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Business Services

Campus Safety Manual

Lockout/Tagout Procedures

(SORM Chapter 6 subchapter 6.17 and OSHA 1910.147)


It is university procedure that any individual engaging in the maintenance, repair, cleaning, servicing, or adjusting of machinery or equipment on campus facilities and grounds will follow the procedures outlined in this document. These procedures are designed to meet or exceed applicable OSHA standards and SORM guidelines for safe work practices. The primary purpose is to help ensure that all individuals on the campus are protected from injury or death resulting from the accidental or unexpected activation of equipment during maintenance, repairing, cleaning, servicing, or adjustments.


Lockout - The practice of using keyed or combination security devices ("locks") to prevent the unwanted activation of mechanical or electrical equipment.

Tagout - The practice of using tags in conjunction with locks to increase the visibility and awareness that equipment is not to be energized or activated until such devices are removed. Tags will be non-reusable, attachable by hand, self-locking, and not easily removed.

Affected employee – an employee whose job requires him/her to operate or use equipment on which servicing or maintenance is being performed under the lockout or tag out. The job requires that this individual work in the area in which the servicing or maintenance is being performed. Affected employees must have received training on proper lockout/tagout work procedures.

Authorized employee – an employee who locks out or tags out equipment in order to perform servicing or maintenance and who has received training on lockout/tagout procedures.


Remove equipment from service:

  1. An authorized employee must determine which equipment will need to be locked out or tagged out.
  2. The initial lockout/tagout log entry must be made.
  3. Affected equipment must be shutdown. All hazardous energy sources will need to be controlled. Ensure the correct piece of equipment is shutdown. Potential energy must also be dissipated or minimized so that injury will not occur if released.
  4. After the equipment is verified to be shutdown and hazardous energy source(s) isolated, test the equipment to ensure that it will not run or start. Ensure that no one is exposed to the equipment when testing. After testing, return power switches to the off position.
  5. Locks and/or tags used to indicate that equipment is not to be operated must be put in place.

Return equipment to service:

  1. Verify that all work is complete. Ensure that everyone working on the equipment is notified that work has been completed and that equipment is to be returned to service. Area should be checked to ensure that no one would be exposed to hazards when restarting equipment. Ensure all tools/materials have been removed from equipment and area around equipment.
  2. After all parties have been notified of work completion, lock(s) or tag(s) can be removed.
  3. Equipment may be restarted. Once again ensure that no one is near enough to the equipment to be exposed to any hazards.
  4. Clean area and pick up any remaining tools.
  5. Make final lockout/tagout log entry.

Training and Record Keeping


  • Affected Facilities Services employees and all supervisors will receive annual lockout/tagout training and testing on basic procedures. Initial and refresher training is to be provided so that employees will understand the procedures and purpose as well as the skills and knowledge to perform work safely. Refresher training is to be provided annually by the maintenance supervisor.
  • Training is the responsibility of the Maintenance Supervisor. For training requirements, refer to 29CFR, specifically 1910.147 (c)(7)(i),(ii), & (iii) and SORM guidelines.
  • Training and basic knowledge testing documentation will be maintained by the Department of Facilities Services for audit and institutional compliance review purposes, for a minimum of three years following the close of the active fiscal year. Training records will include an outline of topics covered, a sign in sheet of those employees attending, and copies of basic test documents.

Logout/Tagout Inspection Log:

  • Facilities Services will maintain a log record of all logout/tagout actions.
  • At a minimum, the log will include the following information:
    • Initial date of Lockout/Tagout.
    • Description of machinery or equipment being secured.
    • Hazard/Malfunction.
    • Date that Lockout/Tagout Removed.
    • Comments (if any).
    • Initials of person making log entry.


  • Maintenance Supervisor shall annually review this procedure with the Campus Safety Officer and make any changes as directed by OSHA or SORM.
  • This procedure will be maintained in the Campus Safety website under the Occupational Safety.

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