What are the steps in a lockout/tagout procedure?

LOTO procedures will include the following steps (always follow the steps in the correct order):

• Prepare for shutdown — Review the equipment’s energy sources, identify energy isolating devices, and make sure affected employees have been notified about the lockout (or tagout).
• Shutdown of machine or equipment — Follow the normal operating procedures to turn off the machine.
• Isolate the machine or equipment — Operate each energy isolating device to stop the flow of energy to the machine.
• Apply lockout/tagout devices — Apply lock(s) to the energy isolating device(s) to keep them in the “safe” or “off” position. If tagout is used, apply tags to the energy isolating devices, and take any additional safety measures, as applicable.
• Release stored energy — For example, drain pressure from lines, insert blocks to keep elevated parts stable, etc.
• Verify isolation of equipment — Attempt to turn on the machine at its control panel, check the readings on pressure gauges, etc.

• Make sure the machine is operationally intact (clear of tools and other materials, guards are in place, etc.).
• Make sure employees are in safe areas.
• Remove the lock(s) (or tag(s)) that were applied.
• Notify affected employees that the locks (or tag(s)) have been removed before the equipment is started.