Lockout/tagout (LOTO)

The LOTO module holds your written energy-control procedures, tracks the annual periodic inspection required by OSHA 1910.147(c)(6), and keeps the authorized-employee training register required by 1910.147(c)(7). It also records each live lockout — the actual application of a procedure to equipment, its zero-energy verification, group members, and release. Each procedure shows when it was last inspected and when the next inspection is due.

Add a procedure

Go to Lockout/tagout and use the Add a procedure form.
Choose the site and the equipment (the field autocompletes from your machine guarding list, or type it in), and add a procedure reference.
Select the energy sources that must be controlled — electrical, hydraulic, pneumatic, mechanical, chemical, thermal, gravity, steam, water, or other.
Select Add procedure.

Record a periodic inspection

On the procedure row, choose Record inspection.
Pick the inspector and the authorized employees covered, and list any deviations (one per line).
Save. The next-due date advances, and the inspection history appears beneath the procedure.

Track authorized employees (c)(7)

Under each procedure, the Authorized employees (c)(7) row lists everyone trained to apply it, each with the date trained. Click add…, pick the worker and the trained-on date, and Save; the × on a badge removes someone who's no longer authorized.
A procedure with no authorized employees on file shows a yellow no authorized employees badge. This training gap only badges the row and feeds the dashboard — it does not raise an escalation notification (only the overdue periodic inspection does).

Group lockout (f)(3)

Tick Group lockout (f)(3) on a procedure when a crew works under it — each member affixes a personal device to a group lockout device. A group lockout badge then shows on the row.
Use the notes field to record the crew, lock box, or primary authorized employee.

Live lockouts — apply, verify, release (1910.147(d)–(f))

The Live lockouts card at the top of the page records each actual lockout, not just the written procedure:

Apply — pick the procedure's equipment and the authorized employee applying the lockout, note the work, tick Group if a crew works under it, and click Apply lockout. The lockout opens in the Applied state, flagged amber because zero energy hasn't been verified yet.
Verify zero energy (d)(6) — the critical step before any work. Click Verify zero energy, record who verified and how (e.g. operated the start control — no motion; meter read 0 V), and save. The lockout moves to Verified and the amber flag clears. Work must not begin until this is done.
Group members (f)(3) — on a group lockout, each crew member affixes their personal lock (add them by name); the × removes a member's lock when they finish.
Release (e) — when the work is done, click Release and record who released it. A group lockout cannot be released while any member still holds a personal lock — each must remove their own first.

Released lockouts leave the active list; the full apply → verify → release history is kept in the audit trail.

Close deviations

When an inspection records deviations, raise CAPA directly from that inspection to correct them; the linked CAPA badge shows once it exists.
When the equipment itself is gone, use Retire on the procedure — it drops out of the active list and stops escalating, but its inspection history stays.

What happens automatically

Procedures with an overdue inspection are flagged red in the list.
Escalation: a background sweep notifies the safety team about each procedure whose annual periodic inspection has lapsed, and about any active lockout whose zero-energy isolation was never verified (1910.147(d)(6)) — both link straight back to this page.
The dashboard counts active lockouts and lockouts still pending zero-energy verification alongside the procedure/inspection counts.
Every procedure's next inspection due date appears on the compliance calendar and in its .ics feed, so the annual cycle lands in whatever calendar your team already watches.
The dashboard counts procedures on file and inspections overdue.
Export register CSV (top of the page) downloads the procedure register — inspection status, group lockout, and authorized employees — from api/loto/register.csv.

Bulk load an existing register

Import procedures via spreadsheet import at /import — the LOTO energy-control procedures target takes SiteId (your site's name works, no codes), Equipment, ProcedureRef, and semicolon-separated EnergySources; the downloadable onboarding workbook includes a worked sheet.

Tip: the annual inspection isn't just a formality — recording the authorized employees and any deviations is what makes the procedure defensible.

Machine guarding — Equipment whose energy these procedures control
Confined spaces — Entry work commonly requires energy isolation
Arc flash / electrical — Electrical hazards are a core lockout energy source
Permits to work — Higher-risk work links isolation to lockout
Compliance calendar — Tracks annual periodic-inspection deadlines