Oil and Gas Permit-to-Work Compliance Inspection Checklist

Permit-to-work failures are a leading cause of fatal accidents in oil and gas. This daily inspection verifies PTW system compliance per API RP 74 requirements and operator PTW procedures.

  • Industry: Oil & Gas / Energy
  • Frequency: Daily
  • Estimated Time: 20-30 minutes
  • Role: HSE Officer / Area Authority
  • Total Items: 31
  • Compliance: API RP 74 - Occupational Safety for Onshore Oil and Gas Well Drilling and Servicing, OSHA 29 CFR 1910.119 - Process Safety Management, OSHA 29 CFR 1910.146 - Permit-Required Confined Spaces, OSHA 29 CFR 1910.147 - Control of Hazardous Energy (LOTO)

General Work Permit Compliance

Review general work permit compliance.

  • All active work permits within validity period with authorized signatures?
  • Work permits visible and posted at all active work sites?
  • Work being performed matches scope described in permit?
  • Permits issued by authorized Area Authority only?
  • No expired permits still in use?

Hot Work Permit Compliance

Inspect hot work permit compliance.

  • Gas test completed within required interval before hot work (typically 30 mins)?
  • Fire watch designated, trained, and present at hot work location?
  • Fire extinguisher within 30 feet of hot work?
  • Combustibles and flammables removed or shielded within 35 feet?
  • Fire watch continued 30+ minutes after hot work completion?

Confined Space Entry Permit

Verify confined space entry compliance.

  • Atmospheric testing (O2, combustible gas, H2S, CO) completed before entry?
  • Trained entry attendant present at entry point throughout entry?
  • Rescue plan established with rescue equipment available?
  • Continuous atmospheric monitoring inside space during entry?
  • All entrants logged in and out of confined space?

LOTO (Lockout/Tagout) Compliance

Verify LOTO procedures are being followed.

  • LOTO applied to all energy sources per written isolation plan?
  • Each worker placing a personal lock on all isolation points?
  • Zero energy state verified by affected worker before starting work?
  • LOTO log current with all isolated equipment listed?
  • No bypassed or unauthorized removal of locks observed?

SIMOPS (Simultaneous Operations)

Review SIMOPS management.

  • SIMOPS review conducted for concurrent high-risk activities?
  • No conflicting operations (hot work near H2S, crane over live equipment)?
  • Communication protocol between SIMOPS crews established?
  • Drop zones from lifting operations established and communicated?
  • Each permit holder has authority and responsibility to halt unsafe SIMOPS?

PTW Closeout and Documentation

Verify permit closeout procedures.

  • All completed work permits formally closed with work area inspected?
  • Equipment returned to service per authorized procedure?
  • Work area restored to safe condition before permit closed?
  • PTW records retained per site document retention policy?
  • Any PTW near-misses or deficiencies reported per safety reporting system?
  • Daily PTW compliance inspection report completed?

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Why Use This Oil and Gas Permit-to-Work Compliance Inspection Checklist?

This oil and gas permit-to-work compliance inspection checklist helps oil & gas / energy teams maintain compliance and operational excellence. Designed for hse officer / area authority professionals, this checklist covers 31 critical inspection points across 6 sections. Recommended frequency: daily.

Ensures compliance with API RP 74 - Occupational Safety for Onshore Oil and Gas Well Drilling and Servicing, OSHA 29 CFR 1910.119 - Process Safety Management, OSHA 29 CFR 1910.146 - Permit-Required Confined Spaces, OSHA 29 CFR 1910.147 - Control of Hazardous Energy (LOTO). Regulatory-aligned for audit readiness and inspection documentation.

Frequently Asked Questions

What does the Oil and Gas Permit-to-Work Compliance Inspection Checklist cover?

This checklist covers 31 inspection items across 6 sections: General Work Permit Compliance, Hot Work Permit Compliance, Confined Space Entry Permit, LOTO (Lockout/Tagout) Compliance, SIMOPS (Simultaneous Operations), PTW Closeout and Documentation. It is designed for oil & gas / energy operations and compliance.

How often should this checklist be completed?

This checklist should be completed daily. Each completion takes approximately 20-30 minutes.

Who should use this Oil and Gas Permit-to-Work Compliance Inspection Checklist?

This checklist is designed for HSE Officer / Area Authority professionals in the oil & gas / energy industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.

Can I download this checklist as a PDF?

Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.

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