What to Expect when Working with ESC – Part 1

Filed under Expert Tips
Training the client on working with the template allows for them to fully own the program. - Dana Andersen

As you get off the phone with your CEO, you just had a warm rush of emotion realizing the full impact of his or her approval to commission ESC Services to custom-tailor a modern lockout/tagout program for you. You immediately call ESC to get the project scheduled. Your next step is to understand what to expect. As the facility’s safety manager, lockout/tagout has been a thorn in your side for years, and that problem is about to be over.


Developing or simply trying to maintain a lockout/tagout program in-house, while ensuring it meets all requirements to be compliant with OSHA CFR 1910.147, can be extremely overwhelming; and that is why ESC is the solution you’ve been waiting for.

From the start, ESC makes it clear that you are in control. ESC will complete the lockout/tagout program in any timeframe that is desired, with any amount of involvement from your end. However, understanding the entire process before starting can help ensure optimal communication and project execution.

Annually, ESC writes over 30,000 graphical lockout/tagout procedures for different clients around the world; yet no matter the conditions, the project expectations and schedule continue to remain static.

Phase I – Assess Equipment


Initially, the engineers will begin a project with a short start-up meeting with the client to ensure project expectations and variables are discussed, as well as addressing any remaining questions or concerns. Once the initial meeting has been completed, the engineers will take a short tour of the facility so that they can get their bearings and confirm the preferred area names. Once the tour is completed, the engineers begin gathering equipment specific data, and also start taking pictures of each piece of equipment that is required to have a procedure. After all of the equipment has been analyzed, the engineers create rough draft versions of the procedures offsite.


Phase II – Procedural Development and Quality Check

Once all of the procedures have been completed, the engineers return to the site to quality check and install the energy isolation tags for each piece of equipment. Final corrections and an offsite review are made to all of the procedures, which enable the engineers to begin to print and laminate the procedures for final installation. Next, the engineers install all of the laminated procedures at point of use for each piece of equipment.



Phase III – Final Quality Check and Project Training

For the final step, a closeout meeting is held to wrap-up the project. Final deliverables are given to the client, which includes a reference binder of paper copies of each procedure, and a USB drive with all of the electronic files of each procedure – including the lockout/tagout template. The engineers will then provide template training to anybody who would like to learn how to create the procedures for future procedure updates of newly installed equipment. Training the client on working with the template allows for them to fully own the program.


Continue to part 2: an example scenario >

About ESC Services
ESC Services, a Rockwell Automation brand, is a leader in lockout/tagout procedures. Our services include many aspects of employee safety and OSHA compliance, and our core focus is delivering custom comprehensive lockout/tagout service that yields intuitive graphical lockout/tagout procedures and modern methodology. Learn more about ESC Services here.