Lock out tag out can fail when people do not know the current status of equipment. A machine may be locked out for one crew, partially restored for testing, or waiting on another trade. If operators, mechanics, electricians, laborers, or supervisors are not told what is happening, someone can restart equipment, open a valve, reset a breaker, or enter the wrong area.
This talk focuses on how to communicate LOTO status before, during, and after service work. The crew needs to know who is affected, who is authorized, what equipment is locked out, what energy sources are controlled, and when the equipment is safe to return to service.
Why This Matters
- Clear communication prevents workers from operating locked out equipment by mistake.
- LOTO status can change during troubleshooting, testing, shift changes, and handoffs.
- Other trades may be affected even if they are not working directly on the equipment.
- Written tags, verbal updates, and crew briefings help confirm everyone understands the hazard.
- No one should assume equipment is safe, available, or ready to use without confirmation.
Common Hazards
- Failing to notify affected workers before equipment is shut down, locked out, or tagged out.
- Operators not knowing why equipment is unavailable or who placed the locks and tags.
- One trade removing guards, covers, hoses, or wiring while another trade thinks the job is complete.
- Shift changes where the next crew does not know which locks are active or what work remains.
- Testing or jogging equipment without warning everyone in the area.
- Tags with missing names, dates, contact information, or reason for lockout.
- Workers relying on word of mouth instead of checking locks, tags, and procedures.
- A locked out piece of equipment being moved, relocated, or connected to temporary power without all affected workers being updated.
Safety Checklist
Before Work Begins
- Identify all workers, operators, trades, and supervisors affected by the lockout.
- Notify affected workers before shutdown, isolation, lockout, or tagout starts.
- Explain what equipment is being locked out and why.
- Confirm which energy sources are being isolated, including electrical, hydraulic, pneumatic, mechanical, gravity, thermal, chemical, and stored energy.
- Make sure tags include the authorized worker’s name, date, reason for lockout, and contact information.
- Review the work area boundaries and any parts of the system that remain energized.
- Assign one clear point of contact for LOTO status updates when multiple crews are involved.
- Confirm how changes will be communicated during testing, troubleshooting, breaks, and shift changes.
During Work
- Keep affected workers updated if the scope, equipment, energy source, or lockout point changes.
- Do not test, jog, or re-energize equipment until all workers are notified and clear.
- Use clear verbal communication before temporary re-energization for testing.
- Reapply locks and tags immediately after testing if work must continue.
- Check that tags remain readable, visible, and accurate throughout the shift.
- Use group lockout procedures when multiple authorized workers are protected by the same isolation points.
- Document or communicate handoffs so the next crew knows what is locked out, who owns the locks, and what work remains.
Crew Talking Points
- Who needs to know this equipment is locked out today?
- What is the current LOTO status of the equipment before work begins?
- Who is the point of contact for questions or changes?
- How will we communicate testing, troubleshooting, or temporary re-energization?
- What needs to be passed on if the work continues into another shift?
- Does anyone have a question or concern about the current LOTO status, affected workers, or communication plan?
Stop Work If
- Affected workers have not been notified of the lockout.
- There is confusion about whether equipment is locked out, being tested, or ready for service.
- Tags are missing, unreadable, outdated, or do not identify the authorized worker.
- Another trade, operator, or supervisor is not aware of the lockout status.
- Equipment needs to be tested or re-energized but workers have not been cleared from the area.
- A shift change or crew handoff happens without a clear update on locks, tags, hazards, and remaining work.
Final Reminder
LOTO status must be clear to everyone affected. Say what is locked out, who controls it, what work is happening, and when the equipment is safe to use again.
| Crew Member Name | Signature | Date |
|---|---|---|