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Lockout Tagout Procedures: Controlling Hazardous Energy in 8 Steps

This procedure checklist is to protect employees from injuries while servicing and maintaining equipment.
MaintainX
07/26/2022

Lockout Tagout Procedures: Controlling Hazardous Energy in 8 Steps

15 steps
This procedure checklist is to protect employees from injuries while servicing and maintaining equipment.
  • 8 Steps of a lockout tagout procedure

  • STEP 1: Notify affected employees

  • STEP 2: Identify procedure and hazards

  • If a machine needs maintenance or servicing, company LOTO procedures apply. As these procedures already exist, it’s easy to reference them. Specifically, these procedures show:

  • STEP 3: Shut down

  • STEP 4: Isolate machine from energy source

  • STEP 5: Apply lockout tagout devices

  • This step prevents manipulation of equipment or accidental startup. It’s accomplished in two steps: Lockout and Tagout.

  • Lockout

  • Tagout

  • Personal locks and tags should be used on:

  • STEP 6: Check stored energy

  • Once energy-isolating devices are locked out, this step requires checking for stored energy. All residual energy must be depleted or drained from the equipment to ensure it’s in a controlled state. Examples include:

  • STEP 7: Verify isolation - This step is very important. More than just a double-check, it can save lives.

  • To verify that the equipment is disconnected from the energy source, you’ll need to test it.

  • By performing this step, you’re ensuring the machine or equipment is now locked out and ready for servicing or maintenance.

  • STEP 8: Bring equipment back on line

  • When the machine or equipment has been serviced or repaired, it’s time to get the work area and personnel ready for startup. Procedures must be followed in the correct order.

Source: MaintainX (Community Member)

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