Ray Hopkins

Health, Safety, Environment Professional NCSO, QSR,


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This course is intended and provided to be a benefit to organizations in addressing workplace hazards associated with the unexpected energizing or startup of machinery and equipment, or the release of hazardous energy during regular operation, service and/or maintenance activities as part of a worker's job. To ensure compliance please reference the occupational health and safety legislation in the jurisdiction of which the work or workplace operates under.



Contact by workers with the moving or energized parts of equipment is normally restricted by being out of reach, or separated by guardrails, covers, shields or guards. However, from time to time machinery, equipment, piping, pipelines, or process systems require planned and unplanned repair, testing, servicing, adjusting or inspection. Hazardous energy in the form of electrical, mechanical, hydraulic, pneumatic, chemical, nuclear, thermal, gravitational, or any other form of energy has the potential to cause injury due to the unintended or unexpected motion, startup, or release of stored or residual energy.  

Depending of the type of equipment, machine, piping, pipeline or process system being worked on, isolating energy with potential to cause injury can be complex, and may involve more than one person carrying out the task. Tasks which may require the isolation of energy include, but are not limited to, erecting, installing, constructing, repairing, adjusting, inspecting, un-jamming, setting up, troubleshooting, testing, cleaning, dismantling, and servicing.

“Lock out” is a term used to describe the isolation and securement of forms of hazardous energy to ensure and prevent unintended or unintentional energizing, startup or release of energy, whilst work is undertaken; “tag out” is a term used to describe the communication of information regarding the type and magnitude of potential hazards, the time and purpose of the isolation, the equipment, machine, piping, pipeline, or process system affected and identity of the individual in control who applied the isolation.


Course Objective

Following the completion of the Lockout/Tagout Course participants will be able to demonstrate knowledge and understanding of the following topics: 

  • Where and how hazardous energy sources are associated with a particular work activity
  • The properties of the hazardous energy
  • Health and safety hazards associated with hazardous energy
  • Reference to jurisdictional requirements and isolation techniques for specific hazardous energy
  • The properties and function of energy isolating and securement devices
  • The method of securing tags and information to be included
  • Steps in testing and verification procedures
  • Communication and authorization procedures for isolating and restarting; equipment/machinery
  • Inspections, communication and record-keeping 
  • Implementing and communicating formal control measures 
  • First aid and emergency response procedures (loss of control or containment, evacuation, etc. ).

Course content

  • Photo Identification

  • Hazardous Energy Sources

  • Hazardous Energy Sources

  • Hazardous Energy Sources

  • Hazardous Energy Sources

  • Hazardous Energy Sources

  • Hazardous Energy Sources

  • Hazard Consequences

  • Hazard Consequences

  • Hazard Consequences

  • Isolation

  • Energy Isolation Devices

  • Securement Devices

  • Communication

  • Verifying Isolation

  • Individuals Securing

  • Isolation Continuity

  • Securing by Group

  • Group Inspection & Verification

  • Best Practice

  • Best Practice

  • Engineering Controls

  • Administrative Controls

  • Personal Protective Equipment

  • Proficiency Evaluations

  • Implementation

  • Congratulations!

Interested? Enroll to this course right now.

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