Free template
Permit to work template: a printable work permit with a hot work section
Download a blank permit to work form in Excel that covers general work, hot work, confined space, work at height, electrical, excavation and chemical jobs. It follows the order safety teams already use: scope, hazards, isolations, gas test, PPE, validity, signatures and closure. Print it for tomorrow’s job, or run the same permit digitally in FreeMaint.
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In short
A permit to work is a signed document that authorises a specific high-risk job, at a stated place and time, once hazards are identified, energy is isolated and precautions are in place. It names who issues, who accepts and who closes the work. The free FreeMaint template covers general work and hot work permits, with sections for isolations, gas testing, PPE, validity and hand-back.
Updated September 27, 2026
From the paper permit to a permit that holds the job
Printable Excel permit
One sheet, blank and ready to fill in by hand. Every section a permit needs, from identification to closure, with a gas test grid, a suspension log and a hand-back checklist.
Seven permit types, each with its checklists
General, hot work, confined space, work at height, electrical, excavation and chemical. Attach a pre-work and a post-work checklist to each type; required items must pass before the permit moves on.
Included in StarterMulti-step approval
Build the sign-off chain in the workflow engine: safety review, then area authority, then closure. Each approval is recorded with the person and the time, and the next approver is notified.
Included in StarterLinked to the work order and its lockout
A work order task can require a permit of a given type. The order cannot start until that permit is approved, and the permit records whether lockout was required and verified.
Included in StarterValidity, suspension, closure
Every permit carries a valid-from and a valid-until time. It can be suspended and reactivated, and closing it runs the post-work checklist and the closure signatures.
Included in StarterA permit register you can search
All permits in one list, filtered by type and status, with contractor details, sub-permits and a printable copy to post at the work location.
Included in StarterWhat a permit to work is and when you need one
A permit to work is part of a safe system of work. It does not make a job safe by itself. It forces the people who control the area and the people who do the work to agree, in writing, on what will be done, what can go wrong and what has been put in place before anyone starts. It also fixes a time window and names the person who must close it.
Routine maintenance rarely needs one. Permits are used when the work itself creates or meets a hazard that normal controls do not cover, or when a contractor works in an area they do not own. Typical cases:
- Hot work: welding, cutting, grinding, brazing or any open flame outside a designated workshop.
- Confined space entry: tanks, silos, pits, sewers, ducts and process vessels.
- Work at height: roofs, scaffolds, mobile elevating platforms, fragile surfaces.
- Electrical work: live work, work close to live conductors and switching operations.
- Excavation: digging near buried cables, pipes or foundations.
- Chemical work: opening process lines, handling hazardous substances, cleaning contaminated equipment.
The sections every permit to work needs
Whatever the format, a usable permit answers the same questions in the same order. The free template follows this sequence, so the form reads from top to bottom as the job progresses.
- Scope: permit number, site, area, equipment tag, work order number and a plain description of the job.
- Hazards: a checklist of what is present, with the control applied to each one.
- Isolations and LOTO reference: isolation points, lock numbers, who isolated and who verified zero energy.
- Gas test: oxygen, LEL, H2S and CO readings with time, instrument and tester, repeated after any break.
- PPE: what each worker must wear, from safety glasses to a harness or breathing apparatus.
- Precautions: barriers, fire watch, extinguisher, ventilation, standby person and rescue plan.
- Validity: start and end date and time, shifts covered, any extension.
- Authorisation: issuer, area authority and safety officer sign before work starts.
- Acceptance: the performer signs to confirm the precautions are understood and applied by the crew.
- Suspension and hand-back: every stop and restart is logged, with a new gas test where needed.
- Closure: work finished, area clean, isolations removed, permit withdrawn.
Common mistakes that make a permit worthless
Most permit failures found after an incident are not missing forms. The form existed; it was filled in without being true. These are the patterns to watch for when you audit your own permits.
- The permit is issued from the office without a joint site visit, so the hazards listed are the ones printed on the template, not the ones on site.
- No validity period is stated, and a permit written on Monday is still in use on Thursday by a different crew.
- Gas is tested once in the morning and never again after a break or a change in conditions.
- Isolations are ticked, but lock numbers and the zero-energy check are not recorded.
- Closure is never signed: the area owner does not know whether the equipment is safe to restart, and the hot work fire watch ends when the welder leaves.
How the digital permit works in FreeMaint
Work permits live in the HSE module, which is part of the Starter plan ($29 per company per month, not per user). A permit is created from the HSE register or directly from a work order, with its type, location, asset, validity window, hazards, precautions, PPE, emergency procedure and contractor details.
