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Free OSHA lockout tagout (LOTO) checklist

Free OSHA lockout tagout (LOTO) checklist (printable 30-point PDF). Step-by-step 29 CFR 1910.147 energy isolation checks. Download and print free.

Updated 28 Sept 2026

OSHA Lockout Tagout (LOTO) Checklist

Energy isolation checklist per OSHA 29 CFR 1910.147

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0 of 30 checks

Pre-Lockout Preparation

1Equipment and all energy sources identified
2Correct lockout procedure obtained for this equipment
3Affected employees notified of lockout
4Lock, tag, and isolation devices available
5PPE selected and donned for energy isolation

Shutdown and Isolation

6Equipment shut down using normal stopping procedure
7Electrical energy source isolated (breaker, disconnect)
8Pneumatic energy source isolated (valve closed, bled)
9Hydraulic energy source isolated (valve closed, pressure relieved)
10Mechanical energy source isolated (blocks, pins installed)
11Other energy sources isolated (thermal, chemical, gravity)

Lockout Application

12Personal lock applied to each isolation point
13Danger tag attached to each lock with name, date, reason
14Lockout hasp used where multiple workers involved
15Valve lockout devices fitted where required
16Each authorised employee has applied their own lock

Stored Energy Verification

17Capacitors discharged or grounded
18Springs released or blocked
19Elevated components lowered or secured
20Residual pressure in lines bled to zero
21Temperature at safe level (if thermal energy present)

Zero Energy Confirmation

22Attempted start-up to verify zero energy state
23Voltage tester used to confirm zero electrical energy
24Pressure gauges read zero on all isolated systems
25Start control returned to off position after try-out

Restoration

26Work completed and tools removed from equipment
27Guards and safety devices reinstalled
28All personnel clear of equipment
29Each authorised employee removes their own lock and tag
30Affected employees notified, then equipment restarted and tested

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Jarrod Milford

Jarrod Milford

Co-Founder & Commercial Director

Updated 28 September 2026
Also see:Compliance and inspections →Best inspection software →MapTrack vs SafetyCulture →

Short answer

An OSHA lockout/tagout checklist records each energy isolation during servicing or maintenance: equipment, energy sources, isolation points, lock numbers, stored energy release, try-start verification, group lockout and device removal. Authorized employees complete it every time servicing could expose workers to hazardous energy. 29 CFR 1910.147 sets the energy control program, and 1910.147(c)(6) requires each energy control procedure to be inspected at least annually.

Checked against OSHA 29 CFR 1910 (Current eCFR text, up to date as of 2026-10-22 (read 2026-10-26)) on by the MapTrack templates team. How we check templates

Key takeaways

  • The MapTrack OSHA lockout tagout (LOTO) checklist contains 30 checks across 6 sections. Sections covered: Pre-Lockout Preparation, Shutdown and Isolation, Lockout Application, Stored Energy Verification, Zero Energy Confirmation, Restoration.
  • Steps through the energy-control sequence, notification, shutdown, isolation, lock and tag, stored-energy release, verification, so no step depends on memory.
  • Built around the OSHA 29 CFR 1910.147 energy-control programme, with fields for the authorised employee, the equipment and each energy source.
  • Verification is its own step. A lock on the isolator proves intent; only a try-start or test proves the machine is actually dead.
  • Stored energy outlives the switch: hydraulic pressure, suspended loads, charged capacitors and springs all need their own release step.

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What is an OSHA lockout tagout (LOTO) checklist?

An OSHA lockout tagout (LOTO) checklist is a structured form used to document the isolation and de-energisation of equipment and machinery in accordance with OSHA 29 CFR 1910.147, the Control of Hazardous Energy standard. The standard requires employers to establish a programme and utilise procedures for affixing appropriate lockout or tagout devices to energy-isolating devices, and otherwise disable machines or equipment to prevent unexpected energisation, start-up or release of stored energy during servicing and maintenance. This checklist walks the authorised employee through the LOTO procedure step by step, covering preparation and notification, shutdown of the machine, isolation of all energy sources (electrical, mechanical, hydraulic, pneumatic, chemical, thermal and gravitational), application of lockout and tagout devices, verification of isolation (try-start), the servicing or maintenance work, and the removal of lockout tagout devices and re-energisation of the equipment. It also addresses group lockout tagout procedures for operations involving multiple authorised employees. Using this checklist ensures every isolation follows a consistent, documented process, reduces the risk of contact with hazardous energy, and provides an auditable record for OSHA compliance and internal safety management.

