Board of Certified Safety Professionals (BCSP) Practice Exam

What is the first step in the lockout/tagout process for machine shutdown?

1. Machine isolation

2. Preparation for shutdown

3. LOTO device application

4. Stored energy release/restraint

The correct answer is: Preparation for shutdown

The first step in the lockout/tagout (LOTO) process for machine shutdown is preparation for shutdown. This crucial initial phase involves a thorough assessment and planning to understand how the specific machine operates and the potential hazards involved. It allows the worker to identify the necessary energy sources that need to be controlled and prepares them for the next steps in the LOTO process. During this stage, personnel should gather the information needed, such as service manuals and proper shutdown procedures, which ensures a safe and effective lockout/tagout. Adequate preparation is key to preventing accidents and ensuring all necessary safety measures are taken before any isolation or application of control measures occurs. Following this preparation, the next steps would typically involve isolating the machine and applying lockout/tagout devices to prevent accidental energization, as well as managing any stored energy. Each step is vital, but beginning with comprehensive preparation creates a foundation for safety throughout the entire LOTO process.