1. LOTO(V) Procedures MESH 8.0 - Process Safety, 8.7 Energy Control
OSHA Code of Federal Regulations
February 2016
Eaton – Van Wert, Ohio

2. Energy Isolation Devices
Affected 
Authorized
An energy isolation device is a physical device that prevents the transmission or release of energy.
Examples include:
Electrical disconnects
Circuit breakers
Lockable valves
Blanks or blinds
Blocks/pins under suspended objects
Push buttons, E-Stops, selector switches, and other control circuit type devices are NOT energy isolation devices and may not be used for energy control.

3. Energy Isolation Devices CONTINUED
Affected 
Authorized
Can emergency stops (E-Stops), feed hold buttons, or key switches be used for lockout?
No. Locking of buttons or other control circuitry such as PLC controls does not qualify as energy isolation. Control circuits can fail due to component failure, program errors, magnetic field interference, electrical surges, improper use, or lack of maintenance.
When lockout is required, electrical energy must be isolated using an approved energy isolation device – such as an electrical disconnect or circuit breaker – that provides a physical separation between the hazardous energy source and machine.

4. Energy Isolation Devices CONTINUED
Affected 
Authorized
Do I need to lockout the machine when I am inspecting the machine guarding device at start of use?
No. Inspection of the machine guarding devices (E-Stops, light curtains, interlocks, etc.) do not require the use of lockout. Inspection of machine guarding devices prior to use of equipment ensures the devices are functioning correctly.

5. LOTO(V)
Affected 
Authorized
Equipment Specific Procedures: Each piece of equipment here in Van Wert should have a LOTO procedure on it. These procedures need to be reviewed and understood before maintenance or service work begins.

6. Equipment-Specific Procedures
Affected 
Authorized
Energy isolation devices must be labeled with a unique identification number to correspond with the written equipment-specific energy control procedure.
Labeling must be uniform and consistent throughout the site.
Standardized colors
Visible
Legible
Procedures should be located at equipment and reviewed annually.

7. Equipment-Specific Procedures CONTINUED
Affected 
Authorized
Sample Lockout Procedure Page 1
Describes the basic lockout sequence of actions
Contains a list of production-related tasks specific to the machine that requires lockout
Energy isolation devices marked with a “” must be locked out before performing the listed task

8. Equipment – Specific Procedures
Affected 
Authorized

9. Equipment-Specific Procedures CONTINUED
Affected 
Authorized
Sample Lockout Procedure Page 2
This page outlines any special precautions that are required to be followed when locking out the machine
Verification procedures for each energy isolation device are also listed
This page also contains photos of each energy isolation device. Labels on the photos match physical labels on the energy isolation devices.

10. Equipment-Specific Procedures
Affected 
Authorized

11. Question #1
Before you lockout a piece of equipment, you must review the equipment-specific lockout procedure.
True
False

12. Question #2
After placing a lock on each energy isolation device listed in the equipment-specific lockout procedure, what activity needs to be performed before working on the equipment?
No additional activities are required
Follow the verification steps listed on the written lockout procedure.

13. Question #3
Equipment-specific lockout procedures contain which of the following:
Identification of the equipment or process
Type and magnitude of all hazardous energy sources
Listing of all applicable energy isolation devices
Identification of applicable production-related tasks that require lockout
Specific steps required to obtain zero energy state
Specific steps for verifying energy control including the release of stored energy
All of the above

14. Question #4
If a machine requires an equipment-specific lockout procedure, where can it be located?
On the piece of equipment
In the EHS office
Supervisor’s office
Shared drive on the network
Each piece of equipment should have a procedure on it already. If it does not, get with your area LOTO champion or supervisor and have them get one for that piece of equipment.