to link and manage multiple high-risk work permits (e.g., Hot Work + Confined Space) for a single project without creating redundant records.
Can I notify external contractors or safety officers on a PTW?
Yes. You can use @mentions in the permit notes and comments to trigger immediate notifications to internal team members and tagged EHS officers.