Pub-3000, Chapter 18, Work Process N addresses LOTO Procedures.
A LOTO procedure is a formal document detailing all the steps required to establish the lockout. It is specific both to the equipment or system and to the scope of work. A LOTO procedure is required for all complex LOTOs.
The LOTO procedure fulfills the following purposes:
It documents the scope of work permitted under the LOTO.
It documents the specific isolations established by the LOTO.
It serves as the primary communication document for all parties involved in the LOTO.
LOTO procedures can be written by anyone familiar with the equipment. However, they must be reviewed and approved by a LOTO Approver with suitable competency in the equipment or systems for which the LOTO procedure is written.
All Berkeley Lab LOTO procedures must follow the standard format included in the Lockout/Tagout (LOTO) Procedure Template.
Existing LOTO procedures are acceptable until FY16, after which they must be converted to the standard format in the Lockout/Tagout (LOTO) Procedure Template.
Alternative formats specific to divisions or user facilities may be used, provided that they contain the elements described in Appendix B of PUB-3000, Chapter 18.