Guide to Lockout Tagout Procedures

Workplace safety is one of the most important responsibilities of any company. Following proper lockout tagout procedures helps prevent unexpected machine startups or energy releases that could lead to injuries or damage. By using LOTO locks and tags correctly, organizations can create a safer working environment and comply with OSHA safety standards.


What Is Lockout Tagout?

To begin, it is important to understand what lockout tagout means. Lockout tagout, often called LOTO, is a safety system used to protect workers during equipment maintenance or repair. It requires employees to shut down machines, isolate energy sources, and apply locks and tags to keep equipment from being restarted.

The lockout part involves physically locking the machine’s power or energy source with a secure device, such as a padlock. The tagout part involves placing a visible tag to warn others that the machine must not be turned on. Together, these steps ensure that workers can perform repairs safely without the risk of sudden energy release.


Why Lockout Tagout Is Important

The importance of LOTO procedures cannot be overstated. They protect employees from serious injuries, such as burns, shocks, or crushing accidents, by ensuring that machines remain inoperable during servicing. They also help prevent costly damage to equipment caused by sudden startups.

In addition to direct safety benefits, lockout tagout procedures also promote awareness among employees. Clear tags and locks communicate that equipment is under maintenance and should not be touched. This keeps both technicians and nearby workers safe. For industries that deal with electrical, hydraulic, thermal, or mechanical energy, LOTO is an essential safeguard.


Step 1: Notify Employees

The first step in any LOTO procedure is communication. Before shutting down any machine, workers must notify everyone who may be affected by the maintenance. This includes operators, technicians, and even nearby staff. Clear communication ensures that no one is surprised by the process and that everyone knows which equipment will be out of service.


Step 2: Identify Procedures and Hazards

After notifying employees, the next step is to identify the correct procedures and hazards. Each machine may have specific risks, such as electrical voltage, stored hydraulic pressure, or moving parts. Employees must review instructions, safety guidelines, and the proper method for shutting down, locking, and tagging the equipment. Preparing this information helps reduce mistakes and ensures workers know exactly what hazards to expect.


Step 3: Prepare for Shutdown

Preparation is an important step before actually shutting down equipment. Workers should confirm which machine will be serviced and what methods will be used to isolate it from its energy sources. At this stage, employees need to be trained in the correct LOTO procedures and understand the risks involved. Proper preparation reduces the chance of accidents and ensures a smoother process.


Step 4: Isolate Equipment

Once preparation is complete, the machine must be isolated from all energy sources. This may involve turning off circuit breakers, closing valves, or disconnecting power supplies. Simply pressing a stop button is not enough. True isolation means removing the possibility of energy flow from the source, whether electrical, mechanical, hydraulic, or chemical. Only after this step is complete can the machine be safely locked out.


Step 5: Apply Lockout Tagout Devices

After isolating energy sources, workers apply LOTO devices to secure the equipment. Lockout devices, such as special LOTO locks or padlocks, prevent the machine from being restarted. Tags are then attached to provide clear information, including the reason for the lockout, the name of the responsible worker, and contact details. These tags serve as warnings to others in the workplace and reinforce safety communication.


Step 6: Release Stored Energy

Even after shutting down and isolating equipment, some machines may still hold stored energy. For example, compressed air, hydraulic pressure, steam, or tensioned springs can remain active. Workers must release or neutralize this residual energy to prevent unexpected movement. By draining pressure or discharging electricity, the equipment becomes safe for servicing.



Step 7: Verify Isolation

Before starting maintenance, employees must verify that the lockout was successful. This involves checking gauges, testing switches, or attempting to start the machine under controlled conditions. If the equipment does not restart, then the lockout is confirmed. This step ensures that no hidden energy remains and provides confidence that the procedure has been followed correctly.


Step 8: Begin Work Safely

Once all steps are complete, workers can safely begin repairs or maintenance. The machine is secured with LOTO locks and tags, and all employees are aware of the procedure. This structured approach reduces risks and creates a safe environment for everyone involved.


Lockout Tagout as Part of an Energy Control Program

Finally, it is important to recognize that lockout tagout procedures are not standalone practices. They are part of a broader energy control program required by OSHA. This program includes training employees, performing regular inspections, and updating procedures as needed. By keeping LOTO procedures consistent and well-documented, companies can maintain long-term workplace safety and compliance.


Conclusion

Following lockout tagout procedures is one of the most effective ways to protect workers and equipment from hazardous energy. By understanding the steps — from notifying employees to verifying isolation — companies can reduce accidents and improve safety culture. Using reliable LOTO locks and tags ensures that these procedures are followed correctly and consistently.

If your workplace needs high-quality lockout devices, ELECPOPULAR SAFETY is a trusted LOTO locks supplier. Our solutions are designed to meet industry standards and provide reliable protection for your employees and equipment. Contact us today to learn more about how we can support your safety program.

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