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All About LOTO

Published on Feb 07, 2023 | Incident Management Lockout/Tagout (LOTO)

What is LOTO?

LOTO stands for Lockout-Tagout and is a safety procedure used to ensure that hazardous energy sources are isolated and controlled before maintenance or servicing is performed on machinery or equipment. LOTO involves the use of locks and tags to physically prevent the activation or release of energy to equipment or machinery. LOTO is an important component of a comprehensive safety program and is regulated by OSHA in the United States to ensure the protection of workers.

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What are the primary purposes of LOTO?

The three main purposes of LOTO procedure are:

To protect workers from harm: The primary purpose of LOTO is to protect workers from harm, injury, or death that can occur from exposure to hazardous energy sources. By isolating and controlling these sources, workers are protected from harm during maintenance and servicing activities.

To prevent accidental start-up or release of hazardous energy: LOTO is used to isolate and control hazardous energy sources, such as electrical, mechanical, hydraulic, pneumatic, and thermal, to prevent accidents and injuries that can occur from the unexpected start-up or release of energy during maintenance or servicing activities.

To protect equipment and the environment: LOTO is also used to protect equipment and the environment from damage or harm that can occur from the release or activation of hazardous energy sources. By controlling and isolating these sources, equipment and the environment are protected from damage or harm during maintenance and servicing activities.


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What are the steps involved in implementing LOTO?

The steps involved in LOTO procedure are as follows:

Preparation: The primary purpose of LOTO is to protect workers from harm, injury, or death that can occur from exposure to hazardous energy sources. By isolating and controlling these sources, workers are protected from harm during maintenance and servicing activities.

Notification: Workers must notify others who may be affected by the LOTO procedure, such as coworkers and supervisors, of the work that will be performed and the expected duration of the lockout.

Isolation: The next step is to isolate all hazardous energy sources, such as electrical, mechanical, hydraulic, pneumatic, and thermal, and to secure them using locks and tags. Workers must ensure that all energy sources are isolated and that all locks and tags are securely in place.

Verification: Workers must then verify that all hazardous energy sources have been isolated and that the equipment is safe to work on. This may involve testing equipment to ensure that it is de-energized and performing visual inspections to confirm that all locks and tags are securely in place.

Work: With the equipment safely isolated and de-energized, workers can then perform the maintenance or servicing work as required.

Release: When the work is completed, workers must remove the locks and tags and restore the energy to the equipment in a controlled manner, following all established procedures.

Inspection: Before the equipment is returned to service, workers must inspect the equipment to ensure that it is functioning properly and that all locks and tags have been removed.

Who are the various stakeholders in LOTO and what are their responsibilities?

In Lockout Tagout procedures, there are several stakeholders who play important roles and have specific responsibilities. These stakeholders include:

Employers: Employers have a responsibility to ensure that their workers are trained in the proper procedures for LOTO and that all necessary equipment and resources are available to perform these procedures safely. Employers must also ensure that LOTO procedures are consistent with industry standards and regulations.

Workers: Workers have a responsibility to follow established LOTO procedures when performing maintenance or servicing activities on equipment. Workers must also be knowledgeable about the types of energy sources present in the equipment they are working on, and they must take appropriate steps to control these energy sources during maintenance activities.

Equipment Owners: Equipment owners have a responsibility to maintain their equipment in a safe condition and to provide necessary information about the equipment and its energy sources to workers who will be performing maintenance or servicing activities.

Safety and Health Professionals: Safety and health professionals, such as safety officers or industrial hygienists, play an important role in developing and implementing LOTO procedures and in training workers in their use. They also play a role in monitoring the use of LOTO procedures and making recommendations for improvements.

Regulatory Agencies: Regulatory agencies, such as OSHA, have a responsibility to enforce LOTO regulations and to ensure that employers and workers are following established procedures and industry standards.

All stakeholders in the LOTO process have a shared responsibility to ensure that workers are protected from hazardous energy sources during maintenance and servicing activities.

What are the industry standards for the use of LOTO procedures?

Lockout Tagout procedures are governed by industry standards and regulations that are designed to ensure the safety of workers and the protection of equipment and the environment. Some of the most widely recognized industry standards for LOTO include:

OSHA 1910.147: OSHA has established regulations under the Control of Hazardous Energy (Lockout/Tagout) standard, which outlines the requirements for the use of LOTO procedures in the workplace. This standard covers the procedures for controlling hazardous energy sources during maintenance and servicing activities, and requires that workers be trained in the proper procedures for LOTO.

ANSI/ASSE Z244.1: The American National Standards Institute (ANSI) and the American Society of Safety Engineers (ASSE) have established the standard for Control of Hazardous Energy, which provides guidelines for the use of LOTO procedures in the workplace. This standard covers the procedures for controlling hazardous energy sources, including electrical, mechanical, hydraulic, pneumatic, and thermal, and requires that workers be trained in the proper procedures for LOTO.

ISO 45001: The International Organization for Standardization (ISO) has established the ISO 45001 standard for Occupational Health and Safety Management Systems, which covers the use of LOTO procedures as part of a comprehensive safety program. This standard requires that organizations establish and maintain procedures for controlling hazardous energy sources during maintenance and servicing activities, and that workers be trained in the proper procedures for LOTO.

In addition to these industry standards, many countries have their own regulations and guidelines for the use of LOTO procedures in the workplace.

What does ‘de-energization’ in LOTO mean?

