Stop guessing at what OSHA requires for Lockout/Tagout — and start with a program written from the ground up by a Certified Safety Professional with OSHA Outreach Instructor credentials.
LOTO is one of the few standards where a single mistake doesn't just draw a citation — it causes amputations and deaths. This bundle gives you the complete program: written policy, machine-specific procedures, training records, and an annual inspection log.
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Delivered as editable files. Add your company name, machine-specific details, and hardware standards before use.
OSHA's Lockout/Tagout standard — 29 CFR 1910.147 — requires employers to control hazardous energy whenever a machine is being serviced, maintained, or repaired with guards removed or bypassed. That means a written energy control program, machine-specific procedures for every piece of equipment, documented training for every employee category, and annual inspections of every procedure.
LOTO is consistently one of OSHA's most-cited standards — and one of the few where a single mistake doesn't just draw a citation. It causes amputations and deaths. Most employers know they need a program. Few have one that's actually complete. This bundle is all four required pieces in one download.
Every document in this bundle was written from scratch by a Certified Safety Professional with OSHA Outreach Instructor credentials. These are functional, professionally structured documents built around how OSHA actually enforces this standard.
Written Energy Control Program — Required by 29 CFR 1910.147(c)(1). Covers purpose and scope, definitions, roles and responsibilities, lockout vs. tagout rules, hardware standards, and the step-by-step sequence for applying and releasing lockout/tagout. Customizable with your company name and facility-specific hardware.
Machine-Specific Energy Control Procedure — Required by 1910.147(c)(4), one per machine. Walks through equipment identification, energy sources and isolation points, the step-by-step application and restoration sequence, and the annual inspection/certification section. Designed to post near the equipment.
Authorized Employee Training Record — Required by 1910.147(c)(7)(i). Documents initial and retraining sessions for authorized employees, including topics covered, an employee roster with signatures, retraining triggers, and trainer certification.
Affected & Other Employee Training Record — Required by 1910.147(c)(7)(ii) & (iii). A separate training record confirming affected and other employees understand the purpose of lockout/tagout and the prohibition against removing or operating a locked-out device.
Annual Inspection & Certification Log (Excel) — Required by 1910.147(c)(6). Tracks the required annual inspection of every energy control procedure — inspector name, findings, corrective actions, and deadlines — with a built-in instructions tab.
Any employer with machinery or equipment that requires service, maintenance, or repair with guards removed or bypassed — manufacturing, warehousing, agriculture, construction, and maintenance operations of any size that need a documented, defensible energy control program.
OSHA's Lockout/Tagout standard exists because unexpected energization kills. If an inspector — or an incident investigator — asked to see your program, your procedures, and three years of training records, would you have them? This bundle is your answer.
Round out your compliance program with the HazCom and New Hire Orientation bundles — two more of OSHA's most frequently cited requirements, covered.