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Environmental Health & Safety

Control of Hazardous Energy

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Control of Hazardous Energy (Lockout/Tagout)



    • Departments are responsible for adopting and implementing this Control of Hazardous Energy Program (Lockout/Tagout)
    • Ensure appropriate lockout/tagout equipment is available, staff are trained, and compliance with lockout/tagout procedures is enforced. Lockout equipment will include, but not is limited to locks, tags, valve covers, circuit breaker or switch covers, chains for wheel vales, etc. Contact OS if unsure.

    Supervisors/Lab Managers/PIs:

    • Ensure employees impacted by LOTO (including new and transferred employees) are aware of this document and are trained in your departmental/unit procedure and in the significance, purpose, and use of lockout/tagout.
    • Ensure only Authorized Lockout/Tagout Employees perform lockout/tagout operations on necessary equipment procedures, have received the appropriate level of training  and are provided with the proper equipment and personal protective equipment (ppe) to perform the job safely.
    • Conduct a hazard assessment of his/her area of control to determine whether the lockout/tagout program applies to the processes and equipment in his or her area. Record the areas assessed, including dates and individuals.
    • Develop, document, and use energy control procedures to control potentially hazardous energy before workers perform service/maintenance activities covered by the Control of Hazardous Energy (Lockout/Tagout) Standard. This may be accomplished by using the “Equipment Specific LOTO Procedure Development Form” in Appendix B.
    • Maintain an inventory of all equipment in their department that requires equipment specific lockout/tagout procedures.
    • Purchase or install equipment and machinery that has the capability to accept a lockout device on all energy isolating devices.
    • Review work performed and lockout procedures at least annually to ensure compliance with policy and the procedures’ effectiveness.
    • Periodically audit their employees on the job to ensure compliance with lockout procedures.


    • Observe and comply with safety practices contained in the Lockout/Tagout program and to point out unsafe conditions to their supervisor.
    • Authorized employees are the only employees designated to perform lockout/tagout. They are required to comply with written procedures.
    • Upon observing a machine or piece of equipment which is locked out to perform servicing or maintenance, shall not attempt to start, energize, or use that machine or equipment.
    • Do not remove or tamper with lockout/tagout devices installed by antoher person, except under special conditions described later in this document.
    • Use energy control devices for no purpose other than lockout/tagout.

    Occupational Safety:

    • Provide and update University-wide procedures and assist departments with implementation of the program.
    • Audit departments’ programs for deficiencies and bring them to the attention of the appropriate department member.
    • Periodically review and update this program.
    • Assist in identifying or providing training needs.
    Appendix A: Lockout/Tagout Tags and Locks
    Appendix B: Equipment Specific Lockout/Tagout Procedure Development Form
    Appendix C: Abandoned Lock Removal Form
    Appendix D: Lockout/Tagout Evaluation Checklist

Contact EH&S at (585) 275-3241 or e-mail EH&S Questions.

This page last updated 5/21/2018. Disclaimer.