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Step 1 - Energy Control Programme

An effective Energy Control Programme establishes how your organisation will identify, control and manage hazardous energy whenever workers may be exposed to unexpected start-up, movement or the release of stored energy.

The programme provides the framework for your entire Lockout Tagout system. It defines responsibilities, authorised roles, energy control requirements, training and competency, equipment and hardware standards, machine-specific isolation procedures, alternative methods, periodic inspections and ongoing programme review.

Rather than treating Lockout Tagout as a collection of locks, tags and procedures, an Energy Control Programme brings these elements together into one consistent and managed system. It establishes the rules workers follow, the responsibilities of those involved and the processes used to verify that hazardous energy is effectively controlled in the field.

Your programme should reflect the equipment, energy sources, work activities and risks present within your organisation while aligning with applicable legislation and recognised hazardous energy control practices.

This first step establishes the foundation for the remaining 10 steps — providing the structure needed to build, implement, maintain and continually improve your Lockout Tagout system.

Complete the form before implementing a significant change. Identify what is changing, assess its impact on existing energy controls and record any actions required to update procedures, training, hardware or other programme elements.

Prepare the Isolation List before the isolation begins. Record each required isolation point and use the list during application, verification and reinstatement to ensure all identified energy sources are accounted for.

Use only where your organisation's approved lock-removal process has been followed. Document the reason for removal, attempts to contact the lock owner, verification that the worker is clear of the equipment and the person authorising the removal.

Record each applicable isolation when it is established and update the register as its status changes. Capture the responsible personnel, equipment or isolation reference, relevant dates and other information required by your Energy Control Programme.

Work through each phase of the checklist to select a pilot area, develop procedures, procure hardware, deliver training, run the pilot and review the results before expanding the programme.

Complete the checklist before re-energisation. Confirm work is complete, guards and safety devices are restored, personnel are clear, locks and devices have been correctly removed and affected workers have been notified before energy is restored.

Use the checklist whenever temporary energisation is required during an established lockout. Confirm the area is safe, remove controls in accordance with the approved process, conduct the required test or positioning activity, then de-energise and fully reapply Lockout Tagout before work resumes.

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Step 1 - Energy Control Programme

Introduction

Build Your Energy Control Programme

Resources

Change Management Form

Energy Isolation List

Lock Removal Authorisation Form

Lockout Tagout Register

Pilot Programme Checklist

Re-Energisation Checklist

Testing or Positioning Checklist