Home » Edition 3 – Lockout vs. Tagout: What OSHA Requires And When Each Can Be Used

By: Energy Control Power Lockout (ECPL)


Opening Note

During several recent site visits, we noticed a common misunderstanding: many facilities were unsure when to use a lockout and when to use a tag. They believed that having locks and tags available meant they have a complete lockout/tagout program. However, OSHA has very specific rules for when lockout is required, when tagout may be used, and how each must be applied.

This edition breaks down the difference and explains how each method must be used under OSHA 1910.147.


What Lockout Means (and When It Must Be Used)

Lockout is the primary method OSHA requires for controlling hazardous energy. Lockout uses a physical device: a lock to prevent equipment from being energized.

OSHA requires lockout when:

  • The equipment can be locked out
  • There is a lockable energy-isolating device
  • A physical padlock can be applied to keep the device in a safe position

A lock must:

  • Be durable and standardized
  • Be substantial enough to prevent removal without tools
  • Identify the employee who applied it
  • Remain under the exclusive control of the authorized employee

Lockout provides full physical protection, which is why OSHA requires it whenever lockout is possible.


What Tagout Means (and When It May Be Used)

Tagout uses a tag and attachment device to communicate that equipment cannot be operated. Unlike a lock, a tag does not physically prevent energization it provides a warning only.

OSHA allows tagout only when:

  • The equipment cannot be locked out
  • There is no lockable isolation point
  • The employer can show that tagout alone provides full employee protection

Because tagout is less secure, OSHA requires additional steps when tagout is used alone, such as:

  • Removing and isolating fuses
  • Blocking equipment parts
  • Additional groundings or bleed-offs
  • Demonstrating protection equal to lockout

If an energy-isolating device can accept a lock, tagout alone is NOT allowed.


How Lockout and Tagout Work Together

In most industries, lockout and tagout are used together. Here’s how:

  • The lock provides the physical barrier
  • The tag provides the communication

A proper LOTO application ALWAYS includes a tag with the lock, showing:

  • Who applied the device
  • When it was applied
  • Why the machine is locked out
  • That equipment must not be started

The tag is the communication. The lock is the protection. OSHA requires both when lockout is used.


Key Control: A Critical OSHA Requirement

OSHA states clearly:

Only the employee who applied the lock may remove it.

This means:

  • Keys cannot be shared
  • Keys cannot hang on the wall
  • Locks cannot be borrowed
  • No one else may remove another employee’s lock

A wall of locks with accessible keys is not OSHA compliant.


How ECPL Helps Facilities Get This Right

We help companies build compliant, effective LOTO programs by ensuring:

  • Clear distinction between lockout and tagout requirements
  • Proper use of locks, tags, and key control
  • Machine-specific lockout procedures and placards
  • Written policies for individual and group lockout
  • Training on when each method is required
  • Annual OSHA-required audits

Whether you’re building your LOTO program from scratch or correcting gaps, ECPL can help you lock out risk and strengthen compliance.


Stay Connected

🔗 Visit www.lockoutsigns.com to learn more about our custom placards, signage, and safety solutions. Connect with us here or on LinkedIn to start a conversation about how ECPL can support your facility’s journey toward zero incidents and full compliance.

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If process is your passion, don’t miss Process Matters—a must read for operations and safety pros. Visit Process Matters here!

– Energy Control Power Lockout (ECPL)

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