Lockout/Tagout (LOTO) Checklist

Download our free Lockout/Tagout (LOTO) Checklist to streamline safety protocols and boost operational productivity using ChecklistGuro's automated workflows.

Label Value Notes
Created by checklistguro.com
Pre-Shift Planning & Hazard Assessment (STEP)
Date of Assessment (DATE)
Time of Assessment Start (DATE)
Brief Description of Task/Job to be Performed (TEXT)
Potential Hazards Identified (Initial Assessment) (TEXT)
Hazards Related to Previous Incidents/Near Misses? (SELECTION options: Yes, No, Unknown)
Previous Control Measures (if any) & Their Effectiveness (TEXT)
Risk Level (Based on Initial Assessment) (SELECTION options: Low, Medium, High)
Name of Person Performing Hazard Assessment (TEXT)
Signature of Person Performing Hazard Assessment (SIGNATURE)
Identify Energy Sources (STEP)
What types of energy are present? (SELECTION options: Electrical, Pneumatic, Hydraulic, Mechanical (e.g., rotating shafts), Thermal (e.g., steam, hot oil), Chemical (e.g., pressurized vessels), Gravitational (e.g., elevated loads), None)
Describe any unusual or non-standard energy sources. (TEXT)
Voltage of electrical supply (if applicable) (NUMBER)
Pressure of pneumatic/hydraulic systems (if applicable) (NUMBER)
Identify the primary energy source requiring isolation. (SELECTION options: Electrical, Pneumatic, Hydraulic, Mechanical, Thermal, Chemical)
Additional Notes about Energy Sources (e.g., secondary hazards) (TEXT)
Isolation & Shutdown Procedures (STEP)
Detailed Step-by-Step Shutdown Procedure (TEXT)
Equipment ID Number (NUMBER)
Shutdown Sequence (e.g., Normal Stop, Emergency Stop) (SELECTION options: Normal Stop, Emergency Stop, Controlled Shutdown)
Location of Primary Isolation Point (LOCATION)
Date of Procedure Review/Update (Last Reviewed) (DATE)
Time of Shutdown Initiation (DATE)
Any Unusual Considerations for Shutdown? (TEXT)
Lockout/Tagout Application (STEP)
Lock Type Used (e.g., Keyed, Combination) (SELECTION options: Keyed Lock, Combination Lock, Other (Specify in LONG_TEXT))
Lock ID Number (NUMBER)
Tag Type Used (SELECTION options: Standard Tag, Custom Tag, Blank Tag (To be filled))
Tag ID Number (NUMBER)
Tag Information (TEXT)
Lock/Tag Location (Specific Point of Isolation) (LOCATION)
Authorized Personnel Applying LOTO (SELECTION options: Single Authorized Person, Multiple Authorized Persons, Group Lockout Procedure)
Authorized Personnel Signature (Lock Application) (SIGNATURE)
Verification of Isolation (STEP)
Voltage Reading (Phase-to-Phase) (NUMBER)
Voltage Reading (Phase-to-Neutral) (NUMBER)
Current Reading (Amps) (NUMBER)
Confirm Zero Energy State? (SELECTION options: Yes, No)
Describe Verification Steps Taken (TEXT)
Sound Check (Confirm no equipment noise) (SELECTION options: Yes, No)
Movement Check (Confirm no unintended movement) (SELECTION options: Yes, No)
Verification Date (DATE)
Verification Time (DATE)
Work Performance & Observation (STEP)
Describe the work being performed on the equipment. (TEXT)
Number of personnel working on the equipment. (NUMBER)
Are there any unusual noises or movements observed? (SELECTION options: Yes, No)
If yes, describe the unusual noises or movements. (TEXT)
Were any tools or equipment accidentally moved or dropped during the work? (SELECTION options: Yes, No)
If yes, describe the incident and corrective actions taken. (TEXT)
Is anyone experiencing discomfort or noticing anything concerning? (SELECTION options: Yes, No)
If yes, describe the discomfort or concern. (TEXT)
Removal of LOTO & Equipment Restart (STEP)
Date of LOTO Removal (DATE)
Time of LOTO Removal (DATE)
Reason for LOTO Removal (SELECTION options: Completion of Work, Shift Change, Equipment Malfunction, Other (Specify))
If 'Other' selected, please explain reason for removal (TEXT)
Was a visual inspection performed? (SELECTION options: Yes, No)
Equipment Voltage/Pressure after Verification (NUMBER)
Confirmation of Clear Communication with Affected Personnel (SELECTION options: Yes, No)
Authorized Personnel Signature (Removal) (SIGNATURE)
Name (Printed) of Authorized Personnel (TEXT)
Documentation & Sign-off (STEP)
Date of LOTO Procedure (DATE)
Time of LOTO Implementation (DATE)
Equipment/Machine ID (NUMBER)
Brief Description of Work Performed (TEXT)
LOTO Procedure Followed (Reference) (SELECTION options: Standard Procedure A, Standard Procedure B, Custom Procedure - Specify in Notes)
Additional Notes/Observations (TEXT)
Authorized Lockout Person Signature (SIGNATURE)
Affected Employee Acknowledgement (SIGNATURE)

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