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Benefits of using this OSHA lockout tagout (LOTO) checklist

  • OSHA compliance: meet 29 CFR 1910.147 requirements for documented LOTO procedures and demonstrate due diligence during inspections.
  • Hazardous energy control: the step-by-step format ensures all energy sources are identified, isolated and verified before any servicing or maintenance work begins.
  • Try-start verification: the checklist prompts the critical try-start step that confirms the machine cannot be energised after lockout.
  • Group lockout: addresses multi-person LOTO procedures so every authorised employee is protected when multiple workers service the same equipment.
  • Audit trail: completed checklists provide date-stamped, signed records of every LOTO event, supporting OSHA periodic inspections and incident investigations.
  • Multi-energy coverage: the checklist has separate isolation lines for electrical, pneumatic, hydraulic and mechanical energy, and one for thermal, chemical and gravity, so isolating one source is not mistaken for isolating them all. OSHA defines an energy source as any source of electrical, mechanical, hydraulic, pneumatic, chemical, thermal or other energy.

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What to include in an OSHA lockout tagout (LOTO) checklist

This OSHA lockout tagout (LOTO) checklist covers 11 key areas:

  • Equipment details: machine name, asset number, location, energy types present (electrical, hydraulic, pneumatic, mechanical, chemical, thermal, gravitational).
  • Authorised employee details: name, department, date, time.
  • Preparation: notify all affected employees, review the specific LOTO procedure for this machine.
  • Shutdown: orderly shutdown of the machine using normal operating controls.
  • Isolation: identify and isolate all energy sources at their isolation points. Record each isolation point and the device used.
  • Lockout/tagout application: apply personal lock and tag to each isolation device. Record lock numbers.
  • Stored energy: dissipate or restrain all stored or residual energy (capacitors, springs, elevated parts, pressurised lines, process fluids).
  • Verification (try-start): attempt to start the machine using normal operating controls to verify isolation. Return controls to off/neutral after verification.
  • Group lockout: for multi-person operations, record each authorised employee lock and the group lockbox or hasp used.
  • De-isolation: confirm work is complete, guards replaced, tools removed, all personnel clear, locks removed, affected employees notified and machine re-energised.
  • Sign-off: authorised employee and supervisor.

