Lockout Tagout Procedure Checklist with eAuditor Audits & Inspections

https://eauditor.app/2024/06/11/lockout-tagout-procedure-checklist/

Lockout Tagout Procedure Checklist
Lockout Tagout Procedure Checklist LOTO is essential for ensuring the safety of workers during maintenance or servicing of equipment.

Here’s a comprehensive Lockout Tagout Procedure checklist you can use:
Lockout Tagout Procedure Checklist

1. Equipment Identification:
Identify all equipment and machinery that require lockout/tagout procedures for maintenance or servicing.
2. Training and Authorization:
Ensure that all authorized employees are trained in lockout/tagout procedures.
Verify that only authorized personnel are allowed to perform lockout/tagout activities.
3. Lockout/Tagout Devices:
Check that appropriate lockout/tagout devices are available and in good condition.
Ensure sufficient quantities of locks, tags, hasps, and other devices are readily accessible.
4. Procedure Documentation:
Review and update written lockout/tagout procedures for each piece of equipment.
Ensure procedures include step-by-step instructions, equipment-specific details, and safety precautions.
5. Equipment Shutdown:
Verify that equipment is properly shut down following manufacturer’s instructions.
Ensure all energy sources (electrical, hydraulic, pneumatic, etc.) are isolated and de-energized.
6. Lockout/Tagout Application:
Assign locks and tags to authorized personnel for each lockout/tagout activity.
Ensure each lockout/tagout device is securely applied to the appropriate energy isolation points.
7. Verification of Energy Isolation:
Confirm that energy isolation devices are locked and tagged out.
Verify that stored energy has been dissipated or released safely.
8. Testing for Zero Energy State:
Test equipment controls to ensure they are in a neutral position.
Verify that there is no residual energy present in the equipment.
9. Start-Up Prevention:
Implement measures to prevent accidental start-up of equipment during maintenance or servicing.
Communicate lockout/tagout activities to affected personnel and post warning signs as needed.
10. Work Completion and Removal of Lockout/Tagout Devices:
Complete maintenance or servicing tasks as per procedures.
Remove lockout/tagout devices only when work is complete, and it is safe to re-energize equipment.
11. Verification and Inspection:
Conduct a final verification to ensure all lockout/tagout devices are removed and equipment is operational.
Perform regular inspections to ensure compliance with lockout/tagout procedures and identify any issues or deficiencies.
12. Training and Record-Keeping:
Provide ongoing training to employees on lockout/tagout procedures and safety practices.
Maintain records of lockout/tagout training, procedures, equipment inspections, and incidents.
13. Review and Continuous Improvement:
Periodically review and update lockout/tagout procedures based on feedback, changes in equipment, or regulatory requirements.

1. Lockout Tagout Procedure
Checklist
LOTO is essential for ensuring the safety of workers during maintenance or
servicing of equipment. This comprehensive guide provides a systematic approach
to implementing effective lockout tagout procedures that protect workers from
hazardous energy sources and prevent accidents during maintenance activities.

2. Foundation: Equipment &
Training
Equipment Identification
Identify all equipment and
machinery that require
lockout/tagout procedures for
maintenance or servicing.
Training & Authorization
Ensure all authorized employees
are trained in lockout/tagout
procedures. Verify only authorized
personnel perform LOTO activities.
Device Availability
Check that appropriate lockout/tagout devices are available in good condition
with sufficient quantities readily accessible.

3. Documentation & Procedures
Procedure Documentation
Review and update written lockout/tagout procedures for each piece of
equipment. Ensure procedures include:
•Step-by-step instructions
•Equipment-specific details
•Safety precautions
•Energy isolation points
•Verification methods
Proper documentation serves as the foundation for safe and consistent LOTO
implementation across all equipment and personnel.

4. Critical Safety Steps
01
Equipment Shutdown
Verify equipment is properly shut down following manufacturer's
instructions. Ensure all energy sources are isolated and de-energized.
02
Apply Lockout/Tagout
Assign locks and tags to authorized personnel. Ensure each device is
securely applied to appropriate energy isolation points.
03
Verify Energy Isolation
Confirm energy isolation devices are locked and tagged. Verify stored
energy has been dissipated or released safely.
04
Test Zero Energy State
Test equipment controls to ensure neutral position. Verify no residual
energy is present in the equipment.

5. Prevention & Work
Completion
Start-Up Prevention
Implement measures to prevent accidental start-up during
maintenance. Communicate LOTO activities to affected personnel
and post warning signs.
Work Completion
Complete maintenance tasks per procedures. Remove lockout/tagout
devices only when work is complete and safe to re-energize
equipment.

6. Verification & Continuous Improvement
Final Verification
Conduct final verification ensuring all
devices are removed and equipment is
operational.
Regular Inspections
Perform regular inspections to ensure
compliance and identify deficiencies.
Ongoing Training
Provide continuous training on
procedures and safety practices.
Record Keeping
Maintain records of training, procedures,
inspections, and incidents.
Review & Update
Periodically review procedures based on
feedback and regulatory changes.

7. eAuditor: Digital LOTO Inspections
Enhanced Safety & Efficiency
eAuditor Audits & Inspections streamlines LOTO procedure inspections through
digital technology. Key features include:
•Customizable lockout tagout checklists
•Real-time data syncing across devices
•Photo documentation capabilities
•Secure user authentication
•Equipment identification systems
Available on Apple and Android app stores for comprehensive workplace safety
management.

8. Complete Safety Solution
Reporting & Analytics
Generate comprehensive reports with
compliance status, observations, and
recommendations. Visual dashboards
track trends over time.
Smart Notifications
Alert system for upcoming inspections,
overdue items, and critical issues.
Automated reminders for scheduled
activities.
Compliance Tracking
Monitor performance against regulatory requirements. Identify trends to proactively
address compliance issues and improve safety practices.
By following this comprehensive checklist and utilizing digital tools like eAuditor,
organizations can ensure safe implementation of lockout/tagout procedures, protecting
workers from hazardous energy sources and preventing accidents during maintenance
activities.