Plants and shops that service machines

Which machine needs a lockout procedure?

Free checklist for a machine-specific lockout/tagout procedure: the four parts OSHA requires, every energy source, and the yearly inspection.

  • Free to read
  • No sign-up until the draft
  • Hands off to the right door
BUILDINGWORK AREASTOREEXIT

ePlan fills in

  • OSHA inspection history
  • Industry injury rates

How it works

Lockout/tagout procedure checklist, from one answer

  1. Name the machine and its energy sources.
  2. ePlan lays out the steps OSHA requires for each source and marks what your authorized employees must confirm on the machine.
  3. Read the checklist free. Working on a construction site instead? Start a site-specific safety plan.

What you get

Lockout/tagout procedure checklist and 1 more document

The check is free. The paperwork after it is drafted at the Site-specific safety plan with activity hazard analyses door.

The first draft

Lockout/tagout procedure checklist (free)

  1. Intended use of the procedure
  2. Energy sources and isolation points
  3. Shutdown, isolation, blocking and securing steps
  4. Placing, removing and transferring locks and tags
  5. Testing that energy is controlled
  6. Annual periodic inspection

Modeled on: OSHA 29 CFR 1910.147(c)(4) energy control procedure

Next · 2

Site-specific safety plan

  1. Hazard analysis for each activity
  2. Competent persons
  3. Emergency steps
  4. Training

From public data

What ePlan fills in, and from where

1 year

is the longest a lockout procedure may go without a periodic inspection by an authorized employee
Source: 29 CFR 1910.147(c)(6), eCFR

Ready for the paperwork?

Draft a site-specific safety plan with a hazard analysis (AHA) for each task, fall protection and emergency steps for your GC or a Corps job. Free to read.

Site-specific safety plan with activity hazard analyses →

Questions

Lockout Tagout Procedure Template: what people ask

Does every machine need its own written procedure?

Generally yes. You may skip documenting a procedure only when all eight listed conditions hold, including a single readily identified energy source, no stored or residual energy, one lockout device achieving lockout, and no past accidents from unexpected start-up during servicing.

Source: ecfr.gov

What must a lockout procedure include?

A statement of its intended use; specific steps to shut down, isolate, block and secure the machine; steps for placing, removing and transferring lockout or tagout devices and who is responsible; and requirements for testing that the energy controls worked.

Source: ecfr.gov

Does the lockout standard apply to construction?

No. 29 CFR 1910.147 excludes construction and agriculture employment, among others. It covers servicing and maintenance of machines where unexpected start-up or a release of stored energy could injure employees.

Source: ecfr.gov

The rules this door follows