Lockout/tagout procedure software for EHS and maintenance teams.

Tegis Safety keeps machine-specific procedures in one library. Technicians scan an equipment QR code to open the approved procedure, while EHS exports PDFs for records and offline use.

Request a demo See the workflow

Attach isolation-point photos to procedure steps
QR codes at assets: scan with any phone, no app
Printable procedure PDFs per asset

9:41

tegissafety.com/dashboard/tegis-mfg

Tegis Safety

SiteTegis Manufacturing · Plant 2

34Procedures29Linked5Unlinked1Flagged

Procedures

HV-204 Cooling PumpApprovedID HV-204 · Rev 3 · Plant 2 · Boiler room

Conveyor C-7ApprovedID C-7 · Rev 2

Panel P-3DraftID P-3 · Rev 4

Press BR-2ApprovedID BR-2 · Rev 1

Tank TK-9FlaggedID TK-9 · Rev 3

Compressor AC-4ApprovedID AC-4 · Rev 2

Chiller CH-1ApprovedID CH-1 · Rev 5

9:41

tegissafety.com/scan/HV-204

Scan equipment tagTegis Manufacturing · Plant 2

ID HV-204

Position the tag in the center. Works best in good lighting.

9:41

tegissafety.com/scan/HV-204

Procedure approved · up to dateVerified by J. Rivera · Boiler room · 09:41

Lockout/Tagout Procedure

4Lockout
pointsID: HV-204Date: 09/2025Site: Plant 2Title: HV-204 Cooling PumpLocation: Boiler room

Pin: 4821

Purpose: This Procedure establishes the minimum requirements for the lockout of energy isolation devices whenever maintenance or servicing is done on machines or equipment. It shall be used to ensure that the machine or equipment is stopped, isolated from potentially hazardous energy sources and locked out before employees perform any servicing or maintenance where the unexpected energization or start-up of the machine or equipment or release of stored energy could cause injury.

Compliance With This Program: The authorized employees are required to perform the lockout in accordance with this procedure. Failure to follow LOTO Standard Work and Procedures will result in disciplinary action up to and including termination. All employees, upon observing a machine or piece of equipment which is locked out to perform servicing or maintenance shall not attempt to start, energize, or use the machine or equipment.

Lockout Application Process

1.NOTIFY: Affected personal what equipment is to be locked out.

2.SHUTDOWN: Equipment with normal shut down procedure or by the applicable “Lockout Statement” listed below

3.LOCK: Disconnect and lock out all energy sources and release any stored energy if possible.

4.TAG: Ensures tag is clearly marked with required info.

5.TRY: Verify all energy sources are isolated by trying to power on equipment.

6.RETURN: Controls to the off or neutral position.

Lockout Steps

TypeMagnitudeLocationIsolation DeviceSource PhotoProcedureVerification

Electrical480VBoiler roomBD-11Main disconnect BD-11 locked and taggedZero energy verified at the pump

MechanicalStoredBoiler room—Pump coupling blocked and securedCoupling confirmed blocked

Pneumatic90 psiBoiler roomV-3Isolation valve V-3 closed and bledGauge reads 0 psi

Hydraulic1,200 psiBoiler room—Accumulator drained and lockedPressure gauge reads 0 psi

Lockout Removal Process

Machine Testing and Position (Maintenance/Facilities)

CLEAR machine of tools and any other items.
NOTIFY all affected employees that the equipment is being returned to service.
REMOVE safety lock and restore power to energy sources.

Final Lockout Removal Procedure,

INSPECT Work Area: Remove all nonessential items and replace all guards.
VERIFY Employee Safety: Verify that all affected employees in the vicinity of the machine are in a safe area/position.
REMOVE: Each lock/tag must be removed by individual who applied it.

ID: HV-204Page 1 of 1

9:41

tegissafety.com/dashboard/tegis-mfg

Tegis Safety

SiteTegis Manufacturing · Plant 2

34Procedures29Linked5Unlinked1Flagged

Procedures

HV-204 Cooling PumpApprovedID HV-204 · Rev 3 · Plant 2 · Boiler room

Conveyor C-7ApprovedID C-7 · Rev 2

Panel P-3DraftID P-3 · Rev 4

Press BR-2ApprovedID BR-2 · Rev 1

Tank TK-9FlaggedID TK-9 · Rev 3

Compressor AC-4ApprovedID AC-4 · Rev 2

Chiller CH-1ApprovedID CH-1 · Rev 5

What Tegis Safety provides

The tools your team uses to author machine-specific procedures, deploy them to equipment, and document the record.

