Work Permit — Requirements Clarification
Prepared by: Development Team (System Analysis) Date: 2026-03-04 Purpose: Collect business decisions needed to complete the Work Permit system Audience: Safety Officers, PTW administrators, project stakeholders
This document is based on our knowledge from implementing previous workflows (Project Registration, JSA, Tool List, Training) and reverse engineering from the current Work Permit codebase. It may not fully align with real-world PTW standards or your specific plant operations. This is intended as a starting point — please feel free to adjust, correct, and extend any part of it.
This document contains questions we cannot answer ourselves. Each section describes what we built, shows how similar features work in other parts of the system, and asks you to confirm, correct, or choose an option.
Please review each section and provide your answer. You can write directly on a printed copy, or reply with section numbers.
How Our Other Workflows Work (Reference)
Before discussing the Work Permit, here's how the system already works for other workflows. You may recognize these — they are all in production.
| Workflow | Who starts | Who reviews | How many approvals | What happens after |
|---|---|---|---|---|
| Project Registration | Work Owner | Purchasing → Contractor | 2-3 people, one at a time | Unlocks JSA, Tool List, Work Permit |
| JSA (Risk Assessment) | Contractor | Work Owner + Safety Officer | Both must approve | Unlocks Work Permit |
| Tool List | Contractor | Work Owner | 1 approval | Unlocks Work Permit |
| Training Enrollment | Contractor | Safety Officer | 1 approval | Workers can be assigned to projects |
Key pattern: In JSA, we already use "co-review" — two people must both approve independently before the task moves forward. Work Permit extends this to three people (SO + WO + Area Owner).
Section 1: The Daily Permit Cycle
What we built
Currently, each Work Permit is a one-time document:
- Contractor fills it → 3 reviewers approve → work happens → permit gets closed
- Once closed, it cannot be reopened
What we need to know
In your real plant operation:
| Question | Your Answer |
|---|---|
| 1.1 When a worker arrives at the plant in the morning, does someone fill out a new paper permit form every day? | |
| 1.2 Or do they use the same permit for multiple days until the job is done? | |
| 1.3 If a job takes 5 days, how many paper permit forms are created? (1? 5? other?) | |
| 1.4 What time does a permit start and end? (e.g., 7:00-17:00? shift-based?) | |
| 1.5 What happens during lunch break — does the permit pause? | |
| 1.6 If work is not finished by end of day, what happens to the permit? |
Please draw or describe a typical day:
Example (please correct this):
06:30 Contractor arrives at plant gate
07:00 _______ fills out the permit form
07:15 _______ reviews and signs
07:30 _______ reviews and signs → work begins
(work in progress)
12:00 Lunch — permit status is: _______
13:00 Work resumes
16:30 Work stops — _______ initiates closure
17:00 _______ signs close-out → permit is closed
Next morning: _______
Section 2: Who Signs the Permit (Authorization)
What we built
Our digital permit has 3 time phases (morning, afternoon, evening), each requiring 4 signatures:
- Contractor
- Supervisor
- Safety Officer
- Area Owner
That's 12 signature slots total per permit.
What the paper form shows
The paper form has only 3 signatures, with these titles:
- Requestor (ผู้ขอ)
- Controller (ผู้ควบคุม)
- Permit Issuer (ผู้อนุญาต)
What we need to know
| Question | Your Answer |
|---|---|
| 2.1 Who is the "Requestor" in your organization? (Contractor? Supervisor? Someone else?) | |
| 2.2 Who is the "Controller"? (Safety Officer? Work Owner? Someone else?) | |
| 2.3 Who is the "Permit Issuer"? (Area Owner? Safety Officer? Plant Manager?) | |
| 2.4 Are there really 3 time phases (morning/afternoon/evening)? Or is that wrong? | |
| 2.5 If phases exist, do the same 3 people sign each phase, or can different people sign? | |
| 2.6 How many total signatures should one permit have? |
For comparison: In our JSA workflow, the Contractor submits and then 2 reviewers (Work Owner + Safety Officer) approve independently. Is the Work Permit similar but with 3 reviewers instead of 2?
Section 3: Extension vs Surrender/Re-issue
What we built
When a contractor needs more time, they click "Request Extension" → Safety Officer and Work Owner both approve → work continues.
What the paper form shows
The paper form has a "Surrender and Re-issue" table — the contractor gives back the permit, and it gets re-issued with new times.
