Written Program Guide

What documentation is required for Lockout/Tagout?

If your people service equipment that could unexpectedly energize, OSHA's Control of Hazardous Energy standard requires documented, machine-specific procedures.

If your people service or maintain equipment that could unexpectedly energize or release stored energy — electrical, hydraulic, pneumatic, mechanical, thermal — OSHA's Control of Hazardous Energy standard requires documented energy-control procedures. This is where a lot of programs fall short: they have a general LOTO policy but not the specific procedures the standard actually calls for.

A compliant LOTO program generally requires:

Written energy-control procedures — and critically, these are expected to be specific to the equipment. A single generic procedure covering everything usually doesn't satisfy the standard; the procedures need to reflect the actual energy sources and steps for the machines being serviced.

Periodic inspections — documented periodic reviews of the procedures to confirm they're being followed and still accurate.

Training and retraining — for authorized and affected employees, documented.

The machine-specific point

The most common LOTO gap isn't the absence of a policy — it's the absence of machine-specific procedures. The written program is the framework; the equipment-specific procedures are what make it real and what an inspector or reviewer looks for.

Run the free Compliance Readiness Check

See whether LOTO applies to your work and where your documentation stands. Free, no login.

Generate your LOTO program

TemplaKit generates a Control of Hazardous Energy (Lockout/Tagout) program as a company-specific document you own, built to the current standard and structured to support your prequalification submissions and keep you audit-ready.