PTW Submission

Before submitting a Permit to Work (PTW), ensure that all required prerequisites have been completed and approved.

Prerequisites

Before creating a PTW, prepare the following:

• Letter of Appointment (LOA)
• Risk Assessment (RA)
• Safe Work Procedure (SWP)
• Activity-specific prerequisite documents
• Completed and submitted Toolbox Meeting (TBM)

Create a PTW Plan

1. Log in to app.
2. Click Apply HSSE PTW.
3. Click the + button in the upper-right corner.

Configure the PTW Plan

1. Complete the location details:
   • Zone
   • Building
   • Level
   • Grid
2. Select the Activity.
3. Select the required Equipment. If no equipment is required, select N/A.
4. Select the Start Date and Duration.
5. Click Next.

Assign the Person Responsible

1. Select the Person Responsible who will submit the required documents.
2. Click Save.

Note : The assigned person will receive Telegram reminder notifications at 6:00 AM, 9:00 AM, and 12:00 PM until all required documents have been submitted.

Attach Approved Prerequisites

1. Open the Prerequisites section.
2. Select the required prerequisite.
3. Choose the approved or assessed document from the list.
4. Repeat until all required prerequisites have been attached.

Note : Only documents that have been assessed or approved can be attached to a PTW Plan.

Submit Required Documents (Person Responsible)

When you are assigned as the Person Responsible, you will receive a Telegram notification requesting document submission.

You can either

• Open the link provided in the Telegram notification, or
• Log in to app and navigate to My Tasks.

To submit the documents

1. Click the Edit icon.
2. Complete and submit each required form listed under Remaining to Submit.
3. Repeat until no pending forms remain.

Attach Submitted Documents to the PTW Plan

After all required documents have been submitted

1. Open PTW Plan.
2. Go to the Today section.
3. Select the required form.
4. Choose the submitted document from the list.
5. Attach it to the PTW Plan.
6. Repeat for all remaining forms.

Submit the PTW

1. Open the PTW form.
2. Complete all required fields.
3. Sign the form.
4. Click Submit.

Your PTW has now been submitted successfully and is awaiting assessment by the PTW Assessor and approval by the PTW Approver.

PTW Submission for Day 2 and Subsequent Days

For multi-day PTWs:

• The Person Responsible will continue receiving Telegram reminders at 6:00 AM, 9:00 AM, and 12:00 PM.
• Once all daily forms have been submitted, the PTW Applicant must attach them to the PTW Plan before submitting the PTW for that day.

Frequently Asked Questions

How do I change the Person Responsible?

1. Open PTW Plan.
2. Click the three-dot button (⋮).
3. Select Operator.
4. Choose the correct Person Responsible.
5. Click Save.

How do I replace an incorrectly attached document?

1. Open PTW Plan.
2. Click the three-dot button (⋮) menu on the attached document.
3. Select Detach Form.
4. Click OK.
5. Attach the correct document.