Lockout-Tagout Procedure Audit Template

Audit lockout-tagout as it is performed on the floor. This template helps safety teams schedule periodic LOTO audits, observe a crew performing a lockout, work through a standard checklist, and record findings and corrective actions. Each audit becomes a dated record of what was checked and what needs to be fixed.

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Riverside Ops
LOTO Audits
Lockout-Tagout
Assets
Locations
Lockout-Tagout Procedure Audit3 scheduled · 1 failed this quarter MRJLTKList ViewNew audit
AskSearchFilterSortGroups (1)
Audit
Auditor
Audit Date
Findings
Scheduled(3)
Conveyor line 2 — Q1
TKTomas Kane
Mar 18
—
Boiler B-2 — Q1
TKTomas Kane
Mar 21
—
Passed(9)
Hydraulic press — Q1
DCDana Cole
Mar 04
None
Air compressor — Q1
DCDana Cole
Feb 26
Minor
Failed(1)
Packaging robot — Q1
TKTomas Kane
Feb 20
Major

How the Lockout-Tagout Procedure Audit Workflow Works

Schedule the audit

Create an audit with the Auditor, Audit Date, Location, and Equipment / Asset, and set the Status to Scheduled.

Conveyor line 2 — Q1Scheduled
AuditorTKTomas Kane
Audit DateMar 18, 2026
LocationRiverside Plant
Equipment / AssetConveyor line 2

Observe and check

Record the Employee / Crew Observed and work through the nine-item Audit Checklist, from the written procedure to lock removal.

LOTO Audit Checklist5 of 9
Written procedure available at machine
All energy sources isolated
Each worker applied their own lock
Zero-energy state verified
Locks removed by the person who applied them

Record findings and fixes

Set the Findings Level (None, Minor, or Major), mark the audit Passed or Failed, and log the Corrective Action with a Corrective Action Due date.

Packaging robot — Q1Failed
Findings LevelMajor
FindingsZero-energy check skipped
Corrective ActionRetrain crew B on verification
DueMar 06, 2026

Benefits of This Lockout-Tagout Procedure Audit Workflow

  • Consistent audits

    Every auditor checks the same items, including whether each affected worker applied their own lock and whether zero-energy state was verified.

  • Corrective actions have due dates

    Findings, Corrective Action, and Corrective Action Due sit on the audit record, so fixes are tracked alongside what was found.

  • An audit history you can show

    Each audit keeps its checklist, notes, and Photos / Attachments, giving you a record for internal reviews and inspections.

What’s Included in This Workflow

Audit records

One card per audit, with Audit Title, Status, Findings Level, Auditor, Audit Date, Employee / Crew Observed, Findings, and Corrective Action fields.

  • Findings Level
  • Auditor
  • Employee / Crew Observed
  • Corrective Action

LOTO Audit Checklist

Nine checkbox items covering written procedures, energy isolation, lock and tag application, verification, and lock removal, plus an Auditor notes field.

  • 9 checklist items
  • Auditor notes

Status views

A List View and Status Board organized by Scheduled, In Progress, Passed, and Failed.

  • Scheduled
  • In Progress
  • Passed
  • Failed

Customize the Workflow for Your Team

Edit the checklist to match your written energy control program, or add items for specific equipment types. Connect the Lockout-Tagout Audited, Equipment / Asset, and Location fields to your existing Lockout-Tagout, Assets, and Locations workspaces so each audit links to the records it reviewed. Coast AI can add recurring audit schedules, a view of open corrective actions, or a notification when an audit fails.

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FAQs About Lockout-Tagout Procedure Audit

What happens when I add this workflow to Coast?

Coast creates a Lockout-Tagout Procedure Audit workspace with audit fields, the nine-item LOTO Audit Checklist, Status options for Scheduled, In Progress, Passed, and Failed, and list and board views.

How can Coast AI help with this workflow?

Coast AI can adjust the checklist, set up automations, and answer questions such as which audits had Major findings this year.

How is this different from the Lockout-Tagout workflow?

The Lockout-Tagout workflow records each lockout. This workflow audits whether lockouts are being done correctly. Connect the Lockout-Tagout Audited field to your Lockout-Tagout workspace to link each audit to the lockout record that was reviewed.

Can I import past audit records?

Yes. Import past audits from a spreadsheet, or ask Coast AI to help map your existing columns.

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