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Machine-specific lockout/tagout procedure generator

Fill in the machine and its energy sources and get a one-machine LOTO procedure structured to OSHA 29 CFR 1910.147(c)(4) and the (d) application sequence, with a release section and an annual periodic inspection certification block. Free, no sign-up. Nothing is uploaded: the page runs in your browser.

Machine
Energy sources and isolation points
Shutdown and verification

What a machine-specific procedure has to cover

OSHA 29 CFR 1910.147(c)(4)(ii) says energy control procedures must clearly and specifically outline the scope, purpose, authorization, rules and techniques, including: (A) a specific statement of the intended use of the procedure; (B) specific steps for shutting down, isolating, blocking and securing the machine; (C) specific steps for placing, removing and transferring lockout or tagout devices and who is responsible; and (D) specific requirements for testing the machine to verify that the energy control measures work. The generator builds each of these sections from your entries. See a filled-in example for a hydraulic press brake.

The application sequence, step by step

Paragraph (d) sets the order: (1) preparation for shutdown, (2) machine or equipment shutdown, (3) isolation, (4) lockout or tagout device application, (5) stored energy, (6) verification of isolation. Paragraph (e) covers release: check the machine, make sure employees are clear, and the employee who applied each device removes it.

Annual periodic inspection

Under (c)(6), each procedure must be inspected at least annually by an authorized employee other than the ones using it, and the employer must certify the inspection: the machine, the date, the employees included and the person performing it. The generated procedure ends with a certification block for that record. More detail: annual LOTO periodic inspection guide.

When a written procedure is not required

The note to (c)(4)(i) lists eight conditions that must all be met before an employer can skip documenting a procedure for a particular machine, for example a single, readily identified energy source, no stored or residual energy, and no accidents involving unexpected activation or reenergization during servicing or maintenance. If any one is not met, write the procedure.

Running a full lockout program?

The LOTO Program Kit adds a written program template, an annual inspection certification form and a workbook that flags overdue inspections ($49).

See the kit

This tool helps you write and format a procedure. It does not assess your machine or certify compliance; the employer remains responsible for the energy control program, training and inspections under 29 CFR 1910.147. Source: 29 CFR 1910.147 on eCFR.gov.