Run consistent audits to confirm lockout tagout procedures are current and followed correctly in the field. This template helps safety, maintenance, facilities, and operations teams review isolation practices, document findings, and assign corrective actions. It replaces paper checklists and scattered audit records with a clear history in Coast.

How the Lockout Tagout Procedure Audit Works

• Plan the Audit

  Set the audit date, location, equipment, procedure, auditor, and employees involved. Use a recurring schedule so required reviews are not missed.

• Observe the Procedure

  Watch the isolation process and compare each step against the approved procedure. Record whether energy sources, shutdown steps, locks, tags, and verification checks are handled correctly.

• Resolve Findings

  Document gaps, assign corrective actions, and set due dates. Update the related procedure or training record when the audit identifies a change that is needed.

Benefits of This Lockout Tagout Procedure Audit

• Standardize Audit Reviews

  Give every auditor the same checklist and scoring method so reviews are consistent across equipment, locations, and teams.

• Keep Procedures Current

  Identify outdated steps, missing energy sources, unclear instructions, or changes to equipment before they create a safety risk.

• Track Corrective Actions

  Keep findings, owners, due dates, evidence, and completion status together so issues do not disappear after the audit.

What’s Included in This Workflow

• Procedure Audit Workspace

  Schedule audits and record the equipment, location, procedure reviewed, auditor, results, notes, and supporting evidence.

• Standard Audit Checklist

  Review procedure accuracy, employee execution, isolation points, stored energy controls, verification steps, hardware use, and required PPE.

• Findings and Action Tracking

  Record deficiencies, assign owners, set due dates, and monitor corrective work until each finding is closed.

Customize the Workflow for Your Team

Change checklist items, scoring rules, audit frequency, statuses, evidence requirements, and approval steps. Create views for upcoming audits, failed checks, overdue actions, specific locations, or assigned auditors. Connect the audit to the procedure library, employee training, hardware register, inspections, and corrective action processes.

Frequently Asked Questions

What happens when I add this workflow to Coast?

Coast creates a Lockout Tagout Procedure Audit workspace with recommended fields, checklist items, statuses, and views. Schedule each audit, link the procedure being reviewed, document findings, and track corrective actions through completion.

How can Coast AI help with this audit?

Coast AI can help build and customize the audit checklist, summarize findings, and answer questions using audit and procedure information stored in Coast. Teams can also capture observations and evidence through photos or voice input.

Can I customize the audit?

Yes. Change the checklist, scoring method, review frequency, statuses, responsibilities, approval steps, and required evidence. Coast AI can also help tailor the audit and build related follow up processes.

Can I link the audit to equipment and procedures?

Yes. Link each audit to the relevant equipment record and approved lockout tagout procedure. This keeps the audit history, findings, revisions, and corrective actions tied to the item that was reviewed.