Industrial maintenance

Energy Control Checklist Builder

Build a local energy-source and isolation-point inventory tied to your employer’s written procedure.

Work identification

Equipment and procedure

Equipment or asset ID

Equipment location

Work scope

Employer procedure ID and revision

Use the current written procedure for this equipment and task.

Person coordinating the work

Affected employees or work groups

Energy inventory

Sources and isolation points

Energy source 1

Energy type

Source or hazard description

Energy-isolating device

Device location or identifier

Lock / tag or group reference

Stored-energy control from procedure

Procedure-defined verification method

Planning prompts

Procedure review

0 of 9 prompts checked. This count tracks review only.

Confirm the current written employer procedure applies to this asset and work scope.

Identify affected employees and required coordination for this work.

Review the equipment shutdown and isolation sequence in the written procedure.

Record every energy source and its isolating device in the inventory below.

Review lock, tag, group, shift-change, and contractor requirements in the employer program.

Identify stored, residual, or reaccumulating energy and the procedure-defined controls.

Record the procedure-defined verification method, responsible person, and required test equipment.

For electrical work, identify the applicable electrical safety procedure and verification requirements.

Review the employer procedure for inspection, personnel clearance, lock removal, notification, and return to service.

Planning aid onlyThis builder does not create or replace an employer energy-control procedure, identify all hazardous energy, select isolating devices, verify zero-energy state, or determine that work may begin. Follow the procedure and applicable workplace rules. Electrical work must also follow the applicable electrical safety program; a completed or printed checklist is not proof that equipment is safe.

About this checklist

Record the equipment, work scope, applicable employer procedure, energy sources, isolating devices, stored-energy controls, and procedure-defined verification methods. Add one inventory row for each energy source identified in the equipment-specific procedure and field review.

The checklist is an editable planning aid. It does not identify sources, prescribe isolation steps, determine the applicable OSHA standard, or verify that equipment is safe.

Use the site procedure

Use the employer’s written energy-control program and equipment-specific procedure to guide the work. Confirm that the procedure covers the equipment, task, affected employees, all energy sources, stored or reaccumulating energy, verification, group work, shift changes, and return to service as applicable.

Electrical work must also follow the applicable electrical safety procedures and verification requirements. Do not treat checked prompts or a printed worksheet as authorization to begin work.

FAQs

Does this checklist determine whether equipment is safe to work on?

No. It records information and procedure-review prompts only. A completed checklist does not prove isolation, verify a zero-energy state, or authorize work.

Does this tool provide a lockout/tagout procedure?

No. Enter and follow the current employer procedure for the exact equipment and task. The tool does not create a procedure or determine which isolation devices apply.

Does one OSHA lockout/tagout rule cover all electrical work?

No. Applicability depends on the work and workplace. OSHA’s general-industry energy-control standard has scope and exceptions; electrical safe-work requirements may also apply. Follow the rules and written procedures that govern the job.

Is checklist information uploaded or saved?

The worksheet runs in your browser. It does not send checklist entries to an ElectraKit service or save a server-side record.

Sources

OSHA 29 CFR 1910.147, The control of hazardous energy (lockout/tagout) — general-industry scope, energy-control program, and procedure requirements.
OSHA 29 CFR 1910.333, Selection and use of work practices — electrical safety-related work practices for deenergized parts.
Follow the employer’s current written program and all standards applicable to the work, including construction or utility requirements when they govern.