Enterprise platforms · Oil and gas

Permit to work and HSE management system

We build custom permit to work and HSE management systems for oil and gas operations: electronic permits with isolations and gas tests, simultaneous operations checks, shift handover, incident and near-miss reporting, investigation and action tracking, and safety performance indicators. The system enforces the sequence a safe job requires, and you own the code.
Drawing for Permit to work and HSE management system
Requirements spec · Oil and gas

Upstream operations system requirements

A requirements specification you can adapt for an upstream production management or surveillance system: master data, acquisition, allocation, deferment, exceptions, reporting and the IT and OT boundary.
  • 01Eight requirement areas written as testable statements.
  • 02Questions on data sources, quality flags and restatement rules.
  • 03The IT and OT boundary items security teams ask about.
  • 04Seven questions to put to any vendor or development partner.
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What it covers

What the system does, module by module.

  • 01

    Work request and job hazard analysis

    Work requests with a task description, location, equipment and hazards, and a structured job hazard analysis attached to the permit.
  • 02

    Electronic permits

    Permit types such as hot work, confined space, working at height and electrical, each with its own steps, roles and validity rules.
  • 03

    Isolations and lock-out

    Isolation plans and certificates linked to the equipment, with a record of every point isolated, verified and returned.
  • 04

    Gas testing and conditions

    Gas test results and the conditions required before and during the work, with permit suspension when a reading goes out of limits.
  • 05

    Simultaneous operations

    A matrix and map of active permits that flags conflicting work in the same area, with escalation before it starts.
  • 06

    Competency and authority

    Checks that issuers, approvers and workers hold the training and authority the permit type needs, with expiry alerts.
  • 07

    Shift handover

    Open permits, isolations and outstanding actions presented at handover, with acknowledgement by the incoming team.
  • 08

    Incident and near-miss reporting

    Fast reporting from the field with photos, a classification of severity and potential, and notifications to the right people.
  • 09

    Investigation, actions and indicators

    Root cause analysis, corrective actions with owners and due dates, and safety performance indicators reported by site and period.
Architecture

Reference architecture.

Permit to work and HSE management: reference architectureWork requests, field crews and maintenance systems feed a safety platform with electronic permits, isolations, gas testing, simultaneous operations checks, competency, handover and incident management. Outputs go to supervisors, control room, management and regulators.InputsSafety platformConsumersWork requestsMaintenance, projectsField crewsPermits, incidents, photosGas detection, plant dataReadings, alarmsPermit to work and HSE platformElectronic permitsTypes, steps, rolesIsolationsPlans, certificatesSIMOPS checksConflicts by areaCompetencyTraining, authorityHandoverOpen work, actionsIncidents and actionsInvestigate, closeGas test limits · audit trail · offline captureSupervisors, control roomLive permit statusMaintenance systemWork order statusManagementSafety indicatorsRegulatorsIncident reportsOne-way from OT
Reference architecture: a permit cannot be issued until hazards, isolations, competency and conflicts have been checked in the system.
Standards and interfaces

What we design against.

UK HSE guidance on permit-to-work systems (HSG250)
Widely used guidance on the principles and practice of permit-to-work systems, used as a benchmark in many regions.
ISO 45001
Occupational health and safety management systems, as the framework for objectives, audits and review.
API RP 754 and IOGP safety performance indicators
Process safety and personal safety indicator definitions that the reports follow.
IOGP Life-Saving Rules
A common set of rules for high-risk activities that permit types and checks can be aligned with.
ATEX and IECEx
Requirements for equipment used in hazardous areas, which apply to the tablets and devices used in the field.
Regulator incident reporting
National rules on reportable incidents, content and timing, generated from the incident record.
Data model

The core entities.

Work request
Description, location, equipment, hazards, requester and linked work order.
Permit
Type, status, validity, issuer, approver, workers, conditions and extensions.
Isolation
Plan, points, lock and tag identifiers, verification and return.
Gas test and condition
Reading, instrument, time, limits and the permit action taken.
Competency record
Person, training, authority, issue and expiry dates.
Incident and investigation
Event, severity, potential, causes, findings and linked actions.
Action
Description, owner, due date, status and the evidence of closure.
Build, buy or extend

When custom development is the right call.

Buy

Commercial permit to work and HSE suites are mature and suit larger operators with many sites, standard permit types and a vendor already integrated with their maintenance systems.

Extend

Extend when your maintenance system handles work orders but permits, isolations and handover run on paper, or when incident reporting and action tracking sit in separate tools.

Build

Build when your permit types, regulations or sites are specific, when you operate offshore or in remote areas with limited connectivity, or when you want one safety record that links permits, isolations, competency and incidents.
Security and compliance

Controls designed in, not added later.

  • Enforced sequence

    The system will not issue a permit until the required checks are complete, and it suspends a permit when conditions fail.
  • Role and competency enforcement

    Only people with valid authority can issue, approve or work under a permit type.
  • Offline resilience

    Permits and isolations remain available at the site during connection loss, with a defined fallback to paper and later reconciliation.
  • Tamper-evident record

    Every step, signature and change is recorded with user and time, and retained for the period regulations require.
  • Hazardous-area devices

    Field clients run on rated devices managed under your device policy.
How we deliver

From discovery to a system you run.

  1. 01

    Permit process review

    We observe how permits, isolations and handovers work at a site and list the permit types, forms and sign-offs in use.
  2. 02

    Process and rule design

    Permit flows, isolation rules, competency checks and SIMOPS logic are agreed with operations, HSE and maintenance.
  3. 03

    Build and pilot at one site

    The core permit types and isolations go live at one site, with paper as a fallback.
  4. 04

    Add handover, incidents and actions

    Handover, incident reporting and action tracking are added, with safety indicators generated from the data.
  5. 05

    Roll out across sites

    Remaining sites and permit types follow, with feedback from supervisors shaping each release.
Relevant work

Where to see our work.

Related

Keep reading.

Questions

Common questions.

Does an electronic permit system make work safer?
It makes the checks consistent and visible. It cannot replace supervision and judgement, but it stops a permit being issued with a step missing and shows conflicts between jobs before they start.
What happens if the network is down at the site?
Permits and isolations are available offline on site devices. A defined fallback applies if devices fail, and records are reconciled when the link returns.
Can the system link to our maintenance system?
Yes. Work orders create work requests, and permit status flows back so planners and crews see the same position.
How are safety indicators produced?
From the incident and permit data with definitions agreed in design, so reports to management and regulators come from the same records.
Who owns the code and the data?
You do. The code, the permit definitions and the data stay yours.
Next step

Tell us what you need built.

Describe the system and the systems around it. An engineer replies within 1–2 business days.Start a project