Work permit – introduction
The learning objective is to identify the basic concepts, definitions and main responsibilities in the Saudi Aramco Work Permit
The purpose of this course is to
•  Review the Saudi Aramco General Instructions for .
•  The Work Permit System, ( visit this link) .http://gi.aramco.com.sa/html/data/0002_100.pdf
•  The Lockout & Hold Tag procedures.( visit this link) http://gi.aramco.com.sa/html/data/0006_012.PDF
•  You will Learn to fill out a Work Permit properly
•  Promote consistent application of the Work Permit System
•  Prepare for the Loss Prevention Work Permit presentation and test and
•  Provide reference information about the Work Permit System.
Work permit a certificate
If you pass the Work Permit Issuer or Receiver test, a certificate will be sent to your superintendent.
And If he agrees that you can issue or receive Work Permits, he will sign the certificate.
Then the certificate will then be sent to you. You will then be certified to issue or receive Work Permits, and 
Note; you must have the certificate with you when you do so.
The certificate is valid for two years. At the end of two years, you must pass the examination again to get a new certificate.
Who must sign a work permit issuer or receiver certificate?
The superintendent of issuer or receiver
For how long is a work permit issuer or receiver certificate valid?
Why we need work permit?
If you do not use the Work Permit system correctly, you could cause an incident which can kill or injure you, kill or injure or
your co‐workers, damage equipment, or cause a fire.
Purpose of work permit
You must use Work Permits when working in hazardous areas. By using them, you make sure that all hazards and
precautions are identified so that work can be done safely.
Using Work Permits helps prevents incidents like fires, equipment damage and injuries. They make sure Issuers, Receivers
and workers communicate with each other, so they know what is happening and what they must do.
With a Work Permit, you control the work by giving people permission to do specific work, with specific equipment, and
using specific procedures.
Work permit are contracts
A Work Permit is an official written record of conditions and safety precautions the Issuer and Receiver have agreed on.
• It is a contract between them.
• It lists the minimum precautions to be taken and how each hazard must be controlled.
Work Permits authorize specific construction, maintenance, inspection and repair work.
They apply to all work done in Restricted Areas.
[*] Issuers must issue permits for specific work conducted at a specific site.
[*] For example, if a welder and a machinist must work on a pump at the same time, so they each need a different Work
Permit. This is because each type of work is specific and involves different hazards.
What are two important reasons for using work permit?
To communicate and control work
Why do we use the work permit system?
To prevent incident.
What is listed on work permit?
Minimum safety precautions
Why do we use work permit in hazardous area?
To identify hazard precautions
For which condition work permit is issued?
Specific work at specific location
Restricted area hazards
A Restricted Area is any location where Work Permits have to be used.
So restricted Areas contain hazards.
Restricted area definitions
Restricted Areas are where hydrocarbons, flammable liquids or gases, or oxidizing agents are handled, stored, or processed
in large quantities.
[*] An oxidizing agent is a material that can react with other substances and release oxygen. The oxygen could cause an
explosion or fire. Some common oxidizing agents include chlorine, hydrogen peroxide and oxygen itself.
Restricted area example
Some of the Restricted Areas in Saudi Aramco are :‐
• Petroleum processing plants, .
• pump stations
• ] gas plants
• tank farms
• hydrocarbon pipelines,
• Pipeline corridors,
• sewage treatment plants,
• loading piers,
• marine vessels,
• gasoline service stations
• Areas where explosives or radioactive materials are used or stored, and
• Areas under or near power lines.
These are Restricted Areas because they may contain hazards that could cause an incident and where all workers must take
special safety precautions.
Designated Restricted Areas
Restricted Areas can also be designated by Department Managers. This could be an area that is not included in the previous
Anyhow If there is a question about whether an area should be
department manager makes the final decision.  Do you think this is
a Restricted Area?
E.g. Designated Restricted Areas
Is this a Restricted Area?
Possibly! Anyhow There is nothing in the picture that would make this
a Restricted Area.
The use of heavy equipment alone does not automatically require
Work Permits. 
However, the work could be hazardous and the department manager
may decide that
Work Permits are required.
Low risk work
Most work done in Restricted Areas is hazardous because of the location or because of the work itself. Work Permits are
required for all hazardous work. , However, some work can be very safe to do, especially in a non‐hazardous area. So the
Issuer may decide that work is low risk and that the area where the work is to be done contains no hazards. Then He can
then decide that a Work Permit is not needed.
Low risk work example
Some examples of low risk work include :
•  visual inspection,
•  sweeping,
•  cleaning non-hazardous equipment,
•  some non-flash photography or
•  Brush painting.
Note: If you are the Issuer and you decide a Work Permit is not needed, you must still control the
work and are responsible for the workers if there is an emergency.
