Template

Permits and Isolations Checklist

by Evan Downie, from the Community

10+

Use this Permits and Isolations checklist to review permit to work requirements and isolation controls on site. Confirm permits are current and displayed, SWMS are specific to tasks, required signatures are captured, isolations are verified with zero energy confirmation, personal danger tags are in place, and close out steps are completed. Capture findings, notes, dates, and digital signatures to support safe, compliant operations across construction and high risk activities.

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Isolation and Zero Energy Testing Audit Checklist
Use this checklist to audit isolation and zero energy testing before maintenance or repair work. Verify all energy sources are identified, isolated, and tested for zero energy. Check valves are immobilised, locks and chains are applied by each discipline, tags indicate isolations, blanks match the blank list, permits are complete, and only authorised personnel carry out the work. Record deviations, corrective actions, and signatures.
by Murray Taylor, from the Community
Downloads: 0
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Template
Permit to Work Inspection Checklist
This Permit to Work inspection checklist supports safe work by verifying that permits are issued by authorized personnel, the permit receiver is present and supervising, and all required permits and JobSTART or SWMS documentation are available on site. It prompts checks on worker briefings, affected activities and adjacent environments, documented risk controls, and required isolations with locks and tags recorded. The checklist also confirms personnel competency, identification of the responsible person, and revalidation of permits across shifts or when crews change. Capture inspection team details and signatures.
by Henno Ferreira, from the Community
Downloads: 10+
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Template
Permit Procedure Audit Checklist
This permit procedure audit checklist helps teams review and control permit-to-work processes on site. Use it to check that permits are stored in site folders and in your digital system, verify applicable RAMS and SSoW, confirm permits are fully completed, and ensure stated controls are implemented. Validate that the permit register is up to date and that both issuer and receiver are approved. Capture photos of permits, record locations and dates, and collect signatures to document compliance and accountability.
by Owain Dave, from the Community
Downloads: 10+
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Template
Critical Risk Inspection - Stored Energy
This stored energy critical risk inspection checklist helps teams identify, control, and document hazards related to hydraulic, pneumatic, electrical, mechanical, chemical, and gravitational energy. Use it to verify isolation and tagging procedures, confirm the use of personal danger and out of service tags, check availability of spare tags, and review group isolation practices and permits. Assess confirmation locks, information tags, equipment under test tagging, and vehicle isolator switches. Validate competency-based isolation training, removal of keys during work, and employee engagement on isolations. Record non-compliances, assign actions with owners and due dates, and forward to the safety department for follow-up and closure tracking.
by Lance Matthews, from the Community
Downloads: 20+
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Isolation and Zero Energy Testing Audit Checklist

Use this checklist to audit isolation and zero energy testing before maintenance or repair work. Verify all energy sources are identified, isolated, and tested for zero energy. Check valves are immobilised, locks and chains are applied by each discipline, tags indicate isolations, blanks match the blank list, permits are complete, and only authorised personnel carry out the work. Record deviations, corrective actions, and signatures.

by Murray Taylor, from the Community

Get

Template

Permit to Work Inspection Checklist

This Permit to Work inspection checklist supports safe work by verifying that permits are issued by authorized personnel, the permit receiver is present and supervising, and all required permits and JobSTART or SWMS documentation are available on site. It prompts checks on worker briefings, affected activities and adjacent environments, documented risk controls, and required isolations with locks and tags recorded. The checklist also confirms personnel competency, identification of the responsible person, and revalidation of permits across shifts or when crews change. Capture inspection team details and signatures.

by Henno Ferreira, from the Community

10+

Get

Template

Permit Procedure Audit Checklist

This permit procedure audit checklist helps teams review and control permit-to-work processes on site. Use it to check that permits are stored in site folders and in your digital system, verify applicable RAMS and SSoW, confirm permits are fully completed, and ensure stated controls are implemented. Validate that the permit register is up to date and that both issuer and receiver are approved. Capture photos of permits, record locations and dates, and collect signatures to document compliance and accountability.

by Owain Dave, from the Community

10+

Get

Template

Critical Risk Inspection - Stored Energy

This stored energy critical risk inspection checklist helps teams identify, control, and document hazards related to hydraulic, pneumatic, electrical, mechanical, chemical, and gravitational energy. Use it to verify isolation and tagging procedures, confirm the use of personal danger and out of service tags, check availability of spare tags, and review group isolation practices and permits. Assess confirmation locks, information tags, equipment under test tagging, and vehicle isolator switches. Validate competency-based isolation training, removal of keys during work, and employee engagement on isolations. Record non-compliances, assign actions with owners and due dates, and forward to the safety department for follow-up and closure tracking.

by Lance Matthews, from the Community

20+

Get

Permits and Isolations Checklist

About author

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Isolation and Zero Energy Testing Audit Checklist

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Isolation and Zero Energy Testing Audit Checklist

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