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Preparation
Identify all energy sources connected to the machinery or system that requires servicing.
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Shutdown
Power down the equipment following the proper shutdown procedure for the specific machine or system.
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Isolation
Physically isolate the machine or equipment from all its energy sources (electrical, mechanical, hydraulic, etc.) using the appropriate lockout devices (e.g., padlocks, valve lockouts).
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Lockout
Apply lockout devices to all energy-isolating points. Each worker involved in the maintenance should apply their own lock, ensuring multiple levels of protection.
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Tagout
Attach tags to all locked-out devices, providing clear information about who is responsible for the lockout and the purpose.
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Release Stored Energy
Safely release any stored energy (e.g., hydraulic pressure, residual electrical energy) in the system to prevent accidental activation.
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Verification
Verify that the lockout was successful by attempting to operate the machine’s controls to ensure it cannot be energized.
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Maintenance/Servicing
Perform the required maintenance or servicing while ensuring the lockout remains in place.
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Re-energizing the Equipment
After the work is completed, verify that all tools and workers are clear from the area. Remove locks in reverse order, with each worker removing their lock only when their part of the work is complete.
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Restart
Restore energy to the equipment and test it to ensure proper functionality.
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