Was a Pre-Job Risk Assessment (EHS Survey / Project Safety Tailgate Meeting) conducted? Is the form properly filled and available onsite?

Have all involved Service Engineers (SE) and Contractors (if applicable) participated in the EHS Survey/ Tailgate Meeting?

Does the SE know what to do in the event of an emergency situation (evacuation routes, muster points, fire extinguisher use, etc.)?

Does the SE know the onsite emergency phone number?

Does the SE know who the emergency contact is?

Has the SE identified an emergency communication plan and are they familiar with it?

Has the SE verified the functionality of the communication devices? (e.g. cellular phone, two-way radio, etc...)

Does the SE know where the nearest medical facility is?

Did the SE receive/ inquire about any site specific procedures? (e.g. required work permits, site safety orientation)

Can the SE demonstrate access to (M)SDSs?

Are the (M)SDSs of the products/chemicals being used readily available?

Are the products/chemical being stored in appropriate containers and properly labeled?

Can the SE demonstrate access to the Vertiv-company safety and environmental manual?

Is the SE familiar with the Company work / rest notification rule?

If the Service Division has established a maximum safe lifting limit, did the SE understand and conform to the policy limit?


Has the SE received technical training related to the unit/equipment he is working on?

Has the SE received Arc Flash/Electrical Safety (NFPA70E) training?

Has SE received Back Safety Training?

Has the SE received Blood Borne Pathogens training?

Has the SE been offered the Hepatitis B Vaccination?

Has the SE received Classes of Fire Extinguisher?

Has the SE received Confined Space Training?

Is the Service Engineer (SE) certified in First Aid, CPR and AED? ​
First Aid Expiration Date________ CPR Expiration Date________

Has SE received Defensive Driving / Drive Safe/ AlertDriving Training?

Has the SE received Fall Protection training?

Has the SE received Fire Prevention and Hot Work training?

Has SE received Hazard Communication training?

Has the SE received LOTO training?

Has the SE received PPE training?


Any conditions that present hazards at the jobsite (combustible material stored, asbestos, hydrogen sulfide, lead, heat etc.), have been accounted for?

Is there sufficient ventilation on site to carry out the work being performed (e.g. generator testing, load banks, hot work, etc.)?

Does the SE understand his responsibilities in case of emergencies?

Is the work site clean of trash, and maintained in an orderly manner?

Have unsafe conditions been communicated to the Customer and conditions resolved before work begins?

Is SE familiar with the company’s Stop Work Authority policy or procedure?

Is the SE familiar with the installed fire suppression system and it’s operations? (e.g. Halon, FM 200, etc.)


Does the SE have company approved safety glasses? ​

Does the SE have company issued hard hat? ​

Is the SE wearing appropriate safety/work shoes?

Is the SE conforming to customer’s required specific PPE requirements and the task the SE is performing?

Does the SE have the appropriate PPE for the task being performed (electrolyte work, hot work, refrigerant, brazing/cutting, generator testing, batteries, etc.)?

Does the SE have the Arc Flash Rated work gloves? Does the SE know when it is appropriate to use them?

Has the SE demonstrated the proper inspection technique for electrical gloves and sleeves?

Are electrical gloves stored properly (flat/ unfolded and segregated from leather protectors and other PPE)?

Are voltage insulating gloves marked with the current testing and or date placed in service? (6 months from test or service date)

Does the SE have two pairs of insulating gloves?

Are voltage insulating sleeves marked with the current testing, MFG and or date placed in service?

Are Electrical Sleeves stored unfolded and separate from other PPE?

Does the SE have all required Arc Flash ATPV cal/cm2 (Westex label) clothing and are they wearing the appropriate Arc Flash ATPV cal/cm2 for all tasks? ​

Is all required Arc Flash ATPV cal/cm2 clothing free of holes, damage and significant wear?

Does the SE have Arc rated face shield and is it in good condition, free of cracks and significant scratches, and stored in protective bag?

