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Lockout Tagout Isolation Permit Template

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Document: Lockout Tagout Isolation Permit

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Version 1 • Last updated 7/27/2026

LOCKOUT TAGOUT ISOLATION PERMIT

Permit Number: [PERMIT-NUMBER] Date of Issue: [DATE-OF-ISSUE] Time of Issue: [TIME-OF-ISSUE] Valid Until: [DATE-EXPIRY] @ [TIME-EXPIRY]

1. JOB DETAILS

Company Name: [COMPANY-NAME] Site Location: [SITE-ADDRESS] Work Area/Zone: [WORK-AREA]

Description of Work to be Done: [DESCRIPTION-OF-WORK]

2. EQUIPMENT DETAILS

Equipment ID/Tag Number: [EQUIPMENT-ID] Equipment Name/Description: [EQUIPMENT-NAME]

Hazardous Energy Sources Identified (Tick all that apply):

  • Electrical (Voltage: [VOLTAGE]V)
  • Hydraulic
  • Pneumatic
  • Mechanical (Kinetic)
  • Chemical
  • Thermal (Steam/Hot Water)
  • Gravity (Raised loads)
  • Other: [OTHER-ENERGY]

3. AUTHORIZATION

I hereby authorize the isolation of the above equipment for the described work.

Authorized Person (Manager/Supervisor): ________________________ Signature: ________________________ Time: [AUTH-TIME]

4. ISOLATION PROCEDURE

A. Shutdown

Equipment has been shut down normally by: [SHUTDOWN-PERSON-NAME] Time: [SHUTDOWN-TIME]

B. Isolation Points

Energy SourceIsolation Point DescriptionIsolation Method (Switch/Valve/etc)Isolated ByTime
[ENERGY-1][ISOLATION-POINT-1][METHOD-1][NAME-1][ISO-TIME-1]
[ENERGY-2][ISOLATION-POINT-2][METHOD-2][NAME-2][ISO-TIME-2]

C. Lockout / Tagout

Lockout Number: [LOCK-ID] Tag Number: [TAG-ID] Lock Applied By: [LOCK-APPLIER-NAME] Signature: ________________________

D. Verification (Zero Energy Check)

I have verified that all energy sources are isolated and zero energy exists.

  • Attempted to start equipment (Failed to start - SAFE)
  • Measured voltage at test points (0V)
  • Bled pressure lines to 0 PSI
  • Dissipated stored energy
  • Mechanical blocks installed

Verified By: [VERIFIER-NAME] Signature: ________________________ Time: [VERIFY-TIME]

5. WORKER SIGN ON

NameTrade/RoleSignatureTime OnTime Off
[WORKER-1][ROLE-1][TIME-ON-1][TIME-OFF-1]
[WORKER-2][ROLE-2][TIME-ON-2][TIME-OFF-2]

6. EXTENSIONS

Request for Extension: Reason for Extension: [REASON] New Expiry Time: [NEW-EXPIRY-TIME] Authorized By: ________________________ Time: [EXTENSION-TIME]

7. COMPLETION & HANDOVER

I certify that the work described in Section 1 is complete.

  • All tools and equipment have been removed.
  • All safety guards have been replaced.
  • All workers are clear of the machinery.
  • Non-essential personnel have left the area.

Work Completed By: [COMPLETER-NAME] Signature: ________________________ Time: [COMPLETE-TIME]

8. REMOVAL OF ISOLATION

I certify that I am removing the locks and tags listed in Section 4.

Locks/Tags Removed By: [REMOVER-NAME] Signature: ________________________ Time: [REMOVAL-TIME]

Authorizing Person (Sign Off): ________________________ Time: [FINAL-SIGNOFF-TIME]


Permit Status: [ ] COMPLETE - [ ] CANCELLED

Note: This permit must be displayed at the work site at all times.

Use in GeneratorView Guide

About this Template

Part of the Lockout Tagout Isolation Permit document collection

Document Type

Lockout Tagout Isolation Permit

A formal document used to control hazardous energy sources during maintenance or servicing of machinery and plant to ensure worker safety.

Complexity

moderate

Format

form