Lockout & Tag Presented by Name Title Date

Course Outline Lock-out definitions Legal responsibilities Lock-out procedure Frequent mistakes Removing a lock Code of practice Zero Tolerance

Definition: Locking Lockout means cutting all sources of energy and installing a personal lock and tag at the source, to prevent the starting of this piece of machinery while it is being cleaned, maintained, adjusted or repaired

Definitions Zero energy state -The machine is incapable of spontaneous or unexpected action -There is no residual energy left in the machine

Energy Types Electrical energy -power transmission lines, transformers, -circuit breakers Hydraulic energy -fluid under pressure (cylinders and lift trucks) Pneumatic energy -air under pressure (pipes, tanks and vessels)

Energy Types Kinetic energy - Kinetic = caused by motion - Examples: moving conveyor, flywheel, moving saw blade Potential energy - Potential = stored energy - Examples: spring, battery or elevated weight

Definition: Tagging Tagging is the addition of a tag to the lock which indicates the date, time and the name of the worker as well as a warning not to start the machine Important Note: This never replaces a lock!

Employer Responsibilities 239 (1)...ensure that each machine has a means of isolating the energy source that...is lockable…in a location that is familiar to all employees...is properly identified 239 (2)...provide a safety lock and key 239 (3)...establish a written lock-out procedure...adequately train employees

Employer Responsibilities 239(4)...ensure that no employee works on a machine until… a competent person puts the machine in a zero energy state and employee -verifies zero energy state -locks out the machine using the safety lock and key provided -adds a safety tag that contains ›a warning not to start the machine ›the employee’s name and signature ›the date and time

Employer Responsibilities 239 (5) No employee shall work on a machine...until he... verifies that a competent person has put the machine in a zero energy state and locks out the machine using the safety lock and key provided adds a safety tag that contains ›a warning not to start the machine ›the name and signature of the employee ›the date and time tests that the machine is inoperative

Lockout Policy Policy: a statement that explain the company’s directives concerning tagging and locking out  Where  When  Why

When? Any time you service or perform maintenance on any machinery or equipment that includes:  constructing  installing  setting up  adjusting  inspecting  repairing

Where? Locks and tags are applied to all primary and secondary energy sources:  electrical  hydraulic  pneumatic  mechanical  kinetic  chemical  thermal

Why? To save workers from serious injuries or death, and it’s the law

Lockout/Tagout Program Training & Communication Hardware (devices) Written Policy & Procedures

Lockout Procedures Procedure: a set of steps is used to lock out specific machines -A list and location of all energy sources -Other equipment in the area that must be locked out -Special hazards/circumstances -Sequential steps (can be in a checklist format) -Testing methods -Start-up

Tag and Lock Procedure 1. Prepare for shutdown 2. Shut down the equipment 3. Isolate the equipment (stand on the right hand side of the panel, use your left hand to pull the breaker) 4. Apply lockout and tag devices 5. Control stored energy 6. Verify isolation of equipment 6 Step Procedure....

Step 1 Preparing for shutdown -Do you know your machine? -What kind of energy are we dealing with? More than one type? -What are the hazards present and what are the controls necessary? 6 Step Procedure....

Step 2 Shut down the equipment -Have you advised other workers? -Do you know the normal stopping procedure? ›‘Off’ switch, pedals, controls? ›Other method? 6 Step Procedure....

Step 3 Isolate the equipment -cut-off EVERY source of energy ›valves, main disconnects, circuit breakers -do not forget auxiliary power (electrical, secondary steam, hydraulic, pneumatic) -do not forget secondary sources of energy such as backup generators Pulling the fuse is NOT locking out! 6 Step Procedure....

Step 4 Apply lockout and tag devices - attach to isolating devices to prevent someone restoring the energy flow 6 Step Procedure.... Name/Nom-_______ Date-____________

Other Equipment Scissors: whenever more than one person has to work on locked out equipment, a multiple locking device (sometimes referred to as scissors) must be used so each worker can secure their own safety Tags: extra protection and provide vital information; NEVER to substitute for lock-out Blanks: for piping Covers: for connectors and valves Chains: for valve handles

Scissors (rasp)

Tags

Covers

Chains

Lockout Box/Boards

Lock Station

Step 5: Control stored energy -restrain hazardous energy -make sure parts have stopped turning -relieve trapped pressure -install ground wires for charge dissipation -block/support elevated equipment -block all secondary sources of energy 6 Step Procedure....

Step 6 Verify isolation of equipment - DO NOT take anything for granted - double-check your steps (with checklist) - TEST BEFORE YOU WORK – Do it yourself! Don’t rely on someone else! 6 Step Procedure....

Removing a Lock 239 (6) No person shall remove the lock on a machine except... -a) the person who installed it -b) in an emergency... where attempts are made to contact the person and this person is not available...a competent employee designated by the employer.

Removing Locks and Tags Notify affected employees Check and re-check

What if you can’t lock out? 240. Code of Practice - Procedures that are outlined for working in certain situations where regulations do not fit - A code of practice must be written in great detail and posted at the worksite

Frequent Mistakes Misplaced multiple lock device (scissors) Cut-off not closed Improperly closed multiple lock No tag, no lock or no tag and lock Lock not closed or key left in the lock One lock for several workers

Causes of Injuries 1. Failure to completely stop equipment 2. Failure to disconnect from all the power sources 3. Failure to dissipate residual energy 4. Accidental restarting of equipment 5. Failure to clear work area before reactivation 6. Lack of training 7. Lack of procedures

Famous Last Words... It will take longer to lock out than to do the repair... It will only take a minute... It’s lunch time, no one is around... The machine is stopped, it must be locked out... It’s OK to do it this way, right?

What does Zero Tolerance mean? Zero Tolerance

Zero Tolerance means any or all of the following: Stop work orders Restricting use of equipment Fines Imprisonment An additional assessment for violations of the lockout provisions found in the OSH Act

CSA Standard Z This CSA standard can help you develop an effective lockout program

Summary  Tag and lockout definitions  Legal responsibilities  Lockout procedure  Frequent mistakes  Removing a lock  Code of practice  Zero Tolerance