One per machine
Duplicate a sheet for each machine, equipment item or defined system with its own energy sources.
Free LOTO template · Excel
Lockout tagout
procedure template
A free, OSHA-aligned, equipment-specific procedure. An editable Excel workbook with structured fields for energy sources, isolation and verification.
- OSHA-aligned to 29 CFR 1910.147
- Equipment-specific. One per machine
- Energy isolation, verification & release
- Free editable Excel workbook
Free download
Download the lockout tagout procedure template
Get the OSHA-aligned procedure emailed to you as an editable Excel workbook. PDF and Word versions are also available.
What's inside
Everything the procedure needs, in one document.
Use the Excel version when you want structured fields and checklists you can sort, filter and extend. Build one per machine, equipment item or defined system.
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What's inside
Everything the procedure needs, in structured fields.
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
Background
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.
Get it right
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.
When to use it
When to use this template
Planned shutdowns
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.
FAQs
Questions about this template
This template is provided as general guidance. Site-specific procedures and the requirements of the authority having jurisdiction, insurer and other applicable authorities take precedence. Have a competent person review and adapt the template before use. Confirm citations against the standard editions your site holds. This is safety information, not legal advice.
More resources
The same procedure, other formats
Pick the format that fits your workflow, plus a free checklist to see how audit-ready you already are.
Word
Lockout/Tagout Procedure Template (Word)
Editing the procedure wording, headers and approvals for a specific machine.
View template PDFLockout Tagout Procedure Template
A printable, field-ready procedure you can issue as-is, one per machine.
View template ChecklistLOTO Audit Readiness Checklist
Six evidence controls to walk one machine against, before an auditor does.
Get the checklistWhen paper stops being enough
See your lockout tagout process in Zentri.
We'll show you how Zentri handles procedures, isolations, roles and approvals. Then we'll talk through how it would run at your facility.