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This document outlines the Lockout/Tagout policies and procedures to protect workers from the accidental release of energy, in compliance with OSHA standards.
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How to fill out Control of Hazardous Energy (Lockout/Tagout)

01
Identify all energy sources that must be controlled.
02
Notify affected employees about the lockout/tagout procedure.
03
Shut down the equipment following the manufacturer's procedures.
04
Isolate the equipment from its energy sources using lockout devices.
05
Apply lockout/tagout devices and ensure they are securely fastened.
06
Release any stored energy (such as hydraulic or pneumatic pressure).
07
Test the equipment to ensure it is in a safe state and that energy has been effectively locked out.
08
Perform the necessary maintenance or servicing work.
09
Remove locks and tags only when the service or maintenance is complete.
10
Notify affected employees that the work is finished and that the equipment is back in service.

Who needs Control of Hazardous Energy (Lockout/Tagout)?

01
All employees who work with or near equipment that could release hazardous energy.
02
Supervisors and managers responsible for maintaining safety protocols.
03
Maintenance personnel conducting repairs or servicing on machinery.
04
Contractors and third-party workers who may interact with equipment on-site.
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Hazardous energy may appear in a variety of forms in the workplace. These include electrical, mechanical, pneumatic, hydraulic, and thermal energy sources. For example, springs under tension or compression, and chemical, water, gas, and steam energy sources.
What is the intent of the energy control program? To ensure that before any employee services equipment where the potential exists for unexpected energization or start-up of equipment or the release of stored energy, the machine or equipment is isolated from the energy source and rendered inoperative.
Hazardous energy controls are generally known as lockout/tagout, or LOTO, and consist of locks and tags applied to energy-isolating device(s) on equipment that contains the hazardous energy source(s).
What is Lockout Tagout? Lockout tagout is a protection system against unintentional exposure to hazardous energy from equipment and machinery. A lockout device, such as a padlock, secures the energy isolating device while a tagout device (i.e. a tag) warns employees not to use the equipment.
Hazardous energy is defined: "any electrical, mechanical, hydraulic, pneumatic, chemical, nuclear, thermal, gravitational, or other energy that can harm personnel" (CSA Z460-20 "Control of Hazardous Energy - Lockout and Other Methods").
The OSHA standard for The Control of Hazardous Energy (Lockout/Tagout) (29 CFR 1910.147) for general industry outlines measures for controlling different types of hazardous energy. The LOTO standard establishes the employer's responsibility to protect workers from hazardous energy.

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Control of Hazardous Energy (Lockout/Tagout) is a safety procedure that ensures dangerous machines are properly shut off and unable to start up again prior to the beginning of maintenance or servicing work.
Employees who are authorized to perform maintenance or servicing on machines or equipment that can release hazardous energy are required to file Control of Hazardous Energy (Lockout/Tagout).
To fill out a Control of Hazardous Energy (Lockout/Tagout) form, identify the energy source, isolate the energy supply, lock and tag the device, and document the procedure including the date, time, and personnel involved.
The purpose of Control of Hazardous Energy (Lockout/Tagout) is to prevent accidental injury to workers caused by the unexpected release of hazardous energy during maintenance or servicing operations.
The information that must be reported includes the identity of the equipment, the type of energy sources, the method used to control the energy, the names of authorized employees, and the date and time of the lockout/tagout operations.
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