Machine specific lockout tagout procedure template

First, review equipment manuals and schematics to identify primary and secondary energy sources. Consult with equipment operators and maintenance personnel who work with the machine regularly. Document all electrical disconnects, hydraulic and pneumatic shutoffs, mechanical energy (like springs or counterweights), and any stored energy that could cause movement. Remember to consider less obvious sources like capacitors or accumulators.

Document each energy source separately in your procedure with specific instructions for the appropriate lockout device. Ensure your lockout kit contains all necessary devices, and train employees on proper application for each energy type. This comprehensive approach ensures complete isolation before maintenance begins

For equipment where partial energy isolation is possible, clearly document which sections remain energized and establish boundary markings. Include additional precautions for working near energized components and specify when partial shutdown is acceptable versus when complete lockout is required. The procedure should address each energy source separately and include verification steps for both isolated and energized sections.