Presented by:Gene Herndon, Trindel Insurance Fund Safety Officer

www.trindel.orgtifsfty@trindel.org

530894-2027

Trindel Insurance FundTrindel Insurance FundLock Out Tag Out (LOTO) Procedure

Training

Why is Lock Out/Tag Out Why is Lock Out/Tag Out Procedure Important?Procedure Important?

• Prevents the unexpected machine start-up or release of stored energy.

• Use of lock/block out devices or tags… • Protects from employees injury & death.

Some DefinitionsSome Definitions

• Affected employee– Person operating working in area where work

is performed under lockout tagout.• Authorized employee

– Employee who locks out or tags out machine to perform maintenance, cleaning or adjustment.

• Locked out– Devices, methods, or procedures that isolate prime

movers and/or any hazardous energy sources

More DefinitionsMore Definitions

• Prime mover– Source of mechanical power for a machine

• Tag out– Card or tag used to identify a hazard

• Block– Device to prevent inadvertent falling, movement or

rotation.

• Blind– Metal disc placed in pipe to insure no flow of gas,

steam or liquid

Hazardous Energy SourcesHazardous Energy Sources

• Electrical• Mechanical (i.e.

motors, drive belts)• Chemical (i.e. natural

gas, propane)• Thermal• Pneumatic• Hydraulic

Equipment SurveyEquipment Survey

• Locate and identify sources of energy

• Identify energy type and magnitude

• Done through visual inspections, drawings and equipment manuals

Equipment SpecificEquipment Specific Lock Out/Tag Out Lock Out/Tag Out

• Equipment Specific Lock Out/Tag Out procedures for each machine must be completed by the supervisor and/or the authorized employee.

• All equipment specific procedures must be easily accessible or posted directly on the equipment.

Lock Out/Tag Out ProgramLock Out/Tag Out ProgramEquipment Specific ProceduresEquipment Specific Procedures

Procedures must be updated when:

• New equipment is installed; or

• New energy sources are added to a facility or individual equipment; or

• Magnitude of an energy source changes; or

• Designated isolation points change.

Lock Out/Tag Out ProgramLock Out/Tag Out ProgramEquipmentEquipment

• Lock out

• Lock and key.

• Chains, or other hardware,

• Used with the lock to isolate the energy source.

Lock Out/Tag Out ProgramLock Out/Tag Out ProgramEquipmentEquipment

• One key will be issued to the authorized employee applying the lock.

• Additional keys will only be used to remove locks in the event the abandoned lock procedure must be implemented.

Lock Out/Tag Out Lock Out/Tag Out Program ProgramEquipmentEquipment

• Locks & Devices used only for controlling energy

• Must NOT be used for any other purposes.

Lock Out/Tag Out ProgramLock Out/Tag Out ProgramEquipmentEquipment

• Lock Out devices must be durable• Tag Out devices must be constructed & printed

so they do not deteriorate or become illegible;• Lock Out/Tag Out devices must be standardized

by color, shape or size;• Lock Out/Tag Out devices must be substantial

enough to prevent early or accidental removal.

Lock Out/Tag Out Lock Out/Tag Out Program ProgramEquipmentEquipment

• Tag Out devices must include a wording such as: DO NOT START, DO NOT OPEN, DO NOT CLOSE, DO NOT ENERGIZE, DO NOT OPERATE, etc.

• Tag Out devices must have standardized print and format.

Lock Out/Tag Out Lock Out/Tag Out Program ProgramEquipmentEquipment

• An approved warning tag will accompany all lockouts.

• The warning tag will be attached directly to the lockout device by a nylon tie.

Required Tag Out Device Required Tag Out Device InformationInformation

• Name of authorized employee who locked out equipment;

• Authorized employee’s radio or phone number, including contractors;

• Date and time of lockout; and

• Brief description of work being performed.

Lock Out/Tag Out ProgramLock Out/Tag Out ProgramApplication of DevicesApplication of Devices

• Use valve covers, plug locks, etc. if the lock can’t be placed directly on the energy control.

• When Lock Out is used, every employee in the work crew must attach their personal lock.

Lock Out/Tag Out ProgramLock Out/Tag Out ProgramProceduresProcedures

• Preparation for shutdown

• Shutting down the equipment

• Equipment isolation

• Application of Lock Out/Tag Out devices

• Release of stored energy

• Verifying equipment isolation

• Restart machine

Lock Out/Tag Out ProgramLock Out/Tag Out ProgramPrep For ShutdownPrep For Shutdown

• Know the types and amounts of energy that power specific equipment.

