Lockout/Tagout Permit Documentation Manager

How It Works

1. Select Equipment

   Identify the equipment or machine being serviced. Enter the equipment name, ID number, location, and a brief description of the maintenance work to be reviewed.

2. Identify Energy Sources

   Document known energy sources associated with the equipment: electrical, pneumatic, hydraulic, thermal, gravitational, chemical, mechanical, and stored energy. A qualified energy survey and current machine-specific procedure still control the final list.

3. Assign Locks & Tags

   Record the lock number, tag number, and name of the authorized employee applying each lock. Each worker exposed to the hazard must apply their own lock. Group LOTO procedures require a primary authorized employee to coordinate.

4. Document Verification Steps

   Record the zero-energy verification method for each energy source. This may include attempting to start the equipment, checking voltage with a meter, bleeding pressure gauges, and verifying that moving parts are at rest.

5. Print or Export Permit

   Generate a printable permit record with entered energy sources, lock assignments, and verification notes. Review the record against the site procedure before using it at the equipment location.

Built For

• Manufacturing plant maintenance departments preparing LOTO procedure records for review
• Documentation packages for safety audits, periodic inspections, and procedure reviews
• Contractor coordination when outside workers perform maintenance on your equipment
• Equipment repair and maintenance planning with formal energy isolation documentation
• Safety training exercises using realistic LOTO permit scenarios
• Post-incident or near-miss review packages that organize entered LOTO records
• Multi-craft maintenance jobs requiring coordination between electrical, mechanical, and process teams

Features & Capabilities

Multi-Energy Source Tracking

Prompt for common hazardous-energy categories on a single permit record: electrical, pneumatic, hydraulic, thermal, gravitational, chemical, mechanical, and stored energy. The app does not discover energy sources automatically.

Lock & Tag Assignment

Record individual lock and tag numbers for each authorized employee. Supports both individual LOTO (one worker, one lock per point) and group LOTO (multiple workers under a primary authorized employee with a lock box).

Verification Record Prompts

Prompt users to document the verification method and result for each isolation point. Failed, missing, or pending results remain review flags; the app does not prove a zero-energy state.

Printable Permit Records

Generate formatted, printable LOTO permit records that can be reviewed and posted under the site procedure. Required fields depend on the machine, work scope, permit type, and local program.

Equipment Database

Save equipment profiles with associated energy-source notes so repeat records are easier to prepare. Current equipment configuration and field review still control the procedure.

Group LOTO Support

Handles group lockout/tagout scenarios where multiple maintenance workers need to apply their individual locks. Tracks the primary authorized employee, the group lock box, and each individual worker's lock application and removal.

Comparison

Assumptions

• Users enter current machine-specific energy-control information from the facility procedure, equipment records, and field survey
• Authorized employees perform physical shutdown, isolation, lock/tag application, stored-energy control, and verification outside the app
• Required permits and forms are selected under the employer program and current site rules
• Training, hardware, lock/tag identification, group LOTO coordination, and contractor coordination are managed by the employer program
• Permit documentation is supplemental to the facility written energy control procedure and qualified review

Limitations

• Does not identify energy sources automatically - a qualified person must perform the initial energy survey for each piece of equipment
• Cannot verify that field conditions match the documented procedure - physical verification by an authorized employee is always required
• Does not account for complex multi-employer LOTO situations where multiple contractors share isolation points
• Stored energy (capacitors, springs, pressurized accumulators) may require dissipation steps not captured in a simple lock-and-tag checklist
• Does not replace required periodic inspections, employee training, emergency planning, rescue planning, atmospheric testing, or electrical safe-work practices
• Permit templates may not satisfy site-specific requirements imposed by OSHA/state plans, the AHJ, insurer, equipment manufacturer, or corporate safety program

References

• OSHA 29 CFR 1910.147 - The Control of Hazardous Energy (Lockout/Tagout)
• OSHA 29 CFR 1910.146 - Permit-Required Confined Spaces
• OSHA 29 CFR 1910.252 - Welding, Cutting, and Brazing
• OSHA 29 CFR 1910.333 - Selection and Use of Work Practices (electrical safety-related work practices)
• OSHA 29 CFR 1910.134 - Respiratory Protection
• OSHA 29 CFR 1910.1200 - Hazard Communication
• NIOSH confined-space source material for atmospheric and rescue-planning context

Frequently Asked Questions