The term ‘de-energization’ refers to the process of reducing the energy stored in a system, or of shutting off the energy source completely, so that the system is no longer capable of transmitting energy. This is an essential step in the LOTO process, as it helps to ensure that workers are protected from harm and that equipment and the environment are protected from damage or harm during maintenance and servicing activities.

De-energization is typically performed by using lockout devices, such as padlocks, hasps, or circuit breakers, to physically prevent the flow of energy. Once the energy source has been safely disconnected, workers can perform maintenance or servicing activities without the risk of exposure to hazardous energy. After the work has been completed, the lockout devices are removed and the energy source is reconnected, restoring the equipment to its normal operating condition.

De-energization is an important part of the LOTO process and must be performed in accordance with established procedures and industry standards. Workers must be trained in the proper procedures for de-energization, and must follow these procedures consistently and carefully to ensure that hazardous energy sources are isolated and controlled during maintenance and servicing activities.

What's the difference between lockout and tagout?

Lockout and tagout are related terms that are commonly used in the context of controlling hazardous energy sources during maintenance and servicing activities. The difference between lockout and tagout is as follows:

Lockout: Lockout refers to the physical act of placing a lock or other type of barrier on an energy-isolating device in order to prevent the flow of hazardous energy. The lock or barrier is used to secure the energy-isolating device in a safe position, preventing the release of hazardous energy during maintenance or servicing activities.

Tagout: Tagout refers to the use of a warning tag, or tagout device, to indicate that a piece of equipment or an energy-isolating device is in a de-energized state and should not be operated. The tagout device provides a visual warning to workers and helps to ensure that they are aware that the equipment is in a safe condition.

What's a LOTO box?

A LOTO box, or Lockout/Tagout box, is a portable container that is used to store lockout tagout devices and other safety equipment. The LOTO box is designed to make it easy for workers to access the necessary tools and devices needed to perform lockout tagout procedures, and to ensure that these tools and devices are organized and readily available when needed.

A typical LOTO box will include items such as locks, tags, cable ties, and hasps, as well as tools for disconnecting energy sources and for testing equipment to verify that it is in a safe condition. The LOTO box is typically made from durable materials, such as metal or plastic, and is designed to be portable so that workers can take it with them to different locations as needed.

By using a LOTO box, workers can ensure that they have the necessary tools and equipment to perform lockout/tagout procedures safely and effectively, and that these tools and equipment are organized and readily accessible. The LOTO box also helps to reinforce the importance of following established procedures and to ensure that workers are prepared to control hazardous energy sources during maintenance and servicing activities.

What are the color codes used in LOTO?

In Lockout/Tagout (LOTO) procedures, color coding is used to help workers quickly identify and distinguish between different types of locks, tags, and energy-isolating devices. The use of color coding helps to ensure that workers are aware of the different types of energy sources present in equipment and that they are taking appropriate steps to control these energy sources during maintenance and servicing activities.

The following are some common color codes used in LOTO procedures:

Red: Red is a commonly used color for lockout devices and tags. It is often used to indicate that a piece of equipment is in a de-energized state and that it should not be operated.

Yellow: Yellow is often used for tagout devices. It is used to indicate that a piece of equipment is in a state of maintenance or servicing, and that it should not be operated.

Green: Green is sometimes used for lock or tagout devices to indicate that a piece of equipment is in a safe condition and that it may be operated.

Orange: Orange is sometimes used for lock or tagout devices to indicate that a piece of equipment is in a state of caution or that it should be treated with care.

It's important to note that color coding standards for LOTO procedures can vary by region or industry, so it's important to be aware of the specific color coding standards that apply in your workplace.

What are some exceptions involved in LOTO procedure?

Exceptions in Lockout/Tagout (LOTO) procedures refer to specific circumstances in which the standard LOTO procedures may not apply or may be modified in some way.

Here are some common exceptions in LOTO procedures:

Infrequent or Intermittent Use: In some cases, equipment that is used infrequently or only for short periods of time may not require the use of LOTO procedures. The exact definition of infrequent or intermittent use may vary depending on the industry and the specific equipment being used.

Infeasible or Unsafe LOTO: In some cases, it may not be feasible or safe to perform LOTO procedures on certain types of equipment or energy sources. In these cases, alternative measures, such as using barriers, warning signs, or other types of protective equipment, may be used to control hazardous energy.

Multi-employer Worksites: In multi-employer worksites, where multiple contractors are working on the same equipment or in the same area, LOTO procedures may need to be modified to accommodate the needs of different contractors.

What are some of the best practices in LOTO procedures?

Some of the best practices involved in LOTO are the following:

  • Developing clear, comprehensive LOTO procedures that are specific to the types of equipment and energy sources used in your workplace.
  • Providing workers with training on the proper use of LOTO procedures, and on the hazards associated with the specific types of equipment and energy sources they will be working with.
  • Conducting regular inspections of LOTO equipment and procedures to ensure that they are in good working condition and that workers are using them properly.
  • Regularly reviewing and updating LOTO procedures to ensure that they remain effective and that workers are aware of any changes.
  • Encouraging workers to report any incidents or near-misses related to LOTO procedures, and using this information to improve the safety of LOTO procedures in your workplace.

By following these best practices and being aware of the exceptions that may apply in your workplace, you can help ensure that your LOTO procedures are effective and that workers are protected from the hazards associated with hazardous energy sources during maintenance and servicing activities.



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