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Complete Lockout Tagout Services & Program Support

Lockout tagout (LOTO) is the #1 most cited OSHA regulation in manufacturing. Controlling hazardous energy is critical to keeping your workforce safe and your operation compliant.

At Herzig Engineering, we deliver complete lockout tagout services. This includes procedures, training, audits, and program development, all built around your equipment and how your team actually works. The result is a safer, more consistent, and fully compliant energy control program you can rely on.

Procedure development

Equipment tagging

Custom training

Accurate & Complete

Herzig Engineering LOTO Procedures

With our LOTO programs, we conduct thorough assessments of your equipment to document and create detailed and easily understood procedures.

Lockout Tagout Program report cover with lockout tags

Top Benefits

Stay compliant with OSHA & various standards

Mitigate potential hazards in your facility

Increased personnel safety and reduced risk of injuries

Protection of valuable equipment

Development of effective prevention plans

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Lockout Tagout Procedures

At Herzig Engineering, we build lockout tagout procedures that match your equipment, energy sources, and the way your teams actually work. Our procedures are developed through on-site evaluations and in-field data collection, ensuring accuracy and alignment with OSHA 29 CFR 1910.147, ANSI Z244.1, and other applicable standards. Our approach includes:

 

Procedure Development
Equipment-specific energy control procedures for machines with multiple energy sources, including alternative methods and task-based procedures

Rapid LOTO Program
Streamlined data collection and faster procedure development using in-field processes and proprietary software

Energy Isolation Device Labeling
Identification and labeling of disconnects, valves, and isolation points for accurate and consistent execution

Visual Lockout Tagout Placards
Clear, field-ready procedures with photos, graphics, color-coded icons, and required lockout device counts

LOTO Software Management
Tools to manage, update, and audit procedures, perform inspections, and complete lockout checklists

Work Process & Implementation
Pre-site onboarding, template selection, and structured rollout to ensure program success

Software-Enabled Procedure Management

We leverage modern lockout tagout software to make your program easier to manage, update, and audit. Our system reduces the time required for procedure development and periodic inspection while improving accuracy and consistency across your program. With centralized data tracking and controls, you gain better quality control and full visibility into your lockout tagout procedures. Some key features include:

  • Write, edit, and print lockout tagout procedures

  • Perform periodic inspections and lockout checklists

  • QR code and barcode integration for field access

  • Global search across all procedures and data

  • Summary reports and required device counts

  • Export data and procedures (CSV and Word)

  • Mobile and cloud access (iOS, Android, web)

The result is a streamlined, software-driven program that keeps your procedures accurate, accessible, and always audit-ready.

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Program Evaluations & Audits

A good lockout tagout program isn’t static. Our evaluations and audits are designed to identify gaps in your current program before they turn into incidents or citations. We evaluate your documentation, field practices, and overall program execution, covering more than 120 investigation points aligned with OSHA 29 CFR 1910.147, ANSI Z244.1, and industry best practices. Our evaluations cover:

Section 1: Current Safety Program Structure & Culture
Section 2: Lockout Program Responsibilities & Leadership
Section 3: Lockout Procedures, Processes & Alternative Methods
Section 4: Lockout Padlocks, Devices & Tags (schemes, selection, application)
Section 5: Tagout System
Section 6: Shift Changes & Transfers
Section 7: Training & Communication
Section 8: Contractors & Outside Personnel
Section 9: Periodic Evaluations
Section 10: Deficiencies & Change Management
Section 11: SPECIAL APPLICATION – Based on your specific equipment as needed

 

Lockout Tagout Training

Training grounded in reality matters. At Herzig Engineering, our training is developed by lockout tagout experts and is based on OSHA 29 CFR 1910.147, ANSI Z244.1, and industry best practices, combining classroom instruction with practical, field-based learning. These include:

 

  • Safety Qualified Authorized Person lockout tagout training

  • Safety Qualified Lockout Champion training

  • Authorized Person Train-the-Trainer programs

  • Lockout tagout training for management

 

Our hands-on workshops reinforce learning through field observation of real-world applications, ensuring your team can effectively execute these procedures in the field. After completing the course, participants will receive a certificate of completion and ongoing support.