Does the SE have the appropriate hearing protection for the task?

Does the SE have a current First Aid Kit? (Verify eye saline expiration date)


Is the SE trained in the proper use and authorized to use fall protection equipment?

Has the fall protection been inspected prior to use?

Has a competent person completed an annual documented inspection on the fall protection equipment?

Is the fall protection free from damage/defects, and stored per manufacturer requirements?

Does the SE have the proper fall protection system when working over 4 feet (1.2 m)? (i.e. Fall Arrest, Fall Restraint)


If job-required, has the SE obtained a Hot Work Permit?

If hot work is required, did another Person perform the Fire Watch duties?

Did the Fire Watch attend their post for the required amount of time after hot work was completed?


Is the SE qualified to perform electrical work?

Has the SE removed all jewelry prior to beginning work?

Are prescription safety glasses non-conductive?

Does the SE know and understand the significance of the Approach Boundaries?

If required, has the safe work boundary been delineated using a safety barricade or tape?

Has the SE coordinated with the customer to perform LOTO?

Have stored energy sources (capacitors, batteries, springs, charging mechanisms, etc.) been properly discharged, blocked or released?​

Have all energy sources (electrical & mechanical) been locked out and tagged?

When removing or installing panels on equipment, is correct PPE being used?

Require a demonstration of LOTO…did SE perform the procedure correctly?

Is all electrical test equipment calibrated and within current calibration date requirements?

Require a demonstration of "Live - Dead - Live", and was the demonstration preformed correctly?

Is the Insulated Blanket/ Shielding in good condition, properly stored, and in certification (if applicable)?

Are extension cords and electrical portable hand tool cords in good condition and properly rated?

Does the SE have a Ground Fault Circuit Interrupter (GFCI)?

Has SE requested a current One Line diagram for the electrical distribution, from the Customer?

Does SE have a company issued Lockout/Tagout Kit?

Is the appropriate company approved test equipment being used for the task (e.g. probes, meters, short tip, etc…)?

Does the SE only have required company issued/approved insulated tools?

Are all insulated tools in good condition and free of nicks and unmodified?

Are flashlights used in the workplace conforming with electrical safety best practices (nonconductive) and provided by the company?


Have ladders been visually inspected prior to each use and are they in good condition, free of damage, defects, and repairs?

Are all SE ladders fiberglass and ANSI rated 1A (300 lbs/137 Kg) or 1AA (375 lbs/170 Kg)? OR
EN Class 131(150 Kg / 330 lbs), or Class 1 (175 Kg/385 lbs) maximum or Country specific standard?

If in use, have extension ladders been positioned so that the ratio of ladder height to distance from the wall / building is no greater than 4:1? ​


Does the SE have a valid Driver's license?

Does the SE have a current vehicle registration?

Does the SE have a current insurance and accident reporting documents?

If applicable, are vehicle inspection records up to date?


Is vehicle exterior clean and undamaged?

Is the windshield in good condition (no cracks, stars)?

Vehicle not leaking fluids (water, oil, antifreeze, fuel, etc.)?

All exterior lights functional?

Outside mirrors attached and adjustable?

Are tires in good condition?


Is vehicle interior clean, organized and undamaged?

Are dashboard gauges functioning and warning lights out?

Does vehicle’s horn sound?

Are all interior lights functioning?

Is the vehicle safety shield/cage installed and all required materials stored behind?

If compressed gas cylinders are present, are they properly secured?

Are seat belts and rear view mirror in good condition?


If required, is vehicle equipped with an appropriate Fire Extinguisher?

If yes to A, is the inspection record complete and current?

If permitted (or required) by local law, does the SE have a hands free device?

If required, is the vehicle equipped with Reflective Safety Triangles or other equipment as required by local law?


Is the SE wearing goggles during spray or brush cleaning of coils either dry, or when using water or chemicals?

No spraying or brushing is allowed without goggles…NO exceptions.

