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During lockout/tagout procedures, which of the following steps must occur FIRST?

Correct Answer

C) Notify affected employees

The first step in LOTO procedures is to notify all affected employees of the impending lockout. This ensures worker safety before any equipment shutdown or energy isolation begins.

Answer Options
A
Shut down the equipment
B
Apply lockout devices
C
Notify affected employees
D
Test the effectiveness of isolation

Why This Is the Correct Answer

OSHA 29 CFR 1910.147 (and by reference 1926.417 for construction) requires that the first step of any LOTO procedure is to notify all affected employees that a lockout/tagout is about to be performed and why. This ensures workers are aware before any equipment is shut down or isolated, preventing accidental startup attempts or interference during the process.

Why the Other Options Are Wrong

Option A: Shut down the equipment

Shutting down the equipment is Step 2 in the OSHA LOTO sequence — it comes after affected employees have been notified. Beginning shutdown without notification risks workers being unaware of the procedure and possibly restarting equipment unexpectedly.

Option B: Apply lockout devices

Applying lockout devices is Step 4 in the sequence (after shutdown, isolation of energy sources, and then applying devices). It cannot be the first step because the energy hasn't yet been isolated.

Option D: Test the effectiveness of isolation

Testing the effectiveness of isolation (verifying zero energy state) is the final verification step — it occurs after lockout devices are applied and stored energy is released. It is one of the last steps, not the first.

Memory Technique

Remember the LOTO sequence with 'NSIDE': Notify → Shut down → Isolate → Device (apply lockout) → Energy release → verify. N is first — Notify affected employees.

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