Procedure builder

Turn an existing Word file or PDF into a structured, machine-specific procedure: scope, shutdown, energy sources, isolation points, PPE, verification, and restart steps, with photos where workers need them.

QR code deployment

Link each asset's QR code to its procedure. Technicians scan with any phone camera and confirm the equipment ID before they start, no binder, no app, no shared-drive search.

Field verification

Photos of disconnects, valves, and breakers sit on the exact step where they are identified, so the person at the machine can confirm the right isolation point.

Printable procedure PDFs

Export a per-asset PDF with energy sources, isolation steps, photos, and a QR reference for controlled work packets, contractor coordination, or offline access.

Team permissions

Give authors, reviewers, and approvers the right access by role. Draft procedures stay gated until approved, and field users always see the current version.

See an example procedure export

See how a procedure PDF brings together equipment details, isolation steps, and verification instructions. This example shows the information a reviewer can inspect.

Request a procedure demo →

LOTO-HV-204.pdf

Illustrative procedure export

Example

EquipmentHV-204 Cooling Pump

LocationBuilding 3, Floor 2

Authorized employeeAssigned by your facility

1Notify affected employees

2Shut down equipment using normal stopping procedure

3Isolate energy sources (electrical + mechanical)

4Apply lockout devices and tags

5Verify zero energy state

From paper to digital in three steps

Capture your procedures

Use existing documents as a starting point or write a new procedure. Document each energy source, isolation point, and verification step.

Tag your equipment

Link a QR code to each equipment procedure and place the code at the asset.

Scan and follow

Technicians scan the code, confirm the equipment, and follow the procedure's isolation and verification steps.

Need help building your lockout/tagout procedures?

Provenio Consulting

Visit provenioconsulting.com

Provenio Consulting can help facilities survey equipment, write lockout/tagout procedures, and maintain their program in Tegis Safety. Contact Provenio if your team needs help authoring procedures.

Albert Lea, MN · serving the Upper Midwest · Call or text (507) 369-6050

Questions we hear a lot

Tegis Safety helps industrial EHS and maintenance teams create machine-specific lockout/tagout procedures, link them to equipment QR codes, and export printable records.

Link a QR code to an equipment procedure. A technician scans the code with a phone or tablet to open the linked procedure in a browser.

Tegis Safety supports procedure authoring and review, QR access to approved procedures, and PDF export. The software does not establish OSHA compliance; the employer remains responsible for the energy-control program, training, inspections, and safe work.

You can use existing Word files and PDFs as the starting point for structured procedures. Ask about migration support during a demo.

Export a procedure to PDF before work in an area without connectivity. Opening the live procedure through its QR code requires a connection.

See a procedure built for your equipment.

See how your team can author procedures, link QR codes to equipment, and export records in Tegis Safety.

Request a demo See pricing

Lockout/tagout procedure software for EHS and maintenance teams.

Tegis Safety keeps machine-specific procedures in one library. Technicians scan an equipment QR code to open the approved procedure, while EHS exports PDFs for records and offline use.

Request a demo See the workflow

Attach isolation-point photos to procedure steps
QR codes at assets: scan with any phone, no app
Printable procedure PDFs per asset

9:41

tegissafety.com/dashboard/tegis-mfg

Tegis Safety

SiteTegis Manufacturing · Plant 2

34Procedures29Linked5Unlinked1Flagged

Procedures

HV-204 Cooling PumpApprovedID HV-204 · Rev 3 · Plant 2 · Boiler room

Conveyor C-7ApprovedID C-7 · Rev 2

Panel P-3DraftID P-3 · Rev 4

Press BR-2ApprovedID BR-2 · Rev 1

Tank TK-9FlaggedID TK-9 · Rev 3

Compressor AC-4ApprovedID AC-4 · Rev 2

Chiller CH-1ApprovedID CH-1 · Rev 5

9:41

tegissafety.com/scan/HV-204

Scan equipment tagTegis Manufacturing · Plant 2

ID HV-204

Position the tag in the center. Works best in good lighting.

9:41

tegissafety.com/scan/HV-204

Procedure approved · up to dateVerified by J. Rivera · Boiler room · 09:41

Lockout/Tagout Procedure

4Lockout
pointsID: HV-204Date: 09/2025Site: Plant 2Title: HV-204 Cooling PumpLocation: Boiler room

Pin: 4821

Lockout Application Process

1.NOTIFY: Affected personal what equipment is to be locked out.

