Module 4.1: Pre-Lockout Preparation

Pre-Lockout Preparation focuses on the essential steps that must be completed before applying any lockout or tagout devices. you will explore how identifying energy sources, notifying affected employees, reviewing equipment-specific procedures, and gathering the required tools and PPE help ensure a safe and organized shutdown. Proper preparation sets the foundation for a successful and hazard-free Lockout/Tagout process.

• Identify all sources of hazardous energy associated with the equipment.

• Notify all affected employees that the equipment will be shut down and serviced.

• Review the manufacturer’s instructions and equipment-specific lockout procedures.

• Gather all necessary lockout/tagout devices, tools, and personal protective equipment (PPE).

• Plan the sequence of shutdown and isolation to maintain control over all energy sources.