The Lockout Tagout App Built for Construction Teams

LOTO procedures are drafted automatically from equipment details and energy source mapping. Authorised persons review each isolation step and sign off digitally before any maintenance begins on energised equipment.

Why Lockout Tagout management Is Harder than It Should Be

Manual LOTO procedures under pressure

Maintenance crews write lockout tagout procedures from scratch before each job, often rushed and missing critical isolation steps.

Inconsistent energy isolation documentation

Different formats and incomplete procedures create gaps in energy control verification and compliance tracking.

Missing isolation points create injury risk

Incomplete LOTO procedures lead to serious injury hazards and potential OSHA violations during maintenance work.

No traceability from isolation to completion

Paper-based LOTO lacks connection to equipment registers and maintenance records for audit requirements.

A Smarter Way to Manage Lockout Tagout

AI-generated LOTO procedures

Describe the equipment and AI builds structured templates with isolation steps, energy sources, and verification checkpoints matched to equipment type.

Voice-powered field completion

Authorised persons record each isolation step via voice and photos, with AI mapping actions to correct procedure fields.

Authorised person verification workflow

Complete review and sign-off process ensures every energy source is identified and isolated before maintenance starts.

No traceability from isolation to completion

LOTO procedures link directly to equipment records creating full traceability from isolation through work completion.

How AI handles lockout tagout procedures

AI drafts LOTO procedures from equipment details and energy source mapping, then guides field teams through structured isolation and verification steps. Authorised persons maintain full control over sign-off and procedure approval.

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AI Form Fill
Capture what you see and say - Storm will fill the form.

Use the photos and voice clip to fill out the Lockout Tagout for me

Generate LOTO template

Describe the equipment — e.g. “LOTO procedure for 415V switchboard, main distribution board” — and AI builds a structured template with isolation steps, energy source identification, verification checkpoints, and authorised person sign-off fields.

Voice-powered field capture

Authorised person records each isolation step via voice — “main breaker switched off, lock applied at panel 3A, stored energy discharged and verified with multimeter” — with photos of lockout points.

Map steps to procedure fields

AI maps each recorded action to correct procedure fields: energy source, isolation method, verification action, and lock/tag reference number for complete documentation.

Authorised person review and sign-off

Authorised person reviews the populated LOTO form, verifies every isolation step, confirms energy source mapping accuracy, and provides digital sign-off. No maintenance work begins without complete authorised person approval.

How AI Helps With Lockout Tagout

Complete LOTO management from template to closeout

  • Auto-generates LOTO templates from equipment registers with energy source mapping
  • Tracks every isolation step through digital workflows with full audit trails
  • Extends LOTO management to contractors ensuring consistent energy isolation procedures
  • Links LOTO records to equipment data and maintenance schedules for complete visibility
  • Integrates energy isolation with permit systems and safety reporting for seamless compliance

Understanding Lockout Tagout Software

What is Lockout Tagout (LOTO)?

Lockout tagout is a mandatory safety procedure that ensures dangerous energy sources are properly isolated and cannot be re-energised during maintenance or servicing. OSHA requires specific energy control procedures to protect workers from electrical, mechanical, hydraulic, pneumatic, chemical, and thermal hazards. Every LOTO procedure must identify all energy sources, specify isolation methods, verify zero energy state, and maintain physical locks and tags until work completion. Authorised persons are responsible for procedure development, implementation oversight, and safe re-energisation.

Essential LOTO procedure components:

  • Energy source identification and isolation points
  • Specific lockout and tagout device requirements
  • Step-by-step shutdown and isolation sequence
  • Stored energy release and verification methods
  • Verification testing and zero energy confirmation
  • Re-energisation procedures and safety checks

OSHA compliance and documentation requirements

LOTO procedures must be equipment-specific, regularly reviewed, and include training records for all affected employees. Authorised persons require comprehensive training on energy control procedures, while affected employees need awareness training on recognition and compliance requirements. Annual procedure reviews ensure continued effectiveness and regulatory compliance.

How To Set Up a Digital Lockout Tagout Using Sitemate

Step 1:

Import equipment registers and energy mapping. Upload existing equipment databases with energy source details, isolation points, and safety requirements. Configure LOTO templates for each equipment type.

