8 Steps to apply Lockout Tagout



8 Steps to apply Lockout Tagout | E-Square Alliance

September 25, 2019


Workers performing maintenance and servicing can be seriously or fatally injured by unexpected startup of Hazardous Energies or sudden release of stored energies. OSHA's Lockout Tagout standard suggests steps that the employee must take to prevent such accidents.

An Effective Lockout Tagout Application should include the following 8 steps:

Step 1: Prepare for Shutdown

Before an authorized employee turns off a machine or equipment, he must study all the types of the energies present, the hazards to be controlled, and the method of energy control. He must also analyze the working environment and additional safety precautions, if any.



Step 2: Notify Affected Employees

Before shutdown, all the employees that may be affected should be notified. They should know the timing of the work and how long the equipment will be unavailable. If the unavailability of the equipment requires a change in work processes, they should be familiar with the steps to be taken.



Step 3: Shutdown Equipment

The shutdown process should be explained in detail. A step by step isolation must take place as described in the procedure. One needs to follow the procedure strictly to ensure the safety of man and machine.



Step 4: Isolate Equipment Main Energy Source

Whether the main energy sources include electricity, steam, water, gas, compressed air, etc. all the energies should be taken seriously and equipment should be disconnected from these energy sources.



Step 5: Apply LOTO Devices

Once the main energy source has been disconnected, LOTO needs to be applied. When multiple energies are present, different devices are applicable to isolate different energies.



Step 6: Release Stored Energy

By disconnecting the main energy source, we may remove much of the potential danger, but it is possible that there are stored energies present, such as energy from the movement of springs, Pressurized or moving gases, etc. Identify the process that relieves any remaining pressure or other energy. Stored energies are very hazardous as their sudden release can cause serious injuries.



Step 7: Verify Isolation

Once all primary and secondary sources of energies are disconnected and locked out, it is important to verify that the equipment is in the ZERO ENERGY State. Also check that it does not re-energize. Before starting to service, verify that nobody is in a position to get hurt.



Step 8: Perform Servicing

After the whole procedure has been completed, and lockout tagout device is attached and verified, the workers can now perform maintenance and servicing without any fear.



By following these 8 steps - LOTOTO (Lockout Tagout Tryout/Lockout Tagout Testout) or LTV (Lockout Tagout Verify) is taken care as per #OSHA 29 CFR 1910.147.

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