Example of low risk work are; - ?
• sweeping, visual inspection, and minor cleaning
Select the choice where every item is a restricted area?
• Pump station , sewage plants, wells
Do need a work permit to work here ( this picture)
What does restricted area required?
• The work permit is issued
A specific area is not normally categorized as restricted area. Who makes
the final decision Whether area is should be categorized as restricted
• Department manger
Do need work permit to work here?
When a work permit issuer decide that a work permit is not needed in a
• When he decides the work is low risk.
Work permit issuer
A Work Permit Issuer is a Saudi Aramco employee who is certified by his division or department
head to issue Work Permits. And he is the person who is responsible for equipment or for a work
Some of you will be Work Permit Issuers.
An Issuer inspects the work site,
Identifies what hazards and precautions must be taken to work safely,
Fills out and signs Work Permits.
[*] An Issuer has a lot of responsibility for safety at the work site. And he shares that responsibility
with the Receiver.
A Work Permit Receiver
Is a craft supervisor or craftsman who has been certified by his division or department head to
receive Work Permits. , Receivers are the people who will do the work. They have to comply with
all safety precautions written on the Work Permit, and they must sign the Work Permit.
Some of you will be Work Permit Receivers. Like Issuers, you have a lot of responsibility for safety
at the work site. And You share this responsibility with the Issuer.
If the Issuer is busy, and Work Permits are needed, he can assign another person to help him. This
person is called the designated representative, and must be competent, understand the
requirements of the Work Permit system and be familiar with the equipment, hazards and job
The designated representative can inspect the work site, make sure the equipment is ready to work
on and make sure that gas tests are taken. However, the designated representative cannot sign the
Work Permit only the Issuer must do that.
Why is designated representative sometimes used?
• The issuer may be busy and needs help
An issuer has which responsibility?
• Defines safety precautions and sign work permits
A receiver must be what?
• Senior crafts man
What the receiver’s main responsibilities?
• Complying with safety precautions and sign the permit
What can the designated representative do?
• Inspect the work site
What is the work permit issuer responsible for?
• Equipment or work area
Which of the following is not restricted area?
Loading pier , gasoline station , tank farm , dump site
• The answer is = dump site
The safety of work site is a sole (only) responsibility of issuer?
What do you call an area where a work permits are required?
• A restricted area
Restricted areas include which locations?
• Pumps stations , tank farm , gas wells
Who is work permit receiver?
• A person certified to receive permits
What is the purpose of work permit system?
• To authorize specific construction or maintenance work
Who can decide that work is a low risk and that a work permit is not needed?
• The issuer
What responsibility do issuer and receiver share when singing work permit?
• Maintaining safety conditions at the site.
Who decide whether an area should be restricted or not?
• The department manger
What type of work does the work permit system authorize?
• Specific construction, maintenance , or repair work
Work permit issuer responsibilities
Issuer& Receiver are:
• Both responsible for identifying hazards and reducing risks
• Make sure that the work site is safe.
• Both responsible for safety of people and
equipment at the site.
As the issuer knows what the hazards are in his
area and how to work them safely , he has to make
sure the receiver full understand s all hazards and
the safety [precautions he must taken
Issuing a work permit
Before issuing the work permit , you must :
Check the receiver’s certificate to be sure he is
Lead the receiver on a Join Site inspection.
Point out all hazards, and write on the work permit all safety precautions that the receiver must
Tell the receiver what you have written.
Get any countersignatures that are required, and make sure that any design or material
changes have been approved.
Visit the site frequently after work starts to make sure the work continues safely
Receiver responsibilities #1
As receiver you must
Ask the issuer for a work permit before the job starts.
You must take part in the job site inspection and explain to the issuer exactly what work you
will do and the equipment you will use.
You must also look for hazards.
Receiver responsibilities #2
You must read the work permit and agree to all conditions written on it by the issuer.
After sign the work permit you must make sure that all conditions are met and all workers
understand the conditions.
You must display the work permit at the site, or keep it with you.
You need to stay at the work site to supervise all activities,
When receiver leaves site .
He has :
To have the issuer permission.
Must relinquish (
) supervisory control
) to another certified
receiver until he comes back.\
The alternate receiver’s name and badge number must be written on the permit by the
Responsibility review#1 ( 7 questions )
What join responsibility does issuer and receivers share?
• Safety at the work site
Why is it important that the issuer tell the receiver about safety hazards he may find at job site?
• The receiver may not have worked in the area before.
What two things must the issuer do before issuing a work permit?
• Check the receiver’s certificate and get countersignature
Who goes on the join site inspection?
• The issuer and the receiver
What two things must the receiver do before receiving a work permit?
