Standard Operating Procedures safety compliance

Lockout/Tagout (LOTO) Procedure

Procedure for safely isolating energy sources before performing maintenance or servicing on equipment.

What's inside this template

Identify Energy Sources
Identify all energy sources (electrical, mechanical, hydraulic, pneumatic, chemical, thermal) associated with the equipment.
Notify Affected Employees
Inform all affected employees that equipment will be locked out for maintenance and the expected duration.
Shut Down Equipment
Follow the normal shutdown procedure for the equipment. Ensure all moving parts have come to a complete stop.
Apply Lockout Devices
Apply lockout devices to each energy isolation point. Each authorized worker must apply their own lock and tag.
Verify Isolation
Attempt to restart the equipment to verify all energy sources are effectively isolated. Return controls to the off position.
Perform Maintenance
With energy isolation verified, proceed with the required maintenance or servicing work.
Remove Lockout Devices
Once work is complete, remove all lockout devices. Only the person who applied a lock may remove it. Notify affected employees before re-energizing.

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Type: safety Category: Safety Compliance Difficulty: Advanced Time: 25 min

1

Identify Energy Sources
5 min

Identify all energy sources (electrical, mechanical, hydraulic, pneumatic, chemical, thermal) associated with the equipment.
2

Notify Affected Employees
3 min

Inform all affected employees that equipment will be locked out for maintenance and the expected duration.
3

Shut Down Equipment
3 min

Follow the normal shutdown procedure for the equipment. Ensure all moving parts have come to a complete stop.
4

Apply Lockout Devices
5 min

Apply lockout devices to each energy isolation point. Each authorized worker must apply their own lock and tag.
5

Verify Isolation
3 min

Attempt to restart the equipment to verify all energy sources are effectively isolated. Return controls to the off position.
6

Perform Maintenance

With energy isolation verified, proceed with the required maintenance or servicing work.
7

Remove Lockout Devices
5 min

Once work is complete, remove all lockout devices. Only the person who applied a lock may remove it. Notify affected employees before re-energizing.