Early access offer:Early access: 30% off, for as long as you stay subscribed.

Claim offer
Try the editor free

System · 101 documentsPart of Crane Hire Integrated Industry Suite

Lock Out Tag Out (LOTO)

SWMS · SWMS-10166

  • 12 job steps
  • Version 7

This Lock Out Tag Out (LOTO) Safe Work Method Statement (SWMS) covers the hazards and controls involved with the lock out/tag out of plant and equipment. It applies to all items of plant and equipment that are acquired (purchased, hired, leased, loaned or donated), installed, used, operated, stored or maintained on-site.

It covers 12 job steps, from writing isolation procedures, training and confined spaces to pre-start checks, electrical isolation, locking out and tagging plant, restoring equipment to service, completion and emergency response.

It includes controls for high-risk construction work around mobile plant, gas mains, hazardous lines, energised electrical installations and hazardous atmospheres.

It suits safety managers, construction workers, maintenance teams and plant operators, particularly where lockout and tagout procedures are required.

See its own page

Preview of the Lock Out Tag Out (LOTO) SWMS

Lock Out Tag Out (LOTO)

SWMSVersion 7
Company doing the work
[Company]
Business contact and phone
—
Responsible person (for monitoring SWMS and work)
—
Responsible person's phone
—
Responsible person's signature
—
Date signed
—
Principal Contractor (PC)
—
PC Address
—
PC phone
—
Date SWMS provided to PC
—
Job Site Address
—

Site management plan

If the work is part of a construction project, this SWMS must align with requirements of the Site Management Plan in place for the Construction Project.

High-risk construction work

This work activity involves the following “High-Risk Construction Work” (HRCW - identified in the Job Task column)

  • Mobile PlantMobile plant movement
  • Gas MainsPressurised gas distribution mains or piping
  • Hazardous Lineschemical, fuel or refrigerant lines
  • Energised Electricalenergised electrical installations or services
  • Hazardous AtmosphereWork in an area that may have a contaminated or flammable atmosphere

Planning and preparation

Planning/Preparation

  • Liaise with Principal Contractor to identify on-site safety systems and procedures

  • Establish supervisory and communication arrangements

  • Principal contractor to confirm emergency response procedures are in place.

Hold points

  • Hold points identified and signed off before continuing work. (specify the hold points)

Training/Licence

  • All workers to have a General Construction Induction Card

  • Relevant workers have relevant certificates of competency, licenses, and training. Specify on the SWMS Sign-off for each worker.

  • Trained First Aider on site

  • All workers trained in site-specific emergency and evacuation procedures, SWMS, safe work procedures, and safety data sheets.

Worker duties and responsibilities

  • Fit condition for work, i.e., no signs of fatigue, alcohol or drugs

  • Attend all site inductions/briefings

  • Comply with all site requirements, e.g. PPE, Traffic Management Plans (TMP)

  • Only carry out work related to the contract

  • Inspect completed work and report possible safety, environmental and quality matters to the supervisor.

Monitor/Review

  • All people involved in the task must have this SWMS communicated to them before work commences

  • SWMS to be reviewed and amended if necessary, in consultation with relevant people after any near miss or incident

  • If additional site hazards identified, review this SWMS and amend control measures to suit

  • People, including workers, contractors and sub-contractors, affected by the revisions to this SWMS, must be informed ASAP

  • Give the principal contractor a copy of the revised SWMS

  • The site supervisor to monitor works against the controls stated in this SWMS

  • SWMS must be kept on-site and made available for inspection or review

  • Keep a record of this SWMS until the job is complete or for two years if involved in a notifiable incident

  • Regardless of any other factor, the person in control of the workplace must review this SWMS at least annually.

Site-specific notes

Legislation and codes of practice

None listed.

Personal protective equipment (PPE)

  • Foot Protection
  • High Visibility
  • Eye Protection

Do not wear rings, watches or jewellery that may become entangled. Long and loose hair must be tied back.

Job steps, hazards and controls

  • Work activity

    Develop written procedures (SOP) for isolation of specific plant

    • Hazard

      Potential outcomes for personal injury, property damage &/or environmental incident

      Before controls3 High
      Controls
      • Terminology:

        • Lockout - A device is placed on, around, or through an energy-isolating device to lock it in a safe position

        • Tag out- The process by which an energy-isolating device for an item of plant/equipment is placed in the off position, and a written warning tag is attached. A tag out should be used only when the energy-isolating device is not capable of being locked out, e.g. A small item or power tool

        • Lockout-Tag out (LOTO) - A device is placed on, around, or through an energy-isolating device to lock it in a safe position and a written warning tag is attached. Locks and Tags must be substantial enough to prevent casual or accidental removal. Locks and tags must also identify the worker applying and using the device.

      • LOCKOUT / TAGOUT PROCEDURE

      • Required isolation points (use manufacturer’s diagram - if not available, create a diagram and show all isolation points clearly). Ensure all energy sources isolated:

        • Electrical

        • Fuel

        • Heat / Steam

        • Fluids under pressure

        • Stored energy

        • Radiation

      • Identify Types of Locking devices

      • Identify Types of Tags

      • Identify the person responsible (including placement of Personal Danger Tags, Out of Service Tags, and authorised removal of another’s tags). Identify:

        • Plant that requires electrical isolation that must be undertaken by qualified people (electrician) – such as those that are not plug/socket types

        • Any plant used to control hazards (such as mechanical ventilation, HVAC systems)

        • Any plant that may give rise to other hazards (falls, burns, asphyxiation, impact, gases.)

        • Restricted modes for the plant during maintenance.

      After controls2 Moderate
      Responsible
      • Supervisor

IR before controls · RR after controls1 LLow2 MModerate3 HHigh4 AAcute

Overall risk after controls2 MModeratethe highest rating after controls

11 more job steps, from Training to Emergency response

Each with its hazards, risk ratings and controls, plus your crew's sign-on.

Preview as

How it reads in a browser

Get this system

Sign up free, then choose how you'd like it. Every document goes into your Library, in a folder named for the pack.

  • Included in paid plans

    Use template credits from your plan. This one costs 20.

    Compare plans and prices
  • Buy it once

    $999.90 paid once, and it's yours to keep. Works on the free plan too.

No card needed to sign up. Early access members get 30% off any plan.

What it covers

12 job steps

  1. Develop written procedures (SOP) for isolation of specific plantWrite isolation procedures for each item of plant
  2. TrainingTrain workers and make sure everyone follows the LOTO procedure
  3. Confined spacesGet a confined space entry permit before anyone enters
  4. Arrival on-site & assess onsite conditionsCheck the site and its conditions on arrival
  5. Pre-startComplete the isolation permit and check locks and tags
  6. House keepingKeep the work area clean and clear
  7. Manual tasksLift and move materials safely
  8. Isolate electrical supplyIsolate the electrical supply and prove it de-energised
  9. Lock Out/Tag Out of plantIsolate, lock and tag the plant and prove zero energy
  10. Restoring equipment to serviceReturn plant to service and deal with locks left on
  11. On completionClear the area, secure access points and sign out
  12. Emergency responseRespond to emergencies and give first aid

Hazards it covers

How templates work

Try it before you pay.

  1. Preview free

    Every template's job steps, hazards and first task are open to read. No sign-up.

  2. Try the editor

    Tailor a demo SWMS with your company, job and site, on a computer or your phone.

  3. Sign up free

    Your details and logo carry over. This template opens already filled in.

  4. Use a credit or buy once

    Paid plans include template credits every month. Or buy this one to keep.