Lockout/Tagout (LOTO) Basics: A 5-Step Field Guide

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BuildRight Safety Team

June 5, 2026 · 4 min read

Lockout/Tagout (LOTO) Basics: A 5-Step Field Guide

Lockout/Tagout (LOTO) Basics

Servicing equipment that unexpectedly powers on — or releases stored energy — causes thousands of serious injuries every year. Lockout/Tagout (LOTO) is the procedure that prevents it.

The 5 core steps

1.Prepare — identify every energy source: electrical, hydraulic, pneumatic, thermal, gravity.
2.Shut down — turn off equipment using the normal stopping procedure.
3.Isolate & lock — apply your personal lock and tag to each energy-isolating device.
4.Release stored energy — bleed lines, discharge capacitors, block elevated parts.
5.Verify — attempt to start the equipment to confirm zero energy state.

Golden rule

One worker, one lock, one key. Only the person who applied a lock removes it. No exceptions — even at shift change.

Why training matters

OSHA's standard (29 CFR 1910.147) requires authorized employees to be trained and re-certified. A LOTO course gives your crew the documented proof inspectors and clients ask for.