Are the required flares, fire extinguishers, and roadway triangles in the vehicle?

Are the Red (acid) and Blue (base) chemicals segregated in vehicle?

Acids (red) and Bases (blue) are reactive. Store in different parts of the truck.

Is the SE wearing #3 or #5 shade goggles when brazing or cutting metal?

Ask the associate which shades are required for soldering (3), brazing (3), or torch cutting (5). They must know the difference between No 3 and No 5 shades, and know when to use them.

Does the SE have an Oxygen/ Acetylene Rig?

The Oxygen/ Acetylene rigs will be either blue or green.

Are the Oxygen and Acetylene rig equipped with flashback arrestors and check valves?

Have the Associate show you…the check valves must be installed at the torch end of the rig and flashback arrestor should be installed at the cylinder or regulator.

Has the SE completed their quarterly Compressed Gas Cylinder Inspection form?


Is the SE aware of Vertiv Services policy about transporting batteries in their vehicle?

The SE should indicate that they are not permitted to transport batteries in their vehicle unless the site is unmanned and this has been approved by Safety. They must also have the battery securing device.

Require the Associate to demonstrate how to use the battery securing device. Did they demonstrate correctly?

Is the SE wearing the appropriate PPE for VLA Battery Work? (e.g. specific gravity readings, watering batteries)

Associates must wear Vertiv standard battery gear when working on all wet cells. This includes goggles, battery face shield, orange arc flash acid apron, rubber insulating gloves and leather protectors.

Are SEs and Battery Specialists wearing Rubber Insulated Gloves and Leather Protectors when making connection?

All battery work is energized. Associates must use insulating gloves and leather protectors at all times. When using tools, they must also wear the balaclava, arc flash coveralls, and arc flash face shield.

Is the SE verifying zero voltage each time before making a battery connection?

Have the Associate show you how they verify the string is not connected elsewhere. They must verify Zero volts before making any battery connection.


Did the Associate check TKO to determine if there is a CoHE procedure?

Did the Associate use the Hazardous Energy Reference Tables (HERT)?

Were all CoHE and HERT documents accurate? If no, explain.


Does the SE have a Drug Screening Kit (Medtox Kit) in their Vehicle?

The SE has NOT received a moving vehicle violation in the last 12 months?

If they had a moving vehicle violation in the last 12 months, did they report it to their direct Manager?

If they had a clean driving record, mark "N/A"

Is the telematics functioning?


Respirators are NOT issued to Associates unless they are an Emergency Egress Respirator. This would be a cutomer requirement, the safety department must be notified.

Are respirators maintained in a sanitary condition?

Ask the associate if they have a respirator. If they haven’t been issued that respirator from Corporate Safety…it must be confiscated…we do not permit voluntary use of respirators (except dust masks…see below). If issued, have them show you the respirator. It should be in a re-sealable bag. If they are using Filtering Face piece Respirators (i.e. Dust Masks) on a voluntary basis, they must have a copy of Appendix D of the OSHA respiratory standard with them at all times. Contact Safety Dept for assistance

Is the SE able to demonstrate the proper pre-use inspection procedure?

Have them demonstrate their pre-use inspection. Check all rubber fittings. Check seals, if half or full face, perform negative pressure test with no cartridges applied. Have them explain why they check the respirator. The SE must be clean shaven while wearing a respirator.

Are the unused detachable cartridges in a sealed bag?

Any detachable cartridge not in its original sealed wrapping is considered to be used

Are the detachable cartridges disposed of after use?

Did Associate perform negative and positive pressure test correctly?

Have SE demonstrate seal check.








COMPLIANT- All requirements are being met.

MINOR NON COMPLIANCE- Some requirements are not being met – work is still performed safely.

MAJOR NON COMPLIANCE - Significant issues not addressed or repeated non-compliance, work must not proceed until resolved.

Is follow up necessary? If YES by whom?

Auditor Signature
SE Signature
Service Manager
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.