Identify equipment and procedure
Select the correct machine-specific energy-control procedure.
RECORD · Equipment ID and procedure revisionExample workflow · not a customer case study
Lockout / tagout instructions that carry the isolation sequence.
Use the site-approved energy-control procedure. Procedures can require each confirmation and preserve the execution record; it does not author the safety procedure for you.
Five-to-seven step run
What the operator does—and what can be recorded.
Evidence control: Required evidence and hard gate on for the approved isolation and zero-state checks.
Notify affected people
Record the required notification before shutdown.
RECORD · Notification acknowledgmentShut down normally
Use the approved stopping sequence before isolation.
RECORD · Required confirmationIsolate energy sources
Operate every listed disconnect, valve, or blocking device.
RECORD · Isolation checklistApply locks and tags
Record each authorized person's personal lock and tag.
RECORD · Lock IDs and namesVerify zero state
Release stored energy and perform the approved try or test verification.
RECORD · Zero-state check or readingRestore under control
After work, account for people and devices before approved restoration.
RECORD · Final checklist and signatureExample workflow, not a customer case study. Use your approved energy-control program.