• Know and understand all energy flow through the machine.

• Know how the energy can be controlled.

• When in doubt ask!

Lock Out/Tag Out ProgramLock Out/Tag Out ProgramShutting Down EquipmentShutting Down Equipment

• Notify ALL affected employees that Lock Out Tag/Out is being used and why.

• Shut the equipment down using operating controls.

• Follow proper procedure for the equipment to avoid endangering anyone during the shutdown.

Lock Out/Tag Out ProgramLock Out/Tag Out ProgramEnergy IsolationEnergy Isolation

• Lock Out & Tag Out energy isolating sources with assigned locks and tags. Usually requires locking out electrical disconnect.

• Be sure to isolate ALL energy sources (secondary as well as primary).

Verifying Equipment IsolationVerifying Equipment Isolation

• Make certain all dangerous areas are clear of personnel.

• Verify that the equipment cannot be turned to the “on” position.

• Press all “start” buttons and activating controls on the equipment.

• Return all controls to the “off” position after certain that Lock Out is effective.

Lock Out/Tag Out ProgramLock Out/Tag Out ProgramRelease of Stored EnergyRelease of Stored Energy

• Inspect the system to make sure all parts have stopped moving.

• Disperse stored energy (springs, hydraulic systems, air, gas, water pressure, or steam).

• If stored energy can build up again, monitor it to make certain it stays below hazardous levels.

Removing Lock Out/Tag Out Devices/Restoring Equipment

• Make certain everyone is clear of the equipment.

• Notify affected employees of restart• Verify that all tools have been removed

and all guards reinstalled.• Remove Lock Out/Tag Out devices. Each

device must be removed by the person who put it on.

• Energize equipment.

Lock Out/Tag Out ProgramTroubleshooting

• Remove all tools & personnel from the area.

• Notify affected employees of impending re-energization.

• Authorized employees remove the Lock Out device but MUST leave tag in place.

• Energize equipment.• When finished, de-energize & reapply

Lock Out device.

Lock Out/Tag Out ProgramAbandoned Lock Procedure

• Verify authorized employee has left the worksite & notify them that their lock is being removed.

• Lock Out/Tag Out devices may ONLY be removed if supervisor is present & authorizes removal.

• After all communication attempts are complete & the equipment has been inspected, energy can be restored.

ExceptionsExceptions

• Work on cord & plug equipment IF it is unplugged, the plug remains within arms reach during servicing and authorized employee has exclusive control of the plug.

• If guards aren’t removed or bypassed & are effective in preventing worker exposure to hazards created by the unexpected energization or start up of machines or equipment, or the release of energy.

Lock Out/Tag Out ProgramLock Out/Tag Out ProgramSupervisor’s ResponsibilitiesSupervisor’s Responsibilities

• Complete equipment specific Lock Out/Tag Out procedures;

• Conduct annual & periodic inspections;• Keep a list of authorized employees;• Issue Lock Out/Tag Out devices to employees;• Ensure all affected employees are properly

trained on Lock Out/Tag Out procedures;• Enforce compliance with Lock Out/Tag Out

program; and• Provide employees with copies of the Lock

Out/Tag Out Program upon request.

Authorized Employee Authorized Employee ResponsibilitiesResponsibilities

• Attend Lock Out/Tag Out Training;

• Follow all Lock Out/Tag Out procedures;

• Assist supervisor’s in completing equipment specific Lock Out/Tag Out procedures;

• Notify all affected employees of Lock Out/Tag Out activities.

• When in doubt, Ask your supervisor!

Lock Out/Tag Out ProgramLock Out/Tag Out ProgramTrainingTraining

• Supervisors

• All Authorized Employees

• All Affected Employees

Lock Out/Tag Out ProgramLock Out/Tag Out ProgramRe-TrainingRe-Training

• Change in authorized employee’s job assignments or job area that contains sources of hazardous energy;

• Change in machines, equipment or process that presents a new hazard;

• Change in energy control procedures;• Need for refresher training found during periodic

inspections; and/or• Employer believes there are deviations from, or

inadequacies in, the employee’s knowledge or use of Lock Out/Tag Out procedures.