What we need to know
| Question | Your Answer |
|---|---|
| 3.1 Are "extension" and "surrender/re-issue" the same thing with different names? | |
| 3.2 Or are they different processes? If so, how? | |
| 3.3 Who must approve an extension? (Currently: SO + WO. Should Area Owner also approve?) | |
| 3.4 Is there a maximum number of extensions per day? | |
| 3.5 When extended, does the contractor need to fill any new forms or just update the end time? |
For comparison: None of our other workflows have an "extension" concept. This is unique to Work Permit.
Section 4: Closing a Job (Project-Level)
What we built
Currently, we can close one day's permit (the work completion form). But there is no way to close the entire job/project when all work is done.
What we need to know
A request from the meeting (MoM 2026-02-27): "เพิ่มเมนู ขอปิดงาน" — add a "Close Job" menu.
| Question | Your Answer |
|---|---|
| 4.1 Who initiates "Close Job"? (Contractor? Work Owner? Safety Officer?) | |
| 4.2 What must be true before a job can be closed? (all daily permits closed? final inspection done?) | |
| 4.3 Is there a final site inspection before closing the job? If yes, who does it? | |
| 4.4 Who gives the final sign-off to close the job? | |
| 4.5 After the job is closed, can it be reopened? |
For comparison: In Project Registration, the Work Owner gives final approval and the project is marked "Approved" permanently. Is Close Job similar — one final approval and done?
Section 5: Evaluation After Work
What we built
Nothing yet. The original design shows an evaluation phase after the work is completed, but we have no details.
What we found
A sample form exists: "Vendor Evaluation Form II - Labour" with 10 items rated 1-5:
- Delivery performance (5 items)
- Quality, Health, Safety & Environment (5 items)
What we need to know
| Question | Your Answer |
|---|---|
| 5.1 Does evaluation happen after each daily permit or once when the whole job is closed? | |
| 5.2 Who evaluates? (Safety Officer? Work Owner? Both separately?) | |
| 5.3 Is the Vendor Evaluation Form II the actual form we should build? Or is it just a sample? | |
| 5.4 What happens with the evaluation score? (stored only? affects future contractor selection?) | |
| 5.5 Can this wait until after the core permit flow is working? |
For comparison: None of our other workflows have post-completion evaluation. This would be a new feature.
Section 6: Differences Between Permit Types
What we built
We have 8 permit types with type-specific safety checklists and PPE items. But the workflow is identical for all types — same approval process, same form structure, same closure process.
What we need to know
On paper, different permit types have different rules. Please mark what is different for each type:
| Feature | General Work | Work at Height | Hot Work | Confined Space | Chemical | High Voltage | Radiation | Excavation |
|---|---|---|---|---|---|---|---|---|
| Different approval process? | No | ? | ? | ? | ? | ? | ? | ? |
| Extra forms needed? | No | ? | ? | ? | ? | ? | ? | ? |
| Worker entry/exit time log? | No | ? | ? | Yes? | ? | ? | ? | ? |
| Fire watch after work? | No | ? | Yes? | ? | ? | ? | ? | ? |
| Gas testing required? | No | ? | ? | Yes? | ? | ? | ? | ? |
| Different close-out checklist? | No | ? | ? | ? | ? | ? | ? | ? |
| Additional PPE beyond standard? | No | ? | ? | ? | ? | ? | ? | ? |
For comparison: In our system, all 8 types already have different safety checklists (the Part 2 items are type-specific). But beyond the checklist, we treat them all the same. Should we?
Summary: What We Need From You
| Priority | Section | Key Question | Impact |
|---|---|---|---|
| P1 | 2. Authorization | Who are the 3 signers? How many phases? | Cannot fix the signature form without this |
| P1 | 1. Daily Cycle | New permit each day or reuse? | Affects entire workflow design |
| P2 | 3. Extension | Same as surrender/re-issue? Who approves? | Need to fix extension form |
| P2 | 4. Close Job | Who closes? What prerequisites? | New feature to build |
| P3 | 6. Permit Types | What's different per type? | May need type-specific workflows |
| Future | 5. Evaluation | When and who evaluates? | Can wait until core flow is done |
You don't need to write a formal document. Any of these formats work:
- Fill in the tables above (print and write, or type answers)
- Draw the daily timeline (Section 1) on paper and take a photo
- Mark up a paper permit form showing who signs what (Section 2)
- Meet with us for 1-2 hours to walk through Sections 1-4
The more specific your answers, the faster we can build the correct system.