Lockout Tagout Procedure
A Lockout Tagout (LOTO) procedure is a formal, written, step-by-step method that ensures all hazardous energy to a machine or process is isolated, locked, tagged, and verified de-energized before maintenance or servicing, in accordance with WorkSafeBC Part 10 and CSA Z460-20. It includes identifying energy sources, applying personal locks and tags, and verifying a zero-energy state to prevent accidental re-energization.
On a shop floor, a compliant LOTO procedure under WorkSafeBC Part 10 and CSA Z460-20 involves a 5-6 step sequence: preparation (identifying machine and energy sources), notification of affected workers, shutdown using normal controls, isolation of all energy sources (e.g., electrical disconnects, pneumatic valves), application of personal locks and tags by each authorized worker, and verification of de-energization via test-try or instruments. For group lockout, lock boxes and checklists are required. Procedures must be machine-specific, not generic, and tied to training records. After maintenance, locks are removed only by the owner, and equipment is re-energized in a controlled manner.
- Using generic or incomplete procedures that lack machine-specific energy source identification, leading to missed hazards and non-compliance with WorkSafeBC and CSA Z460-20.
- Failing to verify zero-energy state by skipping the test/try step, which is the most common cause of fatal accidents; residual or stored energy may remain.
- Improper use of locks, tags, and group lockout, such as lock sharing, using tags without locks, or inadequate lock box procedures for multiple workers, violating WorkSafeBC requirements.
How does WorkSafeBC Part 10 distinguish between de-energization and lockout?
De-energization is the removal of energy from machinery (e.g., shutting off, relieving pressure), while lockout uses locks on energy-isolating devices to ensure equipment remains inoperable. A compliant procedure must include both: steps to remove or control energy and steps to secure isolation points with locks and tags, plus verification.
What are WorkSafeBC's additional requirements for complex or group lockout?
WorkSafeBC requires a system of locks and keys where primary isolation locks are applied, keys secured in a lock box, and each worker applies their personal lock to the box. A checklist identifying all covered components must be completed, signed, and posted. Transfer of responsibility at shift changes must be controlled.
How must lock removal by others be handled to comply with WorkSafeBC?
Workers must remove their own locks; no one else may remove another's lock. In an emergency, a senior supervisor may remove a lock only after making every reasonable effort to contact the worker and ensuring safe operation. This must be documented and reviewed as a potential system failure.