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how do you do a lock out tag out to prevent electrical shock while working on equipment?

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Lockout/tagout (LOTO) procedures are crucial for ensuring electrical safety during equipment maintenance and repair, preventing unexpected energization and potential electric shock. These procedures involve de-energizing equipment, applying lockout/tagout devices, and verifying isolation to protect employees. [1] [7]

Here are the general steps for LOTO procedures:

  • Preparation for Shutdown: Understand the type and magnitude of energy, its hazards, and control methods.
  • Machine or Equipment Shutdown: Use established shutdown procedures to avoid additional hazards.
  • Machine or Equipment Isolation: Locate and operate all necessary energy-isolating devices to cut off the energy source.
  • Lockout/Tagout Device Application: Affix devices to each energy-isolating device by authorized employees.
  • Stored Energy: Relieve, disconnect, restrain or render safe any potentially hazardous stored or residual energy.
  • Verification of Isolation: Verify isolation and de-energization before starting work.
  • Periodic Inspection: Inspect energy control procedures at least annually for continued effectiveness.
  • Training: Training should be provided to authorized and affected employees.
  • Notification of employees: Affected employees must be notified before application and after removal of LOTO devices.

[8] [9] [9] [9] [9] [5] [5] [3] [6] Some additional key points include:

  • Written Program: Employers must establish a written lockout/tagout program and train employees.
  • Individual Responsibility: Each person who could be exposed to electric energy must be involved in the lockout/tagout process.
  • Lockout vs. Tagout: Use lockout devices (locks) whenever possible; tagout devices (tags) should only be used when lockout is not feasible.
  • Verification: Before beginning work, verify that all energy sources have been de-energized through testing.
  • Coordination: Electric lockout/tagout procedures should be coordinated with all other site procedures.
  • Qualified Person: A qualified person should be in charge where there is more than one energy source, crew, craft, location, employer, way to disconnect, or LOTO procedure.
  • Shift Changes: LOTO procedures must ensure continuity of protection during shift changes.
  • Hardware: Employers must provide necessary LOTO equipment like signs, tags, and padlocks.

[2] [2] [2] [2] [2] [2] [2] [3] [4] By following these procedures, employers can create a safer work environment and significantly reduce the risk of electrical shock and other injuries during maintenance and repair activities.

9 source record(s)

Sources used for this answer

[1] Occupational Safety and Health Standards (OSHA 29 CFR 1910) - 1910.147 - The control of hazardous energy (lockout/tagout)

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# Occupational Safety and Health Administration (cont.) ## 1910.147(a)(2)(iiii)(A). (cont.) This section requires employers to establish a program and utilize procedures for affixing appropriate lockout devices or tagout devices to energy isolating devices, and to otherwise disable machines or equipment to prevent unexpected energization, start-up or release of stored energy in order to prevent injury to employees. ## 1910.147(a)(3)(iii). When other standards in this part require the use of lockout or tagout, they shall be used and supplemented by the procedural and training requirements of this section. ## 1910.147(b) ## Definitions applicable to this section. Affected employee. An employee whose job requires him/her to operate or use a machine or equipment on which servicing or maintenance is being performed under lockout or tagout, or whose job requires him/her to work in an area in which such servicing or maintenance is being performed. Authorized employee. A person who locks out or tags out machines or equipment in order to perform servicing or maintenance on that machine or equipment. An affected employee becomes an authorized employee when that employee's duties include performing servicing or maintenance covered under this section. Capable of being locked out. An energy isolating device is capable of being locked out if it has a hasp or other means of attachment to which, or through which, a lock can be affixed, or it has a locking mechanism built into it. Other energy isolating devices are capable of being locked out, if lockout can be achieved without the need to dismantle, rebuild, or replace the energy isolating device or permanently alter its energy control capability. Energized. Connected to an energy source or containing residual or stored energy. Energy isolating device. A mechanical device that physically prevents the transmission or release of energy, including but not limited to the following: A manually operated electrical circuit brea

[2] Occupational Safety and Health Standards (OSHA 29 CFR 1910) - 1910.147 - The control of hazardous energy (lockout/tagout)

