The Permit To Work App Built for the Front Line

Stop delaying work and complete your permit to work (PTW) much more efficiently. Powered by the Dashpivot platform, Sitemate’s Permit to Work App is designed to streamline the entire process behind the permit to work form by using modern tools, such as AI, to help create and complete forms faster and in compliance with regulatory standards.

Why Permit To Work management Is Harder than It Should Be

It takes a long time to finish making paper-based permits

Safety officers spend a substantial amount of time creating permits from scratch, often trying to copy old templates while catching up with schedules.

Poor quality forms lead to poor safety measures

Rushing the permit to work forms can result in incorrect or incomplete fields in the form, which can greatly affect the accuracy of the needed measures in the field.

Increased risks of hazards

Inaccurate measures resulting from poor quality PTW forms can be inadequate in containing hazards, which can potentially compromise the safety and health of the personnel at work.

Noncompliance with regulatory standards

Incomplete permits and documentation and inadequate safety measures could place the business in violation of regulatory standards, which can result in paying hefty fines and affect operations.

A Smarter Permit To Work App

Using work scope to automatically create permits

Users can simply describe the work scope, and Sitemate’s AI assistant Storm, which is integrated into the app, automatically builds a digital template, complete with relevant hazards, safety controls, and the necessary types of permits needed—hot work, confined space, working at height, or excavation.

Less manual data entry

Storm can also be used to auto-populate the form when completing PTWs. Users can use the voice recording feature and take photos of actual site conditions, and Storm will automatically pre-populate fields based on the context of the recorded description and images taken.

Easy review and approval

The Permit to Work App has a notification system that lets stakeholders immediately know that a work permit is completed, streamlining the review and approval process.

Noncompliance with regulatory standards

Completed and signed permits can directly link to job records that include timestamps and digital signatures, providing easy and traceable documentation from initial risk assessment to work completion.

Using AI to create and complete a permit to work

Sitemate's Permit to Work App has integrated an AI assistant called Storm to streamline the creation and completion process of permit to work forms.

Storm
AI Form Fill
Capture what you see and say - Storm will fill the form.

Use the photos and voice clip to fill out the Permit To Work for me

Template building

Storm can easily create digital permit-to-work forms. Users can simply describe the permit that matches their established workflow or upload an existing document, and Storm will automatically generate a complete and compliant PTW form.

Accurate mapping of data

Storm can accurately map data. All extracted data, including safety measures, findings, and photos, is mapped to the appropriate fields in the PTW forms.

Review and approve

Supervisors or stakeholders can then review the pre-populated fields of PTW forms, make necessary adjustments, and immediately approve the form, commencing the actual activity without delay.

Storing and searching

All completed PTW forms are stored in a single cloud storage location. Users can easily access completed forms by searching or using the filter feature.

How AI Helps With Permit To Work

A smart way to create and complete PTWs

  • Can automatically create configurable permit templates for hot work, excavation, working at height, and confined spaces
  • Automatically links to permits and work orders
  • Makes use of mobile tools to help users complete the PTWs
  • Storm autopopulates data accurately, which removes heavy manual data entry
  • Dashpivot notifies stakeholders in real time about current progress and tracks PTWs
  • Provides a more streamlined workflow from creation to activity initiation

Understanding Permit To Work Software

What is a Permit to Work App?

Sitemate's Permit to Work App is an advanced tool that helps streamline the PTW process from start to finish. Powered by the Dashpivot platform, the app helps build a documented routine that describes the specific duties, the risks and hazards involved, and the equipment, authorized personnel, and safety measures needed before, during, and after the operation is finished.

What are the standard contents of a PTW?

  • Specific details of the activity
  • Risk assessment and identification of hazards
  • Needed safety measures and controls
  • Emergency protocols and contact
  • Needed isolation procedures and requirements
  • Required PPE for the activity
  • Assigned responsibilities
  • Competent person signature

Why use digital forms in the Permit to Work App?

It takes a substantial amount of time to create and complete forms, and their legibility and completeness depend on several factors, such as handwriting, cleanliness, and the level of understanding of the activity being performed. A Permit to Work App makes it much easier for businesses to complete the process of creating and completing PTWs. Using the integrated AI assistant Storm, personnel can record voice notes or take photos of actual site conditions, and Storm will automatically fill in the fields, removing the burden of manual data entry. Using the Permit to Work App not only enhances the entire process but also guarantees safety in the workplace.

How To Set Up a Digital Permit To Work Using Sitemate

Set up the PTW templates

First, you will need to create the templates that will be used as standard forms for all your PTW forms. Supervisors can create these forms in Dashpivot, where they can add fields for different permits, such as hot work, confined space, excavation, and working at height.

