Step through isolating energy before servicing equipment: notify, shut down, isolate, lock, release stored energy and verify.
Unexpected start-up or release of energy during maintenance causes severe injuries. A lockout procedure for each machine, followed every time, prevents them.
OSHA’s control of hazardous energy standard sets requirements for written procedures, training and periodic inspections. This checklist supports, and does not replace, your equipment-specific procedures.
14 items. Keep it on a tablet, or print a copy for the clipboard.
Before clearing a jam in a conveyor, a maintenance tech isolates the electrical disconnect and the air supply, applies his lock and tag to both, bleeds the air line and presses start to verify nothing moves.
OSHA’s hazardous energy rule requires written procedures and that each worker follows them before servicing machines that could start up or release stored energy. A completed checklist shows the steps were followed for that job and supports the periodic inspection of procedures the rule requires at least once a year.
| Equipment | Conveyor 3, infeed section |
|---|---|
| Energy sources | 480V disconnect DS-3, air valve AV-3 |
| Affected employees notified | Packing crew, 7:10 am |
| Locks applied | Tomas (lock 12) and Jen (lock 19) on both sources |
| Stored energy | Air line bled to 0 psi |
| Zero energy verified | Start pressed, no movement, 7:18 am |
| Locks removed | Each by its owner, 8:05 am |
Sample for Midwest Box Co. in Peoria, Illinois. Both workers put their own lock on both sources, so either one alone keeps the conveyor dead, and the verify time proves the start test came before anyone reached into the infeed.
Trained authorized employees.
Each worker typically applies their own lock or uses a group lockout procedure.
At least yearly under the OSHA standard.
Tags alone are allowed only in limited cases.
The lock may only be removed under a specific procedure the employer has written for this case. Typically the supervisor confirms the worker is off site, tries to reach them, and makes sure they are told before they return to work.
The equipment must stay locked out the whole time. The incoming worker applies their own lock before the outgoing worker removes theirs, and the hand-off is noted on the checklist.
More for the same job
Use the lockout tagout checklist for the record you need today. To see who clocked in, and when, book a demo of EZTime.