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Service Engineer Safety Performance Review Checklist

by Kim Xie, from the Community

30+

This checklist supports a comprehensive safety performance review for field service engineers working around electrical systems and industrial sites. It guides teams through job site documentation and emergency preparedness, site-specific training and certifications, PPE compliance including arc flash protection, fall protection controls, hot work permits, and robust electrical safety and LOTO procedures. It also addresses ladder inspections, ergonomics and safe lifting, tool and equipment condition, MSDS availability, and coordination with customers for diagrams and access. Use it to verify compliance, reduce risk, and drive EHS performance.

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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.

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Latin America Service Safety Performance Review
This Service Safety Performance Review checklist supports field service engineers and contractors in Latin America. It guides pre-job risk assessments, emergency readiness, and training verification including arc flash, LOTO, fall protection, fire prevention, and PPE. It covers job site conditions, hot work controls, electrical safety procedures, ladders, documentation, and vehicle condition. The form also reviews safety equipment, corrective actions, and an audit summary with signatures to help teams maintain compliance and safe operations.
by Fernando Villalobos, from the Community
Downloads: 10+
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Template
Electrical Field Service Safety Review
This checklist supports safety audits for electrical field service work. It covers job documentation, site conditions, PPE and arc flash readiness, lockout tagout, fall protection, hot work, ergonomics, and safety training verification. Use it to confirm compliance with customer and regulatory requirements, assess equipment condition and calibration, and validate training currency. Capture nonconformances, assign follow up actions, and record signatures from the team member, service manager, and auditor.
by Joe Barrios, from the Community
Downloads: 0
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Template
S and C Team Member Safety Review 2015
This field service safety review helps supervisors assess S and C team members against critical electrical and job site safety practices. It covers job specific documentation, emergency information, and site readiness. Inspect PPE availability and condition including arc rated clothing, face shields, rubber goods, and hearing protection. Verify electrical safety controls such as arc flash boundaries, barricades, testing equipment calibration, and lockout tagout for all energy sources. Check extension cords and insulated tools, fall protection, hot work permits and fire watch as required. Include ergonomics and lifting techniques, hydration, and housekeeping. Confirm current training for first aid, CPR, AED, blood borne pathogens, fall protection, PPE, LOTO, arc flash, confined space, basic electrical safety, fire extinguishers, and hazard communication. Record nonconformances, assign follow up actions, and capture required signatures.
by Joe Barrios, from the Community
Downloads: 20+
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Template
Vertiv Services Safety Performance Review
This safety performance review checklist is designed for Vertiv field services and data center environments. It covers pre-job risk assessments, emergency readiness, MSDS access, PPE compliance, fall protection, hot work controls, electrical safety and LOTO, tool and ladder standards, vehicle condition and safety equipment, thermal management tasks, battery handling, respirator rules, and documentation. Use it to verify engineer training, calibration, boundary setting, and safe work practices, and to capture corrective actions and audit outcomes.
by Gary Chan, from the Community
Downloads: 20+
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Service Engineer Safety Performance Review Checklist

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Latin America Service Safety Performance Review

Electrical Field Service Safety Review

S and C Team Member Safety Review 2015

Vertiv Services Safety Performance Review

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Latin America Service Safety Performance Review

Electrical Field Service Safety Review

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