control of hazardous energy

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# Lockout/Tag out (cont.) ## What are the basic steps of locking and tagging out a system? (cont.) Authorized person - a person who is qualified to engage in hazardous energy control because of knowledge, training, and experience and has been assigned to engage in such control. General steps of a lockout/tag out procedure include: 1. Prepare for Shutdown - The authorized person will identify the machine, equipment, or process that requires lockout, which sources of energy are present and must be controlled, and what lockout device will be used. This step involves gathering all required equipment (e.g., lockout devices, tags, etc.). 2. Notify all Affected Personnel - The authorized person will communicate the following information to notify affected persons: - What is going to be locked/tagged out. - Why it is going to be locked/tagged out. - For approximately how long the system be unavailable. - Who is responsible for the lockout/tag out, if not themselves. - Who to contact for more information. - This information should also be present on the tag required for the lockout. 3. Equipment Shutdown - Follow shutdown procedures (either established by the manufacturer or employer). Equipment shutdown involves ensuring controls are in the off position and verifying that all moving parts, such as flywheels, gears, and spindles, have come to a complete stop. 4. Isolation of System (De-energization) - Follow the lockout procedure for the identified machine, equipment, or process. Review the following isolation practices for various forms of hazardous energy: - Electrical energy - Switch electrical disconnects to the off position. Visually verify that the breaker connections are in the off position. Lock the disconnects into the off position. NOTE: Only disconnect switches or breakers that you are trained or authorized to do so, especially at high voltages. Lockout/Tag out CCOHS

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CCOHS CCHST Canadian Centre for Occupational Health and Safety Centre canadien d'hygiène et de sécurité au travail # Health and Safety Programs # Lockout/Tag out ## On this page What is Lockout/Tag out? What does de-energization mean? Why is lockout/tag out important? What is the purpose of a lockout/tag out program? Who is responsible for the lockout program? What details should the lockout procedures and work instructions contain? What are the basic steps of locking and tagging out a system? ## What is Lockout/Tag out? Lockout is defined in the Canadian standard CSA Z460-20 "Control of Hazardous Energy - Lockout and Other Methods" as the "placement of a lockout device on an energy-isolating device in accordance with an established procedure." A lockout device is "a mechanical means of locking that uses an individually keyed lock to secure an energy-isolating device in a position that prevents energization of a machine, equipment, or a process." Lockout is one way to control hazardous energy. See the OSH Answers Hazardous Energy Control Programs for a description of the types of hazardous energy and required elements of a control program. In practice, lockout is the isolation of energy from the system (a machine, equipment, or process) that physically locks the system in a safe mode. The energy-isolating device can be a manually operated disconnect switch, a circuit breaker, a line valve, or a block (Note: push buttons, selection switches and other circuit control switches are not considered energy- isolating devices). In most cases, these devices will have loops or tabs which can be locked to a stationary item in a safe position (de-energized position). The locking device (or lockout device) can be any device that has the ability to secure the energy-isolating device in a safe position. See the example of the lock and hasp combination in Figure 1 below. Tag out is a labelling process that is always used when lockout is required. The process of tagging…

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# Electrical Power Generation, Transmission, and Distribution (cont.) RR Electrical Power Generation, Transmission, and Distribution Division 2 AO 2-2017 Oregon Administrative Rules Oregon Occupational Safety and Health Division (5) Notification. Affected employees must be notified by the employer or authorized employee of the application and removal of lockout or tagout devices. Notification must be given before the controls are applied and after they are removed from the machine or equipment. - Note to paragraph (5): See also paragraph (7) of this rule, which requires that the second notification take place before the machine or equipment is reenergized. (6) Lockout/tagout application. The established procedures for the application of energy control (the lockout or tagout procedures) must include the following elements and actions, and these procedures must be performed in the following sequence: (a) Before an authorized or affected employee turns off a machine or equipment, the authorized employee must have knowledge of the type and magnitude of the energy, the hazards of the energy to be controlled, and the method or means to control the energy. (b) The machine or equipment must be turned off or shut down using the procedures established for the machine or equipment. An orderly shutdown must be used to avoid any additional or increased hazards to employees as a result of the equipment stoppage. (c) All energy isolating devices that are needed to control the energy to the machine or equipment must be physically located and operated in such a manner as to isolate the machine or equipment from energy sources. (d) Lockout or tagout devices must be affixed to each energy isolating device by authorized employees. (A) Lockout devices must be attached in a manner that will hold the energy isolating devices in a "safe" or "off" position. (B) Tagout devices must be affixed in such a manner as will clearly indicate that the operation or movement of …

