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Control of Hazardous Energy Sources checklist

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You can conduct this checklist for free on the Checkbuster platform. You can use a lap-top, PC or the free inspection App

General Energy Control

  • The program does require that all hazardous energy sources be isolated, locked or tagged, and otherwise disabled before anyone performs any activity where the unexpected energization, startup, or release of stored energy could occur and cause injury.
  • Procedures have been developed, documented, and implemented for the control of hazardous energy when working with such equipment.
  • The procedures do clearly outline the scope, purpose, responsibility, authorization, rules, and techniques to be applied to the control of hazardous energy, and measures to enforce compliance.
  • Procedures do exist for shutting down, isolating, blocking, and securing (locks and tags) energy.
  • Procedures do exist and someone is assigned responsibility for removing and transferring locks and tags..
  • Requirements do exist for testing a machine or equipment to determine and verify the effectiveness of lockout/tagout and other energy control measures.

Protective Materials and Hardware

  • Locks, tags, chains, adapter pins, or other hardware are available for securing or blocking energy sources.
  • These devices are durable and substantial.
  • These devices are standardized in either color, shape, size, or format.
  • These devices do have a provision for identifying the person applying the device.
  • Tagout devices or danger tags do warn against hazardous conditions if the equipment is re-energized.


  • Inspections are conducted at least annually by an authorized person (other than the ones using the energy control procedures) to ensure control procedures are being implemented.
  • Each inspection is certified by identifying the machine or equipment on which the energy control procedure was being used, the date of the inspection, the people included in the inspection, and the person performing the inspection.

Training and Communication

  • Training is provided and documented to ensure that (a) the purpose and function of the energy control procedures are understood, and (b) the knowledge and skills required for the safe application and removal of energy controls are acquired.
  • This training is repeated periodically when changes or deviations occur in the energy control procedure.

Energy-Isolating Devices

  • All energy-isolating devices are operated only by authorized persons or under the direct supervision of an authorized person.

Notification of Employees

  • All employees are notified of the application and removal of lockout and tagout controls whenever such controls directly affect their work activities.

Application of Control

  • The application of energy control does follow the sequence listed below: a. Machine or equipment shutdown by authorized personnel b. Machine or equipment isolation: all energy-isolating devices that are needed shall be located and operated in a manner that isolates the machine or equipment from the energy source(s).
  • The application of energy control does follow: c. Lockout and tagout device application: 1. Lockout devices shall be affixed in a manner that will hold the energy-isolating device in a safe or off position.
  • The application of energy control does follow: c. Lockout and tagout device application: 2. Tagout devices shall be affixed in a manner that clearly indicates that the operation or movement of energy isolating devices from the safe or off position is prohibited. 3. If a tag cannot be affixed directly to the energy isolating device, the tag shall be located as close as safely possible to the device, in a position that will be immediately obvious to anyone operating the device.
  • The application of energy control does follow the sequence listed below: d. Stored energy: following the application of lockout and tagout devices, all hazardous, stored, or residual energy shall be relieved, disconnected, restrained, or otherwise rendered safe. e. Verification of isolation: before starting work on the isolated equipment or process, an authorized person must verify that isolation and de-energization of the machine or equipment has been accomplished.
  • The work area has been inspected before the removal of lockout and tagout devices.
  • The lockout and tagout device has been removed by the person who put it on.
  • Outside servicing personnel are informed of the lockout and tagout procedures before equipment is serviced.