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Lockout Tagout Procedure for Machinery Checklist

Ensures safe machinery shutdown by identifying and locking out energy sources before maintenance or repairs are performed.

Pre-Lockout Checklist
Lockout Procedure
Tag Placement
Verification and Testing
Release Procedure
Post-Lockout Checklist

Pre-Lockout Checklist

Verify that all personnel have been safely evacuated from the immediate area surrounding the system to be isolated. Confirm that all energized components have been de-energized or locked out/tagged out. Ensure that all necessary safety equipment has been properly installed and maintained, such as personal protective gear and fall protection systems. Check the isolation valve's position to ensure it is fully closed and the lockout device is securely in place. Verify that all relevant documentation, including permit logs and lockout/tagout records, have been completed accurately. Conduct a final visual inspection of the system to guarantee there are no hazards or energized components present prior to proceeding with maintenance activities.
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FAQ

How can I integrate this Checklist into my business?

You have 2 options:
1. Download the Checklist as PDF for Free and share it with your team for completion.
2. Use the Checklist directly within the Mobile2b Platform to optimize your business processes.

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What is the cost of using this Checklist on your platform?

Pricing is based on how often you use the Checklist each month.
For detailed information, please visit our pricing page.

What is Lockout Tagout Procedure for Machinery Checklist?

Lockout Tagout (LOTO) Procedure for Machinery Checklist

  1. Identify and Document Machine Details

    • Machinery Type/Model
    • Location of Energy Sources
    • Presence of Stored Energy in Machines
  2. Turn Off the Main Power Source

    • Disconnect the machine from its power source, if possible.
    • Ensure it's turned off completely by checking for absence of electrical current.
  3. Lockout the Machine

    • Apply a lock to the main energy control device or directly on the machine itself, preventing anyone else from starting it until you're ready.
    • Verify that all stored energy in the machinery is dissipated.
  4. Remove and Store Power Source Cords

    • Securely remove power source cords, ensuring they cannot be easily reattached.
    • Store them in a designated area for recovery during machine operation.
  5. Tag the Machinery as Locked Out

    • Use a tag to clearly indicate that the machine has been locked out, visible from all sides of the machinery and easy to read.
    • Ensure tags comply with local regulations or industry standards.
  6. Communicate Lockout Status

    • Inform colleagues about the locked-out state of the machinery, through proper notification procedures.
    • They must be aware that the machine is not operational until unlocked.
  7. Monitor Machine for Safety During Storage

    • Regularly check the machine's environment to ensure it remains safe during storage.
    • Be prepared to address any changes or unexpected issues.
  8. Document All Lockout Procedures

    • Keep a record of each lockout procedure conducted, including dates, details about what was done (e.g., turning off main power), and who performed the lockout task.
    • This helps in tracking history and ensuring procedures are followed correctly.
  9. Review and Update LOTO Protocols Regularly

    • Periodically review your current LOTO procedures to identify areas for improvement, based on changes or lessons learned from previous incidents.
    • Make necessary adjustments to maintain a safe working environment.

How can implementing a Lockout Tagout Procedure for Machinery Checklist benefit my organization?

Implementing a Lockout/Tagout (LOTO) procedure for machinery checklist benefits your organization in several ways:

  • Ensures worker safety by preventing unexpected start-ups and electrical shock hazards
  • Reduces downtime and equipment damage caused by improper shutdowns
  • Increases productivity by minimizing delays associated with equipment repair
  • Complies with OSHA regulations and industry standards, reducing the risk of fines and penalties
  • Enhances overall workplace safety culture and encourages employees to follow procedures
  • Supports a proactive maintenance approach, helping to identify potential issues before they become major problems.

What are the key components of the Lockout Tagout Procedure for Machinery Checklist?

Identify Machine/Equipment, Energy Isolation Point(s), Lockout Device(s) or Tag(s), LOTO Personnel Training, Authorized Employee Verification, Pre-Operation Check, Post-Operation Check, Equipment Maintenance, and Record Keeping.

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Pre-Lockout Checklist
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Lockout Procedure

The Lockout Procedure is a critical safety protocol that ensures the safe shutdown of equipment or machinery before performing maintenance or repairs. This process involves several key steps to prevent accidental startup and ensure personnel safety. First, identify and isolate all energy sources including electrical, pneumatic, hydraulic, and mechanical systems. Next, lock out these sources using designated devices such as padlocks, valve locks, or switch keys. Then, verify that the equipment is de-energized by performing a visual inspection or using specialized testing equipment if necessary. Finally, once the lockout is in place, tag the equipment to indicate that it is not operating and perform the required maintenance or repairs with personnel safety as the top priority
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Lockout Procedure
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Tag Placement

The Tag Placement process step involves attaching identification labels or tags to items or products as part of the overall manufacturing or inventory management process. This step is critical for tracking, inventory control, and quality assurance purposes. The placement of tags typically occurs at specific stages during production, such as after printing or finishing operations, or just before packaging and shipping. Tags may be attached by hand, using automated systems like label applicators, or through the use of adhesive-backed labels that can be applied directly to the item or product surface. Ensuring accurate and consistent tag placement is essential for maintaining product identification and traceability throughout the supply chain.
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Tag Placement
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Verification and Testing

In this critical stage of the development process, Verification and Testing ensure that the software product meets all specified requirements and functions as expected. A thorough examination is conducted to identify any defects or discrepancies in the code, design, or implementation. This involves both automated testing using specialized tools and manual evaluation by skilled testers. The verification phase validates that the product aligns with its intended purpose, adhering to established standards and guidelines. Testing encompasses a range of activities, including black box, white box, and gray box testing, as well as exploratory testing. The goal is to deliver a product that is free from defects and reliable in performance, meeting the needs of end-users and stakeholders.
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Release Procedure

Release Procedure This procedure outlines the steps to be taken when releasing software or updates into production. It ensures that all necessary checks are performed before deployment, minimizing the risk of errors and downtime. The process involves obtaining final approval from designated stakeholders, conducting a thorough review of release notes and test results, verifying compatibility with existing systems and infrastructure, executing a backup prior to deployment, and implementing changes in a controlled environment. Upon successful completion, the team conducts a post-release evaluation to identify lessons learned and areas for improvement. This procedure helps maintain high standards of quality and consistency across all software releases.
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Post-Lockout Checklist

Upon completing the lockout procedure, perform the Post-Lockout Checklist to ensure a safe and controlled re-energization of the system. This step involves verifying that all energy sources have been safely isolated and locked out, checking for any potential hazards or residual energies, and ensuring that only authorized personnel are present in the area. Review the lockout/tagout procedures to confirm they were followed correctly. Inspect the system and surrounding areas for any damage or signs of wear. Check that all valves and switches are in their designated positions and that no unexpected movements can occur during re-energization. Finally, verify that a thorough clean-up has been completed, removing any hazardous materials or equipment debris.
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Post-Lockout Checklist
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Limbach Gruppe logo
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Aumund logo
Kogel logo
Orthomed logo
Höhenrainer Delikatessen logo
Endori Food logo
Kronos Titan logo
Kölner Verkehrs-Betriebe logo
Kunze logo
ADVANCED Systemhaus logo
Westfalen logo
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