Employer duties

Why can the permit holder not also be the approver?

The site system we measured defined seven roles, held together by one rule: the permit holder and the approver can never be the same person. The reason is simple — the holder is the party that wants the work to happen, while the approver is the party that may want it stopped. Merge them and signatures keep being collected while the control disappears. The same document also carried an exception to its own rule; our measurement recorded that as a contradiction.

Seven roles

RoleFunction
Senior managementAllocates resources
Employer representativeAppoints and publishes the approvers
Safety and environment functionFilters the work plan, decides whether a permit is needed
ApproverAssesses the risks and approves the permit — a specific training requirement applies
Permit holderThe party having the work done; completes the form
Area supervisorPrioritises clashing jobs
Working party leaderDelivers the toolbox talk

Additional roles

The system also defined an attendant, a gas tester, a contractor site supervisor, a worker representative and a support person. These roles attach to the permit conditionally: an attendant becomes mandatory where there is confined space work or hot work in a hazardous area.

Where separation broke

During measurement two lines of the same procedure were found to contradict each other: one line said the permit holder and the approver can never be the same person, and a few lines below, at certain plants on night shifts, both roles fell to the same post. A rule refuted by its own exception, and refuted on the riskiest shift.

What software can do here

On paper the separation is a sentence; in a system it can be a gate — the same user cannot be selected as both holder and approver, not even at night. That is the difference between writing a rule and running it.

Where the authority comes from

The list of approvers has to be published and current. In the set we measured, the template for that list was empty: the source of the answer to "who may approve" was an unfilled table. If the source of authority is blank, so is the validity of the signature.

Manage this in Optifora

Optifora is not a single program but a compliance platform assembled from modules. The catalogue states which module is ready today and which is on the roadmap.

See what Optifora is