Lockout/tagout

Use this guide to help lead a discussion with employees on the importance of understanding and following lockout/tagout procedures to reduce the risk of injury during maintenance or servicing of machines or equipment.

What is lockout/tagout?

• Lockout/tagout is a safety procedure used to protect workers by preventing the unexpected energization or startup of machinery and equipment, or the release of hazardous energy during maintenance activities or repair work.
• Lockout: Securing an energy isolating device (like a switch or valve) with a lock controlled by the worker to prevent energy flow during service
• Tagout: Placing a tag on the lockout device to communicate the lockout status and warn others not to reenergize the equipment

How does it work?

• Prevents activation: Ensures equipment cannot be turned on or release energy during service.
• Disconnect power: All power sources are disconnected and locked in the off position.
• Personal locks: Each worker uses their own lock and key to control the energy source.
• Warning tags: Tags are placed on locks to warn others and identify the responsible person.
• Verification: Before starting work, each worker verifies the energy source is locked out.
• Designated personnel: In some facilities, only designated people can lock out power sources or use group lockout processes.

Key steps of lockout/tagout

1. Identify equipment and energy sources: Determine all energy sources (electrical, mechanical, hydraulic, pneumatic, etc.) associated with the equipment.
2. Notify affected employees: Inform all employees who work on or near the equipment about the shutdown and LOTO procedures.
3. Shut down equipment: Turn off the equipment using the normal stopping procedure.
4. Isolate energy sources: Disconnect and isolate all energy sources to ensure the equipment cannot be started.
5. Apply lockout/tagout devices: Attach locks and tags to each energy-isolating device to prevent accidental re‑energization.
6. Release stored energy: Safely release or restrain any stored energy (e.g., capacitors, springs, hydraulic pressure).
7. Verify isolation: Test the equipment to ensure it is properly locked out and cannot be started.
8. Perform maintenance or servicing: Complete the required work on the equipment.
9. Remove lockout/tagout devices: After the work is completed, remove all tools and notify employees that the locks and tags will be removed.
10. Restart equipment: Ensure all safety devices are restored and then restart the equipment following standard procedures.