Storm to autopopulate PTW templates

Storm captures insights and context from all sorts of user input. It takes into account manual user prompts, voice notes, photo analysis, and automatic location and time capture.

Set up notifications

Set up the notification workflow within Dashpivot to send automatic alerts to supervisors and project managers as soon as a PTW is completed.

Train personnel

Train personnel on how to use the Permit to Work App, especially on how to input data, photos, and voice recordings; collect signatures; and review the auto-populated fields.

Go live with the Permit to Work App

Deploy the Permit to Work App and start running permit to work forms that are consistently well-documented and compliant with regulations.

Talk to an expert

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Start Faster With Built-In Permit To Work App Templates

Hazardous Material Safety Plan

Hazardous Material Safety Plan Template

This Hazardous Material Safety Plan Template is free to use and has a guide example that can be exported into PDF for hazardous management.

See the template
Safe work method statement for working at heights

Safe Work Method Statement Working at Heights

This safe work method statement for working at heights makes ensuring working at heights safety easier and more reliable.

See the template
Toolbox Talk Incident Reporting Template

Toolbox Talk Incident Reporting Template

Use this toolbox talk incident reporting template to educate your workers on how to report incidents when they occur. It's better than PDF.

See the template

See How Sitemate Has Already Helped Companies Like Yours

Snowy Hydro

"Our process now is so much quicker, easier, and more efficient. It's improved tenfold."

- Shane Russo, Site Manager

500+ employees

Zero paperwork

6 regions

Site data unified across 6 regions

Enhancing visibility with Flowsite

Using Sitemate's Flowsite enhances visibility into tracking permit progress across all active areas. Flowsite has a feature that tracks permit status in real time to know which forms are pending, approved, or have expired, removing the need for physical exchange of information.

Comparison: Paper Permit To Work vs Digital Permit To Work

Most project teams already know paper and spreadsheets aren't cutting it. Here's what changes when you move your method statements to a digital system.

Form creation

Data gathering

Photo evidence

Non-conformance flagging

Escalation

Storage

Supervisors' approval routing

Audit readiness

Action tracking

Instant creation of PTW forms just by describing the form or uploading existing forms
Uses Storm to accurately auto-populate fields in the form using photos and voice recordings
Photos of materials, site, or environment to capture accurate site conditions
Rejected or non-conforming materials flagged instantly, with follow-up actions assigned on the spot
Automated notifications that inform relevant stakeholders that a PTW has been completed
Completed PTW forms are stored in a cloud location, which can be accessed directly just by searching or using filters
Structured approval routing and notification tracking
All permit-to-work forms are immediately available for auditing
Automated progress tracking

Paper

Requires activity identification and printing relevant PTW forms
Manual data entry, which is time-consuming
Photos taken separately and matched to the paper form later
Requires manual note-taking and separate follow-up
Requires manual hand-offs
Requires bulky binders and office cabinets that take up space. Manual search for reports is also required
Requires physical sign-offs, which can potentially delay approvals
Requires manual compiling
Requires manual follow-up

Frequently asked questions about Permit To Work App

Does Dashpivot work even if offline?

Yes, the Permit to Work App can work even without internet connectivity. It stores all collected data, like photos and voice recordings, in the phone and automatically syncs when connectivity returns.

How does AI help when logging a permit to work form?

Sitemate’s AI assistant Storm can extract data from photos and voice recordings and auto-fill the fields of the permit-to-work forms. This process eliminates manual data entry, which significantly streamlines the PTW process.

Can I update existing PTW forms in the app?

Yes, you can easily update PTW forms in the app to align with your workflow and local regulatory requirements by using the powerful drag-and-drop form builder in Dashpivot.

Can supervisors approve PTWs before they are shared?

Yes, supervisors should always review and approve PTWs before they are shared. The Dashpivot platform accommodates this requirement by adding a mandatory approver sign-off to the PTW form, so supervisors must add their digital signature before the document is published.

Can I generate dashboards in the Permit to Work App?

Yes, the app can generate dashboards based on collected data from completed PTWs. Supervisors and managers can easily track effective measures and recurring issues without the need to manually compile reports.

How is quality maintained by using this app?

The app provides structured PTW forms that streamline the necessary safety measures for planned activities, ensuring a safe and healthy work area.

What happens if a critical hazard is identified on the site?

Using the automated notification system, supervisors and safety officers are immediately informed of critical hazards and can take the necessary actions to address them before the planned activity commences.

Version History

2026-07-16 26-02-v1 Felmar
Updated the Themer layout and included Storm in the content.

Permit To Work in Minutes, Not Hours