Defining lockout/tagout details for equipment

Define the steps your employees must take to isolate equipment from its energy sources so that your employees can complete maintenance work on the equipment without suffering bodily harm or other potential dangers in the event of the unexpected startup of the equipment or the release of stored energy. For example, define the steps necessary to isolate a jammed conveyor system from its energy sources so that the work performing maintenance and clearing the jam is not injured by the unexpected startup or release of the conveyor system.

  1. On any of the equipment screens, select the asset, position, system, or location for which to define lockout/tagout details, and then click the LOTO tab.
  2. Click Add LOTO Record.
  3. Specify this information:
    Sequence
    Specify the sequence in which to implement lockout/tagout procedures.
    Isolation Type
    Select the isolation type or method for isolating or disconnecting equipment, such as a water valve, from its energy source in order that work can be performed without risk or injury.
    Isolation Step
    Select to indicate this procedure is an isolation step and not a de-isolation step.
    Isolation Point
    Specify the isolation point or area the equipment can be isolated from its energy sources to prevent injury from unexpected startup.
    Location Note
    Specify any additional notes on the location of the equipment as necessary.
    Energy Source
    Select the equipment's source of energy such as electrical power.
    Isolation Method
    Specify the method by which to isolate the equipment from its energy source.
    Number of Tags
    Specify the number of tags required to properly lock and tag the equipment so that automatic startup of the equipment is prevented.
    Residual Energy
    Select the source of residual energy to the equipment if any.
    Secondary Residual Energy
    Select the secondary source that stores residual energy for the equipment. This source supplies energy to the equipment when the equipment is disconnected from its primary energy and secondary energy sources.
    Delete Pending
    Select to delete the lockout/tagout details record during the next review.
  4. Click Submit.
  5. Optionally, perform any of these actions:
    • To copy lockout/tagout details from equipment, click Import From Equipment.
    • To copy lockout/tagout details from a permit to work, click Import from PTW.