Lockout/Tagout Program


  • This lockout / tagout (LOTO) program is intended for all departments at UW Colleges. Departments may modify this program or develop their own written program to meet individual departmental needs.
  • The purpose of this program is to identify the procedures necessary to shut down and lock out or tag out machines and equipment where the unexpected energizing or start-up of the equipment or release of energy could cause injury.
  • Hazardous energy appears in the workplace in the form of electrical, mechanical, pneumatic, hydraulic and thermal energy and includes chemical, water, steam and gaseous energy systems. Lockout/Tagout procedures prevent the unexpected energization, start up or release of stored energy that could cause injury while working on equipment. OSHA estimates that nearly 2% of all deaths in the workplace would be affected by adherence to this rule .
  • The program is applicable whenever employees (students) install, repair, set up or service equipment or machinery, or if employees are required to remove or bypass a guard or safety device.
  • The program requires that employees receive training and requires that periodic inspections be conducted to maintain and enhance the program.

Areas of Responsibility

Assistant Dean

Shall verify that the periodic inspections have been performed by the Building and Grounds Superintendent. The certification shall identify the machine or equipment on which the energy control procedure was being utilized, the date of the inspection, the employees included in the inspection, and the person performing the inspection.

Shall ensure that training is conducted by the Building and Grounds Superintendent to ensure that employees understand the purpose and function of the energy control program and that the knowledge and skills required for the safe application, usage, and removal of the energy controls are acquired by employees. Training must be provide upon hire, prior to exposure or when a procedure changes and periodically thereafter. The training shall include the following:

  • To be authorized each designated employee shall receive training in the recognition of applicable hazardous energy sources, the type and magnitude of the energy available in the workplace, and the methods and means necessary for energy isolation and control.
  • Each affected employee shall be instructed in the purpose and use of the energy control procedure.
  • All other employees whose work operations are or may be in an area where energy control procedures may be utilized, shall be instructed about the procedure, and about the prohibition relating to attempts to restart or reenergize machines or equipment which are locked or tagged out.
  • Shall certify that employee training has been accomplished and is being kept up to date. The certification shall contain each employees name and dates of training. 

Building and Grounds Superintendent

Shall establish a program consisting of energy control procedures, employee training and periodic inspections to ensure that before any employee performs any servicing or maintenance on a machine or equipment where the unexpected energizing, start up or release of stored energy could occur and cause injury, the machine or equipment shall be isolated from the energy source, and rendered inoperative.

Written procedures shall be developed, documented, and utilized for the control of potentially hazardous energy when employees are engaged in the activities covered by this section. The written procedures must include:

  • A specific statement of the intended use of the procedure
  • Specific procedural steps for shutting down, isolating, blocking and securing machines or equipment to control hazardous energy
  • Specific procedural steps for the placement, removal and transfer of lockout devices or tagout devices and the responsibility for them
  • Specific requirements for testing a machine or equipment to determine and verify the effectiveness  of lockout devices, tagout devices, and other energy control measures

Shall establish procedures for the application of energy control (the lockout or tagout procedures) that cover the following elements and actions and shall be done in the following sequence:

  • Before an authorized or affected employee turns off a machine or equipment, the authorized employee shall have knowledge of the type and magnitude of the energy, the hazards of the energy to be controlled, and the method or means to control the energy. 
  • The machine or equipment shall be turned off or shut down using the procedures established for the machine or the equipment. An orderly shutdown must be utilized to avoid any additional or increased hazard(s) to employees as a result of equipment stoppage.
  • All energy isolating devices that are needed to control the energy to the machine or equipment shall be physically located and operated in such a manner as to isolate the machine or equipment from the energy source(s).
  • Lockout or tagout devices shall be affixed to each energy-isolating device by authorized employees.
  • Lockout devices, where used, shall be affixed in a manner that will hold the energy isolating devices in a "safe" or "off" position.
  • Tagout devices, where used, shall be affixed in such a manner as will clearly indicate that the operation or movement of energy isolating devices from the "safe" or "off" position is prohibited.
  • Where tagout devices are used with energy isolating devices designed with the capability of being locked, the tag attachment shall be fastened at the same point at which the lock would have been attached.
  • Where a tag cannot be affixed directly to the energy isolating device, the tag shall be located as close as safely possible to the device, in a position that will be immediately obvious to anyone attempting to operate the device. 

Locks, tags, chains, wedges, key blocks, adapter pins, self-locking fasteners, or other hardware shall be provided for isolating, securing or blocking of machines or equipment from energy sources.

Shall conduct a periodic inspection of the energy control procedure at least annually to ensure that the procedure and the requirements of this standard are being followed.

Employees who will be affected by any specific lockout/tagout shall be notified by the Building and Grounds Superintendent or authorized employee of the application and removal of lockout devices or tagout devices. Notification shall be given before the controls are applied, and after they are removed from the machine or equipment.

Hazardouse Energy Control Procedure

Lockout Inspection Form


Authorized Employee

  • Follow all LOTO procedures
  • Assist supervisor’s in completing equipment specific LOTO procedures
  • Consult supervisors when questions or concerns arise
  • Notify all affected employees of LOTO activities

Affected Employee

  • DO NOT perform maintenance activities on equipment/machine(s) if you are not authorized to do so.
  • DO NOT attempt to start up equipment that has been isolated, locked, blocked and/or tagged.
  • DO NOT perform LOTO procedures (e.g., apply locks/tags to equipment) if your are not authorized to do so.
  • DO NOT remove or damage locks and tags. Removal may place you and/or your fellow employees in serious danger.
  • The same responsibilities/rules apply to visiting contractors or vendors using LOTO procedures.