Defining lockout/tagout details for equipment

Define the steps your employees must take to isolate equipment from its energy sources so that your employees can complete maintenance work on the equipment without suffering bodily harm or other potential dangers in the event of the unexpected startup of the equipment or the release of stored energy. For example, define the steps necessary to isolate a jammed conveyor system from its energy sources so that the work performing maintenance and clearing the jam is not injured by the unexpected startup or release of the conveyor system.

To define lockout/tagout details for equipment:

  1. Open the Assets, Positions, Systems, or Locations form.
  2. Select the asset, position, system, or location for which to define lockout/tagout details, and then click the LOTO tab.
  3. Click Add LOTO Record.
  4. Sequence—Enter the sequence in which to implement lockout/tagout procedures.
  5. Isolation Type—Select the isolation type or method for isolating or disconnecting equipment (e.g., water valve) from its energy source in order that work can be performed without risk or injury.
  6. Isolation Step—Select to indicate this procedure is an isolation step and not a de-isolation step.
  7. Isolation Point—Enter the isolation point or area the equipment can be isolated from its energy sources to prevent injury from unexpected startup. The system automatically populates the description of the isolation point, Isolation Point Org., Equipment, the description of the equipment, Equipment Org., Location, and Location Org.
  8. Location Note—Enter any additional notes on the location of the equipment as necessary.
  9. Energy Source—Select the equipment's source of energy, e.g., electrical power.
  10. Isolation Method—Enter the method by which to isolate the equipment from its energy source. The system automatically populates the description of the isolation method.
  11. Number of Tags—Enter the number of tags required to properly lock and tag the equipment so that automatic startup of the equipment is prevented.
  12. Residual Energy—Select the secondary source of residual energy to the equipment if any.
  13. Secondary Residual Energy—Select the secondary source that stores residual energy for the equipment. This source supplies energy to the equipment when the equipment is disconnected from its primary energy and secondary energy sources.
  14. Delete Pending—Select to delete the lockout/tagout details record during the next review.
  15. Click Submit. The system automatically populates Created By and Date Created.
    To add or edit comments to the lockout/tagout details record, select an isolation record, and then click Add/Edit Comments. Enter or edit comments as necessary.

    To add or edit documents to the lockout/tagout details record, select an isolation record, and then click Add/Edit Documents. View, associate, or edit documents to the record.

    To copy lockout/tagout details from equipment, click Import From Equipment. See Importing lockout/tagout details from equipment.

    To copy lockout/tagout details from a permit to work, click Import from PTW. See Importing lockout/tagout details from permits to work.