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Permit to Work Software

Manage permits for various hazardous work straight from SharePoint with Pro-Sapien's easy to use Permit to Work software

Employee and contractor permits
Automated notifications
Configurable approval process
Track permits with dashboards
Pro-Sapien's Safety Software is a SharePoint Add-In

Manage work permits for both employees and contractors straight from SharePoint with Pro-Sapien's Permit to Work software.

Work permits are an effective way of making sure the associated risks are understood and mitigated prior to hazardous work being carried out onsite. Pro-Sapien’s Permit to Work (PTW) oftware on SharePoint and Office 365 facilitates the whole process through request, review, approval, close out, and tracking.

Our configurable system is deployed into your existing SharePoint environment where it is accessed by users. With an integrated Action Manager and intuitive Business Intelligence dashboards, our easy to use Permit to Work software helps enterprises improve transparency and ensure compliance.

Permit to Work Management

Assess risk and issue work permits for both employees and contractors, tracking the entire approval and sign off process with automated workflows and dashboards.

 Handle multiple permit types with the one dynamic form

Pro-Sapien's Work Permits system contains various permit types from electrical isolation, to hot work and working at height. Depending on the type of permit chosen, the form can automatically update to request the appropriate information.

As well as managing different permit types, the form manages various sections for signatures, inspections, hand-overs and extensions of work permits.

Upon submission, the form moves through a pre-defined workflow for review and approval based on parameters such as the permit type and site location.

 Manage permits for both employees and contractors

Work Permits are often required when using contractors onsite. Our forms support the ability to approve permits for both employees and contractors using lookup fields, which pull in your list of users from SharePoint or a list of current contractors from a third-party system.

 Identify conflicts with isolations or permits

The system can flag where permits are open at the same sublocation where a new permit is being issued. Violation rules are configured in the form to block the issue of a permit, require acknowledgement and comment, or require additional approval as required by the client before the new permit can be submitted.

 Automate notifications based on permit details

Reminders can be set as required by the Permit to Work system. When a form is submitted, a reminder will be set automatically by the system to notify the owner of the permit if the permit is not cleared by the expected due date and time.

 Sign off with various methods including digital signature

Permits can be allocated for different timescales and staff or contractors can sign off using various methods such as digital signature.

 Track follow up actions with the Action Manager

Assign, track, and manage all follow up tasks with the central Action Manager, implemented with all deployments. Actions can be set automatically by workflows, manually within Permit to Work forms, or straight from the Action Manager area itself. When an action is approaching due date or becomes overdue, notifications can be automatically sent to the appropriate individuals for follow up.

 Map active permits across your facility for live risk ratings

Work permits are associated with a sublocation of a site, and/or an item of equipment, which can be visualized in custom maps of your facilities in a heatmap style.

 Report on all permits with dashboards and reports

As with all the forms, appropriate KPI measures can be accessed through SharePoint to see the exact number of permits outstanding, for example. This information can be delivered in configured dashboards or in reports using Microsoft technologies such as Power BI.

 Full audit trail of approval process

See what changes were made, when and by whom to all documentation with SharePoint's classic document control capabilities. Everything done within the system has a full audit trail, so when OSHA comes knocking you have all the information you need to prove your compliance.


user-friendly system that works your way


Our software takes on the look and feel of your existing SharePoint portal that users already know - minimizing training and encouraging adoption.


No need to issue new logins to users, as our software is accessed with existing SharePoint credentials (and supports single sign-on).


We spend time onsite with every client prior to implementation configuring the system to make sure it matches your processes and works the way you do.

Features & Benefits

Microsoft Integration

Seamless integration with the programs you already rely on (Excel, Outlook, Word, etc.)

Configurable, Flexible

Configurable forms, workflows, and metrics for a system that actually makes sense

User Friendly

User-friendly and familiar interface of Microsoft - little training required

Mobile Forms

Allow workers to report observations when out on the field

Central Action Manager

Set, track and manage all from SharePoint

Dashboards & Reports

Powerful but easy-to-use KPI dashboards and self-service reports

Flat Rate Licensing

Cost-effective licensing model - we don't count users or modules!

On-premise or Cloud

On-premise or on the Cloud with Office 365 - whichever suits you best

Single Sign On

Enable Single Sign On (SSO) with Microsoft credentials for easy, secure access

Watch the demo

Get started by watching our Permit to Work demo recording.  Fill in our form and we'll send you a link to watch the video online. Or you can contact a member of our team here.

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Trusted by clients in a range of industries

Other HSEQ Innovate Modules

Document Management
Business Intelligence
Action Manager
Hazard Observations
Mobile Forms
Module, Product Brochure
Audits and Inspections
Environmental Management
Risk Assessment
Incident Management