Workflow Template
Electrical Isolation Checklist Workflow
Captures a lock-out/tag-out isolation checklist before electrical work begins, verifies test-for-dead results with a supervisor escalation loop if not proven dead, tracks work to completion, and records isolation removal with a copy sent to the electrician.
Organisations managing electrical isolation work need a consistent, visible process for confirming equipment is proven dead before work begins and safely restored afterward. This workflow captures the initial lock-out/tag-out checklist submitted by the electrician, routes any not-proven-dead result to a supervisor investigation with up to two re-test cycles, tracks the record through to work completion, and issues a copy of the completed isolation record to the electrician. Electricians and supervisors are involved at defined points, with the record's status and timeline reflecting each stage from Isolated through to Isolation Removed.
Business Outcomes
- Supports a consistent isolation checklist process across sites and teams
- Helps make test-for-dead escalation and supervisor involvement visible and trackable
- Reduces reliance on informal follow-up by structuring the re-test loop
- Provides a timestamped record of isolation, work completion, and removal for each job
- Makes it easier for electricians to receive a copy of the completed isolation record
Workflow Steps
Steps
- 1Create Isolation Recordcreate record
Registers the submitted isolation checklist as an isolation record.
- 2Set Status to Isolatedupdate record
Marks the record as Isolated once the checklist is submitted.
- 3Route on Test for Dead Result
Branches based on whether the initial test for dead was proven or not proven.
test_for_dead_result: "Proven dead"→Set Status to Safe to Worktest_for_dead_result: "Not proven dead"→Set Status to Work StoppedDefault→Set Status to Work Stopped - 4Set Status to Work Stoppedupdate record
Marks the record as Work Stopped because the equipment was not proven dead.
- 5Notify Electrician Work Must Not Startsend email
Emails the electrician that work must not start because the test for dead was not proven.
- 6Supervisor: Investigate and Re-testcreate task
Supervisor records the cause, extra isolation performed, and a new test for dead result, due in 1 day.
- 7Save Supervisor Re-test Resultupdate record
Persists the supervisor's cause, extra isolation notes, and re-test result to the record.
- 8Route on Supervisor Re-test Result
Branches based on whether the supervisor's re-test proved dead or not.
supervisor_retest_result: "Proven dead"→Set Status to Safe to Worksupervisor_retest_result: "Not proven dead"→Return to Supervisor for Further IsolationDefault→Return to Supervisor for Further Isolation - 9Return to Supervisor for Further Isolationrestart from step
Restarts the supervisor investigation loop when the equipment is still not proven dead, up to 2 times.
- 10Set Status to Safe to Workupdate record
Marks the record as Safe to Work once the equipment is proven dead.
- 11Electrician: Record Work Completioncreate task
Electrician records work completed, workers clear, lock and tag removal time, and post-work test results when the work is finished, with no due date.
- 12Save Work Completion Detailsupdate record
Persists the work completion, workers-clear confirmation, removal time, and post-work test results to the record.
- 13Set Status to Isolation Removedupdate record
Marks the record as Isolation Removed once locks and tags have been removed and the work is complete.
- 14Email Isolation Record Copy to Electriciansend email
Sends the electrician a copy of the completed isolation record.
Fields
Show all 20 fieldsShow fewer fields
FormElectrical Isolation and De-energisation Checklist
- Electrician Name*· Text
- Electrician Email*· Email
- Site Address*· Text
- Equipment or Circuits to Work On*· Long text
- Work to be Done*· Long text
- Isolation Points (Switchboard and Circuit Numbers)*· Long text
- Lock and Danger Tag Numbers Applied*· Text
- Stored Energy (Capacitors, Batteries, Solar) Discharged or Isolated*· Choice
- Voltage Tester Proved on a Known Live Source Before and After Testing*· Choice
- Test for Dead Result*· Choice
- Workers Covered by the Isolation*· Long text
- Photos of Locks and Tags· File upload
TaskSupervisor: Investigate and Re-test
- Cause of Not Proven Dead*· Long text
- Extra Isolation Done*· Long text
- New Test for Dead Result*· Choice
TaskElectrician: Record Work Completion
- Work Completed*· Long text
- All Workers Confirmed Clear*· Checkbox
- Time Locks and Tags Were Removed*· Text
- Post-Work Test Results*· Long text
Other fields
- Isolation Status· Choice
- Electrician Name*
- Electrician Email*
- Site Address*
- Equipment or Circuits to Work On*
- Work to be Done*
- Isolation Points (Switchboard and Circuit Numbers)*
Forms
Electrical Isolation and De-energisation Checklist
12 fields
Data Views
Isolation Records
site_address, equipment_circuits, lock_tag_numbers, electrician_name +1 more
Dashboard Widgets
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FAQs
What does this workflow record at each stage of the isolation process?
The record captures the initial checklist details including isolation points, lock and tag numbers, stored energy discharge, and the test-for-dead result submitted by the electrician. If escalated, the supervisor's cause, extra isolation performed, and new test-for-dead result are saved to the record, followed later by work completion details, workers-clear confirmation, lock and tag removal time, and post-work test results. Each stage updates the record's status and is visible in its timeline.
Who is involved in the isolation checklist and re-test process?
The electrician submits the initial checklist through the request form and later completes a task confirming work completion and lock and tag removal. A supervisor is brought in only when the initial test for dead is not proven, and completes a task recording the cause, any extra isolation performed, and a new test-for-dead result. Both electrician and supervisor tasks are assigned to workspace team members.
What happens if the equipment is not proven dead on the first test?
The record status is set to Work Stopped and the electrician is emailed that work must not start. A supervisor task is then created to investigate the cause, carry out extra isolation, and record a new test-for-dead result, due within one day.
How many times can the supervisor re-test loop run?
If the supervisor's re-test still does not prove the equipment dead, the workflow returns to the supervisor investigation step, and this can repeat up to two times. Once a re-test proves the equipment dead, the record status is set to Safe to Work and the process moves forward.
What is recorded once the equipment is proven safe to work on?
When a test for dead is proven, whether on the initial submission or after supervisor re-testing, the record status changes to Safe to Work. The electrician's later task then captures work completion, confirmation that all workers are clear, the time locks and tags were removed, and post-work test results.
What happens when the work is finished and isolation is removed?
The electrician completes a task recording work completion details, workers-clear confirmation, lock and tag removal time, and post-work test results. These details are saved to the record, the status is set to Isolation Removed, and a copy of the completed isolation record is emailed to the electrician.
How do we change the fields captured on the isolation checklist?
The request form and task fields can be adjusted by describing the required change in plain English or by editing the steps directly in the workflow editor. Earlier versions of the workflow are kept, so changes to the checklist can be reviewed against prior configurations.
Can the supervisor re-test task's due date or retry limit be adjusted?
Yes, the due date on the supervisor investigation task and the number of re-test cycles can be changed by editing the workflow steps or describing the desired change in plain English. This allows the escalation timing to be tailored to a site's operational needs.
How can oversight teams track isolation records in progress?
Table views and dashboards show isolation records grouped by status, such as Isolated, Work Stopped, Safe to Work, and Isolation Removed. Each record's timeline and the workspace activity log provide visibility into what happened and when, supporting oversight across multiple sites or teams.
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