What's in the template
Two working pages to post at the work location and one guidance sheet.
- A Job and validity, with a re-check each shift
- B Work and people, with the number of the coordination record agreed with a contractor
- C Linked permits and records: lockout, opening lines, hot work, confined space, height, electrical work, excavation, lifting, and changes to the plant
- D Hazards and emergency arrangements
- E Required controls, with the isolation record number
- F Testing and monitoring, where needed
- G Briefing before work
- H Authorisation by the permit issuer and the person in charge of the work
- I Handback and cancellation
Page 1 holds parts A to D, page 2 parts E to I. The guidance sheet explains the steps, when a lighter document is enough, the roles, how the permit links to specialist permits and contractor coordination and, for each requirement, the German and the Swiss rule side by side; where a country has no rule of its own, the sheet says so.
When do you need it?
For maintenance, repair, cleaning, installation, testing and other non-routine work in an operating plant, above all where several companies or jobs meet. The permit names the specialist permits it relies on by number; it does not replace them, the lockout procedure or the coordination agreed with a contractor. Routine work done the same way every time can run on an operating instruction instead.
Rules it follows
Germany
- BetrSichV §10 (maintenance and a release system for certain work), §11 (emergencies) and §13 (contractors)
- TRBS 1112, Instandhaltung (March 2019)
- ArbSchG §5, §8 and §12
- DGUV Vorschrift 1 §4, §5, §6 and §8, DGUV Regel 100-001 (June 2025) and DGUV Information 215-830 (July 2026)
Switzerland
- VUV Art. 3, 4, 6, 7, 8, 9, 20, 36, 40 and 43
- Suva 66092, working with contractors (2019), and Suva 84040, eight vital rules for maintenance (2022)
- EKAS 6508, ASA guideline (October 2025)
Checked against the current editions on 15 October 2026.