General Lockout and Tagout Procedures

General Lockout and Tagout Procedures

Nov 03, 2020

General Lockout and Tagout Procedures


All affected employees will be notified about the lockout/tagout procedure and the prohibition regarding attempts to re-start or re-energize equipment locked/tagged out.


Machinery or equipment shall be turned off or shut down using the procedures established.


When purchasing new equipment (electrical, process, etc.), it must be designed to accept a proper lockout device.


All energy isolation procedures shall follow the “Lock, Tag, Clear, and Try” sequence.


Physically locate and properly isolate machinery or equipment from the energy source(s).  The authorized person must affix lockout devices to each energy-isolating device.  The device will be attached in a manner that will hold the energy isolating devices in a “safe” or “off” position.

Locks shall be accompanied with a bilingual tag stating “Danger, Do Not Operate” or similar.  The tag must state the identified equipment, the date, and reason it was locked out or tagged, and the name of the person installing the lock the work order number and isolation certificate are optional.

All tags must be able to withstand the environmental conditions under which they will be subjected.

All tags will have a unique identification number.

The following list is representative of situations in which a tag is warranted; 

valves that are not in normal operating position,locks used for energy isolation,switches, valves and blinds used to isolate control lines or equipment undergoing maintenance as outlined in energy Isolation lockout/tagout,defective or leaking valves,equipment, tools or pipelines that are not functioning correctly and may be unsafe to use and Safety or emergency equipment that will not function properly and is unsafe to use. 


The area must be clear of personnel and tools prior to attempting to start the equipment.


After ensuring that all personnel and equipment are clear, test to verify that it is properly locked out and safe to work on. 

Note : After testing, verify that the switch, start button, or valve is returned to its off or neutral position.