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Run: Heat Exchanger Cracked Inspection and Red Tag

Use this Heat Exchanger Cracked Inspection and Red Tag template to document suspected or confirmed furnace heat exchanger damage, shut the unit down, notify ...

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Inspection Details

Record furnace make, model, serial number, and location.
Document when the inspection was performed.
Identify the technician or inspector completing the red-tag inspection.
Select the reason the furnace was inspected.

Heat Exchanger Condition

Confirm whether a crack, hole, separation, or other breach was observed in the heat exchanger.
Document visible corrosion, rust-through, warping, soot patterns, or heat stress indicators.
Select any observed indicators that may suggest combustion gas leakage or exchanger failure.
Record measured CO reading if tested during the inspection.

Immediate Safety Actions

Verify the unit was shut down and left out of service after the defect was identified.
Confirm a red tag or equivalent out-of-service notice was applied to the furnace.
Document whether gas, electrical, or other applicable isolation steps were completed in accordance with site procedure and OSHA 1910.147 lockout-tagout practices where applicable.
Confirm the area was left in a safe condition and occupants were advised not to operate the furnace.

Customer Notification and Communication

Confirm the occupant, owner, or authorized representative was informed of the defect and shutdown.
Summarize the safety concern communicated to the customer, including the risk of combustion gas or carbon monoxide exposure.
Document whether temporary heating options or alternate arrangements were discussed with the customer.
Capture acknowledgment from the customer or authorized representative when available.

Corrective Action and Return-to-Service Requirements

Confirm the unit must remain out of service until the heat exchanger is repaired or replaced and re-inspected.
Select the recommended next step.
Record the planned follow-up date and time for repair, replacement, or reinspection.

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