Six Steps to Lockout/Tagout Training Course

Learn the six essential steps of lockout/tagout safety to control hazardous energy, prevent accidental equipment startup, and protect employees during maintenance and servicing operations.

Training Objectives

Upon completion of this course, learners will be able to:

• Understand the six-step lockout/tagout process
• Prepare equipment and personnel for safe servicing activities
• Properly shut down machinery and notify affected employees
• Isolate equipment from hazardous energy sources
• Apply lockout and tagout devices correctly
• Identify and control stored or residual energy hazards
• Verify isolation and de-energization before work begins
• Support OSHA compliance and workplace safety initiatives

Course Overview

Lockout/tagout procedures are among the most important safety practices used to protect employees who service, maintain, repair, clean, or inspect machinery and equipment. Unexpected startup or the release of hazardous energy can result in serious injuries, amputations, or fatalities if proper energy control procedures are not followed.

The Six Steps to Lockout/Tagout Training Course provides a concise and practical overview of the six critical steps required to safely control hazardous energy during maintenance and servicing operations.

Participants will learn how each step contributes to employee safety and helps ensure equipment remains isolated from energy sources until work is complete.

The six steps covered in this training include:

1. Preparation
2. Shutdown
3. Isolation
4. Lockout/Tagout
5. Stored Energy Check
6. Isolation Verification

The course explains the purpose of each step and highlights best practices for performing lockout/tagout procedures safely and effectively.

Step 1: Preparation

Before beginning any lockout/tagout procedure, authorized employees must identify all potential energy sources associated with the equipment.

During the preparation phase, employees learn how to:

• Identify hazardous energy sources
• Understand equipment-specific procedures
• Determine isolation methods
• Recognize potential hazards

Proper planning establishes the foundation for a successful lockout/tagout process.

Step 2: Shutdown

Once preparation is complete, equipment must be shut down using established operating procedures.

This step includes:

• Stopping equipment safely
• Following normal shutdown procedures
• Informing affected employees
• Preparing equipment for energy isolation

Communication during this phase helps prevent confusion and supports a safer work environment.

Step 3: Isolation

After equipment has been shut down, it must be isolated from all energy sources.

Isolation methods may include:

• Opening electrical disconnects
• Closing valves
• Blocking mechanical systems
• Disconnecting power sources

The goal is to ensure hazardous energy can no longer reach the equipment.

Step 4: Lockout/Tagout

Once energy sources have been isolated, lockout and tagout devices are applied.

This step covers:

• Proper lockout device placement
• Tagout requirements
• Authorized employee responsibilities
• Equipment identification procedures

Applying lockout and tagout devices helps ensure equipment cannot be restarted while maintenance is being performed.

Step 5: Stored Energy Check

Even after isolation, hazardous energy may remain stored within equipment.

Potential stored energy sources include:

• Hydraulic pressure
• Pneumatic pressure
• Electrical charge
• Mechanical tension
• Thermal energy

Employees must identify and eliminate or control stored energy before work begins.

Step 6: Isolation Verification

The final step involves confirming that equipment has been properly isolated and de-energized.

Verification procedures help ensure:

• Lockout devices are functioning correctly
• Energy sources are disconnected
• Stored energy has been controlled
• Equipment is safe to service

This critical step helps prevent accidents caused by incomplete lockout/tagout procedures.

Whether employees work in manufacturing, maintenance, warehousing, utilities, construction, or industrial environments, understanding these six steps is essential for preventing hazardous energy incidents and maintaining a safe workplace.

This program is available with Spanish and French closed captions.

Compliance Standards & Regulations

This course references the following standard:

• OSHA 29 CFR 1910.147 – The Control of Hazardous Energy (Lockout/Tagout)

Key Benefits

• Reinforces OSHA lockout/tagout requirements
• Provides a simple, step-by-step approach to hazardous energy control
• Helps reduce the risk of serious workplace injuries
• Supports safe equipment servicing and maintenance
• Improves employee understanding of energy isolation procedures
• Suitable for both new and experienced employees
• Promotes a stronger workplace safety culture

Who Should Take This Course?

This training is ideal for:

• Maintenance personnel
• Manufacturing employees
• Machine operators
• Facilities and plant personnel
• Industrial workers
• Warehouse employees
• Safety professionals
• Supervisors and managers
• Authorized and affected employees

Course Details

Course Length: 5 Minutes

SKU: AT007

Languages: English, Spanish, French

Includes:

• Downloadable participant guide
• Streaming video training
• Certificate of completion (where applicable)

Compatible With:

• Most Learning Management Systems (LMS)
• Hosted online training platform

Year Produced: 2019

Video Streaming Licensing Options

The pricing displayed above applies to the hosted video-streaming option and includes access for the selected number of learners based on the license tier selected.

Included with Your License

• Hosted video-streaming access
• Downloadable participant guide
• Closed captions (where available)
• Certificate of completion (where applicable)

Need Additional Delivery Options?

In addition to our hosted video-streaming solution, we also offer:

• SCORM course packages for LMS deployment
• Classroom Video-on-Demand training packages
• Enterprise licensing solutions
• Multi-year licensing options

Additional delivery options are priced separately from the hosted video-streaming licenses displayed above.

For organizations requiring access for more than 250 learners, SCORM deployment, classroom training packages, or enterprise licensing solutions, please contact us for a custom quote.