Implementing lockout/tagout procedures for permits to work

Define the steps that must be taken on the permit to work to isolate equipment from its energy sources to prevent startup of a piece of equipment or machine once maintenance on that equipment is in progress. This is to prevent dangers to the workers.

To implement lockout/tagout procedures for permits to work:

  1. Open the Permits to Work form.
  2. Select the permit to work for which to implement lockout/tagout procedures, 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 Point—Enter the point at which to isolate the equipment from its energy source. The system automatically populates the description, Isolation Point Org., Isolation Point Revision, Equipment and Equipment Org.
  6. Isolation Method—Enter the method by which to isolate the equipment from its energy source. The system automatically populates Method Revision, Location, and Location Org.
  7. Location Note—Enter any additional notes on the location of the equipment as necessary.
  8. Number of Tags—Enter the number of tags required to properly lock and tag the equipment so that startup of the equipment is prevented.
  9. Energy Source—Select the equipment's source of energy, e.g., electrical power.
  10. Residual Energy—Select the secondary source of residual energy to the equipment if any.
  11. 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.
  12. Isolation Step—Select to indicate this procedure is an isolation step and not a de-isolation step.
  13. Note—Enter any notes regarding the lockout/tagout step for this permit to work.
  14. Key References—Enter any references to keys used during the lockout.
  15. Click Submit.