Lockout Tagout Program

(Your Company)

(Your Company)


The purpose of this manual is to assist in the development of a company specific Lockout/Tagout Plan.

The material in this manual was collected and assembled from a wide variety of safety resources. The recommendations, standards and/or safe work practices are not necessarily all-inclusive. This manual should be used as a guide only. The standards contained herein are overviews and not in a complete form. For more detailed information or clarification (Your Company) should refer to the applicable OSHA, Manufacturer or Industry Standards and recommendations.

For this manual to be effective, it should be modified by (Your Company) to address the site- specific safety concerns, tasks and projects of the company.


This manual is designed for all workers providing services for (Your Company).

The term (Your Company) refers to the company in control of the working conditions of the

The term "Supervisor" includes any person directing the actions of the "employee" while providing services for (Your Company).

(Your Company)



  1. Purpose
    This procedure established requirements for Lockout or Tagout of energy isolating devices. It should be used to ensure the machine or piece of equipment is isolated from all potentially hazardous energy. The locked out or tagged out procedure shall be accomplished before employees perform any service or maintenance activities where the unexpected, energizing, start-up or release or stored energy could cause injury.
    At the end of this section are the Hazardous Energy Control Procedure Forms. There is one form for each piece of equipment or machinery that is covered by this Lockout / Tagout procedure.
  2. Responsibility
    1. Appropriate employees shall be instructed in the safety significance of the Lockout / Tagout procedure, as well as how to use this procedure by the Supervisor.
    2. Only authorized employees may Lockout / Tagout machines or equipment. Authorized employees are identified on each Hazardous Energy Control Procedure form.
    3. Affected employees and any other employees whose work operations are, or may be in the area, will be instructed in the purpose and use of the Lockout / Tagout procedure by the Supervisor.
    4. Affected employees or their job titles are identified on each Hazardous Energy Control Affected Employees Form. They will be notified by the authorized employees whenever a Lockout /Tagout will occur, as well as when the equipment is to be placed back in service.
    5. It is the responsibility of management to approve all Hazardous Energy Control Procedures. The Supervisor can give approval.
  3. Preparation for Lockout/Tagout
    1. Obtain the proper hazardous Energy Control Procedure for the equipment or machine to be locked out or tagged out.
    2. Identify affected employees by name that they may be involved in the impending Lockout/Tagout.
  4. Lockout/Tagout System Procedure
    1. Notify affected employees that a Lockout/Tagout is going to be used and the reason for it. The authorized employee shall know the type and magnitude of energy the machine or equipment utilizes and shall understand the hazards there of.
    2. Shutdown the equipment by normal stopping procedures. Operate the equipment to be sure it is off.
    3. Stored energy must be dissipated or restrained by methods such as repositioning, blocking, bleeding down, etc.
    4. Lockout/Tagout the electrical disconnect with individual lock or tags.
    5. After ensuring that other personnel will not be exposed, and as a check on having disconnected the energy sources, operate the push button or other normal operating controls to make certain the equipment will not operate.

      CAUTION: Return operating controls to OFF position after the test. The equipment is now Locked/Tagged out.

      Note: Combination locks are prohibited for Lockout of machines or equipment. Do not attempt to operate machine or equipment when it is Locked or Tagged Out.

  5. Restoring Equipment to Normal Production Operation
    1. After servicing and/or maintenance is complete and equipment is read for normal production operations, check the area to ensure no one is exposed.
    2. Ensure tools have been removed from the equipment and guards have been reinstalled.
    3. Remove Lockout/Tagout devices and reconnect the disconnect to restore energy to the machine.
  6. Training
    1. The Supervisor will perform Lockout/Tagout training for the listed equipment and/or machines.
    2. Authorized employees will be trained prior to their initial involvement in the
      Lockout/Tagout procedures.
    3. Affected employees will be trained prior to work assignment.
    4. Employees will be retained whenever there is a change in job assignment, equipment or process that would create a new hazard.
    5. The Supervisor will maintain training documents. The documentation should include the employees' name and the date trained. A copy should be kept in the Safety and Health Manual.
  7. Group Lockout/Tagout Procedures
    1. One authorized employee will co-ordinate the Lockout/Tagout procedure for group Lockout/Tagouts.
    2. No employee will be allowed to remove another employee's lock or tag without proper authorization.
    3. Employees will remove their own lock or tag when their part of the operation is completed.
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