It's hard to take voltage or current readings on a circuit that is deenergized, so to find a fault you might need the circuit to be live. That is what is meant by energized troubleshooting. In my opinion, lockout/tagout is not meant for troubleshooting by authorized personnel with proper training, but meant to protect affected personnel or equipment from a dangerous condition that could exist if the power was still applied to the equipment. Almost all the troubleshooting I've ever done has been on energized circuits.
Incidentally, we had a contractor's electrician that opened a MCC bucket where the flanged disconnect switch was locked out. Because the electrician had "violated the lockout", i.e., he could operate the circuit breaker handle at will, he was summarily dismissed and blacklisted from ever working at our company again, even though he did not and would not shut the breaker. This goes back to the requirement that the equipment be locked out regardless of the door position.
There are pieces of lockout equipment that could be attached to the breaker handle directly instead. One solution may be to have the person performing the lockout turn off the disconnect, then open the door and lock the breaker off, carefully avoiding incoming power circuits. This way, the electrician could not have operated the breaker, and the operator's safety would not be violated by opening the door. I know this raises the question of an untrained operator working in the vicinity of the live incoming power, but I believe the risk is minimal. After all, the person should be trained on how to properly lockout the equipment, so these hazards could be addressed at this time. (If fuses were used instead of a breaker they could be pulled safely as they should be downstream of the disconnect.)
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