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Training should include an overview of the major components and definitions outlined in your provincial or state regulations, a review of your new lockout/tagout procedure and instruction on how to use that lockout/tagout procedure to safely bring equipment to a zero energy state. The training should be grouped with the annual inspection of the lockout/tagout program. All lockout/tagout procedures must be audited at least annually to ensure they are accurate and compliant.All authorized employees must be trained with a specialized training program geared for authorized employees. Affected employees must be trained on lockout/tagout awareness.Employee inspections must be performed to ensure the lockout/tagout procedure is being properly utilized. While the minimum requirements are for a sampling group once a year, we recommend performing monthly, quarterly or random checks throughout the year to ensure authorized employees properly are utilizing the system. That way, any deviations can be corrected to maximize the effectiveness of your new program.One of the biggest mistakes an employer can make after spending considerable time and money creating training and procedures is to neglect the corporate policy on lockout/tagout. Part of the training should be to suggest employees refer to the corporate policy if they are unsure about when to lock a piece of equipment out or how to lock out a piece of equipment.Without a corporate policy, it is left up to the employees to decide how to handle the “gray areas” What protocol outside contractors should follow.The process to revise a procedure if a discrepancy is identified.The corrective action that may taken if the lockout/tagout procedures are not properly utilized.Assignment of responsibility for new procedures when new equipment comes in.A basic procedure creation flow chart that the employer wants followed when a new procedure is required.Any special circumstances, equipment or process that the employer has identified as exempt from lockout/tagout and the reason.

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