When should a lockout/tagout procedure be applied?

A lockout/tagout procedure is required to be applied whenever servicing or maintenance is performed on equipment where there is a risk of unexpected energization or the release of hazardous energy. This practice is crucial for ensuring the safety of personnel working on or around the machinery, as it prevents accidental activation during maintenance activities. By isolating the energy sources and controlling them, workers are safeguarded from potential injuries that could arise from equipment starting up unexpectedly.

While cleaning equipment is important, it does not automatically necessitate a lockout/tagout unless there is servicing or maintenance involved that presents a risk of energization. Scheduled maintenance is a relevant aspect, but the requirement for lockout/tagout goes beyond just routine tasks; it is specifically about protecting workers during any servicing or maintenance activities that could expose them to hazards. Similarly, addressing equipment malfunctions might require attention, but it does not inherently involve performing maintenance that could warrant the LOTO procedure unless there is a risk of energetic release during that process.