Lockout-Tagout (LOTO)

Lockout-Tagout is one of the most important procedures for protecting employees during service, maintenance, repair, cleaning, setup, and troubleshooting work.

When equipment contains hazardous energy, simply turning the machine off is not enough. Electrical, hydraulic, pneumatic, mechanical, thermal, gravitational, chemical, and stored energy sources may still be present. If those energy sources are not properly isolated, controlled, and verified, employees can be exposed to unexpected startup, movement, release of energy, or serious injury.

The Lockout-Tagout portion of the app gives safety teams a structured way to document equipment-specific procedures, guide authorized employees through each step, and generate a completed record.

Lockout-Tagout (LOTO)

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The Lockout-Tagout tool gives teams a practical system for creating, completing, and documenting LOTO procedures in one place.

Instead of relying on paper procedures, binders, outdated machine placards, handwritten notes, or disconnected photos, users can access and complete lockout-tagout procedures directly from a phone, tablet, or computer.

Each procedure can be tied to a specific machine, location, department, energy source, isolation point, lockout step, verification step, employee, date, photos, notes, and final report details.

⚡ Electrical Energy
💨 Pneumatic Energy
🛢️ Hydraulic Energy
⚙️ Mechanical Energy
🔥 Thermal Energy
🧲 Stored Energy
⬇️ Gravity Hazards
🔒 Isolation Points

Built for Equipment-Specific Energy Control

Every machine is different. One piece of equipment may have a single electrical disconnect, while another may have multiple energy sources, stored air pressure, hydraulic accumulators, gravity hazards, elevated components, thermal energy, or secondary control points that need to be isolated before work begins.

The app is designed to keep those details specific to each machine.

Users can document the energy sources, isolation points, shutdown steps, lockout points, verification methods, restart steps, and supporting photos for each piece of equipment. This helps prevent employees from relying on generic instructions that may not reflect the actual machine they are working on.

A Guided Lockout-Tagout Workflow

A Guided Lockout-Tagout Workflow

A LOTO procedure can be completed while the employee is at the equipment. Users can open the correct machine procedure, review the required steps, apply the necessary locks and tags, verify zero energy, document the work, and record completion details.

This creates a more consistent process for authorized employees and a stronger record for supervisors and safety managers.

1 Identify the machine or equipment
2 Review the required procedure
3 Notify affected employees
4 Shut down the equipment
5 Isolate each energy source
6 Apply locks and tags
7 Release or control stored energy
8 Verify zero energy state
9 Complete the service or maintenance work
10 Remove locks and restore equipment when safe
11 Generate the completed report

Stronger Procedures and Better Records

A completed lockout-tagout record becomes more than a checklist. It creates documentation of the equipment, energy sources, steps followed, employees involved, verification activity, photos, notes, and completion details.

Managers can use this information to confirm that lockout-tagout procedures are being followed, identify missing or outdated procedures, review completed activity, and maintain stronger documentation for audits or internal safety reviews.

The app also helps make LOTO procedures easier to maintain over time. As machines change, energy sources are added, or isolation points are updated, the procedure can be revised so employees are working from more current information.

This helps reduce confusion in the field and gives teams a cleaner way to manage equipment-specific energy control documentation.

Stronger Procedures and Better Records

Why Digital Lockout-Tagout Matters

Digital LOTO procedures help ensure employees are following the correct steps for the actual machine being serviced. Each procedure can include energy sources, isolation points, shutdown instructions, verification methods, and restart steps.

Photos can be attached directly to the procedure or completed record, helping employees identify disconnects, valves, bleed points, control panels, lockout locations, and machine-specific hazards.

A guided workflow helps authorized employees follow a repeatable process for shutting down equipment, isolating hazardous energy, applying locks and tags, releasing stored energy, and verifying zero energy.

Once the LOTO process is completed, the app can generate a report immediately. This improves documentation, reduces duplicate paperwork, and creates a cleaner record of energy control activity.

A More Organized, More Consistent, and More Defensible Lockout-Tagout Program

For safety managers: Better visibility into LOTO procedures and completed activity
For authorized employees: A clearer, more guided process for controlling hazardous energy
For maintenance teams: Easier access to machine-specific procedures in the field
For companies: Stronger documentation of energy control, employee protection, and procedure compliance
Start a Lockout-Tagout Procedure

Need this inspection tailored to your organization?

This inspection covers standard requirements. If your team needs additional fields, custom validations, integration with existing systems, or a variant built exclusively for your organization — we can make it happen.

New inspections · Custom validations · Organization-specific workflows · Private tools for your team

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