Shutdown/Turnaround Checklist
Download our free Shutdown/Turnaround Checklist Excel template to optimize your maintenance workflows and boost operational productivity with ChecklistGuro.
| Label | Value | Notes |
|---|---|---|
| Created by checklistguro.com | ||
| Planning & Preparation (STEP) | ||
| Planned Shutdown Start Date (DATE) | ||
| Planned Shutdown End Date (DATE) | ||
| Estimated Shutdown Duration (Days) (NUMBER) | ||
| Shutdown Scope Description (TEXT) | ||
| Affected Areas/Units (SELECTION options: Area A, Area B, Unit 1, Unit 2) | ||
| Shutdown Type (SELECTION options: Preventative Maintenance, Corrective Maintenance, Capital Upgrade, Emergency Shutdown) | ||
| Risk Assessment Document (UPLOAD) | ||
| Permit Required (Yes/No) (TEXT) | ||
| Personnel & Safety (STEP) | ||
| Number of Personnel Involved (NUMBER) | ||
| PPE Requirements (Select all that apply) (SELECTION options: Hard Hat, Safety Glasses, Gloves, Safety Shoes, Respirator, Hearing Protection, High-Visibility Vest) | ||
| Briefing/Toolbox Talk Topics Covered (TEXT) | ||
| Date of Safety Briefing (DATE) | ||
| Time of Safety Briefing (DATE) | ||
| Emergency Contact Person(s) (SELECTION options: Contact 1, Contact 2, Contact 3) | ||
| Emergency Procedures Reviewed (Fire, Medical, Spill) (TEXT) | ||
| Attach Relevant Safety Documentation (SDS, Permit to Work) (UPLOAD) | ||
| Safety Supervisor Sign-off (SIGNATURE) | ||
| Utilities & Services (STEP) | ||
| Main Power Supply Voltage (V) (NUMBER) | ||
| Steam Supply Isolation Method (SELECTION options: Blind Flange, Valve Isolation, Other (Specify)) | ||
| Detailed Notes on Steam Isolation Procedure (TEXT) | ||
| Scheduled Time for Water Supply Isolation (DATE) | ||
| Compressed Air Line Isolation (SELECTION options: Complete Isolation, Partial Isolation (Specify)) | ||
| Description of Partial Compressed Air Isolation (TEXT) | ||
| Date of Last Utility System Inspection (DATE) | ||
| Water Tank Level (%), prior to shutdown (NUMBER) | ||
| Nitrogen Purge Required? (SELECTION options: Yes, No) | ||
| Equipment Isolation & Lockout/Tagout (LOTO) (STEP) | ||
| Select Isolation Method (SELECTION options: Physical Isolation (Valves, Blinds), Lockout/Tagout (LOTO), Double Break Isolation, Energy Absorbent Devices) | ||
| Describe Isolation Procedures (TEXT) | ||
| Lock Number (if applicable) (NUMBER) | ||
| Energy Source (SELECTION options: Electrical, Pneumatic, Hydraulic, Steam, Water) | ||
| Affected Equipment (Check all that apply) (SELECTION options: Pumps, Motors, Valves, Compressors, Reactors, Heat Exchangers) | ||
| Isolation Verification Signature (SIGNATURE) | ||
| Isolation Verification Date (DATE) | ||
| Isolation Verification Time (DATE) | ||
| Mechanical Work (STEP) | ||
| Describe the specific mechanical work to be performed. (TEXT) | ||
| Estimated labor hours required for mechanical work. (NUMBER) | ||
| Upload detailed mechanical work scope documents/drawings. (UPLOAD) | ||
| Type of Mechanical Repair (e.g., replacement, overhaul, inspection). (SELECTION options: Replacement, Overhaul, Inspection, Repair, Other) | ||
| Estimated Start Date for Mechanical Work. (DATE) | ||
| Estimated Start Time for Mechanical Work. (DATE) | ||
| Specialized tools or equipment required. (SELECTION options: Crane, Specialized Wrench Set, Hydraulic Tools, Welding Equipment, None) | ||
| Part Number(s) of replaced components. (TEXT) | ||
