Lockout tagout procedure template (Excel).
An editable Excel version for building equipment-specific LOTO procedures in structured fields — an energy source inventory, isolation checklist and group LOTO sign-on rows.
- OSHA-aligned to 29 CFR 1910.147
- Structured, editable spreadsheet fields
- Energy inventory, isolation & verification
- Duplicate a sheet per machine — free download
OSHA-aligned to 29 CFR 1910.147 · Free download
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Everything the procedure needs, in one document.
Use Excel when you want structured fields and checklists you can duplicate per machine. Easy to filter, extend and print.
- Equipment & procedure header fields to fill per machine
- Hazardous energy source inventory — one row per source
- Isolation point & verification checklist rows
- Lockout / tagout step list
- Group LOTO sign-on rows
- Execution record fields you can duplicate per job
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. The Excel version gives you structured fields and checklists you can duplicate per machine, filter and extend as your list of assets grows.
When to use this template
One per machine
Duplicate a sheet 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 sign-on rows.
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. Fill the rows with the actual energy sources and isolation points for the machine.
Keep procedures current
Update the sheet whenever the equipment, energy sources or process change — not just at the annual review — and bump the revision number.
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. A spreadsheet works well for the structured parts — the energy source inventory, isolation/verification checklist and group LOTO sign-on. Duplicate a sheet per machine to build equipment-specific procedures.
It is OSHA-aligned and based on 29 CFR 1910.147, but no spreadsheet is compliant on its own. You still need accurate procedures, trained employees, periodic inspection and a full energy-control program.
Yes — the same procedure is available as an editable Word document and a print-ready PDF.
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.