Lockout tagout isolation procedure
SOP template
Check this template against your local regulations and your own policies before you use it.
| SOP no. | Version | Effective date | |||
|---|---|---|---|---|---|
| Owner | Approver | Review date |
Purpose
To make sure no one works on equipment that could be energised or start up.
Scope
All work on electrical circuits, machinery, plumbing, gas and pressurised systems.
Responsibilities
| Role | Responsibility |
|---|---|
| Tradesperson | Isolates, locks, tags and tests before work, and removes only their own lock. |
| Site contact | Is told about the isolation and keeps others away from it. |
What you need
- Personal locks and danger tags
- A tested voltage tester or the right test instrument
Procedure
Identify every energy source
Find all power, gas, water, pressure and stored energy that could reach the work.
Tell others
Tell the site contact and anyone affected what will be isolated and for how long.
Isolate
Switch off and isolate at the isolation point, not just at the switch.
Lock and tag
Fit your personal lock and a danger tag with your name, the date and the work.
Test for dead
Test that the equipment is dead or depressurised, with a tester you have checked works.
Caution: Treat everything as live until you have tested it yourself.
Do the work
Release stored energy, such as capacitors or springs, before starting.
Restore safely
Remove tools, refit covers, tell others, remove your lock and tag, and test that it works.
Records
- The job record of the isolation.
Related documents
- Daily pre-start safety checklist
Revision history
| Version | Date | What changed | Approved by |
|---|---|---|---|
