What is the first step in Lockout/Tagout (LOTO) procedures before performing maintenance on electrical equipment?

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The first step in Lockout/Tagout before maintenance is to identify all energy sources involved and inform affected personnel, then obtain authorization to de-energize. Knowing where energy could be stored—electrical, mechanical, hydraulic, pneumatic, chemical, thermal, gravity, etc.—lets you plan the proper isolation and protects anyone who might be affected when the equipment is shut down. Informing affected workers and getting authorization creates a clear, accountable path to safely de-energize, so no one is surprised or put at risk when the energy isolation happens.

Lockout/tagout devices are applied after this planning and authorization, to physically secure the energy sources. Testing to verify zero energy comes after the isolation is in place, to confirm it’s safe to proceed with maintenance. Documenting the work order is important for records, but it isn’t the step that ensures immediate safety before work begins.