• Read the work permit and agree to all conditions
Where must the receiver keep the work permit after it is issued?
• Displayed at the job site or in his possession.
When can a receiver leave the job site?
• When the issuer has given him permission
Joint inspection site
Things to check at JSI
Take gas test.
Check to see if equipment is prepared, isolated,
Do you need to install locks and hold tags, put up barricades or warning signs or inspect
tools, excavations or scaffolds?.
Can heavy equipment be safely used?
Do you need to use special equipment or procedures? E.G handling asbestos. Or a crtical
lift plan per( GI7.028-crane lifts- types and procedures) through this link
Should workers wear personal protective equipment?.
Do you need a fire watch or standby man?
No JSI if Low risk work at :
For some jobs, the issuer may decide not to do a joint site inspection
To do this, the work must be extremely low risk.
Remember , if you have any doubt that a hazard may exist, always make a joint site
Example of low risk work
• Brush painting
• Checking instrument in control room
• Taking vehicles into a non-hazardous area
• Some types of non-flash photography.
Responsibility review#2 ( 4 questions )
Who goes on a Joint Site inspection?
• Issuer and receiver
What is discussed during the joint site inspection?
• Scope of work and equipment to be used.
When would the issuer check to make sure equipment has been properly prepared for
• During the joint site inspection
Why do receivers go on the joint site inspection with the issuer?
• To discuss hazards and risks
A fire watch must be assigned anytime work is done where a fire could occur such As:
Working on or near in-service hydrocarbon equipment
Hot tap .
Working near combustion material.
Working near opens sewers , or pumps
When a release of hazardous liquids or gases permit is issued .
Fire watch, who is he?
• Usually an operator.
• Could be from maintenance.
• Could be a contractor if the operation and maintenance foreman agree
• Must have had fire training.
• Must know how to use equipment like fire extinguisher or hoses.
• Must know how to report a fire.
Fire watch responsibility
Check the work site to make sure all safety precautions have been taken.
Placing fire blankets.
Extinguishers are ready to use.
Stay at the site after hot work is finished for 30 minutes.
To make sure all ignition sources are out
Note : The issuer must make sure the fire watch is trained and understands his job before the work
permit is issued
Untrained fire watches have been responsible for small fire becoming majors disasters
The issuer may require a standby when :-
When he sees the need for a person to be at the site to assist someone in doing the job.
And he may also be needed because of special skill he has.
Standby man who is he?:
A standby man could be a person assigned as a man-way watch during a confined space entry so
he could be.
He may be a supervisor who standby during work on energized electrical equipment,
or an operator who standby during on a critical instrument loop in case it must be put
He could also be a specialized technician who standby during the start-up of a new
piece of equipment.
The issuer must make sure the standby knows exactly what he is expected to do
Responsibility review#3 ( 5 questions )
When should a fire watch be assigned?
Whenever a fire could occur
What would the issuer require when welding on in-service hydrocarbon equipment?
What must the fire watch be?
The fire watch has to know how to?
Operate fire equipment given to him
What do we call the person who is required to be at a job site because of a special skill he
What training should a fire watch have?
• Trained to operate fire equipment
What is the purpose of the joints site inspection?
• To discuss the scope of the work and identify any hazards or risk
What must be checked during the joint site inspection? Select all items that apply?
• Safety devices
• Equipment conditions
Who should point out all hazards and write the hazards on the work permit?
Who should keep the work permit? ( this question should have more explanation, such as
during the job .but anyhow the answer as below
Who should ask for the work permit before they start working?
• The receiver
Any worker can be assigned as standby man?
Who should be assigned when working near a combustible materials ?
• Fire watch
Who is responsible for the safety of the work site?
• Issuer & receiver
The receiver can leave the job site anytime as long as he gets the permission of his supervisor?
Work permit – equipment preparation
The Learning Objectives are to
Identify how and why equipment is prepared for
Identify what equipment is isolated and how it is isolated.
Identify the purpose of Locks/Tags and how they are used
Could the employee have prevented this? Could the Issuer? ,Could the Receiver
Yes! the employee could have avoided this by ensuring that the equipment was de-energized and
isolated before beginning work.
Before you work on a piece of equipment, ;
The Issuer must make sure the equipment is safe to work on.
The Issuer must shut it down, isolate, de-energize, and purge or
The order in which the operator does these things depends upon the
type of equipment he is preparing.
Usually, equipment is first Shut down and isolated, then
Depressurized or de-energized,
And finally Cleaned or purged.
Sometimes, equipment is filled with a non-flammable, non-reactive material like nitrogen. , This is done to
remove hazardous material and is called purging. [
Purging is a safe way to remove flammable or hazardous material from inside equipment.
