Safety Training Course

Six Steps to Lockout/Tagout

Learn the 6 steps for lockout/tagout safety: Preparation, Shutdown, Isolation, Lockout/Tagout, Stored Energy Check, and Isolation Verification.

Length:
5m
Language(s):
EN, FR, SP
Year Produced:
2019

Six Steps to Lockout/Tagout

This essential safety training teaches workers the critical six-step lockout/tagout (LOTO) procedure required by OSHA to protect employees from the unexpected startup of machinery or release of hazardous energy during service and maintenance operations. Following these steps prevents serious injuries and fatalities from electrocution, caught-in hazards, crushing injuries, and amputations. The program breaks down the complete LOTO process into six mandatory steps: (1) Preparation—identifying energy sources and notifying affected employees, (2) Shutdown—properly shutting down equipment using normal stopping procedures, (3) Isolation—disconnecting or isolating all energy sources including electrical, mechanical, hydraulic, pneumatic, chemical, and thermal, (4) Lockout/Tagout—applying lockout devices and danger tags to isolated energy sources, (5) Stored Energy Check—releasing or restraining residual or stored energy such as capacitors, springs, elevated machine parts, and pressurized lines, and (6) Isolation Verification—testing to confirm that equipment cannot start and all energy is effectively isolated before beginning work. Topics include identifying all energy sources that require control, selecting and applying appropriate lockout devices and tags, using personal locks to ensure only the worker who installed the lock can remove it, conducting verification tests to prove zero energy state, procedures for group lockout when multiple workers are involved, and safe restoration of energy after work is completed. This training emphasizes that shortcuts in the six-step LOTO procedure can result in tragic consequences and that full compliance with each step is mandatory before servicing equipment.

Course Overview

  • Learn the 6 steps for lockout/tagout safety: Preparation, Shutdown, Isolation, Lockout/Tagout, Stored Energy Check, and Isolation Verification
  • Master lockout/tagout safety protocols and procedures for workplace environments
  • Develop skills for implementing comprehensive lockout/tagout safety programs and safety measures
  • Learn to implement comprehensive lockout/tagout safety training programs
  • Understand lockout/tagout safety requirements and compliance standards for workplace environments
  • Develop awareness of lockout/tagout hazards and prevention strategies for worker protection
Objectives:
Preparation
Shutdown
Isolation
Lockout/Tagout

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FAQs

What is the primary goal of the "Preparation" phase in the lockout/tagout procedure?

The authorized employee need to investigate and gain a complete understanding of all types of hazardous energy and recognize the particular means for controlling that energy.

Which people need to be informed during the "Shutdown" step, even if they are not directly involved in the maintenance?

It is important to inform any employee affected by the shutdown, even if they won't play a role in the service.

Which constitutes the "Isolation" step of the procedure?

In practical terms, this step involves isolating the machine or equipment from any source of energy, including turning off power at a breaker or shutting a valve.

What is the specific purpose of applying a lockout mechanism during Step 4?

The reason is to keep the energy-isolating device in the "safe" position so it cannot be moved to the unsafe position except by the person performing the lockout.

What makes the "Stored Energy Check" necessary even after locking out the machine?

It is necessary because disconnection does not guarantee there is no hazardous energy stored or residual within the machine that needs to be relieved or restrained.

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