Step 2:

Configure LOTO workflows. Set up authorised person approval processes, verification checkpoints, and digital sign-off requirements for your safety procedures.

Step 3:

Train authorised persons. Onboard authorised persons to AI template generation, voice capture workflows, and digital LOTO review and approval processes.

Step 4:

Connect permit systems. Integrate LOTO procedures with existing permit-to-work systems and maintenance scheduling for seamless safety workflows.

Step 5:

Deploy digital LOTO procedures. Roll out AI-powered LOTO generation to maintenance crews with authorised person oversight and approval workflows active.

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Start Faster With Built-In Lockout Tagout Templates

Fire Safety Pre Plan

Fire Safety Pre Plan

This Fire Safety Pre Plan template helps outline prevention measures and key Approved Document B Fire Safety requirements during design phase.

See the template
Fire Safety Compliance Report

Fire Safety Compliance Report

This Fire Safety Compliance Report is used to track standards required by the Approved Document B of UK Building Regulations in a simple form.

See the template
Fire Strategy Report

Fire Strategy Report

This Fire Strategy Report helps outline a building's fire safety strategy, tactics, requirements in a clear format that complies with Part B.

See the template

See How Sitemate Has Already Helped Companies Like Yours

Snowy Hydro

"Our process now is so much quicker, easier, and more efficient. It's improved tenfold."

- Shane Russo, Site Manager

500+ employees

Zero paperwork

6 regions

Site data unified across 6 regions

Extend LOTO to contractors and subcontractors

Flowsite ensures all maintenance teams follow consistent energy isolation procedures with centralised LOTO template access and compliance tracking.

Comparison: Paper Lockout Tagout vs Digital Lockout Tagout

Most project teams already know paper and spreadsheets aren't cutting it. Here's what changes when you move your method statements to a digital system.

Equipment-specific LOTO generation

Voice-powered field capture

Authorised person digital workflows

Real-time compliance tracking

Versioning

Audit trail

Actions and follow-ups

Searchability

Audit evidence

Automated procedures based on equipment database
Hands-free documentation while performing lockout steps
Role-based permissions with digital signature verification
Live status updates across all devices
One live version, always current across teams
Complete timestamped history of all actions
Automated reminders and task assignments
Instant search across all LOTO records
Digital records with photos and timestamps

Paper

Generic templates require manual customization
Written notes after completing isolation procedures
Physical signatures on printed forms
Manual checks and phone calls required
Outdated procedure copies circulate on-site
Limited paper trail with potential gaps
Manual follow-up tracking and communication
Physical filing systems require manual searching
Physical documents prone to loss

Frequently asked questions about Lockout Tagout

Will AI know our specific equipment isolation points?

AI drafts LOTO procedures from your equipment register and energy source mapping. The authorised person verifies every isolation step before sign-off, ensuring accuracy for your specific equipment.

How does voice capture work for LOTO verification?

Authorised persons speak each isolation step — “main breaker off, lock applied at panel 3A, stored energy discharged” — while taking photos. AI maps spoken actions to the correct procedure fields automatically.

Can LOTO procedures connect to our permit system?

Yes, LOTO procedures integrate with permit-to-work systems and maintenance schedules. Energy isolation becomes part of your broader safety workflow with full traceability.

What happens if isolation steps are missed?

AI compares field completion against the generated template, flagging any missing steps. Authorised persons cannot provide final sign-off until all isolation requirements are verified complete.

How do we handle complex equipment with multiple energy sources?

AI templates automatically include all energy sources from your equipment register — electrical, hydraulic, pneumatic, stored energy. Each source gets specific isolation steps and verification requirements.

Are digital LOTO procedures OSHA compliant?

Yes, digital procedures include all required elements: energy source identification, isolation sequences, verification testing, and authorised person sign-off with full audit trails.

Can contractors access our LOTO procedures?

Flowsite extends LOTO access to contractors and subcontractors with appropriate permissions, ensuring consistent energy isolation procedures across all maintenance teams.

Version History

2026-05-12 v1.0 Sitemate
First published content.

Lockout Tagout in Minutes, Not Hours