Safe isolation of machinery: pocket checklist

Use this pocket checklist to reduce or eliminate the risk of serious injury and death by locking out and tagging machinery and equipment (plant) for maintenance and non-production activities.

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What it contains

Every year, people are seriously injured or killed when they come into contact with moving parts of machinery or equipment (plant) while conducting maintenance or non-production activities. These accidents can be reduced or eliminated through the correct process of isolating, locking out and tagging. This document is a pocket checklist for workplaces to use each time they must isolate machinery and equipment for maintenance and non-production activities. It includes:

  • preparing for isolation
  • shutting down equipment
  • isolating energy sources
  • testing for zero energy
  • considering shift and crew changes
  • reactivating isolated equipment