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

Discuss this with the Associate…ask them what boxes they checked and why. You make the determination if they missed something. Are there hazards or potential hazards they missed? If so, ask them why they did not believe it was an issue. Help them ‘open up their eyes’ to all potential hazards.

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

Ask them…” what they would do right now if an alarm went off? Where would you go” Ask what the customer expects from them if an emergency occurs that is 1) associated with their work, and 2) not associated with their work.

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?

Ask them where the SDSs are located on site. Make them show you…they must be able to demonstrate how to find an SDS (using MSDS Online, etc.).

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

The Answer is always ‘Yes.” Make sure they know how to find it.

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

Have them explain the rule to you. They must call their manager if the job length exceeds the rule. Make sure they understand that their manager determines if they are allowed to work past the rule max, NOT them.


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_________

Ask them to explain what they learned. What PPE are they wearing for the tasks they are performing this day? Evaluate and comment if you agree and disagree.

Has the SE received Fall Protection training? Training Date_________

Ask them to tell you when it is acceptable to work on Elevated Lift devices or in confined spaces as long as they use a Fall Protection Harness?

Has the SE received LOTO training? Training Date_________

Ask them about the training…what did they learn?

Has the SE received Arc Flash Training? Training Date__________

Have them explain the difference between and arc flash boundary and limited approach boundary. How do they determine which is the appropriate boundary for their work?

Has the SE received Confined Space Training? Training Date__________

Ask them when it is acceptable to work in a permit required confined space? Ask what they should do if the equipment appears to be located in a confined space? They should answer that they need to stop work and contact their manager.

Has the SE received Electrical Safety? Training Date__________

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

Do they know what the acronym “PASS” means? Have them tell you…it’s Pull, Aim, Squeeze and Sweep

Has the SE received Fire Prevention 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 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?


Inspect their PPE bag. Do they have all necessary PPE? Anything damaged? The ONLY items allowed in their PPE bag are LOTO locks and tags, issued PPE, and their first aid kit. Sleeves should be in the bottom of the bag wrapped in or overlain by the arc flash coveralls, and the arc flash face shield attached to the hardhat (inside of the protective bag) on top. Safety Glasses should be in their protective case in a side pocket.

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

Did they inspect their hard hat before using it? Have them show you how they do this. Did they clean their safety glasses? Are they scratched and need replacing?

Is the SE wearing appropriate safety/work shoes?

Have they procured a pair of company standard shoes? Look the shoes over…do they have signs of significant wear? If so, replace them.

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

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

If the associate is doing any wet cell work, they need to wear theses PPE. If they don’t have them, or don’t understand when to wear them…they need to be coached. Ask them what tasks they wear the orange arc flash apron for and why? Ask them if they still have the green chemical apron. If yes, confiscate it.

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

Have them demonstrate how to perform the flip rollup test. Do not allow them to do the twist test…it damages the gloves. See if they inspect the fingers, cuff, etc. .

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

Take a picture for your records

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

Take a picture for your records

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

Are gloves stored in their protective bag…FLAT with nothing else in the bag? Do they have appropriate length bags for gloves? If not, get them a new glove bag

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?

Do they have a balaclava? Does it appear that they have ever worn it? Ask them when they must wear their balaclava. Have them demonstrate how they inspect their Coveralls. Ask them if the coveralls they are wearing have been in an arc flash situation (which you should already know about). If so, replace the coveralls.

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?

Inspect the shield…is it scratched? If so, replace it.

Does the SE have arc rated hearing protection?

Ask them when they are supposed to wear the hearing protection. ANSWER – whenever they are within the arc flash protection boundary, or when the customer’s site is noisy, such that they have to raise their voice beyond normal speaking volume to talk to anyone.

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

If not, STOP them and ask why. Communicate this immediately to your manager and Safety. Ask them…” when they are supposed to wear the Arc Flash PPE?” When are you allowed to take them off?”


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

If they answer yes, you likely have a problem. Stop and ask them who authorized them 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?

If applicable, ask them to show you how they inspect their fall protection

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

If they are working on top of equipment, ask them how they are assuring that they won’t fall off? Do they have a spotter? If not, why not?


If job-required, has the Services Engineer (SE) obtained a Hot Work Permit?

Any metal welding, grinding, soldering, or brazing? If so, review the permit with the SE. Ask them about their assumptions. Have they removed all combustible items from a 10-foot (3 m) vicinity of the hot work area, and flammables at least 30 feet (9 m)? Have they covered / draped items that cannot be removed?

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

This IS required if hot work is preformed. Ask the fire watch SE what training they have had. They must answer Fire Extinguisher training

Did the Fire Watch attend their post for at least 60 minutes after hot work?

Ask them how long they must remain at the fire watch after the end of the hot work. Answer…either 60 minutes or longer if the customer requires it.


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

Look for rings, bracelets, watches, necklaces, ear rings, wallet chains, key carabiners, etc.

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?

Ask the Service Engineer what arc flash and electrical protection is required. If they are uncertain, ask them where they would find this out? Liebert Only – TKO…entering 60 hz link, look for “ARC Flash Flow Charts.” The charts determine the correct PPE for various scenarios.

