Lock Haven University

CONTROL OF HAZARDOUS ENERGY

(LOCKOUT/TAGOUT)
TRAINING PROGRAM

Presented by the Office

of Environmental
Health and Safety
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The OSHA Standard for the Control of

Hazardous Energy (Lockout/Tagout)
29 CFR 1910.147 covers the servicing
and maintenance of machines and
equipment in which the unexpected
start-up or the release of stored energy
could cause injury to employees.
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Definitions

Authorized employee – An
employee who performs servicing or
maintenance on machines and
equipment. Lockout or tagout is
used by these employees for their
own protection.
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Definitions

Affected employee – An employee

who performs the duties of his or
her job in an area in which the
energy control procedure is
implemented and servicing or
maintenance operations are
performed.
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Types of Energy

Mechanical
Hydraulic
Pneumatic
Chemical
Thermal
Other
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Scope and Application

Covered Activities
Constructing, installing, setting up,
adjusting, inspecting, modifying,
maintaining and/or servicing machines or
equipment where employees could be
exposed to the unexpected energization
or release of hazardous energy
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Scope and Application

Lockout/Tagout rules apply (the

equipment must be de-energized and
locks or tags must be applied to the
energy-isolation devices) to servicing and
maintenance activities when:

The employee must either remove or

bypass machine guards or other safety
devices, resulting in exposure to hazards
at the point of operation.
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Scope and Application

Lockout/Tagout rules apply (the

equipment must be de-energized and
locks or tags must be applied to the
energy-isolation devices) to servicing and
maintenance activities when:

The employee is required to place any

part of his or her body in contact with the
point of operation of the operational
machine or piece of equipment.
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Scope and Application

Lockout/Tagout rules apply (the

equipment must be de-energized and
locks or tags must be applied to the
energy-isolation devices) to servicing and
maintenance activities when:

The employee is required to place any

part of his or her body into a danger
zone associated with a machine
operating cycle.
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Lockout vs. Tagout

If an energy-isolating device is capable of

being locked out, it must be locked out
unless it can be shown that a tagout
system provides full employee
protection.
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Types of Devices
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Written Procedures

Must identify the information that

authorized employees must know in
order to control hazardous energy during
service or maintenance.
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Written Procedures

Preparation for shutdown

Shutting down the equipment
Equipment isolation
Application of Lockout/Tagout devices
Release of stored energy
Verifying equipment isolation
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Preparation for Shutdown

Know the types and amounts of energy

that power it.
Know the hazards of that energy.
Know how the energy can be controlled.
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Shutting Down the Equipment

Shut the system down by using operating

controls.
Follow whatever procedure is right for
the equipment to avoid endangering
anyone during shutdown.
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Equipment Isolation

Operate all energy-isolating devices so

that the equipment is isolated from its
energy sources.
Be sure to isolate all energy sources
(secondary power supplies as well as the
primary supplies).
Never remove a fuse instead of
disconnecting.
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Application of Devices

All energy-isolating devices are to be

locked, tagged or both.
Only standardized devices can be used
and they are not to be used for anything
else.
Use a lockout device if your lock cannot
be placed directly on the energy control.
When lockout is used, every employee in
the work crew must attach his personal
lock.
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Release of Stored Energy

Inspect the system to make sure all parts

have stopped moving.
Relieve trapped pressure.
Block or brace parts that could fall due to
gravity.
Bleed lines and vent valves open.
If stored energy can reaccumulate,
monitor it to make sure it stays below
hazardous levels.
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Verifying Equipment Isolation

Make sure all danger areas are clear of

personnel.
Verify that the main disconnect switch or
circuit breaker can’t be moved to the on
position.
Press all start buttons and other
activating controls on the equipment
itself and return controls to the off
position when the testing is complete.
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Performing the Work

Look ahead and avoid doing anything

that could reactivate the equipment.
Don’t bypass the lockout when installing
new piping or wiring.
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Removing Lockout/Tagout

Make sure the equipment is safe to operate by

removing all tools from the work area and
making sure the system is fully assembled.
Safeguard all employees by conducting a head
count to make sure everyone is clear of the
equipment. Also notify everyone in the work
area that lockout/tagout is being removed.
Remove the lockout/tagout devices. Each
device must be removed by the person who
put it on.
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Contractors

The outside contractor and the on-site

employer must exchange lockout/tagout
information.
Employees on site must understand rules
used by the contractor.
Be alert for new types of lockout or
tagout devices.
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Shift Changes

If servicing lasts more than one shift,

lockout/tagout protection must not be
interrupted.
When the employee who applied device
is not there to remove it, it can be
removed only in an emergency and only
under the direction of the supervisor.
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Lockout/Tagout Devices

Durable – Lockout and tagout devices

must withstand the environment to which
they are exposed for the maximum
duration of the expected exposure.
Tagout devices must be constructed and
printed so that they do not deteriorate or
become illegible, especially when used in
corrosive or wet environments.
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Lockout/Tagout Devices

Standardized – Both lockout and tagout

devices must be standardized according
to either color, shape, or size. Tagout
devices must also be standardized
according to print and format.
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Lockout/Tagout Devices

Substantial – Lockout and tagout

devices must be substantial enough to
minimize early or accidental removal.
Tag means of attachment must be non-
reusable, attachable by hand, self-locking
and non-releasable, with a minimum
unlocking strength of no less than 50
pounds (one-piece nylon cable tie).
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Lockout/Tagout Devices

Identifiable – Locks and tags must

clearly identify the employee who applies
them. Tags must also warn against
hazardous conditions if the machine or
equipment is energized and must include
a legend such as: DO NOT START, DO
NOT OPEN, DO NOT CLOSE, DO NOT
ENERGIZE, DO NOT OPERATE.
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Periodic Inspections

Inspections must be performed at least

annually to assure that the energy
control procedures continue to be
implemented properly and that the
employees are familiar with their
responsibilities.
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Periodic Inspections

Supervisors are responsible for

conducting this annual inspection and
they must certify that the inspections
have been performed. The certification
must identify the machine or equipment,
the date of the inspection, the employees
included, and the name of the person
performing the inspection. Must identify
any deficiencies or deviations and correct
them.
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QUESTIONS
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Scope and Application

Activities Not Covered

Minor tool changes and adjustments, and
other minor servicing activities that take
place during normal operating production
operations which are routine, repetitive,
and integral to the use of that production
equipment, as long as workers are
effectively protected by alternative
measures
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Scope and Application

Activities Not Covered

Work on cord and plug connected
equipment if the equipment is unplugged
from the energy source and the
authorized employee has exclusive
control of the plug.
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Scope and Application

Activities Not Covered

Hot tap operations that involve
transmission and distribution systems for
gas, steam, water, or petroleum products
on pressurized pipelines if continuity of
service is essential, shutdown of the
system is impractical, documented
procedures are followed, and employees
are effectively protected by special
equipment.