Verifying the conditions that are associated with permits to work

A toolbox talk is a safety presentation that is given to inform employees about safety procedures. You can also use toolbox talks to verify the conditions that are associated with the work activities. You record the attendees.

Before you begin

The permit to work must be reviewed, approved, issued, and in Active status before the toolbox talk is conducted.

The operating procedures that you add to the toolbox talk must also be in Active status. Operating procedures can be added or removed only when the permit to work is in Draft status.

About this task

You can specify the same identifier for multiple operating procedures, but the combination of organization, site, and procedure number must be unique.

Standard actions can be added when the permit to work is in Request or in Draft status. Review the checklist of standard actions during the toolbox talk. Standard actions cannot be added or removed when the permit to work is in Active status.

Items to be reviewed can include more work hazards and control measures, or stop the job entries.

1. In the People application, add members of the team and their authorizations and certificates.
2. In the Operating Procedures application, create the operating procedures to be discussed during the toolbox talk.
3. On the Toolbox Talk tab of the Permit to Work application, specify the permit to work that requires a toolbox talk.
4. On the Toolbox Talk tab, specify the operating procedures, the actions or action groups, and the items to be reviewed.
5. On the Work Party Declaration tab, specify the members of the team who attended the toolbox talk.
6. In the Toolbox Talk Completion table, specify whether a toolbox talk was held and the person who held the toolbox talk. You also specify the date and time when the toolbox talk was held.
7. Save the record.