Machinery and Equipment Troubleshooting Policy Checklist

Working with machinery and equipment is always hazardous. But workers are especially at risk when they try to troubleshoot machinery that isn’t working properly. And troubleshooting is a common task in many workplaces. So given its inherent hazards, it’s important that you have a troubleshooting policy to ensure that workers can safely address machinery issues.

Machinery and Equipment Troubleshooting Policy Checklist

	YES	NO	COMMENTS
WHO CAN TROUBLESHOOT
Circumstances in which the worker operating the machinery or equipment is permitted to troubleshoot
Circumstances in which only a competent or qualified person may troubleshoot
A definition of competent or qualified person
Procedures for when a competent or qualified person is needed to troubleshoot
MACHINE GUARDS
Circumstances in which a worker is permitted to remove or disable a machine guard
Alternate safety protections to use when a guard has been removed
Procedures to follow after a guard has been removed
Procedures to follow after a guard has been replaced
LOCKOUT
Circumstances in which machinery or equipment must be locked out for troubleshooting
Reference to company lockout policies and procedures
Circumstances in which machinery or equipment doesn’t have to be locked out for troubleshooting
Procedures to follow when troubleshooting energized machinery or equipment
Reference to safe work procedures for troubleshooting specific machinery or equipment
Requirement that safe work procedures for troubleshooting specific machinery or equipment be posted by such machinery or equipment
TRAINING
Requirement that all workers be trained on troubleshooting policy
What the policy training will cover
Requirement that workers be trained on the safe work procedures for troubleshooting the machinery or equipment on which they work
When retraining on the policy and procedures will be conducted