Lockout/Tagout (LOTO) Compliance Calendar Software
OSHA's Control of Hazardous Energy standard (29 CFR 1910.147) is one of the most frequently cited standards in general industry, consistently appearing in OSHA's annual top 10 violations list. The standard requires employers to establish energy control procedures, train employees at multiple levels, and conduct annual periodic inspections of every procedure — a significant tracking challenge for facilities with dozens or hundreds of machines and energy control procedures.
Our LOTO Compliance Calendar Software and mobile app ensures every periodic inspection, training requirement, and procedure review is scheduled, assigned, and documented.
Key LOTO Compliance Deadlines
Periodic Inspection of Each Procedure
Each energy control procedure must be inspected at least annually by an authorized employee other than the one using the procedure. The inspection must ensure the procedure and the standard's requirements are being followed.
Initial Employee Training
Authorized, affected, and other employees must receive appropriate training before being assigned to work where energy control procedures are used.
Retraining
Retraining is required when there is a change in job assignments, machines, equipment, or processes that present new hazards, or when periodic inspections reveal deficiencies.
Procedure Reviews & Updates
Energy control procedures must be reviewed and updated whenever machines, equipment, processes, or energy sources change.
New Machine/Equipment Procedures
Develop new energy control procedures when new machines or equipment are introduced to the facility.
Lock & Tag Device Inventory
Maintain inventory of lockout/tagout devices and verify they are in serviceable condition and properly issued to authorized employees.
Inspection Certification Records
Document each periodic inspection with the machine/equipment identified, date, employees included, and the inspector's identity.
Training Documentation
Maintain records certifying that employee training has been accomplished and is being kept up to date for all three employee categories.
Training Requirements by Employee Role
29 CFR 1910.147 requires different levels of training for three categories of employees:
Authorized Employees
Workers who lock out or tag out machines or equipment to perform servicing or maintenance. Must be trained in recognition of hazardous energy sources, type and magnitude of energy in the workplace, and methods and means for energy isolation and control.
Affected Employees
Workers whose job requires them to operate or use a machine or equipment on which servicing or maintenance is being performed under lockout/tagout. Must be trained in the purpose and use of energy control procedures.
Other Employees
Workers whose work operations are or may be in an area where energy control procedures are being utilized. Must be trained about the procedure and the prohibition against attempting to restart or re-energize locked/tagged out equipment.
Software Features for LOTO Compliance
Periodic Inspection Scheduling
Schedule annual inspections for every energy control procedure with automated reminders and inspector assignment.
Procedure Management
Track all energy control procedures by machine/equipment with review dates and revision history.
Training Tracking
Track initial training and retraining for authorized, affected, and other employees with certification records.
Inspection Documentation
Document periodic inspections with required certification fields: machine, date, employees, and inspector.
Device Inventory
Maintain lockout/tagout device inventory with condition tracking and assignment records.
Corrective Action Tracking
Track deficiencies found during inspections and the retraining or procedure updates required to address them.
Audit-Ready Records
Maintain complete inspection, training, and procedure documentation ready for OSHA inspection.
Mobile App
Conduct inspections and document findings in the field with our mobile app.
