Custom Courses Health, Safety and Environment (HSE)

Lockout/Tagout (LOTO) Training

SAQA US AATICD-0315 | NQF 5 | Credits 10 | Duration 5 Days
From $913 per delegate

Description

This course equips learners with the knowledge and practical skills to implement and manage effective Lockout/Tagout (LOTO) procedures, ensuring the safety of personnel during maintenance and servicing of hazardous energy sources. Participants will understand the legal requirements, risk assessment processes, and the importance of standardized procedures in preventing workplace injuries and fatalities.

Learning Outcomes

  • Apply the principles of Lockout/Tagout to isolate hazardous energy sources effectively.
  • Analyze workplace scenarios to identify potential energy hazards and determine appropriate LOTO procedures.
  • Evaluate existing LOTO programs to ensure compliance with South African regulations and international best practices.
  • Design comprehensive LOTO procedures for various types of equipment and energy sources.
  • Implement a structured LOTO training program for employees and contractors.
  • Demonstrate the correct use of lockout/tagout devices and equipment.

Target Audience

This course is designed for maintenance personnel, electricians, machine operators, safety officers, and supervisors who are responsible for the control of hazardous energy in the workplace.

Prerequisites

None — open enrollment

Course Outline

Day 1: Introduction to Lockout/Tagout

Objectives:
• Understand the purpose and importance of Lockout/Tagout (LOTO) procedures
• Identify relevant legislation and standards (e.g., OHS Act, SANS 3011)
• Recognize the roles and responsibilities of employers, employees, and contractors
• Define key terms: energy source, hazardous energy, authorized person, affected person
• Identify different types of hazardous energy (electrical, mechanical, thermal, etc.)

Topics:
• Course overview and objectives
• Legal framework: Occupational Health and Safety Act (Act 85 of 1993) and regulations
• Introduction to SANS 3011 and its relation to LOTO
• Fundamental concepts: energy isolation, lockout, tagout
• Types of hazardous energy and their risks
• Case studies of LOTO failures and their consequences

Day 2: Energy Isolation and Lockout Devices

Objectives:
• Identify various energy isolation points and their functions
• Describe different types of lockout devices (lockout hasps, valve lockouts, etc.)
• Understand the selection and application of appropriate lockout devices
• Explain the use of tags and their limitations
• Demonstrate the procedure for isolating energy sources

Topics:
• Energy isolation points: breakers, valves, switches, plugs
• Lockout devices: locks, hasps, valve covers, breaker locks, plug locks
• Tagout devices: tags and their proper attachment
• Comparison of lockout vs. tagout: when each is used
• Step-by-step energy isolation procedure
• Practical considerations: multiple energy sources, stored energy

Day 3: Developing and Implementing LOTO Procedures

Objectives:
• Outline the steps to develop a site-specific LOTO procedure
• Identify the information required for a comprehensive procedure
• Understand the process of equipment-specific LOTO
• Apply risk assessment in developing LOTO procedures
• Recognize the importance of documentation and communication

Topics:
• Elements of a written LOTO procedure
• Equipment-specific procedures: identification and documentation
• Risk assessment: identifying energy sources and hazards
• Step-by-step procedure development: shutdown, isolation, release of stored energy, verification
• Roles and responsibilities in the procedure
• Communication and training requirements
• Review and updating procedures

Day 4: Advanced LOTO Applications and Special Situations

Objectives:
• Apply LOTO principles to complex systems with multiple energy sources
• Describe LOTO procedures for contractors and subcontractors
• Understand LOTO requirements for shift changes and personnel changes
• Identify special situations: confined spaces, high-voltage systems, hazardous materials
• Evaluate the need for group lockout and lockout boxes

Topics:
• Multi-energy source isolation and group lockout
• Contractor coordination and LOTO responsibilities
• Shift handover and change of authorized persons
• LOTO in confined spaces: additional precautions
• High-voltage and hazardous energy specific considerations
• Lockout boxes and their use in group LOTO
• Dealing with unusual circumstances: missing locks, emergency situations

Day 5: LOTO Program Management and Practical Assessment

Objectives:
• Understand the requirements for periodic inspections and audits
• Develop training and competency assessment strategies
• Analyze incidents and near misses related to LOTO
• Integrate LOTO with other safety programs (e.g., permit-to-work)
• Demonstrate proficiency in LOTO procedures through practical assessment

Topics:
• Periodic inspection and auditing of LOTO procedures
• Training and competency assessment requirements
• Incident investigation and analysis in LOTO failures
• Continuous improvement and management of change
• Integration with other safety systems (PTW, isolation management)
• Review of course content and key takeaways
• Final assessment preparation

Practicals

16 hours of practicals To be conducted online or on-campus or in-house
Overview

Hands-on practical sessions are essential for learners to apply LOTO procedures in realistic scenarios. These sessions allow learners to practice identifying energy sources, selecting and applying lockout devices, and executing complete LOTO sequences, thereby reinforcing theoretical knowledge and developing critical skills.

Practical Activities
  • Practical 1: Energy Isolation and Lockout Device Application — Learners practice identifying energy isolation points on training equipment and correctly apply various lockout devices to simulate isolation. (4h)
  • Practical 2: Equipment-Specific LOTO Procedure Simulation — In small groups, learners develop and execute a step-by-step LOTO procedure for a piece of equipment, from shutdown to verification of isolation. (4h)
  • Practical 3: Group Lockout and Contractor Coordination — Learners simulate a group lockout scenario with multiple authorized persons and contractors, using lockout boxes and coordinating procedures. (4h)
  • Practical 4: Complex Energy Isolation Scenarios — Learners tackle complex scenarios involving multiple energy sources, stored energy, and special situations such as confined spaces, to test their problem-solving skills. (4h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total
Component Out of Weight
Practical Assignments (rubric-scored) 100% 30%
Daily Average (multiple choice) 100% 20%
Final Test (multi-answer multiple choice) 100% 50%
Final Total 100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

Certificate of Completion

Awarded to delegates who achieve an overall mark of 50% or higher on the Final Total (Practicals 30% + Daily Average 20% + Final Test 50%).

How it works
  • Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
  • Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
  • You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
  • If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.
Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 40% off
100 40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.

Upcoming Training Sessions
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Training Discounts
Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 40% off
100 40% off

3% off per 5 delegates, up to 40% for 100+

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