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LOTO Procedure Template

Standard operating procedure for lockout tagout energy isolation covering all energy types and group lockout

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Details
# Procedure Item Detail Responsible Role Notes
Scope and Roles
1 Scope of plant and equipment covered
2 Purpose and legislative references (WHS Regulations and AS 4024.1603)
3 Authorised person role and responsibilities
4 Competent person role and responsibilities
5 Affected person role and responsibilities
6 Training and competency requirements
Energy Types and Isolation Points
7 Electrical isolation points
8 Hydraulic isolation points
9 Pneumatic isolation points
10 Mechanical isolation points
11 Gravitational energy controls
12 Thermal energy controls
13 Chemical energy controls
14 Isolation point register or diagram reference
Lock and Tag Requirements
15 Personal danger lock specification
16 Personal danger tag specification
17 One person one lock rule
18 Lock and tag supply and storage
19 Out-of-service tags vs personal danger tags
Isolation and Verification Steps
20 Shutdown sequence
21 Notification of affected persons
22 Isolation of all energy sources
23 Application of personal locks and tags
24 Dissipation of stored or residual energy
25 Try-out and zero energy verification
26 Testing with appropriate instruments
Group Lockout and Removal
27 Group lockout box or hasp procedure
28 Each worker applies their own personal lock
29 Shift changeover lock transfer process
30 Lock removal sequence
31 Verification before re-energisation
32 Re-energisation and return to service notification
Declaration & Sign-Off

I confirm that all items have been inspected/completed as indicated above. Any defects or concerns have been noted and reported.

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