| 1 | Prepare for shutdown | Review the machine-specific energy control procedure, identify all energy sources, and notify affected employees before work begins. | Electrical, mechanical, hydraulic, pneumatic, thermal, chemical, and gravitational energy. | Confirm that the correct equipment, isolation points, and lockout devices have been identified. | Authorized employee, with affected employees informed. | High Unexpected shutdowns or missed energy sources may expose workers to serious hazards. |
| 2 | Shut down the equipment | Use the normal stopping procedure, such as the stop button, control switch, or operating control. | Moving parts, motors, pumps, conveyors, fans, and powered tools. | Verify that the equipment has stopped operating before isolation begins. | Authorized employee. | High Improper shutdown may create additional hazards or damage equipment. |
| 3 | Isolate all energy sources | Operate disconnect switches, circuit breakers, valves, blocks, or other energy-isolating devices. Do not rely on control circuits alone. | Electrical supply, compressed air, hydraulic pressure, steam, gas, water pressure, and stored mechanical energy. | Check that each identified isolating device is in the safe or off position. | Authorized employee. | Critical Unisolated energy can cause unexpected startup, release, or movement. |
| 4 | Apply locks and tags | Place a lock and tag on each energy-isolating device. For group work, place the keys inside the safety lockout box and have each worker attach a personal lock to the box. | All hazardous energy identified during the preparation stage. | Each worker confirms that their personal lock is securely attached and identifiable. | Every authorized employee performing the work. | Critical A worker may be exposed if another person can remove the isolation protection. |
| 5 | Release or restrain stored energy | Discharge capacitors, bleed pressure, drain fluids, lower suspended parts, block moving components, and secure any energy that could be restored. | Pressure, gravity, springs, flywheels, elevated loads, heat, and electrical charge. | Use gauges, visual checks, blocks, grounding methods, or other approved verification methods. | Authorized employee. | Critical Stored energy may remain hazardous even after the main supply is isolated. |
| 6 | Verify zero energy | Test the equipment controls and use appropriate test instruments to confirm that energy is absent. Return controls to the off position after testing. | Electrical voltage, pressure, temperature, motion, and residual mechanical energy. | Attempt a start-up from a safe position and verify test results. Electrical testing must be performed by a qualified person where required. | Authorized employee; qualified person for electrical testing when applicable. | Critical Failure to verify may leave workers exposed to live or stored energy. |
| 7 | Perform the maintenance or servicing | Begin work only after isolation and verification are complete. Keep the lockout box and personal locks under control throughout the job. | Any hazardous energy that could be introduced by the equipment or connected systems. | Monitor isolation conditions and stop work if energy is restored or conditions change. | Authorized employees and supervisors as defined by the procedure. | High Changing conditions can invalidate the original energy-control assessment. |
| 8 | Inspect and restore service | Remove tools and parts, reinstall guards, check that employees are in safe positions, and ensure each worker removes their own personal lock. | Electrical, mechanical, hydraulic, pneumatic, thermal, and other connected energy. | Conduct a final area inspection, notify affected employees, and restore energy using the approved procedure. | Authorized employee or designated supervisor. | High Premature energization may injure personnel or damage equipment. |
| 9 | Review and improve the procedure | Document problems, near misses, equipment changes, or procedural gaps. Retrain employees when duties or processes change. | All hazardous energy types relevant to the task. | Confirm that the written procedure remains accurate and that required inspections and training are current. | Employer, safety coordinator, and authorized employees. | Medium Outdated procedures can allow recurring hazards and inconsistent lockout practices. |