Get Equipment Development Form

Filling out the Equipment Development Form is essential for creating a safe and effective lockout/tagout procedure. This guide will provide you with clear, step-by-step instructions on how to effectively complete the form online.

Follow the steps to successfully fill out the Equipment Development Form online.

1. Click the ‘Get Form’ button to obtain the form and open it in your editor.
2. In Section I: General Information, enter the date prepared, campus, work unit, building name, and the specific equipment covered by this procedure. This information provides context for the LOTO procedure.
3. Provide preparer information by filling in the name and job title of the person completing the form. Location of equipment should also be detailed in this section.
4. In Section II: Sequence of LOTO Steps, start with Step 1: Identify All Energy Sources. List all energy sources associated with the equipment, along with the types and locations of isolation devices.
5. Proceed to Step 2: Notify Others. Here, you need to list all personnel who must be notified before proceeding with the equipment shutdown to ensure safety.
6. Step 3 involves Shutdown Equipment. Detail the normal stopping procedures for the equipment to ensure safe shutdown.
7. In Step 4: Isolate Equipment, provide the procedures for disconnecting each energy source to ensure complete isolation.
8. Step 5 is Lockout/Tagout the Equipment. Attach locks and tags to each isolation device and ensure all tags indicate the name of the lock holder and the date applied as noted in Step 1.
9. For Step 6: Release or Block Stored Energy, outline the procedures necessary to dissipate any stored energy to ensure the safety of personnel.
10. Step 7 is Verify Isolation. Describe the methods used to verify that the equipment is properly isolated prior to servicing.
11. In Step 8: Perform Required Servicing, remind users to avoid any actions that could reactivate the equipment while maintenance is being performed.
12. Step 9 covers the Release from Lockout/Tagout. List all actions required prior to the equipment being re-energized, including removing tools, replacing guards, notifying affected personnel, and ensuring the area is clear.
13. Finally, save your changes. You can download, print, or share the completed form as needed.

Complete the Equipment Development Form online today to ensure a thorough and safe lockout/tagout procedure.