Template

Control of Energy Critical Task Observation

by Mark Jensen, from the Community

10+

This critical task observation checklist helps teams manage the control of hazardous energy. It guides observers through identifying and isolating all energy sources, verifying isolation, applying uniquely keyed personal locks, and confirming competencies. It covers complex isolator duties, group isolation sheets, lockbox management, and verification. It also addresses intermittent operations including permits, signage, communication, person in charge, and final checks to minimize fatality risk.

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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
Energy Isolation Process Verification Checklist
Energy Isolation Process Verification Checklist
by Sherideen Brenner, from the Community
Downloads: 70+
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Template
Fatal Risk Critical Control Verification - Stored Energy
This checklist supports verification of critical controls for stored energy hazards in industrial and mining environments. It guides teams to identify energy sources, isolate and de‑energize systems, apply locks and tags (LOTOTO), account for all isolation points, and confirm zero energy via tryout steps. It also covers competency requirements, proper installation of guards, barriers, emergency stops, and pull cords, and ensures reinstallation before return to service. Includes sign‑off for accountability.
by Gerald Visagie, from the Community
Downloads: 0
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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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Template
High Risk Isolation Audit Checklist
This high risk isolation audit checklist helps teams verify hazardous energy controls and validate isolation effectiveness on complex worksites. It covers identifying energy sources, selecting proper isolation methods, testing single and multiple isolation points, and documenting TRA and permit requirements. The template supports assigning an isolation coordinator, communicating activities to nearby workers, and ensuring all tools are cleared and personnel are safe before re energising equipment. Use it to improve compliance and reduce risk during electrical, mechanical, and commissioning tasks.
by JUSTINE YOUL, from the Community
Downloads: 10+
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Energy Isolation Process Verification Checklist

by Sherideen Brenner, from the Community

70+

Get

Template

Fatal Risk Critical Control Verification - Stored Energy

This checklist supports verification of critical controls for stored energy hazards in industrial and mining environments. It guides teams to identify energy sources, isolate and de‑energize systems, apply locks and tags (LOTOTO), account for all isolation points, and confirm zero energy via tryout steps. It also covers competency requirements, proper installation of guards, barriers, emergency stops, and pull cords, and ensures reinstallation before return to service. Includes sign‑off for accountability.

by Gerald Visagie, from the Community

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

Template

High Risk Isolation Audit Checklist

This high risk isolation audit checklist helps teams verify hazardous energy controls and validate isolation effectiveness on complex worksites. It covers identifying energy sources, selecting proper isolation methods, testing single and multiple isolation points, and documenting TRA and permit requirements. The template supports assigning an isolation coordinator, communicating activities to nearby workers, and ensuring all tools are cleared and personnel are safe before re energising equipment. Use it to improve compliance and reduce risk during electrical, mechanical, and commissioning tasks.

by JUSTINE YOUL, from the Community

10+

Get

Control of Energy Critical Task Observation

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Energy Isolation Process Verification Checklist

Fatal Risk Critical Control Verification - Stored Energy

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Energy Isolation Process Verification Checklist

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