Lockout/Tagout (LOTO) Checklist

Ensure worker safety & regulatory compliance with our comprehensive Lockout/Tagout (LOTO) Checklist for Manufacturing! Download our free, printable checklist to prevent accidents, streamline procedures, and protect your team. Stay OSHA compliant - get your LOTO checklist today!

This Template was installed 4 times.

Pre-Shift Planning & Hazard Assessment

1 of 8

Initial steps to identify hazards and plan the LOTO procedure.

Date of Assessment

Time of Assessment Start

Brief Description of Task/Job to be Performed

Potential Hazards Identified (Initial Assessment)

Hazards Related to Previous Incidents/Near Misses?

Previous Control Measures (if any) & Their Effectiveness

Risk Level (Based on Initial Assessment)

Name of Person Performing Hazard Assessment

Signature of Person Performing Hazard Assessment

Identify Energy Sources

2 of 8

Listing all potential energy sources that need to be controlled.

What types of energy are present?

Describe any unusual or non-standard energy sources.

Voltage of electrical supply (if applicable)

Pressure of pneumatic/hydraulic systems (if applicable)

Identify the primary energy source requiring isolation.

Additional Notes about Energy Sources (e.g., secondary hazards)

Isolation & Shutdown Procedures

3 of 8

Steps for isolating and shutting down equipment.

Detailed Step-by-Step Shutdown Procedure

Equipment ID Number

Shutdown Sequence (e.g., Normal Stop, Emergency Stop)

Location of Primary Isolation Point

Date of Procedure Review/Update (Last Reviewed)

Time of Shutdown Initiation

Any Unusual Considerations for Shutdown?

Lockout/Tagout Application

4 of 8

Applying locks and tags to energy isolation points.

Lock Type Used (e.g., Keyed, Combination)

Lock ID Number

Tag Type Used

Tag ID Number

Tag Information

Lock/Tag Location (Specific Point of Isolation)

Authorized Personnel Applying LOTO

Authorized Personnel Signature (Lock Application)

Verification of Isolation

5 of 8

Confirming that equipment is completely de-energized and safe to work on.

Voltage Reading (Phase-to-Phase)

Voltage Reading (Phase-to-Neutral)

Current Reading (Amps)

Confirm Zero Energy State?

Describe Verification Steps Taken

Sound Check (Confirm no equipment noise)

Movement Check (Confirm no unintended movement)

Verification Date

Verification Time

Work Performance & Observation

6 of 8

Ensuring work is performed safely and observing for any potential issues.

Describe the work being performed on the equipment.

Number of personnel working on the equipment.

Are there any unusual noises or movements observed?

If yes, describe the unusual noises or movements.

Were any tools or equipment accidentally moved or dropped during the work?

If yes, describe the incident and corrective actions taken.

Is anyone experiencing discomfort or noticing anything concerning?

If yes, describe the discomfort or concern.

Removal of LOTO & Equipment Restart

7 of 8

Process for removing locks and tags and safely restarting equipment.

Date of LOTO Removal

Time of LOTO Removal

Reason for LOTO Removal

If 'Other' selected, please explain reason for removal

Was a visual inspection performed?

Equipment Voltage/Pressure after Verification

Confirmation of Clear Communication with Affected Personnel

Authorized Personnel Signature (Removal)

Name (Printed) of Authorized Personnel

Documentation & Sign-off

8 of 8

Recording the LOTO procedure and confirming completion.

Date of LOTO Procedure

Time of LOTO Implementation

Equipment/Machine ID

Brief Description of Work Performed

LOTO Procedure Followed (Reference)

Additional Notes/Observations

Authorized Lockout Person Signature

Affected Employee Acknowledgement

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