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Periodic Inspections

OSHA requires annual inspections, but the real value comes from catching issues early. Our technicians evaluate your existing procedures against OSHA 29 CFR 1910.147, observing both the documentation and the LOTO procedures in the field. Our inspection consists of:

 

  1. Inspection and documentation of existing lockout procedures against OSHA 1910.147.

  2. Review of Lockout Tagout Procedures for the efficacy of bringing the equipment to a zero energy status

  3. Update the lockout tagout procedure to address any errors.

  4. Replace or add missing isolation point tags

  5. Inspection and Documentation of Authorized Employees performing Lockout Tagout.

  6. Documentation of Lockout Tagout Program Concerns.

Written Lockout Tagout Program

Your LOTO policy should set clear expectations and align with how work gets done in the field. We help you develop written programs that define authority, energy control, and responsibilities in compliance with OSHA 29 CFR 1910.147 and ANSI Z244.1. An effective written program will consist of:

 

  • Responsibilities

  • Guide for Applying and Removing Lockout

  • Testing and Positioning of Machines

  • Tag Out Practices

  • Padlock Scheme

  • Group Lockout

  • Shift and Personnel Changes

  • Emergency Lockout Removal

  • Training Requirements

  • Contractor and Vendor Compliance

  • Permit to Work

  • Periodic Evaluations

  • Change Management

 

The result is a clear, structured lockout tagout policy that keeps your team aligned, supports compliance, and ensures your program operates as a complete, effective system.

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Padlock & Device Selection

Picking the right hardware matters. Based on your environment and procedures, we help specify the correct padlocks, hasps, valve lockouts, and devices so crews have the right tools to do the job safely, every time.

We assess how your equipment is actually isolated in the field and ensure the devices used align with your energy control procedures, reducing confusion and improving consistency during lockout tagout execution. The goal is to create a setup that is practical, repeatable, and easy for your team to follow under real working conditions.

The result is a more consistent lockout tagout process in which the right devices are used correctly, supporting both safety and compliance across your operation.

Have questions? Let’s talk. Whether you need clarity on compliance, procedures, or implementation, we’re here to provide straightforward answers and real-world guidance. Contact Herzig Engineering today to get started.

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Frequently asked questions

Trusted By Safety Leaders Worldwide

Choosing a safety partner is a huge decision, and we get it! A lot can go wrong with the dangers of electricity. That's why safety leaders worldwide trust us as their preferred electrical safety partner.

"When I see Herzig's labels at one of my facilities, I know we are in good hands. I have full confidence their work is accurate and complete."
 

Chris, CSP
Sr. EH&S Specialist

23

Years in the industry

“I’ve worked with Herzig for many years now. I continue to come back to them even when I change careers. They truly are the safety experts.”
 

Cynthia
Global Health & Safety Leader

1.1mil

Workers impacted

"Herzig Engineering was able to provide upfront pricing in a very quick turn around time and executed the process with a high standard of professionalism.”
 

Steve
Director of Electrical Engineering

95%

Client retention rate

The Deliverables

What You Recieve

We provide accurate and complete deliverables across our electrical safety services. Your facility's maximum safety and compliance are our concerns!

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Printouts

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✔️ Procedure Binder

✔️ Digital and/or Physical Procedures

✔️ Equipment Specific Tags

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Labor

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✔️ Onsite Energy Source Documentation

✔️ Onsite Procedure Placard Application

✔️ Expert Analysis

✔️ Verified Reports

✔️ Onsite or Virtual Employee Training

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Partnership

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✔️ Honest & Unbiased Equipment Advice 

✔️ Experienced & Professional Specialists 

✔️ One Number to Call for Questions

✔️ Low Workload on You & Your Team

Booster services deliverables not included above

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