Operators · Foundation · 1 day

Permit-to-Work, Isolation and Safe Work Practices

Permits, energy isolation and the hand-over of equipment between operations and maintenance

Duration1 day
LevelFoundation
FormatOn-site · virtual
CodeTR-G03
SHIFT LOG · Unit 100 · Night 22:10 PSV-201 lifted, reseated23:40 FIC-105 in manual — fouling01:15 Permit 4471 closed03:30 Round B · P-102 seal weep Carried forward → Day shift HANDOVERCriticalOpen tasksOverrides
Course flyer

Permit-to-Work, Isolation and Safe Work Practices — one-page catalogue.

The flyer below is the printable A4 version. Use the buttons above to download it or the request form.

Permit-to-Work, Isolation and Safe Work Practices — one-page course flyer
Click the flyer to open the printable PDF.
Request this courseDownload the Training Request Form, quote course code TR-G03, sign and e-mail it to sales@cerasus.ai — or use the consultation form below.
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At a glance

What you will be able to do.

Field operators, area authorities, permit issuers and receivers, maintenance supervisors and contractor supervisors

Most maintenance-related process safety incidents trace back to a permit that was signed but not understood, or an isolation that was assumed rather than proven. This course covers the full permit-to-work cycle from job planning to close-out, positive isolation and lock-out/tag-out, gas testing and confined-space entry, and the hand-back to operations. Participants build an isolation plan on one of their own P&IDs and audit a live permit in the plant.

  • Explain the roles of issuer, receiver, area authority and performing authority in the permit cycle
  • Select the correct isolation method — valve, double block and bleed, spade or physical disconnection — for the fluid and the job
  • Apply lock-out/tag-out so that stored energy, not just the main supply, is controlled
  • Specify gas testing, confined-space and hot-work controls that match the hazard
  • Recognise simultaneous-operations conflicts and manage permit interactions
  • Hand equipment back to operations with a documented de-isolation and leak test
Course outline

Day by day

Morning

Incidents caused by permit and isolation failures · permit-to-work system: types, roles and authorities · job hazard analysis at the permit desk · isolation standards: single valve to positive isolation · lock-out/tag-out and stored energy · isolation plan workshop on a participants' P&ID

Afternoon

Gas testing, confined-space entry and hot work · working at height, excavation and lifting interfaces · simultaneous operations and permit conflicts · permit suspension, extension and close-out · de-isolation, leak testing and hand-back · live permit audit walk-down and debrief

Standards referenced
OSHA 29 CFR 1910.119(f) / (g)
OSHA 29 CFR 1910.147 (Lockout/Tagout)
API RP 2201
CCPS Guidelines for Safe Work Practices
CCPS Conduct of Operations
Request a consultation

Tell us about the unit and the problem.

Send a short brief — plant, service of interest and what you need to achieve — and a Cerasus engineer will respond with a proposed scope and next steps.

Prefer email or phone? sales@cerasus.ai · +974 5506 2743