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# Lockout/Tag out (cont.) ## What is Lockout/Tag out? (cont.) - Why the lockout/tag out is required (repair, maintenance, etc.). - Time and date of application of the lock/tag. - The name of the authorized person who attached the tag and lock to the system. Note: ONLY the authorized individual who placed the lock and tag onto the system is the one who is permitted to remove them. This procedure helps make sure the system cannot be started up without the authorized individual's knowledge. ## What does de-energization mean? De-energization is a process that is used to disconnect and isolate a system from a source of energy to prevent the release of that energy. By de-energizing the system, the risk that the system could inadvertently, accidentally, or unintentionally cause harm to a person through the release of hazardous energy is eliminated. ## Why is lockout/tag out important? Safety devices such as barrier guards or guarding devices are installed on systems to maintain worker safety while these systems are being operated. When activities such as maintenance, repair, or set-up or the removal of jams, clogs or misaligned feeds are performed, these safety devices may be removed if other controls are in place to reduce or eliminate the hazards. A lockout/tag out program and procedures for these scenarios will reduce the risk of injury due to the unintended or inadvertent release of hazardous energy. ## What is the purpose of a lockout/tag out program? The purpose of a lockout/tag out program is to control hazardous energy. A lockout program should: - Identify the types of: - Hazardous energy in the workplace - Energy-isolating devices - De-energizing devices - Guide the selection and maintenance of protective devices, hardware, and personal protective equipment (PPE) - Assign duties and responsibilities Lockout/Tag out CCOHS

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# GENERAL INDUSTRY STANDARD (cont.) ## 1910.147(c)(7) Training and communication. (cont.) 1910.147(d)(1) Preparation for shutdown. Before an authorized or affected employee turns off a machine or equipment, the authorized employee shall have knowledge of the type and magnitude of the energy, the hazards of the energy to be controlled, and the method or means to control the energy. 1910.147(d)(2) Machine or equipment shutdown. The machine or equipment shall be turned off or shut down using the procedures established for the machine or equipment. An orderly shutdown must be utilized to avoid any additional or increased hazard(s) to employees as a result of the equipment stoppage. - 1910.147(d)(3) Machine or equipment isolation. All energy isolating devices that are needed to control the energy to the machine or equipment shall be physically located and operated in such a manner as to isolate the machine or equipment from the energy source(s). 1910.147(d)(4) Lockout or tagout device application. 1910.147(d)(4)(i) Lockout or tagout devices shall be affixed to each energy isolating device by authorized employees. 1910.147(d)(4)(ii) Lockout devices, where used, shall be affixed in a manner to that will hold the energy isolating devices in a "safe" or "off" position. 1910.147(d)(4)(iii) Tagout devices, where used, shall be affixed in such a manner as will clearly indicate that the operation or movement of energy isolating devices from the "safe" or "off" position is prohibited. 1910.147(d)(4)(iii)(A) Where tagout devices are used with energy isolating devices designed with the capability of being locked, the tag attachment shall be fastened at the same point at which the lock would have been attached. 1910.147(d)(4)(iii)(B) Where a tag cannot be affixed directly to the energy isolating device, the tag shall be located as close as safely possible to the device, in a position that will be immediately obvious to anyone attempting to operate the device. - 1910.147(d)(5…

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# Electrical Power Generation, Transmission, and Distribution RR Oregon Occupational Safety and Health Division Oregon Administrative Rules AO 2-2017 Division 2 Stat. Auth.: ORS 654.025(2) and 656.726(4) Stats. Implemented: ORS 654.001 through 654.295. Hist.: OR-OSHA Admin. Order 3-2015, f. 10/9/15, ef. 1/1/16. ## [redacted phone] Hazardous energy control procedures (1) Application. The provisions of this rule apply to the use of hazardous energy control procedures for the control of energy sources in installations for the purpose of electric power generation, including related equipment for communication or metering. Clearance procedures and hazardous energy control procedures for the deenergizing of electric energy sources that are used exclusively for purposes of transmission and distribution, and construction activities, are addressed in [redacted phone] Deenergizing lines and equipment for employee protection. - Note: Installations in electric power generation facilities that are not an integral part of, or inextricably commingled with, power generation processes or equipment are covered under 1910.147 and Division 2/S, Electrical. (2) General. (a) The employer must establish a program consisting of energy control procedures, employee training, and periodic inspections to ensure that, before any employee performs any servicing or maintenance on a machine or equipment where the unexpected energizing, start up, or release of stored energy could occur and cause injury, the machine or equipment is isolated from the energy source and rendered inoperative. (b) The employer's energy control program under paragraph (2) of this rule must meet the following requirements: (A) If an energy isolating device is not capable of being locked out, the employer's program must use a tagout system. (B) If an energy isolating device is capable of being locked out, the employer's program must use lockout, unless the employer can demonstrate that the use of a tago…