Understanding Permit to Work (PTW) Procedures in Oil and Gas Drilling Operations. Part -3

Understanding Permit to Work (PTW) Procedures in Oil and Gas Drilling Operations Part -3

In the oil and gas drilling industry, safety is paramount. One of the key mechanisms to ensure the safety of personnel and equipment is the Permit to Work (PTW) system. The PTW process is a formal, documented method for controlling and managing high-risk activities. Below, we’ll break down the key elements of PTW, from issuance to closure, and explain the roles and responsibilities of all involved parties.

What is a Permit to Work (PTW)?
A Permit to Work (PTW) is a formal document issued by a responsible person (the issuer) that authorizes specific work to be carried out under defined conditions. This document ensures that the work is done safely, with all necessary precautions in place to protect workers, equipment, and the environment. The PTW system is critical for managing risks associated with hazardous activities, ensuring safe practices are followed.

Key Players in the PTW Process
Issuer:
The issuer is typically a supervisor or a safety officer responsible for authorizing the work. The issuer must inspect the site, perform gas tests if necessary, identify any risks, and ensure that precautions are in place before issuing the PTW.
Receiver:
The receiver is the person who will actually perform the task. They must follow all safety guidelines and procedures outlined in the PTW.
Other Supervisors/Operators:
These are additional operations supervisors whose work might be affected by the job. They must also approve the PTW to ensure safety.
Issuance and Approval of a PTW
Requesting a PTW:
The receiver requests the PTW from the issuer before any work begins.
Issuer’s Responsibilities:
The issuer is responsible for confirming that all the necessary safety precautions are in place, including hazard assessments, gas tests, and the validity of the receiver’s certificate.
The issuer must also ensure that approvals from other affected operations supervisors are obtained before issuing the PTW.
Signatures:
The PTW is only valid once both the issuer and the receiver have signed it, acknowledging their understanding of the safety requirements.
Stopping Work and Cancelling PTW
Issuer’s Right:
If the issuer believes the work is unsafe, they can stop the work immediately and withdraw the PTW. They must document the reason for the stoppage and the time of the action.
Receiver’s Right:
The receiver also has the authority to stop the work if they notice unsafe conditions. They must notify the issuer, who will take action to correct the deficiencies before work can continue.
Unnecessary Personnel:
If there are personnel on-site whose presence compromises safety, they must be removed. Work may also be stopped if this cannot be achieved.
Closing and Filing PTW Documents
Closing the PTW:
Once the work is complete, the PTW is closed. Both the issuer and receiver must sign the form to confirm the work has been completed safely and as per the agreed conditions.
Filing PTWs:
After closing the PTW, three copies are filed:
White Copy: Kept with the receiver at the work site.
Pink Copy: Displayed on the PTW control board while the work is active.
Yellow Copy: Retained by the issuer for record-keeping.
PTWs must be kept on file for at least three months for audit purposes.
Training and Certification for PTW Issuers and Receivers
To ensure the PTW system is effective, all personnel involved in issuing or receiving PTWs must undergo appropriate training.

Training:
Contractors and service companies are required to train their personnel in PTW procedures. This training includes hazard recognition, gas testing, and other critical safety protocols.
Certification:
Successful completion of the PTW course results in a certificate of achievement. This certificate is valid for two years, after which individuals must be recertified.
Periodic Reviews and Compliance
It is essential for drilling contractors and service companies to regularly review their PTW processes to ensure compliance with safety standards and operational procedures. This review process helps identify areas for improvement and ensures that all safety protocols are being followed.

The PTW Form Structure
The PTW form typically includes triplicate copies to ensure proper tracking and documentation of the work. Here’s how the copies are used:

White Copy: The original, kept by the receiver at the job site.
Pink Copy: Displayed on the control board for visibility and monitoring while the PTW is active.
Yellow Copy: Retained by the issuer for record-keeping.
Each copy serves a specific purpose, ensuring that all parties involved are aware of the work being performed and the safety conditions attached.


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