Templates
Forklift lockout/tagout procedures template

Forklift lockout/tagout procedures template

Document every lockout/tagout step, track energy source isolation, and verify tag placements. This prevents accidental forklift startups and boosts OSHA compliance.

Use this template
or download pdf
Forklift lockout/tagout procedures template

Document every lockout/tagout step, track energy source isolation, and verify tag placements. This prevents accidental forklift startups and boosts OSHA compliance.

Use this template
or download pdf

About the Forklift lockout/tagout procedures template

Our forklift lockout/tagout procedures template equips you with a step-by-step framework for safely isolating and de-energizing forklifts during maintenance or repairs. This template is designed to help you enforce consistent LOTO practices across teams, protect your workforce, and meet strict regulatory demands. It addresses a critical gap that general inspection or safety checklists don’t usually cover.

LOTO is so important that compliance with the standard prevents around 50,000 injuries and 120 deaths each year, according to OSHA. Implementing a standardized LOTO procedure not only safeguards your team but also demonstrates your organization’s commitment to safety and regulatory excellence. For additional needs, you can explore our related forklift safety and maintenance templates.

Related categories

Preview of the template
Identify Energy Sources
Disconnect battery
Secure hydraulic system
Immobilize wheels and tires
Apply Lockout Devices
Install battery disconnect lock
Secure hydraulic system with lock
Chock wheels and tires
Verify Isolation
Test battery disconnect
Confirm hydraulic system is secure
Inspect wheel and tire chocks

Frequently asked questions

What are forklift lockout/tagout procedures and why are they important?

Forklift lockout/tagout (LOTO) procedures are step-by-step methods to ensure forklifts are properly shut down and cannot be started during maintenance or repair. They’re crucial because they protect employees from accidental startups, which can lead to serious injuries or fatalities, and ensure compliance with safety regulations.

Who should use a forklift lockout/tagout procedures template in their business?

Safety managers, warehouse supervisors, maintenance teams, and operations leaders in industries using forklifts should use a lockout/tagout template. It’s especially valuable for organizations with multiple sites or teams, ensuring everyone follows the same safety protocols and reducing the risk of human error.

What are the common risks of not using proper lockout/tagout procedures for forklifts?

Without proper LOTO procedures, workers are at risk of serious injuries from unexpected forklift movement or energy release. Businesses also face regulatory fines, increased insurance costs, and potential legal action if accidents occur due to non-compliance or negligence.

What should be included in a forklift lockout/tagout procedure?

A comprehensive procedure should detail how to identify energy sources, communicate shutdowns, apply locks and tags, verify isolation, and safely restore power. Clear instructions and role assignments ensure you follow every step, minimizing confusion and risk during maintenance.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.