The LOTO process, as defined by the Occupational Safety and Health Administration (OSHA) standard 1910.147, involves a total of eight steps. The first step is to review and understand the procedures required for safely shutting down the equipment. Next, notify others about the scheduled shutdown. Once employees are notified, the equipment can be shut down by following the proper procedures outlined in Step 1. After the equipment is shut down, it is essential to ensure that all primary and secondary energy sources are secured and that the equipment cannot be unintentionally energized. To verify that the lockout procedure is effective, ensure that everyone is clear, and attempt to start the equipment. If the equipment remains de-energized, the next step is to install a locking device on the energy control component that is compatible with that specific application (e.g., electric breakers) and a documentation tag that states when (e.g., date, time, etc.) and why (e.g., repair, maintenance, etc.) the system was locked out and the names of those people performing the maintenance. This locking device and documentation tag should be secured by a padlock by each person performing work, paired with a key specific to their lock that should be kept by them (See Figure 2).
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