Standard Operating Procedures
safety compliance
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Lockout/Tagout (LOTO) Energy Isolation
OSHA 1910.147 6-step energy isolation: notify → shut down → isolate → lock+tag → dissipate → verify. Authorized employees only.
Built for:
Manufacturing
Maintenance
Industrial
Energy
What's inside this template
Steps
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Notify affected workers
Inform anyone who works with or near the equipment that lockout is about to begin. State expected duration. Post signs at affected areas.
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Shut down equipment using normal procedure
Use the operator panel or controls to bring equipment to a complete stop. Do not just kill power — controlled shutdown reduces secondary hazards.
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Isolate every energy source
For each energy source identified in the equipment-specific procedure: open electrical disconnects, close hydraulic / pneumatic valves, drain fuel / chemical lines, block rising parts.
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Apply personal lock + tag to each isolation device
Each authorized employee applies their own lock + tag with name, date, reason. If multiple employees, use a group lockbox.
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Dissipate stored energy
Bleed pressure from hydraulic / pneumatic lines. Discharge capacitors. Block raised parts. Allow thermal cooldown. Verify pressure gauges read zero.
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Verify zero energy state
Critical step — try to operate the equipment using normal start controls. If it cannot start, energy isolation is verified. Return controls to OFF.
Common use cases
Pre-maintenance LOTO
Authorized employee training
OSHA compliance
Frequently asked questions
When is LOTO required?
OSHA 1910.147 requires LOTO any time servicing or maintenance could cause unexpected energization or release of stored energy. Includes electrical, hydraulic, pneumatic, mechanical, thermal, gravity.
Can multiple workers share one lock?
No — each authorized employee applies their own personal lock with their name. Group lockboxes are permitted, but each employee's lock must be on the box.
Related templates
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