Workflow Pack

Permit to Work & JSA Workflow Pack

Connect permit requests, job safety analysis, control review, approvals, active work monitoring, and closeout evidence.

This workflow pack is for teams that need high-risk work controls to stay connected from planning through approval, active work, and closeout.

View Workflow StagesOpen Starting Template

Safety teams formalizing high-risk work approvals.Operations teams that need JSA and PTW records in one visible process.Maintenance, plant, and contractor environments where work control audits matter.

Permit To Work Software

Job Safety Analysis Form

Job Hazard Analysis Form

01Plan the job and review hazards02Submit and approve the permit03Monitor active work04Close out and retain evidence

Workflow Stages

How the templates connect across the process

Plan the job and review hazards

Break the task into steps, review hazards, identify required controls, and confirm what approvals are needed.

Job Safety Analysis FormCapture job steps, hazards, controls, PPE, approvals, and review status in one job safety analysis form workflow.Job Hazard Analysis FormDocument job steps, hazards, control measures, PPE, approvals, and crew acknowledgement in one job hazard analysis workflow.Hazard Assessment FormCapture hazard details, severity, controls, owners, and review decisions in one hazard assessment workflow.

Submit and approve the permit

Route permit requests through hazard checks, isolation review, PPE requirements, and formal approvals before work starts.

Permit To Work SoftwareRoute permit to work requests through JSA review, hazard checks, approvals, active work tracking, and closeout evidence in one EHS workflow.Job Safety Analysis FormCapture job steps, hazards, controls, PPE, approvals, and review status in one job safety analysis form workflow.

Monitor active work

Track active permits, handbacks, extensions, blocked work, and unresolved safety conditions while the job is underway.

Permit To Work SoftwareRoute permit to work requests through JSA review, hazard checks, approvals, active work tracking, and closeout evidence in one EHS workflow.Hazard RegisterMaintain a live hazard register with hazard details, risk ratings, controls, owners, review dates, and closure status in one EHS workflow.

Close out and retain evidence

Confirm the job is complete, controls were maintained, and closeout evidence is preserved for audits and incident review.

Permit To Work SoftwareRoute permit to work requests through JSA review, hazard checks, approvals, active work tracking, and closeout evidence in one EHS workflow.Incident Report FormCapture incident details, witnesses, evidence, immediate actions, and follow-up ownership in one safety incident report workflow.

Connected Details

Keep key details from request to follow-up

Task steps, hazards, and controls move from JSA into permit review.
Approver decisions, isolation status, and PPE requirements govern whether the work can begin.
Active permit status, extensions, and blocked conditions keep high-risk work visible during execution.
Closeout evidence and related incident or hazard notes preserve the operating history.

Best Starting Point

Choose the first template by bottleneck

Start with JSA if hazards are not reviewed consistently before work.
Start with Permit to Work when approvals and isolation checks are the main gap.
Use work-type-specific PTW fields when hot work, confined space, electrical, lifting, or contractor work needs deeper supporting detail.

Included Templates

Templates that support this workflow pack

Permit To Work Software

Route permit to work requests through JSA review, hazard checks, approvals, active work tracking, and closeout evidence in one EHS workflow.

Job Safety Analysis Form

Capture job steps, hazards, controls, PPE, approvals, and review status in one job safety analysis form workflow.

Job Hazard Analysis Form

Document job steps, hazards, control measures, PPE, approvals, and crew acknowledgement in one job hazard analysis workflow.

Hazard Assessment Form

Capture hazard details, severity, controls, owners, and review decisions in one hazard assessment workflow.

Risk Assessment Software

Track EHS risk assessments with hazard details, risk scores, control measures, owners, due dates, and review status in one workflow.

Hazard Register

Maintain a live hazard register with hazard details, risk ratings, controls, owners, review dates, and closure status in one EHS workflow.

Incident Report Form

Capture incident details, witnesses, evidence, immediate actions, and follow-up ownership in one safety incident report workflow.

Corrective Action Request Form Template

Create corrective action requests with issue source, severity, owner, response due date, evidence needs, verification, and closeout.

Employee Training Tracker

Track employee safety training assignments, due dates, completion proof, expirations, and renewal follow-up in one compliance workflow.

Safety Observation Form

Capture safety observations, unsafe conditions, corrective actions, and follow-up ownership in one frontline observation workflow.

SDS Register

Keep safety data sheets, chemical records, revision dates, responsible owners, and review history organized in one SDS register workflow.

Related Business Workflows

Explore the use cases behind this process

11 templates

EHS Software

Evaluate environmental health and safety software for incident reporting, hazard control, risk assessments, Permit to Work (PTW), training, SDS records, and corrective follow-up.

Workplace Inspection Checklist / Risk Assessment Software / Permit To Work Software 7 templates

EHS Compliance Software

Plan EHS compliance software for audit-ready records, incident evidence, permits, SDS control, and accountable safety follow-up.

Risk Assessment Software / Permit To Work Software / SDS Register 5 templates

Job Safety Analysis Software

Plan job safety analysis software for task-by-task hazard review, control planning, approvals, and work readiness.

Job Safety Analysis Form / Job Hazard Analysis Form / Hazard Assessment Form 52 templates

Quality & Safety Templates

Browse quality and safety templates for EHS records, hazard registers, SDS control, CAPA tracking, production records, and controlled work.

Receiving Inspection Checklist / Hazard Register / SDS Register

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Guides

Clarify the criteria behind this workflow

Guide

EHS Management System Guide

Plan an EHS management system for incidents, hazards, risk assessments, permits, SDS records, corrective action, and audit-ready follow-up.

Guide

Incident Investigation Process Guide

Plan a safety incident investigation process for first reports, witness statements, root cause, corrective action, verification, and closure.

Guide

Hazard Identification and Risk Control Guide

Plan a closed-loop hazard identification and risk control process for reporting, assessment, controls, inspections, corrective action, and dashboards.

Guide

Job Safety Analysis and Permit to Work Guide

Plan a job safety analysis and Permit to Work workflow with job steps, hazards, controls, PPE, approval roles, JSA-identified pre-work checks, QR activation, execution evidence, closeout, and archive records.

FAQs

Common questions about this workflow pack

Why connect JSA and Permit to Work in the same workflow?

Because the task-level hazard review usually informs the permit conditions, approvals, and controls required before the work begins.

Does this only apply to hot work?

No. Hot work is one common case, but the workflow can also support confined space, electrical, contractor, or other high-risk work-control processes.

What should be visible during active work?

Teams should be able to see active permit status, required controls, extensions, blocked work, and closeout requirements while the job is underway.

Next Step

Start from the closest template, then adapt the workflow

Preview the first template in this workflow pack, then customize fields, owners, statuses, and automations for your team.

Preview Starting Template