Permit to Work, Lock-Out/Tag-Out and Certification Tracking

GeoEner EAM İSG ve Çalışma İzni

Health and safety for plant work: permits for working at height, electrical isolation, hot work, confined space, lifting and underwater work, sequenced lock-out/tag-out with zero-energy verification, and personnel certification tracking. A work order cannot start until the conditions are met.

6 permit types
Height, electrical, hot work, confined space, lifting, underwater
Four eyes
Separate requester and approver, and separate locker and verifier
Reverse order
Isolation is restored in reverse lock order
Certificate gate
No start for a person without a valid certificate

About the Product

GeoEner EAM HSE and Permit to Work ties safety conditions to the work order flow. Maintenance plans and work orders carry the permit types that must be approved before work starts: working at height, electrical isolation, hot work, confined space, lifting and underwater work. Ready maintenance templates come with these permits; for example turbine service requires working at height and electrical isolation.

A work permit is requested on the work order, recording the permit form number, precautions and validity period. The requester and the approver are different people; rejection requires a reason and a note is taken at closing. An approved permit allows work to start only within its validity period; a second active permit of the same type cannot be opened, and permits cannot be requested for closed work orders.

For lock-out/tag-out, energy isolation points such as breakers, disconnectors, valves or rotor locks are added to the work order in sequence, with the energy type (electrical, mechanical, hydraulic or pneumatic) and the equipment in the asset tree. A point is locked with a lock number, and a person other than the one who locked it verifies zero energy with a measurement and instrument note. Work cannot start until every point is verified; restoration happens in reverse order, and work cannot be completed or cancelled until every point is restored.

In certification tracking, the tenant defines certificate types such as GWO working at height or an electrical authorization certificate, their validity period and the permit types they cover. Personnel certificates are kept with certificate number, issuer, issue date and expiry date; a renewal opens a new record and the old one stays in history. Expiring and expired certificates are listed. If the person doing the work lacks a valid certificate for every permit type the job requires, the work order cannot start.

Key Features

Required permit types

Maintenance plans and work orders carry the permit types that must be approved before work starts. A work order raised from a plan inherits the list; ready templates define permits such as working at height and electrical isolation for turbines, or underwater work for a hydro intake inspection.

6 permit types · plan · template
Work permit

A permit is requested on the work order with the permit form number, precautions (isolation, personal protective equipment, watch person) and validity period. The requester and approver are different people; the approval or rejection note, decision time and closing note are recorded.

request · approval · validity
Starting under a permit

An approved permit allows work to start only within its validity window. A second active permit of the same type cannot be opened, and permits cannot be requested for a closed work order. The work order list shows whether permits are ready.

validity window · active permit
Lock-out/tag-out

Energy isolation points such as breakers, disconnectors, valves or rotor locks are added to the work order with a sequence number, recording the electrical, mechanical, hydraulic or pneumatic energy type and, if present, the equipment in the asset tree. Each point is locked with the number of the lock or tag applied.

sequence · lock number · energy type
Zero-energy verification

A locked point is verified by a person other than the one who locked it, with a measurement value and instrument note. Work cannot start until every point is verified.

four eyes · zero energy
Restoration

Restoration happens in reverse lock order and is recorded with a note. Work cannot be completed or cancelled until every point is restored, so the plant is never handed back with equipment still locked.

reverse order · closing lock
Certificate types

The tenant defines certificate types such as GWO working at height or an electrical authorization certificate. The type holds the validity period used when no expiry date is entered and the permit types the certificate qualifies for; inactive types are not checked.

GWO · authorization · validity
Personnel certificates

Each certificate is recorded with certificate number, issuer, issue and expiry dates; its status is calculated as valid, expiring soon, expired or not yet valid. A renewal opens a new record. If the assignee lacks a valid certificate for the required permit types, work cannot start.

personnel · renewal · expiring

Additional Modules

Work PermitsIsolationCertification Tracking

How It Works

  1. 01
    Define — permit and certificate types

    Required permits are set on plans and work orders, and certificate types with the permits they cover on the tenant.