How to use this OSHA lockout tagout (LOTO) checklist

  1. Record equipment details and notify all affected employees that LOTO is being applied. Review the machine-specific LOTO procedure.: Enter the machine name, asset number, location and all energy types present. Obtain the machine-specific LOTO procedure, which should list every energy source, the isolation point for each source, the type of lockout device required and any special instructions such as stored energy dissipation methods. Notify all affected employees and other employees in the area that the machine will be locked out, why, and the expected duration. This notification prevents someone from unknowingly attempting to start the machine while it is being serviced.
  2. Shut down the machine using normal operating controls. Isolate all energy sources at their isolation points and apply personal locks and tags.: Perform an orderly shutdown using the machine normal stop button or controls. Do not simply pull a breaker without shutting down first, as this can damage equipment or cause uncontrolled energy release. Identify each energy isolation point listed in the machine-specific procedure: circuit breakers, disconnect switches, valve handles, pneumatic line disconnects and mechanical blocks. Switch each isolator to the off or closed position. Apply your personal padlock and a "DANGER - DO NOT OPERATE" tag to each isolation device. Record the lock number against each isolation point on the checklist.
  3. Dissipate or restrain all stored or residual energy. This may include bleeding hydraulic lines, discharging capacitors, blocking elevated components or venting pressurised systems.: After isolation, residual energy may still be present in the system. Bleed hydraulic accumulators and lines to zero pressure by opening drain valves. Discharge electrical capacitors using a grounding stick or the manufacturer procedure. Block or pin any elevated machine components (press rams, raised platforms, counterweights) that could fall under gravity. Vent pneumatic lines and tanks to atmosphere. Drain process fluids if they pose a chemical or thermal hazard. Verify each stored energy source has been addressed using the machine-specific LOTO procedure and record the results on the checklist.
  4. Perform the try-start verification. Attempt to start the machine using normal controls to confirm isolation is effective. Return controls to the off or neutral position after verification.: The try-start is the most critical step in the LOTO process. Ensure all personnel are clear of the machine hazard zone. Press the start button or activate the normal operating controls. The machine should not start, move, pressurize or energize in any way. If the machine starts or any energy is detected, stop immediately, re-evaluate the isolation and identify the energy source that was missed. After successful verification, return all controls to the off or neutral position to prevent the machine from starting when locks are eventually removed.
  5. Perform the servicing or maintenance work. For group lockout, ensure every authorised employee has applied their personal lock before work begins.: Only begin work after the try-start verification confirms the machine is fully de-energised. If multiple workers are servicing the same equipment, each authorised employee must apply their own personal lock to a group lockbox or multi-hasp device; each lock is removed only by the person who applied it, unless that person is not available and the employer follows its documented procedure for removing it. The primary authorised employee who set up the initial lockout coordinates the group lockout and ensures all workers have locked on before anyone begins work. If a shift change occurs during the lockout, follow your procedure for the orderly transfer of lock protection between outgoing and incoming employees, for example by having the incoming authorised employee apply their lock before the outgoing employee removes theirs.
  6. When work is complete, inspect the machine, replace guards, remove tools, confirm all personnel are clear, remove locks and tags, tell affected employees, and re-energise the equipment.: Before removing any locks, inspect the machine to confirm all guards and safety devices have been reinstalled, all tools and materials have been removed from the machine, and all workers are clear of the hazard zone. Each authorised employee removes only their own lock and tag. Once all locks and tags are removed, and before the machine is started, notify all affected employees that they are off. Then close isolation points in the correct sequence, re-energise the machine and test for normal operation. Record the de-isolation time and the authorised employee who completed it on the checklist.

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How often should you complete this checklist?

Complete a LOTO checklist every time equipment or machinery is serviced, maintained or repaired and workers could be exposed to hazardous energy. OSHA 29 CFR 1910.147 also requires a periodic inspection of each energy control procedure at least annually, to confirm the procedure and the standard are being followed. It must be performed by an authorised employee other than the ones using the procedure being inspected, and the employer must certify it, naming the machine or equipment, the date, the employees included and the inspector. In MapTrack, LOTO events can be logged against each asset, and the annual inspection can be set up as a scheduled service, so the person assigned gets an email reminder in the week before it falls due.

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Frequently asked questions

OSHA 29 CFR 1910.147 requires employers to establish an energy control programme that includes documented procedures for LOTO, employee training (authorised, affected and other employees), and periodic inspections of the energy control procedures at least annually. The standard requires that lockout or tagout devices be applied to energy-isolating devices to prevent unexpected energisation during servicing and maintenance.

An authorised employee is a person who locks out or tags out machines or equipment in order to perform servicing or maintenance. Authorised employees must receive training in the recognition of applicable hazardous energy sources, the type and magnitude of energy in the workplace, and the methods and means necessary for energy isolation and control. Only the authorised employees performing the servicing or maintenance may apply lockout or tagout devices, and each device is removed by the employee who applied it, unless that person is not available and the employer follows its documented procedure for removing it.

At least annually. OSHA 29 CFR 1910.147(c)(6) requires a periodic inspection of each energy control procedure, performed by an authorised employee other than the ones using the procedure being inspected, to check that the procedure and the standard are being followed and to correct any deviations. Where lockout is used, the inspection includes a review with each authorised employee of their responsibilities under the procedure; where tagout is used, the review also covers affected employees and the limits of tags. The employer must certify each inspection.

