lockout tagout roles - man performing a lockout tagout on a machineWho Does What?: Lockout Tagout Roles Explained
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lockout tagout roles - man performing a lockout tagout on a machineWho Does What?: Lockout Tagout Roles Explained

Not sure where to get started with creating a lockout tagout training program? Don’t worry. This article provides all the tips and tricks you need to build an effective LOTO training course.

Are you a building or facility manager? Possibly a supervisor over a workplace safety team? If so, listen up. This article is meant for you. 

Lockout tagout is repeatedly reported as one of the top 10 most frequently cited OSHA violations. In fact, it came in at number 3 in 2024, with nearly 3,000 violations. While only some of these violations resulted in a serious injury or death, all of them resulted in hefty fines from the Occupational Safety and Health Administration, which I think we all want to avoid. 

One of the easiest and most reliable ways to avoid receiving one of these OSHA violations is to provide comprehensive, thorough training to employees. I am here to help you do just that. In this article we will cover key elements of an effective LOTO training program and essential topics to cover. Additionally, I will offer practical tips and resources to enhance employee understanding, retention, and compliance. My goal is to provide you with a foundation, so you can create a lockout tagout training program that is intuitive, informative, and effective. Now, let’s get to it.

Why Lockout Tagout Training Matters

Lockout tagout training is a preventative measure that can lower the risks of injury or accident occurring in your workplace. Of course, it is not a full proof approach. Workers will still make mistakes. After all, I’m sure that some of the companies who received OSHA violations last year had in fact offered training to their employees. However, workers who have been sufficiently educated on lockout tagout are far less likely to engage in risky behavior or improperly perform procedures. 

If 2024’s violation stats weren’t enough to persuade you of the importance of lockout tagout training, maybe this will: The OSHA Lockout Tagout Standard (29 CFR 1910.147) legally requires employers to provide their employees with proper training on LOTO procedures. 

Hence, providing lockout tagout training not only reduces the likelihood of accidents, but it also supports legal compliance and reinforces a culture of accountability and safety.

lockout tagout training

What to Train Employees On

When creating a lockout tagout training program, it is important to go back to the basics. As an experienced professional, you may be ready to jump into the latest lockout tagout devices or the intricacies of the machinery; however, you need to start training at the most beginner level. Here are some key topics to train on.

Newcomers need to be debriefed on the significance of lockout tagout. Why? Because, pressure to accomplish other tasks or hit specific goals may deter employees from taking the time necessary to fully complete all lockout tagout steps or document their actions. 

If workers understand why LOTO is so important, they will be more likely to take procedures seriously. Have them read this intro to lockout tagout to get started.

Help new employees learn about and understand the main safety codes for lockout tagout: OSHA 1910.147 and ANSI Z244.1. Familiarity with these regulations will help them recognize the importance of LOTO, compliance, and performing it correctly. 

For an overview of these codes and their main points, click the links provided above.

As part of your lockout tagout training, teach employees about the various roles in LOTO: Authorized employees, Affected employees, and Other employees. 

Help them understand that 

  • Authorized employees are personnel who actually perform the maintenance/servicing. 
  • Affected employees are generally the ones who operate the equipment that is being serviced but are not permitted to perform lockout tagout. 
  • Other employees generally work near LOTO operations and are not permitted to perform lockout tagout. 

For more details, see our guide about lockout tagout roles here.

Provide instruction on how to identify energy sources in your facility, whether they be electrical, mechanical, hydraulic, chemical, thermal, etc. One of the key elements of LOTO procedures is the isolation of energy points, and in order to do that, workers must be able to recognize them.

Give your workers the opportunity to practice using lockout tagout devices such as locks, tags, hasps, valve covers, plug lockouts, etc. Hands-on training will help them feel more comfortable and capable during actual procedures.

Breakdown the lockout tagout process into digestible steps that your employees can follow. I like to use the following 10 steps to explain LOTO to beginners. 

  1. Prep for Shutdown
  2. Equipment Shutdown
  3. Isolation of Energy Sources
  4. Lockout Tagout Device Application 
  5. Dissipation of Residual or Stored Energy 
  6. Verification of Isolation
  7. Performing Maintenance or Servicing 
  8. Release from Lockout Tagout 
  9. Equipment Restart
  10. Documentation and Recordkeeping

Want a more detailed description of these steps? Review this article about the 10 essential steps of LOTO.

