1. Lock Out / Tag Out The Control of Hazardous Energy
OSHA Standard
Bobby Galinsky
QHSE Instructor

2. Class Objectives OSHA requirements Responsibilities of: Employer
Authorized Employee
Affected Employee
 Lockout/tagout procedures

3. What Is Lockout/Tagout?
Referred to as LO/TO
Blocks flow of energy
from power source to
the equipment
Provides means of warning (tag)

4. Why use LO/TO procedures?
Prevent energy from accidentally being released
Includes during:
Repairs
Renovations
Modifications
Adjustments
Maintenance

5. “Fatal Five” Injury causes: Failure to stop equipment
Failure to disconnect power source
Failure to dissipate residual energy
Accidental restarting
Failure to clear work areas before restarting

6. Regulatory Requirements
Employers:
Develop a written program
for energy control.
Provide employee training.
Identify authorized
affected employees.

7. Authorized Employee A person who locks or tags out equipment
in order to perform
servicing or maintenance.
Is trained to use LO/TO.

8. Authorized Employee Responsibilities:
Test equipment – dissipate residual energy
Place a LO/TO device
Ensure energy sources locked out
Repair/service equipment

9. Authorized Employee Ensure repairs are complete.
Remove locks and/or tags following completion of work.
Coordinate multi-shift repair when necessary.

10. Affected employee
An employee whose job requires them to operate or use a machine or equipment on which servicing or maintenance is being performed under lockout or tagout.
Whose job requires them to work in an area in which such servicing or maintenance is being performed.

11. Affected employee Responsibilities:
Notify maintenance for repairs/adjustments.
Leave all LO/TO devices in place.
Verify equipment is safe to operate after LO/TO.
Follow safety rules while operating equipment.

12. Employee Training General Requirements:
 Training for all employees where energy control procedures are used.
Training will ensure:
Purpose/function
knowledge/skills to apply, use and remove

13. Employee Training Authorized Employees: Must receive training in:
the recognition of applicable hazardous energy sources,
the type(s) and magnitude of the energy available in the workplace,
the methods and means necessary for energy isolation and control, and
the means of verification of control.

14. Employee Training Affected Employees:
Use of the Lo/To policy, and consequences of violations.
All other employees shall be
instructed about the prohibition
relating to attempts to restart or
re-energize LO/TO machines or
equipment .

15. RETRAINING Required when: Change in Job Assignment
Change in Machines, Equipment or Processes
Change in Energy Control Procedures
Close-Call Event
Failure in the Procedures
Reason to Doubt Employee Proficiency

16. Lockout / Tagout Rules
Ensures that the equipment being controlled cannot be re-energized until the locking device is removed.
Only authorized employees will attach lockout/tagout devices.
Must be able to identify user.
REMEMBER: Locks & tags do not DE-ENERGIZE equipment. Attach them only after machinery or equipment has been isolated from its energy source.

17. Lockout /Tagout Difference
Lockout is a more appropriate means of ensuring de-energization of equipment than tagout. Why?
If an energy-isolating device can’t be locked out, tagout may be used.
if it can be demonstrated that it will offer equivalent protection to that offered by lockout.
You May See Different Colored Locks..

18. Lockout device
A device that utilizes a positive means such as a single keyed lock, to hold an energy isolating device in the safe or off position and prevents the energizing of a equipment
Combination locks should
not be used
REASON: More than one person
might know combination

19. Lockout device Locks Blocks Chains Multilock hasps Wheel valve covers
Ball valve covers
Wall switch lockouts
Plug lockouts
Fuse lockouts

20. Lockout/Tagout Example
Single
Multiple

21. Tagout
When only a tag is used because equipment cannot be locked out, the following steps must be taken:
Removing an isolating circuit element (fuses)
Block machine (control switch)
Opening an extra disconnecting device
Other means of isolation

22. Tagout
Tags must be placed where the lockout device would have been placed
If a tag cannot be affixed to the energy isolating device, it will be located as close as safely possible to the device so that the tag is obvious to anyone attempting to operate the device.
Legend such as:
Do not start
Do not open
Do not close
Do not energize
Do not operate

