Lockout/Tagout (LOTO) Checklist
OSHA LOTO Standard
The Control of Hazardous Energy. CFR 29, Part 1910.147
Steps to Apply LOTO
Step Action
1. Prepare for shutdown [29 CFR 1910.147(d)(1)].
Perform a hazard analysis been performed for the different types of
Hazardous energy?
Do authorized employees know the location of the written procedure?
Notify affected workers.
Have affected employees been trained to recognize when the procedure is
being used and instructed not to remove lockout/tagout devices or start de-
energized equipment?
Has training been verified prior to beginning LOTO?
Review procedures.
Identify all energy sources.
Ensure all isolating devices will accept lockout/tagout devices.
Gather necessary tools, equipment.
Identify any supporting equipment or systems that must also be
shutdown.
Have I provided all of the necessary equipment to employees for isolating
dangerous machinery and equipment including; locks, tags, chains, wedges, key
blocks, adapter pins, self-locking fasteners, or other important hardware used
to secure or prevent machinery from causing injury or death?
Is an authorized employee assigned and responsible for removing and
transferring lockout/tagout devices?
Do requirements exist for testing a machine or equipment to determine
and confirm effectiveness and efficiency of lockout/tagout procedures?
Are all lockout devices and tags designed to withstand the environment in
which they are exposed for the maximum period of time that exposure is
expected?
Can I confirm and certify periodic inspections have been performed? The
certification identifies the machine or equipment on which the energy control
procedure was being utilized, the date of the inspection, the employees
included in the inspection, and the person performing the inspection?
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Have I provided training that ensures the purpose and function of the
energy control program? Do all employees understand the knowledge and
skills required for the safe application, usage, and removal of the energy
controls?
Has each authorized employee received training in the recognition of
applicable hazardous energy sources, the type and magnitude of the energy
available in the workplace, and the methods and means necessary for energy
isolation and control?
Does the program include all other employees whose work operations may
be in an area where energy control procedures may be utilized?
Are all employees notified and aware of the application and removal of
lockout devices or tagout devices?
2. Machine & Equipment Shutdown [29 CFR 1910.147(d)(2)]
Has the machine or equipment been turned off or shut down using the
procedures established for it to avoid any additional or increased hazards to
employees as a result of the machine or equipment stoppage?
Shutdown equipment by normal methods.
Note: Use an orderly shutdown to avoid additional hazards
3. Machine & Equipment Isolation [29 CFR 1910.147(d)(3)].
Isolate or block all energy sources for the equipment.
Has all the stored hazardous energy (mechanical, hydraulic, air, etc.) been
released or blocked before equipment is locked out for repairs?
Are all equipment manual control valve handles provided with a
means/device for locking out?
4. Device Application [29 CFR 1910.147(d)(4)(i) through [29 CFR 1910.147(d)(4)
(iii)(B)].
Are Lockout or tagout devices affixed to each energy-isolating device by
authorized employees?
Do lockout/tagout devices indicate the identity of the employee applying
the device(s)?
Are Lockout and tagout devices specific to lockout and not used for any
other purposes and must be standardized within the facility by color, shape or
size?
Apply Lockout locks and tags.
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5. Release all stored energy [29 CFR 1910.147(d)(5)(i)].
Release, restrain, block, disconnect, or otherwise render residual or
stored energy safe.
Use energy drains (drain pressurized lines, free-wheeling shafts, active
ground) whenever possible.
If energy can re-accumulate during shutdown, continually verify a safe
energy level until lockout/tagout is removed.
6. Verification of Isolation [29 CFR 1910.147(d)(6)].
Physically verify energy isolation by operating controls or measuring the
energy state (use a meter to verify zero energy per NFPA 70E Article 120,
operate the startup controls).
Note: If the worksite has been left unattended, repeat Step 6 and verify the
integrity of locks and tags (against tampering) before continuing work.
7. Perform Work
Steps to remove LOTO
1. Inspect the work area to ensure that nonessential items have been removed
and the work has been completed.
2. Ensure that the work area is clear of personnel.
3. Lockout or tagout removal (removed by authorized employee who applied it)
Remove LOTO devices
4. Inform affected employees that the work has been completed and that locks
and tags have been removed.
5. Restore Equipment to service.
Comments:
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![5.
Release all stored energy [29 CFR 1910.147(d)(5)(i)].
Release, restrain, block, disconnect, or otherwise render residual o](https://screenshots.scribd.com/Scribd/252_100_85/326/660522278/3.jpeg)
