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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.

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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

Other documents

Residential Building Permit ApplicationMechanical / HVAC Changeout Permit ApplicationRe-Roof / Tear-Off Permit ApplicationPlumbing / Water Heater Permit Application

Requirements vary by jurisdiction. Always confirm final submittal requirements with the authority having jurisdiction before filing.