SAFE Work Manitoba has made reasonable attempts to confirm the accuracy of information contained in this document. However, this document is intended for general information purposes only. SAFE Work Manitoba shall not assume responsibility or liability for actions taken or not taken as a result of reliance on information in this document alone. Manitoba employers must comply with Manitoba’s Workplace Safety and Health Act and Regulations, as may be amended from time to time.

1. Training standard topic

Lockout

2. Purpose

The purpose of a lockout training program standard is to provide employers, supervisors and workers with:

• An awareness of the importance of proper lockout procedures.
• An understanding of the different types of hazardous energy sources and the control methods.
• Knowledge of the legislation and standards associated with lockout.
• Knowledge of the development and implementation of a lockout program.

The training is intended for workers performing work on a machine, equipment or system that is being serviced, repaired, tested, cleaned, maintained, adjusted or installed.

The lockout training program standard outlines the minimum requirements for developing and delivering lockout training programs in Manitoba. It was developed in consideration of the Manitoba Workplace Safety and Health Act and Regulation and Canada Labour Code Part II/Canadian Occupational Health and Safety Regulations and is consistent with the CSA Z460:20 standard Control of Hazardous Energy – Lockout and Other Methods.

3. Design

The design of the training program must meet the following criteria:

• Compliance with adult learning principles:

• • Ensure learners know why they need to learn specific content and its relevance to their workplaces.
  • Relate training to learners’ own experiences when simulating workplace scenarios.
  • Challenge and engage learners using a variety of activities that allow opportunities for participation, feedback and interaction.
  • Recognize the limits of attention spans and apply techniques to address the various ways that adults learn.
  • Use realistic activities and tools to support the transfer of learning to the workplace.

• Use language that is appropriate for all learners.
• Provide content that is accurate and current.
• Include references to legal and technical information.
• Use a variety of technical teaching aids
• Provide learner materials that follow the principles of instructional writing and good graphic design.
• Be consistent with provincial and federal legal requirements.
  
  

4. Delivery

Regardless of the delivery method, all endorsed training programs must meet the requirements of this standard along with The Accessibility for Manitobans Act (AMA) and the delivery method must be reasonable and practicable to support the learner’s ability to attain the applicable learning outcomes.

4.1     Face-to-face learning

 The following are the maximum ratio of learners to instructor:

• Basic theory module: 15:1
• Practical module: 15:1

 The following are the minimum hours for training delivery:

• Basic theory module: 2 hours
• Practical module: 1.5 hour

The lockout basic theory module must be completed before the lockout practical module is taken.

The timing for delivery of this training program may be extended for various reasons such as the amount of equipment available for demonstration of learning outcomes, instructor experience and/or the learning needs of the training participants.

4.2      E-learning and blended learning

The eLearning content should be consistent with Manitoba e-learning instructional design guidelines.

• Basic theory module

4.3     Distance learning

Distance learning includes training via a live video link and a plan for interactivity with a qualified instructor must be developed and available.

This type of learning is acceptable for:

• Basic theory module
• Practical module
  
  

5. Learning outcomes

Employers will need to supplement any training program that meets the requirements of this training program standard with additional information, instruction and training in workplace-specific policies and procedures, workplace-specific hazards and equipment related to lockout.

5.1 Lockout basic theory module

5.1.1 Legal requirement

Content must include:

• An overview of the legal framework, including rights, duties and responsibilities and legislative requirements pertaining to lockout.

At the end of this module, learners will be able to:

• Identify parts of the Manitoba Workplace Safety and Health Act and Regulation, Operations of Mines Regulation M.R. 212/201 and/or Canada Labour Code Part II/Canadian Occupational Health and Safety Regulations, as applicable, pertaining to lockout.
• Explain the duties and responsibilities of the employer, supervisor and worker as they relate to lockout.
• Explain workers’ rights and how they relate to lockout.
• Describe the importance of the owner’s manual, manufacturer’s specifications or other authoritative source of information for machines, equipment or systems as it relates to lockout.

5.1.2 Hazard identification, risk assessment and control

Content must include:

• An overview of the hazards associated with lockout, including but not limited to musculoskeletal hazards and the different types of hazardous energy sources (electrical, mechanical, hydraulic, pneumatic, chemical, thermal, gravitational, stored, etc.).
• An overview of the process for conducting a job hazard analysis and risk assessment, including the factors to be considered for prioritizing hazards.
• An overview of the hierarchy of controls and the different types of control measures to eliminate or reduce the risk associated with lockout.
• An overview of the importance of safe work procedures and the requirements for lockout on machines, equipment and systems including the different types of hazardous energy sources.

