Lockout tagout procedure template.
A free, OSHA-aligned, equipment-specific lockout tagout procedure template — a print-ready PDF for energy sources, isolation points, verification and release.
- OSHA-aligned to 29 CFR 1910.147
- Equipment-specific — one per machine
- Energy isolation, verification & release
- Print-ready PDF — free download
OSHA-aligned to 29 CFR 1910.147 · Free download
Download the lockout tagout procedure template
Template cover page · 1 / 6
Everything the procedure needs, in one document.
Use the PDF when you need a printable, field-ready procedure. Build one per machine, equipment item or defined system.
- Instructions for use, with a table of which part is completed when, and by whom
- Document control — equipment & asset ID, owner, approver, review frequency, revision
- Roles & responsibilities across before, during and after the lockout
- Energy isolation table — one step per energy source, with device, action, stored energy and verification
- Verification checklist to confirm zero energy before work begins
- Field execution record, group LOTO sign-on, periodic review and a glossary
What is a lockout/tagout procedure?
A lockout/tagout (LOTO) procedure is a documented, equipment-specific method for isolating hazardous energy before service or maintenance. It identifies every energy source on a machine, the device used to isolate each one, and the steps to verify the machine is at zero energy before anyone starts work.
Under OSHA 29 CFR 1910.147, procedures are expected to be specific to the equipment — a generic, one-size-fits-all document is a common audit finding. This template gives you the structure to build one procedure per machine, plus the execution record that proves the lockout was carried out each time.
When to use this template
One per machine
Build a procedure for each machine, equipment item or defined system with its own energy sources.
Planned shutdowns & turnarounds
Coordinate the many isolations of a scheduled shutdown, turnaround or major maintenance event.
Group LOTO
Coordinate multiple authorized employees working under one isolation with a sign-on record.
Periodic review
Re-verify procedures at least annually or whenever the equipment or process changes.
LOTO procedure best practices
A template is a starting point — not a finished energy-control program. To keep it effective:
Make it equipment-specific
Generic procedures fail audits. List the actual energy sources and isolation points for the machine.
Keep procedures current
Review and update the procedure whenever the equipment, energy sources or process change — not just at the annual review.
Verify zero energy every time
Test the start controls and check for stored or residual energy before work begins — not just once.
Train and inspect
Authorized-employee training and a periodic inspection at least annually are required for compliance.
Frequently Asked Questions
Yes. This page delivers the print-ready PDF. Use the Word or Excel versions when you need to edit the template for a specific machine, asset or site. It is an OSHA-aligned lockout tagout procedure template PDF, not the official OSHA standard document.
It is OSHA-aligned and based on 29 CFR 1910.147, but no template is compliant on its own. Compliance depends on accurate equipment-specific procedures, trained employees, periodic inspection and a full energy-control program.
Generally yes — one procedure per machine, equipment item or defined system, because each asset has its own energy sources and isolation points.
See other templates
The same OSHA-aligned procedure comes in the format that fits your workflow — plus a free checklist to see how audit-ready you already are.
Managing LOTO across many machines or sites?
A template handles a handful of procedures. Zentri keeps every procedure current, records execution in the field and captures audit evidence digitally.