Electrical Safe Work Practices 2024 NFPA 70E Online Training


Your lockout tagout procedure protects your people and energized assets

The energy sources powering your assets can pose risks to your people and operations if your LOTO procedures are inaccurate or not followed.  

So, whether your facility relies on electrical, mechanical, hydraulic, pneumatic, chemical, thermal, or any energy source, our experts have answered frequently asked lockout tagout procedure questions in this blog. 

What is a lockout tagout procedure?

A proper lockout tagout (LOTO) procedure outlines the steps to disable machinery or equipment to prevent hazardous energy release.¹ The LOTO standard establishes that you are responsible for protecting your employees from unsafe energy sources on machines and equipment during service and maintenance. 

How do you create a lockout tagout program? 

The first step in developing a successful lockout tagout program is documenting your facility’s LOTO energy control process. You must customize the lockout tagout procedure for each asset to ensure compliance with the applicable OSHA regulations and standards and your company’s specific requirements and policies. OSHA established a lockout/tagout standard 1910.146 to help organizations maintain proper LOTO products.

You will also need to document clear energy control procedures (ECP) for affixing appropriate lockout and tagout products to energy isolation devices.

Is our lockout tagout procedure compliant? 

OSHA estimates that compliance to lockout/tagout standards prevents approximately 120 fatalities and 50,000 injuries each year. These numbers illustrate the effect proper LOTO procedures can have on employee safety, regulatory fines violations avoidance, and uptime.

Partner with our team to perform a LOTO Compliance Gap Assessment to confirm compliance or identify improvement opportunities.   

Performing a LOTO gap assessment can help protect your people and assets from injury and damage. Based on our findings when performing LOTO gap assessments, the following areas often need improvement: 

  • Incomplete documentation of required training
  • Failure to update procedures reflecting changes in operations and equipment
  • Inattention to, or failure to identify, equipment stored energy

What are the key components of setting up proper energy control procedures?

  • Identify the energy types operated within a piece of equipment. Is it only electrical energy, or is the equipment in question operating with a large press brake with stored gravity energy?
  • Identify the remaining stored energy after shutdown and determine how it will be released or dissipated
  • Identify how to isolate any energy external to the equipment
  • Identify how energy is controlled. Are these controls compliant and effective?
  • Evaluate current procedures and ask yourself: Would I be safe putting my hand in potentially hazardous areas or taking off guarding if I follow the lockout tagout procedure?
  • Ensure clear communication of proper LOTO procedures for each piece of equipment

What are the eight steps for the sequence of a lockout tagout procedure

Your equipment and assets contain hazardous energy requiring you to comply with the 8 steps of lockout/tagout procedures.

Check out the OSHA Standard Number 1910.147 App A2 specific requirements.

  1. Preparation involves preparing the equipment for shutdown
  2. Notification & Shutdown so authorized employees can notify relevant employees
  3. Isolation involves isolating the equipment from all energy sources
  4. Lockout-Tagout or placing LOTO identification tags on each locking device to isolate the equipment’s energy source
  5. Secure or Release Stored Energy. Identify any remaining stored or hazardous energy sources and disconnect, relieve, or block them
  6. Isolation Verification The authorized employee must prove that all energy hazards have been removed
  7. Maintaining Lockout During Service Establish site procedures to ensure the safe continuity of the lockout process while exchanging locks for personnel changes or when additional authorized employees join in on the maintenance activity
  8. Putting the Equipment Back into Service Ensure all tools and debris have been removed in and around the equipment. Remove all LOTO devices and restore all isolated energy sources for the equipment.

Who should be involved in the lockout/tagout process?

Three types of people3 are involved in a lockout/tagout procedure: 

1. Authorized employees

Authorized employees performing service or maintenance are the only employees authorized to lockout and tagout equipment. Authorized employees know an asset’s energy, hazards, controls, and procedures. 

2. Affected employees

Affected employees operate assets requiring maintenance involving lockout tagout procedures or whose job requires them to be in an area where LOTO procedures are performed. Your affected employees must be trained and understand your LOTO procedures. 

3. Other employees

Other employees work in the area where a LOTO procedure is performed. These employees cannot place or remove lockout tagout devices.

The power of your lockout tagout program investment is unlocked when your employees are adequately trained and empowered with the skills to do their job safely. You can rely on our safety training expertise to meet compliance requirements and advance your team’s capabilities with lockout tagout training

Call 866.772.6770 for more information.

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