At the end of this module, learners will be able to:

• Identify the hazards associated with lockout including but not limited to musculoskeletal hazards and hazardous energy sources.
• Describe the process for conducting a job hazard analysis and risk assessment
• Explain the different types of control measures.
• Explain the importance of having and following safe work procedures .
• Describe the requirements of safe work procedures for lockout.

• Explain lockout safe work procedures on machines, equipment and systems for the different types of hazardous energy sources.

5.1.2 Lockout

Content must include:

• An overview of the lockout process, including purpose, requirements, lockout devices, pre-planning steps, procedure steps, verification, communication, lock removal and lockout interruption and restart procedures.

At the end of this module, learners will be able to:

• Explain what lockout is and its purpose.
• Explain the requirements for lockout.
• State the different types of lockout devices.
• Discuss the pre-planning steps for lockout.
• Describe the sequence of steps of a lockout procedure, including application, verification and communication.
• Explain the conditions for lock removal by another person.
• Explain lockout interruption and restart procedures.

5.1.3 Special situations and advanced controls

Content must include:

• An overview of group lockout procedures, multi-shift lockout controls and log books
• An overview of machines, equipment or systems that have multiple sources of hazardous energy that need to be locked out
• An overview of when machines, equipment or systems need to remain operative because lockout is not practicable and when safe work procedures need to be developed and followed

At the end of this module, learners will be able to:

• Describe a group lockout procedure and when it is needed.
• Identify multi-shift lockout controls.
• Describe the need and importance of log books.
• Identify multiple hazardous energy sources that need to be locked out on machines, equipment or systems.
• Identify when lockout is not practicable and machines, equipment or systems need to remain operative.
• Explain the importance of why safe work procedures need to be developed and followed when lockout is not practicable and machines, equipment or systems need to remain operative.

5.2.1 Practical module

In this additional training module, participants will observe and perform lockout procedures on actual machines, equipment or systems in predetermined scenarios to reinforce theoretical knowledge through hands-on application.

The practical module must include:

• Observation of a complete lockout procedure on two types of machines, equipment or systems with two different hazardous energy sources and forms of lockout.
• Selection and correct application of appropriate lockout devices and tags.
• Demonstration of the sequence of steps of a lockout procedure.
• Verification of energy isolation, lockout and removal of stored hazardous energy.
• Proper communication during lockout activities.

The practical skills outlined above are introduced in classroom instruction and must be demonstrated during practical training exercises.

At the end of this module, learners will be able to:

• Follow a lockout procedure .
• Demonstrate the correct application of lockout devices following the sequence of steps of a lockout procedure.
• Verify proper isolation of energy sources, lockout and removal of stored hazardous energy, before declaring equipment is safe to work on.
• Communicate effectively during lockout activities.
  
  

6. Resource material

The lockout training program standard has material requirements for both learners and instructors.

The date and version number should be indicated on all resource materials, which include:

• Terms and definitions.
• Job aids, evaluation tools and templates.
• Copies of the applicable provincial or federal safety legislation and standards.
• Manufacturers’ instructions for equipment.
• Participant and instructor manuals with copies of activities.
• Instructor manual and lesson plan.

Learner materials will include:

• Learning objectives, agenda, training content and evaluation/testing.

Instructor materials will include:

• Instructional methods, learning activities, and lesson plan timing.
• Detailed instructor manual and lesson plans including all learning activities and audio-visual resources.
  
  

7. Equipment

For the practical module, learners must have hands-on, practical experience and must be trained on the proper use, care and limitations of the personal protective equipment (PPE) according to manufacturer specifications and what is listed below. The PPE provided must comply with the requirements of the Manitoba Workplace Safety and Health Act and Regulations, such as meeting or exceeding the equipment specified in the National Standards of Canada and/or the Canadian Standards Association technical standards, as applicable.

7.1 Equipment for demonstrating learning outcomes

The following may be used for the delivery of the practical module:

• Machines, equipment or systems with at least two different energy sources.
• Engineered controls.
• Lockout devices.
  
  

8. Learner evaluation                  

The training program must include a plan for learner evaluation that meets the requirements below. There must be a variety of evaluation methods available to the instructor and/or evaluator that are appropriate to the learning outcomes.

