Lockout Tagout (LOTO) Procedure

Purpose

To establish safety protocols for controlling hazardous energies during the repair, maintenance, or cleaning of machines and equipment to prevent accidental startup or release of stored energy that could cause injury or death.

Scope

This procedure applies to all employees, contractors, and subcontractors involved in the repair, maintenance, or cleaning of machines and equipment on company premises.

Definitions

Lockout: The placement of a lockout device on an energy-isolating device to ensure the equipment cannot be operated until the lockout device is removed.
Tagout: The placement of a tagout device on an energy-isolating device to indicate that the equipment is being controlled and should not be operated until the tagout device is removed.
Energy-Isolating Device: A mechanical device that physically prevents the transmission or release of energy.

Procedure

1. Preparation for Shutdown

Identify Energy Sources: Determine all energy sources that power the machine or equipment (e.g., electrical, hydraulic, pneumatic, mechanical, thermal).
Notify Affected Personnel: Inform all affected employees about the intended shutdown and the application of lockout/tagout devices.

2. Machine or Equipment Shutdown

Turn Off Equipment: Shut down the machine or equipment using the normal stopping procedure (e.g., press stop button, close valve).
Disconnect Energy Sources: Disconnect or isolate the energy sources according to the specific procedures for the equipment.

3. Lockout/Tagout Device Application

Apply Lockout Devices: Attach lockout devices to each energy-isolating device. Each lock should have a single key, and the key should be held by the person performing the work.
Apply Tagout Devices: Attach tagout devices to each energy-isolating device. The tag should include the name of the person who applied it, the date, and the reason for the lockout/tagout.
Verify Isolation: Before starting work, verify that the machine or equipment is isolated and de-energized. This can be done by attempting to start the machine or checking for the presence of energy (e.g., using a voltmeter for electrical energy).