What is the first step in lockout/tagout to prevent the unexpected release of energy?

The first step in the lockout/tagout procedure is preparation for shutdown. This phase is critical as it involves gathering necessary information about the machinery and processes involved, including reviewing the operating manuals and understanding the potential hazards associated with energy sources. Proper preparation ensures that employees are aware of what they are about to do and prepares them to implement the lockout/tagout procedures effectively.

During this initial step, workers plan their actions to ensure that the shutdown and energy control processes are executed safely. This preparation sets the groundwork for subsequent actions, such as notifying affected workers and proceeding with isolating energy sources and deactivating machinery, which are integral parts of the overall lockout/tagout process.

Other steps in the lockout/tagout procedure, such as isolation of energy sources and deactivation of machinery, occur later in the process and cannot be executed effectively without the groundwork laid during preparation for shutdown. Therefore, thorough preparation is essential to ensure the safety of all personnel involved.