| Mechanical Work Completion Signature (SIGNATURE) | ||
| Electrical Work (STEP) | ||
| Voltage Readings - Phase A (NUMBER) | ||
| Voltage Readings - Phase B (NUMBER) | ||
| Voltage Readings - Phase C (NUMBER) | ||
| Insulation Resistance Test Result (Megger) (SELECTION options: Pass, Fail, Not Performed) | ||
| Detailed Observations During Insulation Resistance Testing (TEXT) | ||
| Electrical Safety Checks Performed (SELECTION options: Grounding Verification, Overcurrent Protection, Personnel Protective Equipment (PPE) Inspection, Arc Flash Hazard Assessment Review) | ||
| Date of Next Electrical Inspection (DATE) | ||
| Upload Infrared Thermography Report (if applicable) (UPLOAD) | ||
| Equipment Tag Number for Disconnect Switches (TEXT) | ||
| Electrician Sign-off (SIGNATURE) | ||
| Instrumentation & Control Systems (STEP) | ||
| Calibrate Flow Meter - Loop X (NUMBER) | ||
| PLC Program Backup Status (SELECTION options: Completed, In Progress, Not Started) | ||
| Record any observed deviations during calibration (TEXT) | ||
| Last Calibration Date - Controller Y (DATE) | ||
| Time of Calibration - Controller Y (DATE) | ||
| Upload Calibration Certificates (UPLOAD) | ||
| HMI Screen Functionality Test Result (SELECTION options: Pass, Fail, Not Tested) | ||
| Loop Checks Performed (SELECTION options: PID Tuning, Signal Integrity, Input/Output Validation, Communication Tests) | ||
| Process & Cleaning (STEP) | ||
| Describe the cleaning procedure to be followed. Include any specific chemicals or techniques. (TEXT) | ||
| Target cleanliness level (e.g., % reduction in contaminants) (NUMBER) | ||
| Cleaning Method Selected (SELECTION options: Manual Cleaning, Pressure Washing, Chemical Cleaning (specify in LONG_TEXT), Other (specify in LONG_TEXT)) | ||
| Upload SDS (Safety Data Sheets) for cleaning chemicals. (UPLOAD) | ||
| Date of Last Cleaning (DATE) | ||
| Record any unusual observations or issues encountered during cleaning. (TEXT) | ||
| Waste Disposal Method (SELECTION options: Recycle, Landfill, Specialized Disposal (specify in LONG_TEXT)) | ||
| Estimated Cleaning Duration (DATE) | ||
| Post-Shutdown Activities & Restart (STEP) | ||
| Planned Restart Date/Time (DATE) | ||
| Actual Restart Time (DATE) | ||
| Pressure Readings (Confirm within spec) (NUMBER) | ||
| Temperature Readings (Confirm within spec) (NUMBER) | ||
| Checklist Verification - Restart Sequence Complete? (SELECTION options: Yes, No) | ||
| Confirm Safety Interlocks Functioning Correctly (SELECTION options: Yes, No) | ||
| Any Issues Encountered During Restart? (TEXT) | ||
| Restart Verification Signature (SIGNATURE) | ||
| Production Levels Restored? (SELECTION options: Yes, No) | ||
| Notes on initial production run (TEXT) | ||
| Documentation & Sign-off (STEP) | ||
| Shutdown Start Date (DATE) | ||
| Shutdown End Date (Planned) (DATE) | ||
| Planned Restart Time (DATE) | ||
| Summary of Work Performed (TEXT) | ||
| Total Shutdown Duration (Hours) (NUMBER) | ||
| Deviations from Planned Shutdown (Check all that apply) (SELECTION options: Unforeseen Repairs, Scope Changes, Equipment Delays, Safety Concerns, None) | ||
| Details of Deviations (if any) (TEXT) | ||
| Supporting Documentation (e.g., Inspection Reports, Photos) (UPLOAD) | ||
| Shutdown Supervisor Sign-off (SIGNATURE) |
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