Lockout uses a physical locking device, such as a padlock, to hold an energy isolating device in a safe or off position. Tagout uses a prominent warning tag to show that the device must not be operated until the tag is removed. If a device can be locked out, OSHA 29 CFR 1910.147 requires lockout unless the employer can show that tagout gives full employee protection, which requires, among other things, fixing the tag where the lock would go, following every tagout provision of the standard and adding measures such as removing a circuit element or a valve handle. If it cannot be locked out, a tagout system is used.

Yes. This OSHA lockout tagout checklist is completely free to download and use. Enter your email and tick the box to receive occasional MapTrack updates, and the PDF downloads straight away, ready to print. For organisations managing LOTO across multiple facilities, MapTrack can run this checklist as a mobile form linked to each asset, and each completed form logs who submitted it and when and can be downloaded as a PDF.

Applicable regulatory standards

This template is a starting point. Check the current requirements that apply to your equipment, work and location. The template alone does not establish compliance.

  • 29 CFR Part 1910, Occupational Safety and Health Standards

    Edition: Current eCFR text, up to date as of 2026-10-22 (read 2026-10-26)

    The energy control program and procedures, the annual procedure inspection, and electrical deenergising and lockout work practices.

    • 1910.147: Lockout/tagout: energy control programme, written procedures, devices, training and periodic inspection for servicing and maintenance.
    • 1910.147(c)(6): Requires an inspection of each energy control procedure at least annually, recording the machine, date, employees included and the inspector.
    • 1910.333: Safety-related electrical work practices: deenergising, lockout and tagging, and working on or near exposed energised parts.

    US Occupational Safety and Health Administration (text via eCFR)

  • Control of Hazardous Energy: Lockout, Tagout and Alternative Methods

    Edition: ANSI/ASSP Z244.1-2024

    Voluntary national consensus standard on lockout, tagout and alternative methods, unless a regulation or contract calls it up.

    American Society of Safety Professionals (ASSP)Sold by the publisher

Each source was read at its publisher and the page checked on 26 October 2026. The publisher's current text is the authority.

OSHA Lockout Tagout (LOTO) Checklist preview

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<div style="max-width:480px;font-family:system-ui,-apple-system,'Segoe UI',Roboto,sans-serif;border:1px solid #E5E7EB;border-radius:12px;padding:20px;background:#ffffff;">
  <p style="font-size:12px;font-weight:700;letter-spacing:0.05em;text-transform:uppercase;color:#071D49;margin:0;">Free template</p>
  <p style="font-size:18px;font-weight:700;color:#071D49;margin:6px 0 0;">OSHA Lockout Tagout (LOTO) Checklist</p>
  <ul style="margin:12px 0 0;padding-left:18px;color:#374151;font-size:14px;line-height:1.6;">
    <li style="margin:4px 0;">Equipment details: machine name, asset number, location, energy types present (electrical, hydraulic, pneumatic, mechanical, chemical, thermal, gravitational).</li>
    <li style="margin:4px 0;">Authorised employee details: name, department, date, time.</li>
    <li style="margin:4px 0;">Preparation: notify all affected employees, review the specific LOTO procedure for this machine.</li>
    <li style="margin:4px 0;">Shutdown: orderly shutdown of the machine using normal operating controls.</li>
    <li style="margin:4px 0;">Isolation: identify and isolate all energy sources at their isolation points. Record each isolation point and the device used.</li>
    <li style="margin:4px 0;">Lockout/tagout application: apply personal lock and tag to each isolation device. Record lock numbers.</li>
  </ul>
  <p style="font-size:13px;color:#6B7280;margin:14px 0 0;padding-top:12px;border-top:1px solid #E5E7EB;">Free <a href="https://www.maptrack.com/templates/osha-lockout-tagout-checklist" style="color:#071D49;font-weight:600;text-decoration:none;">OSHA Lockout Tagout (LOTO) Checklist</a> by MapTrack</p>
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The MapTrack OSHA lockout tagout (LOTO) checklist contains 30 checks across 6 sections.

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MapTrack. (2026). OSHA Lockout Tagout (LOTO) Checklist [Checklist template]. Retrieved from https://www.maptrack.com/templates/osha-lockout-tagout-checklist

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