Template

Isolation and Zero Energy Testing Audit Checklist

by Murray Taylor, from the Community

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.

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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

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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
Permits and Isolations Checklist
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.
by Evan Downie, from the Community
Downloads: 10+
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Template
LOTO Monthly Audit Checklist
This Lockout Tagout (LOTO) monthly audit checklist helps EHS, maintenance, and operations teams verify that energy isolation procedures are correctly followed. Assess training currency, availability and identification of personal locks and tags, access to written procedures, shutdown steps, isolation of all energy sources, control of stored energy, verification testing, and proper removal and notification. Capture issues, corrective actions, and signatures to strengthen compliance and worker safety across industrial facilities.
by Dan Da Costa, from the Community
Downloads: 20+
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Template
Lock Out Tag Out Inspection Checklist
Use this lock out tag out inspection checklist to assess compliance during maintenance and servicing activities. Confirm all energy sources are identified and isolated, locks and tags are applied to the correct lock boxes, affected personnel are notified, workers have proper training, and equipment remains secured until work is complete. Record observations by equipment and energy type such as electrical, pneumatic, hydraulic, mechanical, and stored potential energy. Verify correct removal order and safe restart procedures. This resource is a starting point and should be adapted to your site requirements and local regulations.
by Steve Johnson, from the Community
Downloads: 0
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Template
Hazardous Energy Isolation Checklist
Use this hazardous energy isolation checklist to plan and verify lockout, tagout, and isolation steps before maintenance or repair. Capture site, auditor, and location details; verify risk assessments; complete LOTO sheets; confirm trade and personal locks; place tags and signage; establish exclusion zones; and verify systems are de-energized at the power source. Record live work controls, stop-work actions, and final sign-offs to keep teams compliant and safe.
by Jared Swenson, from the Community
Downloads: 0
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Permits and Isolations Checklist

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.

by Evan Downie, from the Community

10+

Get

Template

LOTO Monthly Audit Checklist

This Lockout Tagout (LOTO) monthly audit checklist helps EHS, maintenance, and operations teams verify that energy isolation procedures are correctly followed. Assess training currency, availability and identification of personal locks and tags, access to written procedures, shutdown steps, isolation of all energy sources, control of stored energy, verification testing, and proper removal and notification. Capture issues, corrective actions, and signatures to strengthen compliance and worker safety across industrial facilities.

by Dan Da Costa, from the Community

20+

Get

Template

Lock Out Tag Out Inspection Checklist

Use this lock out tag out inspection checklist to assess compliance during maintenance and servicing activities. Confirm all energy sources are identified and isolated, locks and tags are applied to the correct lock boxes, affected personnel are notified, workers have proper training, and equipment remains secured until work is complete. Record observations by equipment and energy type such as electrical, pneumatic, hydraulic, mechanical, and stored potential energy. Verify correct removal order and safe restart procedures. This resource is a starting point and should be adapted to your site requirements and local regulations.

by Steve Johnson, from the Community

Get

Template

Hazardous Energy Isolation Checklist

Use this hazardous energy isolation checklist to plan and verify lockout, tagout, and isolation steps before maintenance or repair. Capture site, auditor, and location details; verify risk assessments; complete LOTO sheets; confirm trade and personal locks; place tags and signage; establish exclusion zones; and verify systems are de-energized at the power source. Record live work controls, stop-work actions, and final sign-offs to keep teams compliant and safe.

by Jared Swenson, from the Community

Get

Isolation and Zero Energy Testing Audit Checklist

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Permits and Isolations Checklist

LOTO Monthly Audit Checklist

Lock Out Tag Out Inspection Checklist

Hazardous Energy Isolation Checklist

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Permits and Isolations Checklist

LOTO Monthly Audit Checklist

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Hazardous Energy Isolation Checklist