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?​

Ask the associate how they know the system has been de-energized. Where did they go to identify all sources of energy?

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

Ask the associate to show you the locks and tags on all lockout points. Ask them…” how do they know that all sources of energy have been isolated…What they are doing today that requires LOTO?” FYI – red flag if they state NA. Liebert ONLY - CoHE procedures exist for almost all tasks. Ask them to show you where the CoHE instruction is for their task. Ask them what a Liebert HERT chart is, and how it is used to verify de-energized state. Have them show you the Liebert HERT table for the specific task being performed.

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

Almost all work requires some form of CoHE. Verify that the CoHE steps were followed.

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?​​​

Review the meter. Make sure that it is a Class III or Class IV meter.

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

Check calibration date. Take a photo of the calibration date for your records.

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?

Determine if the associate inspects the extension cord prior to use. They should demonstrate that 1) the grounding pin is present, 2) the insulation is not compromised, and 3) the cord is free from kinks and creases.

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?

If yes, ask if the Service Engineer discussed the One Line with the customer…have there been any changes since the One Line was created. This is critical in determining the proper arc flash protection (see flow charts discussion below).

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

Answer must be Yes or NA

Does the SE only have required company issued insulated tools?

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

Did the associate inspect their tools prior to use? Tools must not have any nicks, cuts, or peeled back insulation. If so, confiscate the tool and order replacements.


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

Have them demonstrate how they evaluate issued or borrowed ladders before use. They should inspect rungs, stabilizers, rubber foot assemblies for damage.

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?

Ask the SE to show you how they know the ladder meets ENP requirements.

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? ​

Extension ladders are unstable if their angle is greater or lesser than 4:1. Ask the SE to explain how to properly set up the ladder.


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.

It is key that the associate lift properly. All of the above conditions must be met to assure a safe lift every time they lift any weight above 2.2 pounds (1 Kg).

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

A clear path allows Service Engineers to keep load in front of them, and keep balance.

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 SEs are working with hands above their shoulders, their elbows will rise up away from their body. This creates stress on shoulder and upper back. This should be avoided. If they cannot avoid, break this activity up…do a little over shoulder or over head work, then stop and do something else to allow muscles to rest

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

If applicable, ask them to tell you the company’s maximum safe lifting limit. Ask them what they would do if they believe that the load they need to lift is greater than the company’s policy limit.


Report all damage to Fleet manager. Fill out an accident report for all damages and submit to Corp Safety​

Is vehicle exterior clean and undamaged?

Check all exterior surfaces for dents, scratches, etc...

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

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

All exterior lights functional?

Have them demonstrate all functions…verify that all lights are working correctly.

Outside mirrors attached and adjustable?

Are tires in good condition?


Is vehicle interior clean and undamaged?

The vehicle should be in a condition that you would allow a customer to ride in.

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?

Auditors MUST verify that all paperwork is in the vehicle, and that all paperwork is up to date.

If applicable, are vehicle inspection records up to date?

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

Make sure that no objects are in front of the cage (van only). The vehicle may not be used if the cage is not properly installed.

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?

Ask them if they are required to perform any type of inspection? If so, how often? Do they document it? The answer is …monthly inspections are required. Ask them what they inspect? Answer – pin is in place, pressure arrow is in “green” region. Inspect the log…it must be completed monthly.

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?

This should be in the PPE bag. Ask to see it – has it been opened? Inspect the contents…have expiration dates passed? If not, get them a new kit or appropriate refills. Do they have a drug test kit? Does the old kit have the yellow DHL shipping bag? If so, order a new kit.

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


Are Cooling SEs 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.

Required flares, fire extinguishers, and roadway triangles in vehicle?

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

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

Associate 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.


Are SEs and Battery Specialists wearing gloves 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 face shield.

Associate checking for zero voltage each time before making connection?

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

Associate wearing goggles when taking hydrometer readings?

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

Associate wearing new orange arc flash apron for potential exposure to acid?

Ask them what tasks they wear the orange arc flash apron for and why? Ask them if they still have the green chemical apron. If yes, confiscate it.

Associate wearing chemical face shield (not arc flash) when working with electrolyte (acid)?


Respirators are NOT issued to associates unless Egress Respirators (ONLY) are required on customer sites. IF this is the case, contact Corp Safety for assistance.

Are company issued 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

Require Associate to perform per-use inspection. Conforms to standard?

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. Are associates who are permitted to wear a dust mask, half face or full face respirators clean shaven? They MUST shave everyday…no exception. No facial hair is allowed for anyone permitted to wear a respirator

Unused detachable cartridges are in sealed bag?

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

Detachable cartridges are disposed of after use?

Demonstrate user seal checks? Did Associate perform negative and positive pressure test correctly?


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.


Has the company vehicle been altered from its original state?

Installation of sound/ video or permanent GPS equipment?

Installation of trailer hitch?

The Service Engineer has not received a moving vehicle violation in the last 12 months?

Ask them if they have a clean driving record (i.e. Moving traffic violation). This does not include parking violations, toll violations, etc...

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"

Window tinting?

Any other alterations? If yes, explain.

Inspect the vehicle for GPS jammer. Does the Associate have one? GPS jammer are not allowed in company vehicles.








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.