Work Permit Template for Plants in Mexico: Work at Heights and Electrical (Excel)

The signature comes
after checking the measures.

The written authorization that NOM-009 requires for work at heights and NOM-029 for electrical maintenance, with the verification before signing, the lockout sequence, the permit log and the authorized personnel.

Free: it only asks for your name and your work email.

What the standards require

MeasureClauseYes / No / N/A
Fall arrest system inspected before use7.3; 8.4.3 g)Yes
Ground-level zone cordoned off7.12Yes
Anchorage above the work surface8.4.3 c)No
With a «No», the authorization is not signed.
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Tom Klukowski

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What the file includes

An Excel file with two forms to print and sign, and two tracking sheets.

Work at height permit (NOM-009)

The five 7.2 data points, whether the standard applies, whether authorization is mandatory, the table 1 distance to power lines, and the general and per-means verification.

Electrical permit (NOM-029)

The 7.1 work plan, the ten potential risks of 7.2, the authorization, the de-energizing and lockout sequence, and re-energizing on the job supervisor's order.

Permit log

One row per permit, with who authorized it, the result of the electrical maintenance and how long it must be kept.

Authorized personnel

The work each person is authorized for, their training and the annual medical exam for work at height, with its due date.

What Mexican standards require

  • The standards say «written authorization». The word «permit» does not appear in NOM-009 or NOM-029: each sets the minimum content of the authorization (NOM-009 7.2; NOM-029 7.1 f) and neither publishes a form.
  • Heights: more than 1.80 m or an opening. NOM-009 applies to work «at heights greater than 1.80 m above the reference level» and to the risk of falling through openings (4.33). With tower scaffolds, suspended scaffolds or aerial work platforms, written authorization is expressly required (5.3).
  • Signed after verifying. Authorization is granted «once it is confirmed that the required safety measures have been applied» (NOM-009 5.3), and it is signed by the employer or its designee (7.2 e).
  • Electrical: one plan per activity. NOM-029 requires a work plan for each maintenance activity (7.1), approved and handed to the worker (7.3). Written authorization is mandatory at height, in confined spaces, in substations or with live parts (5.13).
  • Who may do it. Trained and authorized personnel; at height, with a medical exam at least once a year (NOM-009 14.1). Mexico's Federal Labor Law prohibits work at height and electrical maintenance for anyone under 18 (arts. 175 and 176), even though NOM-029 says 16.
  • Kept for a year. Records and evidence for at least one year, on paper or electronically (NOM-009 18.6; NOM-029 16.5). No standard sets how long a permit is valid or a rescue time in minutes.

Sources: NOM-009-STPS-2011 (DOF 06-05-2011) and NOM-029-STPS-2011 (DOF 29-12-2011), both confirmed by the STPS in September 2026; Federal Labor Law and Federal Occupational Safety and Health Regulation. Checked on October 21, 2026.

How to use it in five steps

  1. The analysis comes first

    Do the analysis of the conditions of the area or the JSA for the task and record its number on the permit.

  2. Fill in the right permit

    Heights, electrical or both, with the numbers cross-referenced. The sheet tells you whether the standard applies and whether authorization is mandatory.

  3. Verify before signing

    Yes, No or N/A for each measure. With a «No», it is not signed.

  4. The authorizer signs

    The employer or its designee, with date and time. For electrical work, the job supervisor orders re-energizing at the end.

  5. Log it and keep it

    Each permit in the log, the authorized personnel up to date and everything kept for at least a year.

Download the work permit (Excel)

It is a working guide: not an official form or legal advice, and each company is responsible for how it uses it.

Practice the procedure without stopping the equipment

Fyware develops virtual reality training tailored to your plant: the energy lockout, the maneuver or the equipment your people need to practice before doing it for real.

See custom industrial training

Need the course or the equipment?

SIISA Consultores (site in Spanish and English), serving all of Mexico, delivers work at heights and aerial work platform courses with a DC-3 certificate signed by its STPS-registered instructor, and rents aerial work platforms. It is a Fyware partner.

Go to SIISA Consultores

Frequently asked questions about the work permit

Is there an official STPS work at height permit form?

No. NOM-009-STPS-2011 sets what the written authorization must contain (7.2): the worker, the type of work and the location, the measures from the analysis, the start date and time with the estimated duration, and the name and signature of the authorizer. It does not publish a form, and its guides are not mandatory.

From what height is a permit needed?

NOM-009 applies to work more than 1.80 m above the reference level and, at any height, to the risk of falling through openings such as pits or holes (4.33). Written authorization is expressly required with tower scaffolds, suspended scaffolds or aerial work platforms (5.3); otherwise, the work is done by trained and authorized personnel (7.2).

How long is a work permit valid?

No standard sets a validity period. The authorization carries the start date and time and the estimated duration (NOM-009 7.2 d; NOM-029 7.1 f). The 8 or 12 hours seen on some forms are internal company rules; the prudent choice is to keep it within the shift and to issue a new one if the weather, equipment or crew changes.

More questions

Does all electrical maintenance need written authorization?
All electrical maintenance needs its work plan (NOM-029 7.1). Written authorization is mandatory when the work is at height, in a confined space, in a substation or with live parts (5.13); in other cases it goes within the plan where applicable (7.1 f).
Who signs the work permit?
The employer or its designee (NOM-009 7.2 e; NOM-029 7.1 f) 2), after confirming that the safety measures were applied (NOM-009 5.3). The electrical plan is approved by the employer, the person in charge of preventive services or the job supervisor (NOM-029 7.3 b). No standard requires the worker's signature, but it is advisable.
How long are permits kept?
At least one year, on paper or electronically (NOM-009 18.6; NOM-029 16.5). The last medical exam of anyone working at height is kept for as long as they keep doing that work (NOM-009 14.3).

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