ZeroState
lockout/tagout, from procedure to periodic inspection

1What ZeroState does

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ZeroState is where your lockout/tagout program lives - a documented, machine-specific procedure for every piece of equipment that can hurt someone with stored energy, kept current and inspected on schedule.

The name is the goal: a machine at zero state is one with every energy source isolated and verified, safe to work on. Each procedure carries the whole story:

1. The energy sources that must be isolated - electrical, hydraulic, pneumatic, and more.
2. The ordered steps to bring the machine to zero state and to return it to service.
3. The authorized employees, required PPE, and the person who reviewed it.
4. The annual periodic inspection that OSHA 1910.147(c)(6) requires, tracked so it never lapses.

2Words you'll see

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Term	What it means
Lockout/tagout (LOTO)	Isolating a machine's energy so it cannot start while someone works on it, and tagging it so no one re-energizes it.
Energy source	A form of stored or supply energy - electrical, hydraulic, pneumatic, thermal, gravity - that must be isolated.
Isolation point	The exact place you isolate a source - a breaker, a valve - and the lockout device used there.
Zero state	The machine with all energy isolated and verified - safe to service.
Authorized employee	A person trained and named on the procedure to perform the lockout.
Periodic inspection	The annual review of the procedure that OSHA 1910.147(c)(6) requires.
Final	A published, in-force procedure. Only final procedures can be inspected.

3The ZeroState home screen

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Click ZeroState in the left sidebar. The home screen is your program at a glance for the current site.

Area	What it shows
Lockout Procedures	A selector for every saved procedure at this site.
Periodic Inspection Tracker	How many final procedures are tracked, how many inspections are due in 30 days, and how many are overdue.
Activity Log	A running history - procedures created, statuses changed, inspections recorded.
ZeroState corrective actions	Any deficiencies flagged on a periodic inspection, as assigned actions.

4Find and follow a procedure

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Everything an authorized employee needs to bring the machine to zero state, on one screen.

Choose the machine from the Lockout Procedures selector. The procedure opens with its summary at the top - effective date, next periodic inspection, authorized employees, who reviewed it, and the required PPE.

Scroll down for the parts you follow on the floor: the energy sources to isolate, each with its isolation point, and the numbered procedure steps - each with a verify note telling you how to confirm the step is done.

5Record a periodic inspection

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OSHA wants each procedure inspected once a year. This is where you log it so the tracker resets.

Click Record Inspection on the home screen (or on a procedure), pick the finalized procedure, and complete the annual 1910.147(c)(6) record - the inspector, the employees included, whether the tagout was reviewed, and any deficiencies found.

6Export and share

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From any procedure, the buttons across the top turn it into a document for the floor or the file:

The Include inspection log toggle adds the periodic-inspection history to the exported document - useful when an auditor wants to see not just the procedure but its inspection record.

7Troubleshooting

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Symptom	Cause and fix
A procedure is not in the Record Inspection list	Only finalized procedures can be inspected. A draft must be published first (see the Administrator Guide).
The Overdue count is red	A procedure has passed its annual inspection date. Record the periodic inspection to clear it.
I need to change a step or energy source	Use Reopen & Edit on the procedure - an admin task covered in the Administrator Guide.
The procedure is for the wrong site	Use Copy to Profile or Move to Profile on the procedure.
An auditor wants the inspection record too	Turn on Include inspection log before downloading the PDF or DOCX.