Lockout - Tagout Procedure

Use this editable Lockout–Tagout Procedure to document control of hazardous energy before machinery or equipment is serviced or maintained. It covers isolation, lockout or tagout, verification and return to operation.

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Supplied as one editable Microsoft Word document, with its forms included as attachments, in a digital download.

Hazardous-energy isolation and servicing controls

The written program covers shutdown preparation, isolation of energy sources, application of the appropriate lockout or tagout devices, control of stored energy and verification before servicing begins. It also addresses release of the equipment, group work, outside contractors, training and periodic review of the program. Those steps let facilities staff document who controls the equipment during maintenance and how it is safely returned to operation.

The revised procedure references OSHA's control-of-hazardous-energy requirements in 29 CFR 1910.147.

Related equipment workflow

Use this safety procedure alongside the separately sold Preventive Maintenance Procedure, which documents equipment schedules and service records. A maintenance schedule does not replace the energy-control steps needed for the work.

Using an eQMS? These editable Microsoft Office files can be imported into any electronic quality management system (eQMS) that manages Word and Excel documents, or used in a paper-based system. Adapt the approval, signature and record steps to your system’s workflow, and validate the eQMS software under your own QMS. See how to use A.P. Lyon procedures in an eQMS.

Practical guide

Read Manufacturing Safety Procedures: Hazardous Energy, Biohazards and Respirators for workflow guidance, a checklist and common mistakes.