Step 1: Develop and document a Written Lockout / Tagout Program
The first step to lockout/tagout compliance is developing a written summary lockout / tagout program or policy.
This program documents and summarizes the various aspects of your control of hazardous energy program, including the purpose, scope, energy control procedures, training, and periodic inspections, among others.
According to OSHA’s 29 CFR 1910.147(c) regulation, a written lockout / tagout program should, at minimum, cover the following aspects:
Purpose and scope of the program- Personnel authorized to perform LOTO
- Enforcement policy
- Training methods
- Group lockout procedures
- Shift transfer procedures
- Lock removal procedures
- Method for auditing & updating lockout procedures
- Coordination with outside contractors
Download Brady’s written lockout / tagout program template to get easily started.
- Customizable template for your own facility
- Highlights key points that OSHA looks for in policy documentation
Download Lockout/Tagout Program Template

5-Step Plan for Creating an Effective Energy Control Program
Step 1: Develop and document a Written Lockout / Tagout ProgramStep 2: Equipment-Specific Visual Lockout Procedures
Step 3: Energy Control Point Identification
Step 4: Lockout/Tagout Employee Training and Communication
Step 5: Proper Lockout Tools and Warning Devices

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