Lockout/tagout procedure template (Word).
An editable Word version for creating equipment-specific LOTO procedures, with OSHA-aligned sections you can customise for a specific machine or system.
- OSHA-aligned to 29 CFR 1910.147
- Fully editable in Microsoft Word
- Energy isolation, verification & release
- Customise per machine — free download
OSHA-aligned to 29 CFR 1910.147 · Free download
Download the Word LOTO template
Template cover page · 1 / 6
Everything the procedure needs, in one document.
Use Word when the value is in editable wording — procedure text, role definitions, headers and approvals for a specific machine.
- 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. The Word version gives you an editable structure to build one procedure per machine, adapt the wording to your site, and keep it in your document control system.
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. Edit the wording to list the actual energy sources and isolation points for the machine.
Keep procedures current
Update the document 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. The Word version is an editable document — best when you want to customise procedure wording, add headers and branding, or write narrative steps for a specific machine.
It is OSHA-aligned and based on 29 CFR 1910.147, but no document is compliant on its own. Compliance depends on accurate procedures, trained employees, periodic inspection and a full energy-control program.
Yes — the same procedure is available as an editable Excel spreadsheet 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.