Lockout Tagout Procedure Explained
A lockout tagout procedure is the cornerstone of hazardous energy control in the workplace. This formalized, written instruction is essential for ensuring that machinery or equipment is properly isolated during maintenance or servicing activities. A clear and effective procedure not only protects workers, but it also ensures compliance with federal safety regulations.
To comply with the Occupational Safety and Health Administration (OSHA) standard 29 CFR 1910.147, employers must implement lockout tagout (LOTO) procedures that ensure the complete energy isolation of any machine or equipment before maintenance or servicing begins. These procedures involve identifying all types of hazardous energy—such as electrical, hydraulic, pneumatic, or thermal—and applying an appropriate energy isolating device to block the potential for unexpected energy releases. Effective LOTO procedures also require addressing stored or residual energy, which may persist in the system even after shutdown. Proper energy isolation not only protects workers from serious injury but also supports a comprehensive safety culture aligned with OSHA's goals for workplace protection.
Establishing the Procedure
Every lockout tagout procedure must begin with a clear, structured plan. These procedures are more than just instructions—they represent a tailored safety protocol that reflects the specific needs of each machine, system, or facility. They must be comprehensive enough to guide workers and inspectors alike while remaining practical for field use.
Key components include:
- Identification of Equipment – Define the specific machine or system subject to servicing.
- Energy Source Documentation – Outline all energy types that must be isolated, including electrical, hydraulic, pneumatic, and more.
- Authorized Personnel – Identify who is allowed to apply and remove LOTO devices.
- Communication Requirements – Detail how affected employees will be informed about the lockout process.
- Verification Methodology – Explain how workers confirm the effectiveness of the isolation.
- Restoration Procedures – Describe steps for safely re-energizing the equipment after work is completed.
Administrative Responsibilities
Developing a strong procedure is just the beginning. Employers are also responsible for maintaining and enforcing these energy control procedures. That includes providing necessary resources, assigning responsibility, and ensuring workers are trained in compliance.
Core administrative duties include:
- Training Programs – Ongoing training ensures all employees know their roles and responsibilities.
- Annual Inspections – Regular audits help confirm procedures are being followed and remain effective.
- Recordkeeping – Maintaining training logs and program updates is essential for compliance and liability protection.
OSHA Compliance
OSHA’s Lockout Tagout regulation (29 CFR 1910.147) mandates that energy control procedures must be in writing, machine-specific, and reviewed periodically. The workforce must easily understand each procedure and be accessible when needed. Failure to meet these requirements can lead to serious enforcement actions.
The standard outlines expectations such as:
- Documented steps for isolating and securing energy sources.
- Procedures for verifying zero energy state.
- Detailed guidance for removing lockout devices and returning equipment to service.
A lockout tagout procedure is the backbone of a safe work environment when servicing energized equipment. When clearly written, properly implemented, and periodically reviewed, it dramatically reduces the risk of injury and death. It serves as both a safety roadmap and a regulatory shield—vital to any comprehensive safety program.
Frequently Asked Questions
What are the 10 steps of a Lockout Tagout procedure?
The 10 general steps include: 1) Preparation, 2) Notification of affected employees, 3) Equipment shutdown, 4) Isolation of energy sources, 5) Application of lockout devices, 6) Tagout, 7) Release of stored energy, 8) Verification of isolation, 9) Servicing and maintenance, and 10) Lock and tag removal followed by equipment restart.
What standards govern Lockout Tagout compliance?
In the United States, OSHA standard 29 CFR 1910.147 regulates the control of hazardous energy. In Canada, compliance is guided by CSA Z460, with additional requirements set by provincial safety authorities. Both standards outline employer responsibilities, training requirements, and procedural guidelines for LOTO.
Who is responsible for applying lockout devices?
Only authorized employees—those trained and designated for servicing or maintenance—can apply lockout devices. Each device must be individually assigned, and the person who applied it is the only one allowed to remove it, ensuring accountability and safety throughout the procedure.
Additional Resources
For further guidance on implementation, training, and compliance:
Following a proper lockout tagout procedure is not just a regulatory requirement but a proven method for protecting lives and maintaining operational integrity.
To ensure compliance and worker protection, The Electricity Forum offers specialized Construction Electrical Safety Training, including NFPA 70E and CSA Z462 Arc Flash Training courses. Request a free training quotation today to equip your team with the knowledge and skills they need to stay safe on the job.
