Lockout/Tagout (LOTO) for Electrical Safety

Electrocution

The Problem

Each year, workers are seriously injured or killed because machinery or electrical systems are unexpectedly energised during maintenance or servicing. These incidents are entirely preventable with the proper use of Lockout/Tagout (LOTO) procedures. Today, we’ll discuss why LOTO is critical and how to ensure systems remain de-energised until it's safe to proceed.

Identify the Hazards

  • Unexpected Energisation: Electrical systems or machinery can start without warning if not correctly isolated.

  • Residual Energy: Even when switched off, stored energy (such as capacitors, pressure, or hydraulic force) can cause serious injuries.
  • Human Error: Failing to follow LOTO procedures can result in electric shock, burns, or electrocution.

Safety Practices and Preventative Measures

Follow Step-by-Step Procedures:

  1. Notify Employees: Let affected workers know that LOTO procedures are being implemented.
  2. Turn Off Equipment: Shut down the equipment using normal operating controls.
  3. Isolate Energy Sources: Switch off and isolate using circuit breakers, isolation switches, or valves.
  4. Apply Lockout/Tagout Devices: Secure with a lock and attach a visible tag to prevent accidental re-energisation.

Test the System:

  • Confirm all energy sources are de-energised before beginning work.
  • Attempt to start the equipment to ensure there is no residual energy.

Use Tags for Communication:

  • Tags must state the reason for the lockout, who applied it, and the date.
  • Tags act as a visible warning and are part of the isolation system.

Proper Removal of Devices:

  • Only the person who applied the lock and tag is permitted to remove them.
  • Do so only after confirming it is safe to restore power.

Real-Life Case or Scenario

Where possible, use an actual incident that you have experienced or been involved in.

A maintenance worker was electrocuted while working on a machine because another employee re-energised the equipment without checking. Proper LOTO procedures would have prevented the incident by ensuring only the person who locked out the system could restart it.

Employee Responsibilities

  • Always follow LOTO procedures before servicing electrical systems or machinery.

  • Ensure locks and tags are correctly applied and secure.

  • Never bypass or remove another worker’s lock or tag.

  • Report any unsafe LOTO practices immediately.

Employer Responsibilities

  • Provide compliant LOTO devices and ensure they are maintained in good condition.

  • Train workers on the LOTO process and the importance of following it.

  • Implement a written LOTO policy and ensure it is followed across all applicable tasks.

  • Monitor compliance and investigate any LOTO breaches.

Discussion & Questions

  • “What steps do you take to confirm equipment is de-energised before starting work?”
  • “Have you ever encountered a time when LOTO was not followed? What happened?”

Encourage open discussion around experiences and concerns with LOTO on-site.

Commitment/Action Plan

Starting today, let’s commit to following LOTO procedures for every task involving electrical isolation. If you notice missing devices or see something unsafe, speak up immediately. LOTO is a team effort—everyone has a role in keeping the worksite safe.

Wrap-Up

Electrical safety starts with isolation. Lockout/Tagout saves lives by ensuring equipment stays off while work is being done. Thank you for prioritising safety and making LOTO a standard part of your daily routine.

Standards Overview

Under the Health and Safety at Work Act 2015 (HSWA) and WorkSafe NZ guidance, PCBUs (Persons Conducting a Business or Undertaking) must ensure all reasonably practicable steps are taken to eliminate or minimise the risk of harm from energised systems. This includes:

  • Implementing energy isolation procedures during maintenance
  • Ensuring the correct use of lockout/tagout devices
  • Training workers in electrical safety, including control of hazardous energy
  • Following best practice, such as that outlined in AS/NZS 4836: Safe working on or near low-voltage electrical installations and WorkSafe’s “Energy sources – isolation and lock-out” guidance.

Disclaimer

These toolbox talks are provided for informational and educational purposes only and are not a substitute for professional legal, health and safety, or regulatory advice.

The content reflects recognised best practices and general industry standards as at the date of publication. However, it may not be applicable to all workplace environments or specific operational contexts.

It is the responsibility of the Person Conducting a Business or Undertaking (PCBU), as well as officers, workers, and other duty holders under the Health and Safety at Work Act 2015 (HSWA), to ensure compliance with all relevant laws, regulations, and WorkSafe New Zealand guidance.

The authors, presenters, and distributors of this toolbox talk disclaim all liability for any loss, damage, or injury arising from the use or reliance on the information provided. Users should seek advice from a suitably qualified health and safety professional or legal advisor for guidance tailored to their specific circumstances.

Always follow your organisation’s policies, procedures, and safe work practices to manage risks and maintain a safe and healthy workplace.

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Last Updated:
April 28, 2025