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Permit to Work (PTW) Shift Handover Checklist

Communicate outstanding permit jobs, equipment status, isolations and interacting activities across shifts. The incoming team must independently verify required revalidation.

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How to use this worksheet

List open, suspended and closed permits with current status and identifiers.
Walk down actual plant condition, open equipment, isolations and barricades.
Communicate overlapping work, changing conditions, necessary gas tests and outstanding safeguards.
Have outgoing and incoming responsible persons review responsibilities, communication and actions.
Do not resume work until the employer's permit revalidation or reissue process is satisfied.

Worked field example

Example — Handover after a pressure test: Record line depressurization status, isolated valves, blocked access, open permit ID and incoming shift verification.

SERNEM — FIELD WORKSHEET

Permit to Work (PTW) Shift Handover Checklist

Adapt this worksheet to actual site conditions.

Shift and permit identification

Area / equipmentOutgoing shift / responsible personIncoming shift / responsible personHandover date / timeOpen permit references

Open permits and handover controls

Permit / task	Current state	Remaining control / action	Incoming owner
Permit / task 1	Current state 1	Remaining control / action 1	Incoming owner 1
Permit / task 2	Current state 2	Remaining control / action 2	Incoming owner 2
Permit / task 3	Current state 3	Remaining control / action 3	Incoming owner 3
Permit / task 4	Current state 4	Remaining control / action 4	Incoming owner 4
Permit / task 5	Current state 5	Remaining control / action 5	Incoming owner 5

Status, controls and revalidation

Plant and isolation statusSIMOPS / adjacent activitiesOutstanding hazards and actionsIncoming authority verification / reauthorization

This worksheet does not transfer, extend or reissue a permit. Follow the site's PTW authority, isolation certificates and required field revalidation.

Frequently asked questions

Does a permit automatically carry over to the next shift?

No. Verify validity and handover requirements against the site's approved PTW procedure.

Why must SIMOPS be included?

One job can create a hazard for another, so interacting work and safeguards must be communicated.

Related SERNEM resources

Permit-to-work guide →SIMOPS planner →Hot work pre-start review →

Technical sources

HSE UK — Permit to Work Systems

This worksheet does not transfer, extend or reissue a permit. Follow the site's PTW authority, isolation certificates and required field revalidation.