Warning: Nitrogen displaces oxygen. If there is not enough oxygen to breathe, people could die.
Cleaning is done to remove all traces of flammable or toxic material that could injure people.
This is usually done by steaming out the equipment, or using a water-wash.
Cleaning at this stage refers to the cleaning necessary to make the equipment safe to enter or work
Preparation Review# 1
A nonflammable material commonly used to purge process equipment is ?
When preparing equipment for maintenance work, the issuer must make sure it is?
Shutdown isolated and de-energized
Tow common methods of cleaning process equipment include?
• Water-wash and steaming
Equipment must be isolated.
You isolate equipment to make sure it cannot start-up, turn, move, leak or cause an electric shock.
Isolating equipment also prevents the unexpected release of energy or hazardous materials.
If the equipment starts up or moves, you or your co-workers could be injured or killed.
If a valve leaks or is accidentally opened, dangerous materials may be released into a confined space or to
If you don’t isolate equipment correctly, a terrible incident or fire could happen. Therefore,
Before you issue or receive any Work Permit, you must make sure that equipment is completely isolated.
General Instruction 6.012 defines four approved types of isolation:
single lock and tag,
double block and bleed
For each isolation method, the GI 6.012 requires a four-step process:
For more details visit GI6.012
What should we isolate?
Here are some examples of the equipment that we should isolate:
Air- or gas-operated systems
Vessels, pipes and confined spaces.
How should we isolate?
Here are some methods of isolating equipment.
Close and chain valves
Open electrical breakers
Remove fuses or disconnect wiring.
are metal plates that are installed in a pipeline or equipment.
• They prevent liquids or gases from coming in contact with people.
• They are used to isolate operating equipment such as tanks, vessels, pumps, compressors and
Remove suction of pipe
Sometimes a section of piping can be removed to isolate equipment as
in this picture
Use chains to prevent a valve from being opened by accident
Open breakers to isolate electrical equipment.
Also, disconnect wiring or remove fuses if breakers cannot be locked in the open position. As shown below
Preparation Review# 2
Choose two methods of isolating equipment?
• Removing piping and install blinds
Why do we install blinds in process equipment?
• To keep liquids or gases from contacting people.
Removing fuses from an electrical circuit or disconnecting electric wiring is an example of
• Isolating electrical equipment
Equipment is isolated to make sure it cannot be?
Started –up. Leak or cause electric shock
Locks and tag
Lock and Tags.
Install locks to make sure electrical circuit breakers cannot be closed, a valve cannot be
opened, or another method of isolation cannot be overcome.
Locks prevent accidental start-up of equipment while work is in
Tags explain why you installed your lock. :
You must fill out tags completely and sign them. , This is important.
Everyone must know why your locks and tags are installed.
Locks /tags sequence
Before issuing or receiving a Work Permit, you must :-
Identify all locations where locks and tags must be installed
Operations must install their locks and tags first.
Then, one craftsman from each work crew, who will work on the equipment, must also install his lock and tag..
Locks and key
There must only be one key for every lock used. , This way, the only person who can open the lock is the person who
Test isolating device
As the Issuer,
You must test each isolating device, such as a disconnect switch or valve, to make sure it cannot be operated.
You do this by moving it against the lock, lockout clip, or chain to ensure that the equipment cannot start or
the valve cannot be opened.
You must try to start electrical equipment at the field switch like this operator is
Multiple lockout clips :
Allow several locks and tags to be installed at the same time.
Group lockout box
Sometimes it is necessary for large numbers of maintenance personnel to lock and tag process equipment and/or
electrical breakers, such as during a Test & Inspection or repair of a compressor. Each person must be afforded
individual protection. so In those cases, a "group lockout" procedure can be employed to ensure individual protection
while avoiding large numbers of locks and tags on an isolation point. This is achieved as follows:
An operations representative will lock and tag each isolation point with a single keyed lock as per the
standard written isolation procedures.
The maintenance supervisor/foreman will also lock and tag each of the isolation points.
The maintenance supervisor (or foreman's) key or keys to these locks are then placed in a Group Lockout box.
(Lockout boxes can be acquired through SAP B2B. )
Multiple lock clips (hasps) are incorporated or attached on the closed group lockout box
The operations representative places his lock and tag on the box/hasp first and maintains possession of his key
or keys until the job is complete.
Each member of the maintenance crew then places his lock and tag on the multiple lock clip and maintains
possession of his key or keys until the job is complete.
A clamp on breaker lockout device
Such as you see here can be used to isolate 110 or 220 volt electrical breakers typically found
in indoor applications.
Individual breakers in these applications are difficult to isolate securely, and
Clamp-on breaker lockout devices permit the worker to assure that the electrical circuit
remains isolated while work is being performed