Filling in hazard identification on a permit

When a permit has no prior risk assessment, you assess the hazards on the permit itself, in the Hazard identification box. From your ticks the system suggests Safety rules to follow, PPE and permit-type markers. The issuer makes the final call — a suggestion is not an obligation.

Before you start

• Permission: requesting a permit — ptw:request.
• Prerequisite: a draft permit without an attached risk assessment. On a permit started from an assessment, the assessment card stands in place of hazard identification (see A permit from a risk assessment).

The list can differ per template

The template decides which hazards are shown (Hazards shown on a template). What the template hides is not offered here — but a hazard that triggers a mandatory requirement is always there.

Steps

1. Answer the “0 · Key work types” questions. They decide the permit type and the boxes: “One question, asked once: the answer drives the type, the boxes, the PPE and the safety rules.” The main questions have no default — answer Yes or No. For an explosive-atmosphere zone, Zone classification is required after Yes.
2. Tick the hazards on the three aspects. A · Site side (pressure, heat, noise, work environment), B · Activity (type of work, tools, lifting, physical load), C · Materials (hazard classes, specific substances). Each aspect header shows how many items you ticked.
3. Review the suggestions. Suggestions lists the controls, PPE and permit-type markers derived from your ticks. The ✓ badge ticks the matching item on the permit; grey means already active. Accept suggestions accepts all of them at once.
4. If there is no hazard, say so. If you tick nothing, tick No hazard identified. It is not available while a hazard is ticked.
5. Press “Done”. The box folds into a summary (the ticked hazards); Edit opens it again at any time.

The “Marked only” filter

On a long list, Marked only hides the unticked items — quicker for a review.

If you did it right

• The box summary shows the ticked hazards (or “No hazard identified”).
• The Safety rules to follow and Minimum required PPE boxes show the suggestions from your ticks; the issuer decides.

Common mistakes

• “The sheet marks: … — but the answer here is “No”.” You answered No to a key question, yet ticked a hazard that means this kind of work. Change to Yes fixes it.
• “The current permit type does not cover this work.” The work you marked (e.g. hot work) is not covered by the chosen type — switch the type, or start the right permit.
• I can’t find a hazard I want to tick. The template does not show it (Hazards shown on a template); ask the template owner.

Good to know

• A tick produces a suggestion; mandatory requirements (prescribed by an approved risk assessment) are not decided here.
• The policy can require the sheet before issue (Hazard identification before issuing) — the sheet counts as filled when a hazard is ticked or “No hazard identified” is stated.
• If the template hides an item, a tick made before a type switch is kept, but it makes no suggestion and does not count as filled.

Related

Requesting a work permitThe rest of the draft and submitting the request.

Safety rules and PPEWhere hazard identification sends its suggestions.

A permit from a risk assessmentWhen the assessment stands in place of hazard identification.

Hazards shown on a templateWhich hazards a template offers.