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:
- Preparation
- Shutdown
- Isolation
- Lockout/Tagout
- Stored Energy Check
- 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)
Frequently Asked Questions
How is licensing calculated?
Licensing is based on the total number of learners who will access the course during the license period.
Can I train more than 250 employees?
Yes. We offer enterprise licensing options for larger organizations and multi-location businesses.
Can we use our own LMS?
Yes. Courses are available in SCORM-compatible formats and can be deployed through most learning management systems.
Do you offer multi-course discounts?
Yes. Organizations licensing multiple courses may qualify for discounted workforce training packages.
Do you offer custom pricing?
Yes. We can create customized pricing solutions for enterprise organizations, multi-course licensing programs, annual training initiatives, and large workforce deployments. Contact us for custom pricing tailored to your organization.