Document template
OSHA Lockout / Tagout Sheet
OSHA 29 CFR 1910.147 requires documented energy control before servicing equipment where unexpected startup could injure a worker. On residential and light-commercial jobs this most often means an electrical disconnect, a gas valve, or stored pressure in a refrigerant circuit.
Who uses it
HVAC service techs, electricians, plumbers and mechanical crews servicing energized or pressurized equipment.
What the generated document includes
- Authorized employee applying the locks
- Every energy source isolated — electrical, gas, hydraulic, pneumatic and stored energy
- Lockout devices applied and verification step
- Equipment, address and date for the job file
Mistakes that get it kicked back
- Listing the electrical disconnect but not stored energy such as capacitors or refrigerant pressure
- Letting a second tech work under someone else's lock instead of applying their own
- Skipping the verification step that confirms the equipment will not start
OSHA Lockout / Tagout Sheet by state
Requirements around this document change at the state line. Pick your state for the rules that apply to your license.
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Other documents
Requirements vary by jurisdiction. Always confirm final submittal requirements with the authority having jurisdiction before filing.