Annual Lockout Tagout Audit: OSHA Requires It. We Make It Easy.

The annual inspection is the single most cited sub-requirement under 1910.147. Not the written procedures. Not training. The annual inspection under (c)(6). It is the one OSHA asks for first, and the one facilities most often cannot produce on the day of the visit. We run the audit for you, or your team runs it inside LockStep with the written certification generated automatically.

OSHA 1910.147(c)(6) Compliant
LockStep Audit Software Included
Centralized Compliance Dashboard
Change Tracking and Gap Identification
Audit-Ready Documentation

The Annual LOTO Review Is Not Optional

1910.147(c)(6) requires employers to conduct a periodic inspection of each energy control procedure at least annually. The purpose: confirm the procedure is current, accurate, and being followed correctly.

The inspection must be performed by an authorized employee other than the one using the procedure. It must include a review of the procedure with each employee who uses it. And it must be certified in writing with the machine name, date of inspection, employees involved, and name of the inspector. That written certification is the specific requirement under (c)(6)(ii).

Most facilities that perform annual reviews do so informally with no documentation. When OSHA asks for your annual inspection records, informal reviews do not satisfy the requirement.

What OSHA looks for: Written certification that the periodic inspection was performed, the date it was conducted, the machines or equipment covered, the names of the employees included, and the name of the authorized employee who performed the inspection.

What Can Change Between Reviews

  • Equipment is modified or repaired, changing energy sources or isolation points
  • New machines are added without corresponding LOTO procedures
  • Employees change roles, thinning trained headcount on specific procedures
  • Placards are damaged, removed, or become illegible
  • Work tasks evolve and the documented procedure no longer matches actual practice
  • Regulatory standards are updated, triggering procedure revisions

The Risk of Skipping or Under-Documenting the Annual Review

Beyond the direct OSHA citation for missing records, an undocumented annual review removes your defense in the event of an incident. If a worker is injured during a maintenance task, the absence of annual inspection records signals systemic non-compliance, which escalates enforcement action significantly.

Two Ways to Complete Your Annual LOTO Audit

Pick what works for your team. Both paths result in compliant, audit-ready documentation.

Full-Service Audit (We Do It)

Our team runs the entire review for you

  • Certified specialists perform the on-site procedure review
  • Every machine procedure checked against current equipment state
  • Employee review sessions conducted with authorized employees
  • Gaps and discrepancies identified and documented
  • Placards and documentation updated where needed
  • Written certification provided meeting all OSHA requirements under (c)(6)(ii)
  • Results stored in LockStep for future reference and audit access

Best for facilities that want no internal resource burden and the confidence of an independent certified review.

Schedule Full-Service Audit

LockStep Software (Your Team Does It)

Our auditing platform, your team drives the review

  • All procedures and equipment data loaded into LockStep
  • Step-by-step audit workflow walks your team through the review
  • Automated change tracking flags what has shifted since the last review
  • Gap identification surfaces procedures that no longer match current equipment
  • Compliant certification documentation generated automatically
  • Compliance dashboard gives a real-time view of program status
  • Historical audit trail accessible for any OSHA inspection

Best for facilities with capable internal EHS teams that want to own the process but need a structured, compliant system to do it right.

Get LockStep Access

One pattern we see repeatedly: On a recent audit at an automotive supplier in southeast Michigan, the facility had every procedure written, every operator trained, and a binder of annual inspection records going back four years. The problem: the inspections had been signed off by the same person who wrote the procedures, which is a (c)(6)(ii)(C) violation in itself. We caught it before their next OSHA inspection did. This is one of the most common under-the-radar failures on otherwise well-run programs.

One System for Your LOTO Documentation and Audit History

LockStep is our compliance management platform built for lockout tagout programs. It replaces spreadsheets, shared drives, and paper binders with one system that keeps your program accurate, current, and audit-ready at all times.

  • Every LOTO procedure stored in a single searchable system
  • Equipment profiles link each procedure to the physical machine
  • Change log tracks every update to every procedure over time
  • Annual audit workflow with built-in certification documentation
  • Gap identification flags procedures needing review or update
  • Compliance dashboard showing real-time program status by machine, area, and facility
  • Multi-facility support for organizations with multiple locations
  • Access controls so the right people see the right procedures

1

Centralized system for all LOTO docs

0

Spreadsheets or binders required

Annual

Audit workflow built in

Always

Audit-ready documentation

Common problem we solve: EHS managers at multi-facility organizations often have no idea if every plant is current on annual reviews. LockStep gives corporate EHS teams visibility into the compliance status of every location from a single dashboard.

What the Annual LOTO Audit Covers

The review goes beyond checking a box. Every machine procedure is validated against current equipment conditions and workforce changes.

Procedure Accuracy Review

Each documented energy control procedure is compared against the actual current state of the equipment. Modifications, repairs, or additions since the last review are identified and procedures are updated accordingly.

Employee Review Sessions

OSHA requires the annual inspection to include a review of the procedure with each authorized employee who uses it. We run these sessions and document participation to satisfy the certification requirement.

Placard and Sign Condition Check

Physical placards are inspected for legibility, placement, and continued accuracy. Any placards that have been damaged, removed, or become outdated are flagged for replacement.

New Equipment Identification

Equipment added since the last review that does not yet have documented LOTO procedures is flagged. Getting new machines into the program before the next inspection is a critical outcome of every annual review.

Written Certification

Every annual inspection is documented with the required OSHA certification elements: machine name, inspection date, employee names, and inspector identity. Stored in LockStep and available immediately if requested during an audit.

Compliance Gap Summary

The audit closes with a summary of findings. Which procedures were updated. Which equipment was added to the program. Any items requiring follow-up action before the next review cycle.

Want Us to Own the Entire LOTO Program?

The annual audit is one component of a complete lockout tagout program. For facilities that want to offload the whole compliance burden, we offer a full-service program covering everything from initial setup through ongoing management.

  • Initial gap analysis to establish baseline compliance status
  • Custom placards designed, produced, and installed for every machine
  • Written energy control program developed and documented
  • LockStep software set up with all procedures and equipment data
  • Employee training on current procedures
  • Annual audit conducted each year with full documentation under (c)(6)(ii)
  • Placard and documentation updates when equipment changes
  • Ongoing support for new equipment integration
Ask About the Full Program

Related Services

Custom LOTO Placards

Machine-specific placards built to exact equipment specifications on industrial-grade aluminum.

LOTO Gap Analysis

On-site assessment identifying every deficiency in your current program before your next inspection.

Get Your Annual LOTO Audit Set Up Today

Do not wait until OSHA asks for the records to find out they are missing or incomplete.

Schedule Your Annual Audit

or call (847) 232-6067