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?
Related Oil Gas Energy Checklists
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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.