Free Lockout/Tagout Procedure Template
Fill in one machine: what the procedure covers, who may use it, and each energy source with its isolating device, stored energy and the way to prove it is at zero. You get a printed procedure with the four parts OSHA requires, in the order OSHA sets.
Free to create. No card needed. Pick a plan when you are ready to use it on your company.
- 1910.147Lockout/tagout, hazardous energy
- 1910.212Machine guarding
- 1910.146Permit-required confined spaces
- 1910.28Fall protection
- 1910.333Electrical work practices
- 1910.119Process safety management: 14 elements and the RMP on the clock
- VERIFYGuard interlock check, weekly
- OWNERA control owner named for every safeguard
- FAILEDFailed check routed for escalation
- INDEPENDENTVerified by someone other than the owner
The Machine
One procedure per machine or piece of equipment. Write it for the people who will use it, at the machine.
Every Energy Source
List each one. Push buttons, selector switches and other control circuit devices are not energy isolating devices (1910.147(b)).
- Energy source 1
Who Holds the Locks
Print It
Before you print, add
- the machine name
- the servicing and maintenance tasks this procedure covers
- the isolating device for energy source 1
- how to verify zero energy for energy source 1
Walk the machine with the people who service it before you rely on this. An authorized employee who does not use the procedure must inspect it at least once a year (1910.147(c)(6)).
(A) Intended Use 1910.147(c)(4)(ii)(A)
This procedure sets out how to stop, isolate, lock out and verify this machine before any servicing or maintenance where unexpected start-up or a release of stored energy could injure someone. It covers: [list the tasks].
Authorized employees: [job titles]. Only they apply and remove locks (1910.147(c)(8)). Affected employees: [job titles]. No one may try to start, energize or use this machine while it is locked or tagged out.
Energy Sources
| # | Energy | Magnitude | Isolating device and location | Secured by | Stored energy | Verify |
|---|---|---|---|---|---|---|
| 1 | Electrical | Lock and tag | None |
(B) Shut Down, Isolate, Block and Secure 1910.147(c)(4)(ii)(B), (d)(1)-(5)
- Tell the affected employees that this machine is being shut down and locked out for servicing (1910.147(c)(9)).
- Know the type and magnitude of each energy source above, its hazards and how to control it (1910.147(d)(1)).
- Stop the machine the normal way: [normal stopping steps] (1910.147(d)(2)).
- Operate every isolating device in the table to isolate the machine from each energy source: [device] (1910.147(d)(3)).
- Each authorized employee puts their own lock and tag on each isolating device, holding it in the safe or off position (1910.147(d)(4)).
- Release, restrain or block all stored energy: as listed in the table. Where energy can build back up, keep checking until the work is done (1910.147(d)(5)).
(C) Placing, Removing and Transferring Locks and Tags 1910.147(c)(4)(ii)(C)
- Use only the company’s assigned lockout devices. Each lock and tag shows who put it on (1910.147(c)(5)(ii)(D)).
- Only the employee who put a lock on removes it (1910.147(e)(3)). If that person is not at the facility, a lock is removed only under the employer’s written removal procedure: confirm they are not there, try every reasonable way to reach them, and make sure they know before they return to work.
- Shift change: the oncoming employee puts on their lock before the off-going employee takes theirs off, so the machine is never left unprotected (1910.147(f)(4)).
- Contractors: we and the contractor share our lockout procedures before work starts (1910.147(f)(2)).
(D) Test and Verify Zero Energy 1910.147(c)(4)(ii)(D), (d)(6)
- Make sure no one is near moving parts.
- Source 1 (electrical): [how to verify]
- Return all controls to OFF or neutral after the test. Only now may work begin.
- If the machine must run to test or position it: clear tools and people, remove locks as below, run the test, then shut down and lock out again before work goes on (1910.147(f)(1)).
Release From Lockout 1910.147(e)
- Check that tools and non-essential items are removed and the machine is whole, with guards back in place.
- Check that everyone is clear of the machine. Controls in OFF or neutral.
- Each employee removes their own lock and tag.
- Tell the affected employees the locks are off before the machine is started.
Enforcement
Breaking this procedure is a serious safety violation and is handled under the company's disciplinary policy.
Made with the free X3 Critical Controls lockout/tagout procedure template. Review it with the people who use it, and inspect it at least yearly (1910.147(c)(6)).
What OSHA Asks For, Paragraph by Paragraph.
The tool follows these rules. Read the full text on eCFR before you rely on it: this is decision support, not legal advice.
- 29 CFR 1910.147(c)(4)(i)
- Develop, document and use procedures to control hazardous energy. A machine meeting all eight conditions of the exception (one energy source, no stored energy, a single lock and the rest) does not need a written procedure.
- 29 CFR 1910.147(c)(4)(ii)(A)
- A specific statement of the intended use of the procedure.
- 29 CFR 1910.147(c)(4)(ii)(B)
- Specific steps for shutting down, isolating, blocking and securing the machine.
- 29 CFR 1910.147(c)(4)(ii)(C)
- Specific steps for placing, removing and transferring lockout or tagout devices, and who is responsible for them.
- 29 CFR 1910.147(c)(4)(ii)(D)
- Specific requirements for testing the machine to verify that the locks, tags and other controls work.
- 29 CFR 1910.147(d)
- Apply energy control in this order: prepare, shut down, isolate, apply locks or tags, release stored energy, verify isolation.
- 29 CFR 1910.147(e)
- Before restoring energy: check the machine and the area, check that everyone is clear, have each person remove their own lock, and notify affected employees.
- 29 CFR 1910.147(c)(6)
- Inspect each procedure at least once a year, by an authorized employee who does not use it, and certify the inspection.
Questions About the Lockout/Tagout Procedure Template.
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Do I need a written procedure for every machine?
Can I use tags instead of locks?
Is a stop button an isolating device?
What about cord-and-plug equipment?
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In X3 Critical Controls each machine's energy control procedure is kept with its owner, its annual inspection and every failed check, so the procedure on the floor is the current one. Free to create. No card needed. Pick a plan when you are ready to use it on your company.