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

Did the Service Engineer (SE) receive instructions regarding evacuation in the event of an emergency

Does the SE understand his responsibilities in case of fire?

Does the SE know the onsite emergency phone number?

Does the SE know who the emergency contact is?

Does the SE know where the nearest hospital or burn center is?

If required by the Customer, did the SE use a Method of Procedure?

If provided by the customer, did the SE attend site-specific safety training?

Are (M)SDSs available for the materials being used on site?

Is there an ENP-company safety and environmental manual available on site?

Is the SE familiar with the Company work / rest notification rule? How many hours will be onsite_____ How many hours travel time______


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

Is the SE’s carrying their current First Aid and CPR card, if required?

Has the SE received Blood Borne Pathogens training? Training Date__________

Has the SE received PPE training? Training Date_________

Has the SE received Fall Protection training? Training Date_________

Has the SE received LOTO training? Training Date_________

Has the SE received Arc Flash Training? Training Date__________

Has the SE received Confined Space Training? Training Date__________

Has the SE received Electrical Safety? Training Date__________

Has the SE received Fire Extinguisher? ​
Fire Extinguisher Training Date________

Has the SE received Fire Prevengtion training? Fire Prevention Training Date_________

Has SE received Hazard Communication Training?
Hazard Communication Training Date__________

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

Has SE received Back Safety Training?
Back Safety Training Training Date_________


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

Is sufficient drinking water available?

Are chemicals/combustible liquids identified and stored properly?


Does the Service Engineer (SE) have company issued hard hat and
safety glasses as required? ​

Is the SE wearing appropriate safety/work shoes?

Is the SE conforming to customer’s required specific PPE requirements?

Does the SE have an acid faceshield and apron, if required?

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

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

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

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

Are Electrical Sleeves stored unfolded and separate from other PPE?

Does the SE have all required Arc Flash ATPV cal/cm2 (Westex labeled for current orders) 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 arc rated hearing protection?

Do 3rd Party Service Providers working for our company have appropriate
PPE including arc flash protection? ​


If work in areas requiring fall protection are identified as a job requirement,
is the Service Engineer (SE) authorized to wear fall protection?​

If the work being performed requires fall protection, is the equipment available,has it been inspected prior to use, and is it being used correctly?

Does the SE’s use retractable fall protection systems when working over 4 feet (1.2 m)?


If job-required, has the Services Engineer (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 at least 60 minutes after hot work?


Has the Service Engineer (SE) removed all jewelry before working on
energized equipment? ​

Does the SE know what the Arc Flash, Limited Approach, Restricted Approach
and Prohibited Approach Boundaries are for the task and do they understand their significance?

Has the CE calculated and or selected the correct safe work boundary (limited or arc flash)?

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, moving machinery parts,
hydraulic systems, etc.) been properly discharged, blocked or released?​

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

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

Has the SE tested the circuit / component being worked on to verify that it is at a zero energy
state (de-energized) using a company approved voltage detector?​​​

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?

Are electrical panels covered when not being worked on?

Is the SE using insulated battery mats if required?

Are extension 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?

Unless long tip probes are permitted by the business unit, are only
short tip multimeter probes available for use?​

Does the SE only have required company issued insulated tools?

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


Have ladders been visually inspected prior to each use and are they in good condition?

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?

Are customer ladders to be used by the SE, properly rated for electrical use / load and in good condition free of damage, defects and repairs.

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? ​


Proper Lifting – Back Straight; tested weight of unknown object before attempting to lift; No twisting at the hips; Lifting with Legs & buttocks; Feet offset for stability; Hug load to body.

Did the Service Engineer (SE) create a “clear path” before lift and carry?

When the SE transports their equipment to the job site are they limiting the weight and distance they carry or are they using material handling devices?

Has the SE reduced the stresses of overhead work by reducing the duration of time, weight and effort?

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


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 and undamaged?

Are dashboard gauges functioning and warning lights out?

Does vehicle’s horn sound?

Are all interior lights functioning?

Are the insurance, registration, and accident report forms, drivers license current and readily available?

If applicable, are vehicle inspection records up to date?

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 monthly inspection record complete?

Is the first aid kit completely stocked with required, unexpired supplies?

Is there a flashlight in the vehicle or in the SE’s toolkit?

Are flashlights used in the workplace conforming with electrical safety best practices (arc rated, non conductive) and provided by the company?

Does the Service Engineer (SE) have a current First Aid Kit?

If required, is the vehicle equipped with Reflective Safety Triangles?








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, 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.