Lockout-Tagout Procedure Library Template

Keep a written energy control procedure for every machine that needs one. This template gives safety and maintenance teams one record per piece of equipment, covering its energy sources, isolation points, isolation, verification, and restoration steps, required PPE, and review dates. Crews look up the procedure before they service the equipment.

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Riverside Ops
Procedure Library
Lockout-Tagout
Assets
Locations
Procedure Library22 active · 3 due for review MRJLTKList ViewNew procedure
AskSearchFilterSort
Procedure
Equipment / Asset
Energy Sources
PPE Required
LOTO-012 · Conveyor line 2Active
Conveyor line 2
ElectricalMechanical
Gloves
LOTO-018 · Hydraulic pressUnder Review
Hydraulic press #1
HydraulicElectrical
Face shield
LOTO-021 · Boiler isolationActive
Boiler B-2
ThermalWater / Steam
Heat gloves
LOTO-024 · Air compressorActive
Compressor C-1
PneumaticElectrical
Ear plugs
LOTO-027 · Packaging robotDraft
Robot cell R-3
ElectricalGravity
Safety glasses
LOTO-005 · Old dough mixerRetired
Mixer M-1
Electrical
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How the Lockout-Tagout Procedure Library Workflow Works

Write the procedure

Give it a Procedure Title and Procedure Number, add the Equipment / Asset and Location, and select its Energy Sources from eight types: Electrical, Hydraulic, Pneumatic, Mechanical, Thermal, Chemical, Gravity, and Water / Steam.

LOTO-018 · Hydraulic press #1Under Review
Equipment / AssetHydraulic press #1
LocationRiverside Plant · Bay 3
Energy SourcesHydraulicElectricalGravity

Document the steps

Record the Lock Points Required, Isolation Points / Devices, Isolation Steps, Verification Steps, Restoration Steps, and PPE Required. Attach the signed Procedure Document.

Isolation Steps3 lock points
1. Shut off main disconnect DS-14Isolation point · Electrical
2. Close hydraulic valve HV-2Isolation point · Hydraulic
3. Lower ram onto blocksIsolation point · Gravity
Verify: try start, gauge reads 0 psiVerification Steps

Review it on schedule

Move procedures through Draft, Active, Under Review, and Retired. Reviewed By, Last Reviewed, and Next Review Due record each review.

Review schedule
LOTO-012 · Conveyor line 2Reviewed by T. Kane · Jan 14
Active
LOTO-018 · Hydraulic press #1Next review due Mar 20
Under Review
LOTO-027 · Packaging robotNot yet reviewed
Draft
LOTO-005 · Old dough mixerRetired Nov 03
Retired

Benefits of This Lockout-Tagout Procedure Library Workflow

  • The right procedure at the machine

    Technicians find the equipment-specific steps before they start, instead of relying on memory or a binder in the office.

  • Audit-ready records

    Each procedure shows who last reviewed it and when the next review is due.

  • Retired procedures stay out of use

    The Retired status keeps outdated procedures on record without them being used by mistake.

What’s Included in This Workflow

Procedure records

Procedure Title, Procedure Number, Status, Equipment / Asset, Location, Energy Sources, Lock Points Required, the isolation, verification, and restoration steps, PPE Required, Procedure Document, and review fields.

  • Procedure Number
  • Lock Points Required
  • Isolation Steps
  • Verification Steps
  • PPE Required

Eight energy source types

Electrical, Hydraulic, Pneumatic, Mechanical, Thermal, Chemical, Gravity, and Water / Steam, with multiple sources allowed per procedure.

  • Electrical
  • Hydraulic
  • Pneumatic
  • Mechanical
  • Thermal
  • Chemical
  • Gravity
  • Water / Steam

Library views

A List View showing equipment, energy sources, and PPE for each procedure, and a Status Board grouped from Draft to Retired.

  • List View
  • Status Board

Customize the Workflow for Your Team

Point the Equipment / Asset and Location fields at your asset register and locations workspaces so each procedure links to the machine it covers. Add fields for authorized employees or photos of each isolation point. Coast AI can add review-due reminders, or link procedures to the Lockout-Tagout workflow so each lockout references the right procedure.

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FAQs About Lockout-Tagout Procedure Library

What happens when I add this workflow to Coast?

Coast creates a Lockout-Tagout Procedure Library workspace with procedure fields, four statuses from Draft to Retired, eight energy source types, a List View, and a Status Board.

How can Coast AI help with this workflow?

Coast AI can add fields and automations, and answer questions from your procedures, such as which machines have hydraulic energy sources.

How is this different from the Lockout-Tagout template?

The Procedure Library holds the written procedure for each machine. The Lockout-Tagout template records each lockout event performed using a procedure.

Can I import procedures we already have?

Yes. Import a spreadsheet of procedures and attach existing documents to each record.

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