What is the first step in performing a machinery lockout/tagout?

The first step in performing a machinery lockout/tagout is to identify all energy sources and notify employees. This step is crucial because proper lockout/tagout procedures are designed to protect workers from the unexpected energization or startup of machinery during maintenance and servicing. Before any maintenance work begins, it is essential to ensure that all energy sources, including electrical, mechanical, hydraulic, pneumatic, and others, are accounted for. Informing employees about these energy sources increases awareness and enhances safety, ensuring that everyone involved understands the risks and the importance of following lockout/tagout protocols.

The other options lack crucial elements of safety protocol. Jumping straight into maintenance without precautions disregards the fundamental principles of lockout/tagout, which aim to prevent accidents. Turning off machinery without labeling undermines the clear identification of the machinery status and can lead to confusion or accidental re-energization. Notifying customers before employees does not address worker safety and does not adhere to the priority of ensuring a safe working environment for those directly involved in the machinery maintenance.