2.SHUTDOWN: Equipment with normal shut down procedure or by the applicable “Lockout Statement” listed below

3.LOCK: Disconnect and lock out all energy sources and release any stored energy if possible.

4.TAG: Ensures tag is clearly marked with required info.

5.TRY: Verify all energy sources are isolated by trying to power on equipment.

6.RETURN: Controls to the off or neutral position.

Lockout Steps

TypeMagnitudeLocationIsolation DeviceSource PhotoProcedureVerification

Electrical480VBoiler roomBD-11Main disconnect BD-11 locked and taggedZero energy verified at the pump

MechanicalStoredBoiler room—Pump coupling blocked and securedCoupling confirmed blocked

Pneumatic90 psiBoiler roomV-3Isolation valve V-3 closed and bledGauge reads 0 psi

Hydraulic1,200 psiBoiler room—Accumulator drained and lockedPressure gauge reads 0 psi

Lockout Removal Process

Machine Testing and Position (Maintenance/Facilities)

CLEAR machine of tools and any other items.
NOTIFY all affected employees that the equipment is being returned to service.
REMOVE safety lock and restore power to energy sources.

Final Lockout Removal Procedure,

INSPECT Work Area: Remove all nonessential items and replace all guards.
VERIFY Employee Safety: Verify that all affected employees in the vicinity of the machine are in a safe area/position.
REMOVE: Each lock/tag must be removed by individual who applied it.

ID: HV-204Page 1 of 1

9:41

tegissafety.com/dashboard/tegis-mfg

Tegis Safety

SiteTegis Manufacturing · Plant 2

34Procedures29Linked5Unlinked1Flagged

Procedures

HV-204 Cooling PumpApprovedID HV-204 · Rev 3 · Plant 2 · Boiler room

Conveyor C-7ApprovedID C-7 · Rev 2

Panel P-3DraftID P-3 · Rev 4

Press BR-2ApprovedID BR-2 · Rev 1

Tank TK-9FlaggedID TK-9 · Rev 3

Compressor AC-4ApprovedID AC-4 · Rev 2

Chiller CH-1ApprovedID CH-1 · Rev 5

What Tegis Safety provides

The tools your team uses to author machine-specific procedures, deploy them to equipment, and document the record.

Procedure builder

QR code deployment

Link each asset's QR code to its procedure. Technicians scan with any phone camera and confirm the equipment ID before they start, no binder, no app, no shared-drive search.

Field verification

Photos of disconnects, valves, and breakers sit on the exact step where they are identified, so the person at the machine can confirm the right isolation point.

Printable procedure PDFs

Export a per-asset PDF with energy sources, isolation steps, photos, and a QR reference for controlled work packets, contractor coordination, or offline access.

Team permissions

Give authors, reviewers, and approvers the right access by role. Draft procedures stay gated until approved, and field users always see the current version.

See an example procedure export

See how a procedure PDF brings together equipment details, isolation steps, and verification instructions. This example shows the information a reviewer can inspect.

Request a procedure demo →

LOTO-HV-204.pdf

Illustrative procedure export

Example

EquipmentHV-204 Cooling Pump

LocationBuilding 3, Floor 2

Authorized employeeAssigned by your facility

1Notify affected employees

2Shut down equipment using normal stopping procedure

3Isolate energy sources (electrical + mechanical)

4Apply lockout devices and tags

5Verify zero energy state

From paper to digital in three steps

Capture your procedures

Use existing documents as a starting point or write a new procedure. Document each energy source, isolation point, and verification step.

Tag your equipment

Link a QR code to each equipment procedure and place the code at the asset.

Scan and follow

Technicians scan the code, confirm the equipment, and follow the procedure's isolation and verification steps.

Need help building your lockout/tagout procedures?

Provenio Consulting

Visit provenioconsulting.com

Albert Lea, MN · serving the Upper Midwest · Call or text (507) 369-6050

Questions we hear a lot

Tegis Safety helps industrial EHS and maintenance teams create machine-specific lockout/tagout procedures, link them to equipment QR codes, and export printable records.

Link a QR code to an equipment procedure. A technician scans the code with a phone or tablet to open the linked procedure in a browser.

You can use existing Word files and PDFs as the starting point for structured procedures. Ask about migration support during a demo.

Export a procedure to PDF before work in an area without connectivity. Opening the live procedure through its QR code requires a connection.

See a procedure built for your equipment.

See how your team can author procedures, link QR codes to equipment, and export records in Tegis Safety.

Request a demo See pricing