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Lockout/Tagout Procedures: 10 Steps to Follow

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

Lockout/Tagout Procedures: 10 Steps to Follow

14 steps
This procedure checklist is to protect employees from injuries while servicing and maintaining equipment.
  • Here are the essential steps to include in a lockout/tagout procedure:

  • Identify the procedure to use:

  • Prepare for the shutdown

  • Determine which employees and equipment are necessary for the shutdown, and ensure all employees have the proper training for participating in the shutdown. This includes training related to:

  • Notify all affected employees

  • Shut down the equipment

  • Isolate the equipment

  • Types of energy sources you may shut off include:

  • Add the individual locks

  • Use locks to lock out the power sources. Add tags to:

  • It's important for each tag to include specific information. Each tag should have the date and time someone tagged it and the reason the person locked it out.

  • Also, the tag needs to include personal information related to the person who tagged it, including:

  • Check stored energy

  • Check the machine or equipment for any stored or residual energy. Check for residual energy in:

  • Also, check for stored energy as air, gas, steam or water pressure. It's important to relieve, disconnect, restrain, dissipate or make non-hazardous any hazardous energy that remains through means like bleeding down, blocking, grounding or repositioning.

  • Verify the isolation of the machine or equipment

  • Shut off controls

  • Return equipment to service

Source: MaintainX (Community Member)

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