What is the first step in a proper lockout/tagout (LOTO) procedure?

• A. Notify supervisor.
• B. De-energize and isolate equipment from all energy sources and apply lockout devices and tags.
• C. Document the procedure.
• D. Test for voltage.

Answer: (B)

The crucial safety step in lockout/tagout is to completely shut down the equipment, disconnect it from all energy sources, and place lockout devices and tags on those energy sources. This creates a physical barrier that prevents any accidental re-energizing while maintenance or repair is being done, and the tag communicates that work is in progress. Once the energy is isolated and locked out, you can then verify zero energy, address stored or residual energy, and proceed with the remaining steps of the procedure. Notifying a supervisor or documenting the procedure is important for coordination and records, but they do not by themselves stop the machine from energizing. Testing for voltage is part of verification, which is done after isolation, to confirm there is no hazardous energy remaining.