Equipment audit template 2026

1. Click ‘Get Form’ to open the equipment audit template in the editor.
2. Begin by filling out the machine/equipment inventory section. Enter the SHORT NAME, MANUFACTURER, MODEL, and SERIAL NUMBER(S) for each piece of equipment.
3. Specify the energy sources powering the machine. Fill in details such as Electrical Energy (Volts, Phase, AC or DC) and any additional energy types like Pneumatic or Thermal Energy.
4. Identify potential hazards by checking the relevant boxes for risks such as crushing injuries or electrical shocks.
5. List all energy isolating devices associated with the equipment. Include their type, location, and whether they are lockout capable.
6. Proceed to Step 2 where you will establish Lockout/Tagout procedures based on your previous entries. Follow prompts to detail shutdown procedures and verify isolation of energy sources.

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