Lockout / Tagout Safety Checklist

A valid work permit or approved energy-isolation authorization has been issued for the task.

A current equipment-specific lockout/tagout procedure is available at the work location.

The equipment, work scope, isolation boundaries and affected systems are clearly defined.

A task-specific risk assessment or JSA has been completed and communicated to the work team.

An authorized and competent person is responsible for coordinating the isolation.

Affected employees have been informed that the equipment will be shut down and isolated.

All workers involved understand the isolation scope, hazards, responsibilities and restoration process.

Only trained and authorized employees are applying, changing or removing locks and tags.

Simultaneous operations and nearby work activities have been reviewed and coordinated.

All hazardous energy sources connected to the equipment have been identified.

Electrical supplies, circuits, control power and possible backfeeds have been identified.

Mechanical energy from moving, rotating, suspended or tensioned components has been identified.

Hydraulic, pneumatic, vacuum and pressurized-system energy sources have been identified.

Thermal, chemical, steam, gas, liquid and process energy sources have been identified.

Stored or residual energy such as pressure, springs, capacitors, gravity and heat has been identified.

The equipment has been shut down using the normal operating controls.

The approved shutdown sequence has been followed to prevent additional hazards.

Operating controls have been placed in the off, neutral or safe position.

The process and connected equipment have been stabilized before isolation begins.

All required disconnecting devices, breakers, valves and isolation points are in the safe position.

Physical separation, blanking, blinding or disconnection is used where required.

Push buttons, selector switches, software commands or control circuits are not used as the sole means of isolation.

Isolation valves are closed, secured and protected against unintended movement.

Moving, suspended or elevated components are blocked, lowered or mechanically secured.

Each authorized worker has applied their personal lock to the approved isolation device or group lock system.

Locks are uniquely keyed and clearly identifiable to the person who applied them.

Tags include the worker's name, date, department and reason for isolation.

Locks and tags are securely attached and cannot be removed without deliberate action.

Lockout devices are suitable for the equipment and environmental conditions.

Stored pressure, trapped fluids, gases, steam and vacuum have been safely released or restrained.

Electrical capacitors and other energy-storage devices have been discharged and verified.

Springs, counterweights and tensioned components have been released or securely restrained.

Gravity hazards are controlled by lowering, blocking, pinning or otherwise securing components.

Potential reaccumulation of hazardous energy is continuously monitored and controlled.

A start attempt or operational test has been performed to verify that the equipment cannot operate.

Absence of electrical voltage has been verified with a suitable and proven test instrument.

The electrical test instrument was proved before and after the absence-of-voltage test.

Pressure gauges, drains, vents or other methods confirm that pressure has been removed.

Operating controls have been returned to the off or neutral position after the verification test.

The authorized person has confirmed and documented a zero-energy state before work begins.

A controlled group lock box or equivalent system is used when multiple workers are involved.

Every worker is individually accounted for and protected by a personal lock.

A documented lock-transfer or shift-handover process maintains continuous protection.

Contractor and site lockout/tagout responsibilities are coordinated and understood.

The work area has been inspected and tools, temporary grounds, blocks and loose materials have been removed.

Guards, covers, safety devices and equipment components have been correctly reinstalled.

All personnel are clear of the equipment and safely positioned before energy is restored.

Each personal lock is removed only by the employee who applied it, except under an approved exceptional-removal procedure.

Affected employees have been notified before locks are removed and equipment is re-energized.

Energy is restored in a controlled sequence by an authorized person.

The equipment is function-tested safely and abnormal conditions are immediately controlled.

The isolation record, permit and associated documentation have been completed and formally closed.