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OSHA 29 CFR 1910.147

Lockout/Tagout Program Kit: procedures, annual inspections and training records

Templates for a small plant's hazardous energy control program: a machine-specific procedure template, a written program template, an annual inspection certification form, and a workbook that tracks which machines are due or overdue.

  • Machine register with annual inspection due dates and overdue flags
  • Procedure and written program templates tied to 1910.147 paragraphs
  • Inspection certification log and training record
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What is inside

The core paperwork for a lockout/tagout program

OSHA 29 CFR 1910.147(c)(1) asks for a program made of three things: energy control procedures, employee training and periodic inspections. This kit gives you a place to write and track all three, with each requirement section tied to the paragraph it comes from.

XLSX
01

LOTO Program Workbook

Machine register with next inspection due and overdue flag, inspection certification log, training record and lock register.

DOCX
02

Machine-Specific Procedure template

Energy sources table, the (d)(1) to (d)(6) lockout sequence, release, group and shift-change sections.

DOCX
03

Written Energy Control Program template

Purpose, responsibilities, procedures, hardware, training, retraining, periodic inspections, contractors.

DOCX
04

Periodic Inspection Certification form

One page per procedure per year: machine, date, employees included, inspector, findings.

Why it matters

The record you owe every year: the periodic inspection

Each procedure must be inspected at least once a year by an authorized employee who does not use it, and the employer must certify it: machine, date, employees included and inspector ((c)(6)). The workbook calculates the next due date for every machine and flags anything overdue or never inspected.

ParagraphWhere it goes in the kit
Procedures(c)(4)(ii), (d), (e)File 02, one per machine
Annual inspection(c)(6)(i)-(ii)File 04 + Inspection Log + due-date flags
Training(c)(7)(i), (iii), (iv)Training Record with retraining reasons
Devices(c)(5)(ii)Lock Register: singularly identified locks
Program(c)(1), (f)(2)-(4)File 03, written program template
Who it is for

Small US plants and shops

  • Maintenance and EHS leads who own the lockout program
  • Machine shops and fabricators without a safety department
  • Plant engineers writing procedures for new or modified machines
What it is not

Straight answers

  • Not a site survey: you identify the energy sources on your machines.
  • Not legal advice or a compliance certificate. The employer stays responsible under 29 CFR 1910.147 and any state plan.
  • No locks or hardware included.
Free tool

Try the procedure generator first

Write one machine-specific procedure online for free. The kit adds the program, the register, the inspection and training records.

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If a file does not work, we fix it or refund you

Email kits@proxom.co.uk within 30 days if a file will not open or is broken. We will send a working file or refund the payment. See the Terms.

Questions

Which OSHA standard does it follow?

29 CFR 1910.147, The control of hazardous energy (lockout/tagout), for general industry. Each section of the templates names the paragraph it is based on. Check whether a state plan applies to you.

Do I need a written procedure for every machine?

Generally yes. The note to 1910.147(c)(4)(i) lets an employer skip documenting a procedure for a particular machine only when all eight listed conditions are met.

Can I edit the files?

Yes. They are Word and Excel files for use in your own business. Please do not resell them.

What if a file does not open?

Email kits@proxom.co.uk within 30 days and we will fix it or refund you. See Terms.

Source: 29 CFR 1910.147 on eCFR.gov. OSHA's published list of most frequently cited standards includes lockout/tagout; see osha.gov/top10citedstandards.