Template

LOTO Assessment Checklist

by Marion Tonello, from the Community

This LOTO assessment checklist helps teams evaluate lockout tagout processes, devices, and training for safe maintenance and shutdowns. Verify Permit to Work alignment, authorization of isolation, waterproof tagging, positive lockable isolation points, and recordkeeping. Confirm managers, supervisors, and crew understand procedures, contractors follow requirements, and energy sources are identified before work. Use this template to reduce the risk of unexpected energization and improve safety compliance across industrial operations.

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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

Lockout Tagout LOTO Procedure Checklist

This Lockout Tagout LOTO procedure checklist helps teams verify isolation of hazardous energy before servicing equipment. It covers confirming recent LOTO activity, alignment with permit to work, authorization and sign off, availability of locks, tags, and isolation devices, and correct tag legends. It validates manager and crew understanding, posting of LOTO activities, contractor compliance, and training on energy sources. Capture photos, notes, and corrective actions, then sign off audits to improve safety and reduce downtime.

by Marc Fintz, from the Community

10+

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Template

LOTO Energy Source and Control Point Inventory

This LOTO energy source and control point inventory template helps EHS and maintenance teams catalog equipment energy sources, locate isolation points, and capture key details like voltage, pressure, and required lockout devices. Record photos of equipment and isolation points, describe de-energization steps, and count required LOTO devices to build accurate, compliant lockout tagout procedures. Ideal for manufacturing and industrial operations seeking to standardize energy control and improve workplace safety.

by Alanna Soukkala, from the Community

10+

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Template

Monthly LOTO Compliance Audit

This monthly Lockout/Tagout (LOTO) compliance audit template helps verify that energy isolation procedures are in place and followed. Inspect LOTO registers and boards, confirm personnel training and supervision, and ensure isolation points are clearly identified in line with PUWER requirements. Record evidence, note gaps, and assign corrective actions to maintain safe maintenance practices and regulatory compliance across equipment and facilities.

by Eddie Harris, from the Community

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Template

LOTO Program Inspection Checklist

This LOTO (Lockout/Tagout) program inspection template helps teams audit energy isolation procedures and confirm compliance with safety standards. It covers process adherence for work on energized equipment, authorization of LOTO certificates, contractor compliance, and completion of LOTO before work begins. It also checks availability of LOTO devices and boards, durable tag requirements and legends, and the ability to positively lock isolation points. Training elements include staff understanding of LOTO, review of incidents and lessons learned, and familiarity with supplemental checklists.

by Lawrence Welsch, from the Community

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Template

Machine Assessment LOTO Checklist

Use this machine assessment LOTO template to quickly record hazards and isolation requirements during maintenance. Capture energy sources including electrical, mechanical, hydraulic, pneumatic, chemical, and thermal. Note type of current, voltage and amperage, hazard magnitude, and required isolation devices. Add photos and comments to document risks and controls, and support safer lockout tagout procedures across industrial equipment.

by Cory Edwards, from the Community

30+

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Template

Lockout Tagout (LOTO) Procedure Template

Use this Lockout Tagout (LOTO) procedure template to plan and document safe isolation of energy sources before maintenance. Capture site details, equipment name, asset ID, and location. Identify energy types, required PPE, and lockout devices, add photos of isolation points, and record methods to verify zero energy. Include step-by-step instructions for locking out and returning equipment to service to meet safety and compliance requirements.

by Nick S, from the Community

10+

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LOTO Assessment Checklist

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