Once workers have a general grasp on lockout tagout, train them on your facility’s equipment-specific procedures. Training should include an explanation, visual walkthroughs, or demonstrations to ensure that workers fully grasp the process.

Even if your facility doesn’t do much group lockout tagout, it is still a good rule of thumb to include it, at least briefly, in your lockout tagout training. Workers should understand what group LOTO is, when it is used, and how it differs from typical lockout tagout operations.

Lockout tagout training isn’t complete if you don’t provide instruction on how to correctly document and store data. All procedures should be recorded with information such as what equipment was worked on, who the authorized employee was, any issues needing to be addressed, and when the work was complete. Help employees understand the essential nature of keeping up-to-date records.

Many companies today are using lockout tagout software to manage their program, write LOTO procedures, and organize their data. If you use any software solutions, make sure to train new hires on how to use them. 

If you are interested in getting a software program to help with lockout tagout, you’re in the right place. Our software has been developed over the last 30 years by industry professionals to specifically target and address the pain points of lockout tagout. Want to learn more? Schedule a brief demo to talk to one of our specialists! 

While this list isn’t comprehensive, it certainly is a start. With this as a foundation, you can create an effective, tailored lockout tagout training program specifically for your team.

How Often Should Lockout Tagout Training Be Provided?

Once you have a lockout tagout training program set up, you need to actually administer it. Here is some guidance for setting a training schedule. 

  • Initial Training: Make sure that all new hires receive an initial training. This will help them adjust to the new work setting, understand their role, and better integrate into the team. If you have any company-specific procedures or rules, now is the time to go over them. 
  • Annual Refresher: As a rule of thumb, provide a refresher training course every 12 months to ensure that employees are updated on current procedures and understand how to perform their duties properly. 
  • Policy/Procedure Updates: As needed, provide training on topics such as new equipment, revised procedures, changed regulations, and new company operations.
lockout tagout training with software solutions

Tips for More Effective Lockout Tagout Training

1. Use Real Equipment for Demonstration – LOTO is very hands-on, and lockout tagout training should be as well. Let trainees try handling the equipment, physically isolating energy sources, and applying locks/tags in a controlled setting.

2. Incorporate A Variety Of Teaching Methods – Use different approaches to make your lockout tagout training more effective. Try methods such as verbal explanations, presentations, labeled equipment diagrams/photos, demonstrations, hands-on practice, video tutorials, case studies, role play or even short quizzes. Doing so will accommodate different learning styles and help your staff fully comprehend the training material.

3. Highlight Consequences and Accountability – Clearly state the potential consequences of non-compliance. (For a list, see the OSHA 1910.147 article). Workers need to understand the gravity of their actions and the impact that negligence can have – for their safety, the safety of others, and company well-being. 

4. Invite Questions – Give trainees the opportunity to ask questions. Keep in mind, this might all be new information for some, which could seem  overwhelming or difficult to remember. Questions allow you to provide clarity, minimize misunderstandings, and receive feedback. 

5. Keep It Ongoing – Treat training as a continuous process of improvement rather than a singular event. Encourage workers to help one another and continue improving their craft. Continue to update your lockout tagout training with best practices and hold refresher courses as needed.

Documentation and Verification

To make your life easier and keep things up to date, make sure to keep records of all your lockout tagout training sessions. Document information such as: 

  • Names of training attendees
  • Training date
  • Trainer’s name
  • Topics covered
  • Questions
  • Results from tests/practice 
  • Feedback/notes for improvement 

Keeping these records will help you prove compliance, plan future training, and correct any unsafe practices.

Conclusion

Effective training is the foundation of a safe and compliant lockout tagout program. Training programs should cover the basics including the purpose of lockout tagout, its steps, LOTO roles, and equipment usage. It should also go into topics such as proper documentation, safety codes, and equipment-specific procedures. By providing employees with this key information, supervisors are able to significantly reduce the risk of accidents and maintain regulatory compliance. Building an effective training program isn’t easy, but it is definitely worth it. Well trained teams can rely on one another to get the job done correctly and safeguard one another from hazardous energy exposure. 

lockout tagout software