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 Duration 7 hours

Course Outline

Regulatory Framework and Standards

  • An overview of applicable regulations and consensus standards
  • Legal responsibilities for both employers and workers
  • The role of LOTO within broader safety management systems

LOTO Policy and Program Development

  • Essential components of an effective LOTO program and written procedures
  • Permit-to-work and authorization workflows
  • Recordkeeping, auditing, and strategies for continuous improvement

Identifying Energy Sources and Assessing Hazards

  • Categories of hazardous energy (electrical, mechanical, hydraulic, pneumatic, thermal, and chemical)
  • Methods for locating and documenting energy isolation points
  • Risk assessment and prioritization for maintenance tasks

Isolation Devices, Locking, and Tagging Hardware

  • Common isolation devices and best practices for selection
  • Types of locks and tags, securement methods, and key management
  • Handling special situations: group LOTO, multiple energy sources, and complex machinery

LOTO Procedures, Verification, and Restoration

  • Structuring step-by-step LOTO procedures and ensuring safe sequencing
  • Verifying isolation, testing, and confirming safe work conditions
  • Protocols for safely removing locks/tags and re-energizing systems

Roles, Responsibilities, and Communication

  • Defining duties for authorized, affected, and other employees
  • Coordination practices among supervisors, HSE teams, and contractors
  • Managing shift handovers, coordinating group LOTO, and responding to emergencies

Hands-on Practical Labs and Assessment

  • Practical exercise: Developing and executing LOTO on representative equipment mock-ups
  • Scenario drills covering multi-energy isolation, unexpected hazards, and troubleshooting
  • Competency checks, debrief sessions, and planning corrective actions

Summary and Next Steps

Requirements

  • A foundational understanding of basic manufacturing operations
  • Prior experience working with or in close proximity to industrial machinery
  • General familiarity with workplace safety principles

Target Audience

  • Maintenance technicians and electricians
  • Machine operators and production supervisors
  • Health, Safety, and Environment (HSE) personnel

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