Checklist for Introducing New Equipment

Preparation and Planning

 Where will the machinery/equipment be installed?

 Is there sufficient work space and access and egress space around the equipment?

 Who will be operating the equipment?

 Is all necessary personnel protective equipment for the machine on hand in sizes and quantities
appropriate for the employees who will be using the machine?

 Are existing electrical outlets sufficient?

 Will the machinery require a backup power supply?

 Will an electrician be required to install the machine?

 Will the machine's power switch accommodate standard lockout/tagout devices?

 Do special lockout/tagout devices have to be ordered?

 Will the machinery require the installation of an emergency shutdown switch or valve?

 Does the equipment include machine guarding conforming with all applicable OSHA requirements in 29
CFR §1910, Subparts O and P?

 Will the machine generate heat or potentially dangerous exhaust?

 Is the ventilation and climate control sufficient in the area in which the machine will be installed?

 Are special types of fire suppression/extinguishing systems required?

 What type of initial setup and calibration is necessary before the machine may be used?

 What type of waste or byproducts will be produced by the machinery?

 What types of environmental or pollution controls will be required?

 Who is responsible for testing the equipment?

 What performance/customer satisfaction guarantees does the vendor offer?

Documentation

 What type of documentation is necessary, including technical specifications, operating procedures,

emergency procedures, and training manuals?

 Is vendor-supplied documentation adequate?

 Will custom documentation have to be developed?

 Who is responsible for developing the custom documentation?

 Who is responsible for making changes or updates to user documentation?

 Where will the documentation be kept?

 Is on-line documentation required in addition to print manuals?

Training

 Who will train employees to use the equipment the vendor or in-house staff?

 If in-house staff will conduct the training, is it necessary for the equipment vendor to ``train the trainers?''

 Does training cover safety, maintenance, clean-up, and emergency procedures?

 Will employees have sufficient access to the equipment to practice using it?

Maintenance

 What type of routine maintenance or periodic recalibration is necessary?

 At what intervals is maintenance or recalibration required?

 Who is responsible for conducting routine maintenance?

 Is there a service contract with the vendor?

 Who is the appropriate contact person at the vendor for maintenance-related issues?

 Who is responsible for keeping the maintenance schedule and for ensuring that scheduled maintenance
is performed?

 Where will maintenance records kept? Will the equipment be ``tagged'' with the last maintenance date?

 If equipment breaks down at crucial times, what backup arrangements are available?

 What are the procedures for reporting and repairing broken or malfunctioning equipment?

 Are all necessary supplies on hand e.g., fuses, belts, and lubricants?

 Who is responsible for reordering supplies?

 Where will supplies be stored?

 Do any supplies require special storage?

From Safety Management Handbook, authored by Barnett Lawrence, J.D.

Provided by CCH Incorporated