Transformer Startup and Oil Sampling Record

Inspection template for documenting transformer startup conditions, pre- and post-energization insulating oil samples, DGA baseline readings, temperature, and load measurements.

Inspection Identification and Transformer Details

• Transformer asset ID and location recorded
• Startup date and time recorded
• Transformer nameplate data verified
  Confirm nameplate voltage, kVA/MVA rating, serial number, and cooling class match the asset record.
• Pre-start condition noted
  Document whether the unit is new, returned from maintenance, or re-energized after outage.
• Reference work order or commissioning record attached

Safety, Isolation, and Sampling Readiness

• LOTO applied and verified before pre-energization sampling
  Confirm lockout-tagout controls were applied in accordance with OSHA 1910.147 before any sampling or inspection activity.
• Appropriate PPE worn for oil sampling and electrical work area
  Verify gloves, eye protection, arc-rated PPE as required by the task hazard assessment, and any additional site-specific PPE.
• Sampling valve and surrounding area clean and free of contamination
  Inspect the valve, fittings, and sample port for dirt, moisture, leaks, or residue before collecting the sample.
• Sampling container and labels prepared
  Confirm clean, appropriate containers are available and sample labels are ready for pre- and post-energization identification.
• Sampling method followed per site SOP
  Document that the sample was drawn using the approved procedure to minimize air ingress and contamination.

Pre-Energization Oil Sample and Baseline Readings

• Pre-energization oil sample collected
  Record whether the baseline sample was taken before energization.
• Pre-energization sample time
• Pre-energization sample identification number
• Pre-energization oil temperature
  Record the oil temperature at the time of sampling.
• Pre-energization ambient temperature
• Pre-energization DGA baseline submitted or queued
  Confirm the sample is designated for dissolved gas analysis baseline testing and chain-of-custody is complete.

Post-Energization Startup Readings and Oil Sample

• Transformer energized successfully
  Confirm the transformer was energized without abnormal alarms, trips, or protective relay operation.
• Post-energization oil sample collected
  Record whether a follow-up sample was taken after energization for comparison to the baseline.
• Post-energization sample time
• Post-energization sample identification number
• Post-energization DGA sample preserved for lab submission
  Confirm the sample was sealed, labeled, and prepared for laboratory submittal without contamination or delay.
• Post-energization oil temperature

Operating Load, Observations, and Sign-Off

• Initial load reading recorded
  Record the transformer load at startup or shortly after stabilization.
• Voltage and current readings recorded
  Document initial operating voltage and current values for the energized transformer.
• No abnormal noise, vibration, odor, or leakage observed
  Verify the transformer is operating normally with no visible or audible deficiencies.
• Inspector signature
• Supervisor or authorized reviewer signature