Can I download a lockout/tagout procedure template in Word?

Yes. The Word version is an editable document. It is best when you want to customise procedure wording, add headers and branding, or write narrative steps for a specific machine.

Is the Word lockout/tagout template OSHA compliant?

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.

Can I get the same template in Excel or PDF?

Yes. The same procedure is available as an editable Excel spreadsheet and a print-ready PDF. The Word version is the one to use when the wording itself needs editing.

Free LOTO template · Word

Lockout tagout
procedure template

A free, OSHA-aligned, equipment-specific procedure. An editable Word document for customising procedure text, headers and approvals.

OSHA-aligned to 29 CFR 1910.147
Equipment-specific. One per machine
Energy isolation, verification & release
Free editable Word document

Free download

Download the lockout tagout procedure template

Get the OSHA-aligned procedure emailed to you as an editable Word document. PDF and Excel versions are also available.

What's inside

Everything the procedure needs, in one document.

Use the Word version when you need to adapt the procedure wording for a specific machine or system. Build one per machine, equipment item or defined system.

Lockout tagout procedure template cover page — Cover page · 1 / 6

Document control table — Cover page · 1 / 6

What's inside

Everything the procedure needs, in one editable 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 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

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 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.

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. 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.

When to use it

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

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.

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.

PDF

When 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.

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