Lockout and tagout rules are designed to protect workers from unexpected startup or release of stored energy that could cause injury. Although only authorized employees are permitted to perform lockout procedures and to remove locks and tags, all employees need to understand lockout and tagout procedures.

1. THINK, PLAN AND CHECK. If you’re in charge, think through the entire procedure. Identify all parts of any systems that need to be shut down. Find the switches, valves or other devices that need to be locked out.

2. COMMUNICATE. Tell affected employees you’ll be locking out the equipment and why.

3. LOCATE ALL POWER SOURCES, including stored energy in springs or hydraulic systems.

4. NEUTRALIZE ALL POWER AT ITS SOURCE. Disconnect electricity. Block movable parts. Release or block spring energy. Drain or bleed hydraulic and pneumatic lines. Lower suspended parts to rest positions.

5. LOCK OUT ALL POWER SOURCES. Use a lock designed only for this purpose. Each worker should have a personal lock.

6. TEST OPERATING CONTROLS. Turn on all controls to make sure the power doesn’t go on.



This article is a part of Community Insurance Group’s Risk Track™. A library of risk management and loss control resources available to all Community Insurance Group business insurance clients.


About Community Insurance Group

Community Insurance Group is one of the largest independent insurance agencies in West Central Ohio with offices located in Sidney, Minster and Fort Loramie. We serve clients throughout Ohio, Indiana, Kentucky, Michigan, and Pennsylvania. Community Insurance Group takes pride in offering a wide range of insurance carriers and products, and works hard to create a successful and viable resource our communities can depend on. We specialize in Agribusiness and Farms, Contractors, Energy Dealers, Manufacturers, Trucking, Underground Storage Tanks, Emergency Service Organizations and Volunteer Fire Departments.