Training Description

A Permit to work system ensures that formal validation and authority is given when hazardous work is to be undertaken. It ensures that all components of a safe system of work are established before high risk work commences, thereby controlling and reducing risk to individuals and the organization. Lockout/Tagout is a safety procedure critical for the service and maintenance of machinery or electrical systems in cases where employees could be hurt by the unexpected start up, or energization of the equipment. It applies to all energy sources including mechanical, hydraulic, pneumatic, chemical, thermal, and even gravity. An effective Lockout/Tagout program can help protect workers by ensuring that machines and circuits are properly shut off (or de-energized) and not turned on(energized) again until the work is completed.

 Training Objectives

Each attendee who will complete this training will gain the following outcomes:-

  •  Apply a good working knowledge on permit to work system
  • Develop energy control procedure that meets the requirements of lockout and tagout
  • Use lockout and tagout to control hazardous energy
  • Explain permit types, roles, responsibilities and requirements for issuing and receiving
  • Discuss communication process to compliment permit systems
  • Employ job hazard analysis
  • Determine plant isolation lockout and tagout procedures including documentation, records and auditing

Who should attend?

This course is intended for who are responsible for implementing permit to work systems, new employees selected by the organisation for issuing and signing off permits to work, existing personnel in the organisation who issue and sign off permits that require formal training.

Training Program

The following program is planned for this training. However, the instructor(s) may modify this program before or during the training for technical reasons with no prior notice to the delegates. Nevertheless, the training objectives will always be met:


08:30 – 09:00

Registration & Coffee

09:00 – 09:30

Welcome & Introduction

09:30 – 10:00

Develop a Energy Control Procedure That Meets the Requirements of Lockout/Tagout

10:00 – 11:00

Use with Lockout/Tagout (Control of Hazardous Energy)

11:30 – 11:30

When is a Permit to Work RequiredIssues of Permit to Processes – Roles & Responsibilities

11:30 – 11:45


11:45 – 12:45

Communication Processes to Compliment Permit Systems

12:45 – 01:30

Job Hazard Analysis

01:30 – 02:10


02:10 – 02:40

Plant Isolation/Lock out Tagout Procedures

02:40 – 03:00

Documentation, Records & Auditing.

03:00 – 04:00

Practical Exercises

04:00 – 04:15

Training Summary

04:15 – 04:30

Giving of Certificate of Training of Completion


End of the Course

Material given during the training:  [DVD’s and Case Studies will be used during this course to illustrate examples of good and bad change implementation processes]. 

Before the course

Each delegate will be asked to complete a Pre-Course Assessment Form to determine their current level and objectives for attending the course. The content of such Form will be used by the trainer only to give tailored training that is focused on each group of delegates.

At the end of the course

Each delegate will be asked to complete an Individual Development Plan and Vocational Completion Certificate.