  2. 02
    Request — work permit

    The permit is requested with precautions and a validity window; another person approves or rejects it with a reason.

  3. 03
    Lock — isolation points

    Isolation points are locked in sequence and a second person verifies zero energy.

  4. 04
    Start — condition check

    The work order starts once permit, certificate and isolation conditions are met.

  5. 05
    Restore and close

    Points are restored in reverse order and the permit is closed; then the work can be completed.

Who It's For

HSE departments

Embed permit, lock-out/tag-out and certificate rules in the workflow and see who did each step.

Wind and hydro field crews

Follow permit and isolation status on the work order for work at height, in confined spaces and underwater.

Plant owners and O&M contractors

Check contractor personnel's certificates and permits under the same rules.

Technical Summary

Scope
Permit to work, lock-out/tag-out (isolation) and personnel certification tracking
Permit types
Working at height, electrical isolation, hot work, confined space, lifting, underwater
Permit status
Requested, approved, rejected, closed; validity window
Isolation
Electrical, mechanical, hydraulic, pneumatic; planned, isolated, verified, restored
Certificate status
Valid, expiring soon, expired, not yet valid
Rules
Requester ≠ approver; locker ≠ verifier; restoration in reverse order
Platform
A GeoEner EAM module; runs within the EAM Work Orders and Failures flow

Frequently Asked Questions

Which work permit types are there?

There are six permit types: working at height, electrical isolation, hot work, confined space, lifting and underwater work. Maintenance plans and work orders carry the permit types that must be approved before work starts, and ready maintenance templates come with them defined. The requester and approver of a permit must be different people.

How does lock-out/tag-out work?

Energy isolation points are added to the work order with a sequence number, energy type and, if present, the equipment in the asset tree. A point is locked with a lock or tag number, and a person other than the one who locked it verifies zero energy with a measurement and instrument note. Work cannot start until every point is verified; restoration happens in reverse order, and work cannot be completed or cancelled until every point is restored.

How are personnel certificates tied to work orders?

The tenant defines certificate types such as GWO working at height or an electrical authorization certificate, and the permit types each one qualifies for. If the assignee lacks a valid certificate for every permit type the work order requires, the work cannot start. A permit type requires a certificate only when an active certificate type covering it is defined.

How do we track expiring certificates?

On the Certification Tracking screen, each certificate's status is calculated as valid, expiring soon, expired or not yet valid, and expiring certificates are listed. A renewal opens a new record and the old one stays as history. If no expiry date is entered, the validity period of the certificate type is used.

What is GeoEner EAM İSG ve Çalışma İzni?

Health and safety for plant work: permits for working at height, electrical isolation, hot work, confined space, lifting and underwater work, sequenced lock-out/tag-out with zero-energy verification, and personnel certification tracking. A work order cannot start until the conditions are met.

Who is GeoEner EAM İSG ve Çalışma İzni for?

HSE departments: Embed permit, lock-out/tag-out and certificate rules in the workflow and see who did each step. Wind and hydro field crews: Follow permit and isolation status on the work order for work at height, in confined spaces and underwater. Plant owners and O&M contractors: Check contractor personnel's certificates and permits under the same rules.

How does GeoEner EAM İSG ve Çalışma İzni work?

1. Define — permit and certificate types — Required permits are set on plans and work orders, and certificate types with the permits they cover on the tenant. 2. Request — work permit — The permit is requested with precautions and a validity window; another person approves or rejects it with a reason. 3. Lock — isolation points — Isolation points are locked in sequence and a second person verifies zero energy. 4. Start — condition check — The work order starts once permit, certificate and isolation conditions are met. 5. Restore and close — Points are restored in reverse order and the permit is closed; then the work can be completed.

Benefits

  • Safety conditions are part of the workflow
  • Four-eyes principle on permits and verification
  • No start for uncertified personnel
  • Every lock, verification and restoration recorded

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