8.1 Evaluation methods

The training program will include methods to evaluate that key concepts have been understood by the learner using a variety of evaluation methods which are appropriate to the learning outcomes, including:

• Open discussion.
• Group discussion.
• Questions and answers.
• Written and/or oral test, where applicable.

Evaluation methods must be clearly outlined in the evaluation plan and the corresponding results must be documented by the evaluator.

8.2 Evaluation of demonstation learning outcomes

1. Learning outcomes requiring demonstration must be performed satisfactorily in order to successfully complete the practical module.
2. For learners with language, literacy or accommodation needs, alternative evaluation methods may be employed to verify satisfactory demonstration of learning outcome by the learner. These evaluation methods must be clearly outlined in the evaluation plan and the corresponding results must be documented by the evaluator.
   
   

9. Validation/refresher requirements

Learners who have successfully completed an endorsed training program must periodically refresh their training in order to maintain its validity. This supports learners in maintaining their foundational knowledge and skills.

9.1 Validation/refresher requirements

Completion of both the basic theory module and practical module in accordance with the criteria set out in this standard and the training provider standard is required to confirm a successful training program has been completed.

Training remains valid for a period of three years from the date of successful completion of the lockout basic theory module and the lockout practical module.

9.2 Refresher training

A worker’s training is re-validated for another three year period after successfully completing the refresher training of the lockout basic theory module.

Glossary

General terms

Asynchronous instruction (ASTD)

A general term used to describe forms of education, instruction, and learning that do not occur in the same place or at the same time. It uses resources that facilitate information sharing outside the constraints of time and place among a network of people.

Blended learning
Describes the practice of using several training delivery mediums in a single training program and typically refers to the combination of classroom instruction and eLearning.

Distance learning

An educational situation in which the instructor and students are separated by time, location or both. Education or training courses are delivered to remote locations via synchronous or ASTD.

E-learning (electronic learning)

A term covering a wide set of applications and processes that includes web-based learning, computer-based learning, virtual classrooms and digital collaboration.

Face-to-face training

Usually refers to traditional classroom training in which an instructor teaches a course to a room of training participants. The term is used synonymously with on-site training, classroom training and instructor-led training (slightly modified from ASTD definition).

Minimum hours for training delivery
The timing for instruction of a training program that excludes breaks and lunch:

• 3.5 hours of instruction is equal to a half-day of delivery.
• 7 hours of instruction is equal to a full-day of delivery.

Module

A unit of instruction that can be measured, evaluated for change, assembled to form complete courses or bypassed as a whole, and that is usually intended to teach one or a group of skills or areas of knowledge (slightly modified from ASTD definition).

Evaluator

A person who evaluates learners.

Instructor

A person who delivers training programs.

Qualification

A skill, quality or attribute that makes somebody suitable for a job, activity or task.

Lockout terms

Authoritative source

Information known to be reliable because its authority or authenticity is widely recognized by experts in the field.

Equipment

Machines, vehicles, tools, devices and materials used in a workplace.

Hazardous energy

Any electrical, mechanical, hydraulic, pneumatic, chemical, nuclear, thermal, gravitational or other energy that can harm workers.

Machine

A thermodynamic system that uses power to apply forces and control movement to perform an action.

Lockout

The disconnection, blocking, or bleeding of all sources of energy that may create a motion or action by any part of a machine and its auxiliary equipment.

Lockout device

A mechanical means of locking that uses an individually keyed lock to secure an energy isolating device in a position that prevents energization of a machine, equipment or a process

System

A set of things working together as parts of a mechanism or an interconnecting network.

Tag out

The placement of a tag on a machine, tool or piece of equipment that states that workers are not to start or operate the machine, tool or piece of equipment.

Verification

Confirmation by examination.

Acknowledgements statement

The lockout working group has developed a lockout training program standard that outlines the minimum requirements for program objectives, training requirements and learning outcomes that are designed to educate Manitoba workers on working in compliance.

Please note that while reasonable efforts have been made to ensure that the criteria of the training program standard are met, the responsibility resides with the employers to ensure compliance with the training requirements under the Manitoba Workplace Safety and Health Act and Regulations. In determining what rights or obligations a party may have under the provinces’ legislation, reference should always be made to the official version of the Act and Regulation.

Published: December, 2025