23. Tagout “Why” “Who” Date Required Tag Info Minimum information:
Bobby Galinsky
Date
Scheduled Maintenance
July 23, 2013

24. Tagout
They must be:
Durable
Standardized
Substantial
Identifiable

25. Isolating the ENERGY
Energy is movement or the possibility of movement.
Whether the power switch is on or off, energy of some sort is always present in any powered equipment.
2 Types
Kinetic – in motion
Potential - stored

26. Example of extensive LO/TO De-energizing equipment
Procedure for Generator LO/TO for repair
De-energizing equipment
Turn off and lock out engine control handle.
Disconnect battery cart to prevent accidental starting

27. Example of extensive LO/TO
Bleeding off residual energy
Discharge voltage to ground in vacuum breaker to prevent electrocution.
Discharge remaining voltage under front cover

28. ENGINEERING Examples of protective engineering Mechanical guards
Electrical disconnects
Mechanical stops, such as pins and valves
Engineering lockouts, (automatic protection against human error)
Any engineering safety feature can be defeated
Never bypass an engineering lockout or let a co-worker do so.
Never rely blindly on engineering safety features.

29. Removing LO/TO devices:
Only authorized employee who applied the device may remove it.
Exception - Authorized employee not at facility.
- reasonable efforts made to inform of device removal.
- written procedure in place to remove.
- Under direction of supervisor.

30. ENFORCEMENT
Necessary to ensure workers do their part in protecting their own safety.
Conduct inspection yearly to ensure energy control procedures are being carried out.
Make known what the penalties for failure to follow a company's written procedures.

31. OSHA Seven-Step Procedure
Prepare for shutdown – inform personnel
Shut down equipment
Isolate equipment
Apply the LO/TO devices
Control stored energy
Verify isolation Equipment – try to start
Removal of locks

32. Individual use of Locks & Tags
Use only those issued to you.
Never use another workers
lock or tag.
Ask your supervisor for
additional LO/TO supplies.
NO ONE is allowed to place a single lock to protect an entire crew, unless it is used in a group control process.

33. CONTRACT EMPLOYEES Must use host facilities LO/TO procedures.
Assign a “Lockout/Tagout Coordinator”
Use a “control” lock
The control lock is the first applied, and the last removed.
Always be alert to new types of locks & tags being used for LO/TO

34. Removal of Lockout/Tagout Devices
Clear tools, materials and personnel
Remove lockout/tagout devices
Authorized employees energize & test equipment before use.

35. Group Lockout or Tagout
When servicing and/or maintenance is performed by a crew, craft, department or other group, they shall utilize a procedure which affords the employees a level of protection equivalent to that provided by the implementation of a personal lockout or tagout device
Primary responsibility is vested in an authorized employee for a set number of employees working under the protection of a group lockout or tagout device (such as an operations lock).

36. Group Lockout or Tagout
Each authorized employee shall affix a personal lockout or tagout device to the group lockout device, group lockbox, or comparable mechanism when he or she begins work, and shall remove those devices when he or she stops working on the machine or equipment being serviced or maintained.

37. For Shift or Personnel Changes
Specific procedures must ensure the continuity of lockout or tagout protection during shift or personnel changes.

38. LO/TO NOT REQUIRED WHEN:
 No potential for stored, residual or
re-accumulation of energy after shut down.
 A single energy source readily identified.
 The isolation and locking out of that energy source will completely de-energize/deactivate.
 The machine or equipment is isolated from that energy source and locked out during servicing or maintenance.

39. LO/TO NOT REQUIRED WHEN:
A single lockout device will achieve a locked-out condition;
 The lockout device is under the exclusive control
of the authorized employee performing the
servicing or maintenance;
 The service or maintenance does not create
hazards for other employees;
 The employer in utilizing the exception, has had no
accidents involving the unexpected activation or re-energization of the machine or equipment
during service or maintenance.

40. SUMMARY Lockout/tagout means: Control of hazardous energy
Lockout/tagout prevents others from energizing equipment while you work on it
Lock it, tag it, try it before work
Removal of locks and tags
Know your lockout/tagout procedures