Admins attach a pre-work and a post-work checklist template to each permit type, for example a gas test and rescue check for confined space or a fire watch check for hot work. When the permit is submitted, its pre-work checklist is created, and required items must pass before the permit can be activated. When the crew marks the work complete, the post-work checklist opens and the closure signatures follow.
The approval chain is configured once in the workflow engine, for example safety review then area authority. On the Business plan, the chain can differ by permit type. A parent permit cannot be approved until its sub-permits are, which covers the common case of hot work inside a confined space.
Regulations give context: adapt the template to your site
Permit systems are described by many national rules and guides: OSHA 29 CFR 1910.146 for permit-required confined spaces and 1910.252 for welding and cutting in the United States, the HSE guidance HSG250 in the United Kingdom, and comparable texts elsewhere. Insurers often add their own hot work conditions.
This template is a generic starting point, not a compliance guarantee. Adapt the hazard list, gas limits, PPE and signatories to your local regulations, your risk assessment and your site procedures before you use it.
How to use a permit to work, step by step
- 1
Issue
The issuer fills in scope, hazards, isolations, PPE and validity after planning the job with the performer. One permit per job and per crew.
- 2
Verify on site
Issuer and performer walk the area together, check isolations and locks, and run the gas test where required. Anything not verified stays open.
- 3
Sign
The issuer and the area authority authorise; the performer accepts and briefs the crew. No work starts before the last signature.
- 4
Display
The permit stays at the work location for the whole job, visible to anyone who asks. Suspend it at every stop and re-validate before restarting.
- 5
Close
The performer hands back the area, isolations are removed, the area authority accepts it and the issuer signs the closure. Only then does the equipment return to service.
Paper permit, spreadsheet or FreeMaint?
| Criterion | FreeMaint (HSE module, Starter) | Paper or spreadsheet permit | Standalone EHS suite |
|---|---|---|---|
| Link to the work order | A task can require a permit; the order cannot start until it is approved | None: two separate documents | Usually separate from the maintenance system |
| Checklists by permit type | Pre-work and post-work checklists per type, required items enforced | Printed list, ticked by hand | Available, configured on its own |
| Approval chain | Multi-step, each approval recorded with name and time | Signatures on paper, hard to trace | Available |
| Validity and closure | Valid-from and valid-until on every permit; closure has its own checklist and sign-offs | Depends on who fills in the form | Available |
| Maintenance data in the same place | Assets, work orders, preventive maintenance and lockout in one tool | No | Needs an integration |
| Cost model | Free Core tier; HSE module from $29 per company per month | Free, but manual | Often licensed per user |
Excel (.xlsx)
Frequently asked questions
What is the difference between a permit to work and a hot work permit?
A permit to work is the general document that authorises any high-risk job. A hot work permit is a specific type, or a section of the general permit, that adds fire controls: removal or protection of combustibles, an extinguisher at hand and a fire watch during and after the work. The template combines both on one sheet.
Who signs a permit to work?
At minimum the issuer, who authorises the job, and the performer, who accepts the conditions on behalf of the crew. Many sites add the area authority, who owns the plant area, and a safety officer. The same people sign the closure when the area is handed back.
How long is a permit to work valid?
As long as the permit states, and no longer. Many sites limit a permit to one shift and require re-validation, including a new gas test, at every restart. Always write the start and end date and time.
Is a permit to work the same as lockout/tagout?
No. Lockout isolates energy; the permit authorises the work and references that isolation. A permit lists the isolation points and lock numbers, and closure is not complete until the locks are removed by the people who placed them.
Can I use this template for contractors?
Yes. Record the contractor company, the supervisor and the number of workers in the identification section. The performer signature makes the contractor supervisor accountable for applying the precautions to the crew.
Do I need a paid plan to manage permits in FreeMaint?
The downloadable template is free. Digital permits are part of the HSE module in the Starter plan. Work orders, assets, time-based preventive maintenance and basic lockout are available on the free Core tier.
Is this template enough to comply with OSHA or other regulations?
No template can guarantee compliance. It gives a sound structure; your regulations, your risk assessment and your site procedures decide the content. Review it with your safety lead before use.
Related pages
Move your permits off the clipboard
Start on the free Core tier for work orders, assets and lockout, then switch on the HSE module when you are ready to run permits with checklists, approvals and closure in the same place as your maintenance.
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