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# under the energy control procedure being inspected. (cont.) ## 1910.147(c)(7)(ii)(E) (cont.) Retraining shall be provided for all authorized and affected employees whenever there is a change in their job assignments, a change in machines, equipment or processes that present a new hazard, or when there is a change in the energy control procedures. ## 1910.147(c)(7)(iii)(B). Additional retraining shall also be conducted whenever a periodic inspection under paragraph (c)(6) of this section reveals, or whenever the employer has reason to believe, that there are deviations from or inadequacies in the employee's knowledge or use of the energy control procedures. ## 1910.147(c)(7)(iii)(C) The retraining shall reestablish employee proficiency and introduce new or revised control methods and procedures, as necessary. ## 1910.147(c)(7)(iv) The employer shall certify that employee training has been accomplished and is being kept up to date. The certification shall contain each employee's name and dates of training. ## 1910.147(c)(8). Energy isolation. Lockout or tagout shall be performed only by the authorized employees who are performing the servicing or maintenance. ## 1910.147(c)(9) Notification of employees. Affected employees shall be notified by the employer or authorized employee of the application and removal of lockout devices or tagout devices. Notification shall be given before the controls are applied, and after they are removed from the machine or equipment. 1910.147(d)(1) ## 1910.147(d) Application of control. The established procedures for the application of energy control (the lockout or tagout procedures) shall cover the following elements and actions and shall be done in the following sequence: Submit Feedback

[3] Protection From Electric Shock and Arc Flash

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# De-Energizing ## An Electrically Safe Work Condition The most important principle of electric safety is, assume electric circuits are energized unless you make sure they are not. Test every circuit and conductor every time you work on them. The National Fire Protection Association lists six steps to ensure conditions for electrically safe work.** - Identify all sources of power to the equipment. Interrupt - the load current, then open the disconnecting devices for each power source. : - Where possible, visually verify that blades of disconnecting devices are fully open or that drawout-type circuit breakers are fully withdrawn. - Apply lockout/tagout devices in accordance with a formal, written policy. - Test each phase conductor or circuit part with an adequately rated voltage detector to verify that the equipment is de-energized. Check the voltage detector before and after each test to be sure it is working. - Properly ground all possible sources of induced voltage and stored electric energy (such as, capacitors) before touching. If conductors or circuit parts that are being de-energized could contact other exposed conductors or circuit parts, apply ground-connecting devices rated for the available fault current. The process of de-energizing is “live” work and can result in an arc flash due to equipment failure. When de- energizing, follow the procedures described below in "Working On or Near Live Circuits." ## Lockout/tagout program Your employer should establish a written lockout/tagout program and train employees in the program. The program should cover planning for locating and labeling energy sources, identifying employees at risk, how and by whom the equipment is de-energized, releasing of stored energy, verifying that the circuit is de-energized and can't be restarted, voltage testing, grounding requirements, shift changes, coordination with other jobs in progress, a procedure for keeping track of all involved personnel, applying and removing

[4] Cal/OSHA Regulations | Chapter 4 | Subchapter 7: General Industry Safety Orders | §3314. The Control of Hazardous Energy for the Cleaning, Repairing, Servicing, Setting-Up, and Adjusting Operations of Prime Movers, Machinery and Equipment, Including Lockout/Tagout

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# §3314. The Control of Hazardous Energy for the Cleaning, Repairing, Servicing, Setting-Up, and Adjusting Operations of Prime Movers, Machinery and Equipment, Including Lockout/Tagout. (cont.) (1) The periodic inspection shall be performed by an authorized employee or person other than the one(s) utilizing the hazardous energy control procedures being inspected. (2) Where lockout and/or tagout is used for hazardous energy control, the periodic inspection shall include a review between the inspector and authorized employees of their responsibilities under the hazardous energy control procedure being inspected. (3) The employer shall certify that the periodic inspections have been performed. The certification shall identify the machine or equipment on which the hazardous energy control procedure was being utilized, the date of the inspection, the employees included in the inspection, and the person performing the inspection. (k) Whenever outside servicing personnel are to be engaged in activities covered by this section, the on-site employer's lockout or tagout procedures shall be followed. (1) Training. (1) Authorized employees shall be trained on hazardous energy control procedures and on the hazards related to performing activities required for cleaning, repairing, servicing, setting-up and adjusting prime movers, machinery and equipment. (2) Each affected employee shall be instructed in the purpose and use of the energy control procedure. (3) All other employees whose work operations may be in an area where energy control procedures may be utilized, shall be instructed about the prohibition relating to attempts to restart or reenergize machines or equipment which are locked out or tagged out. (4) Such training shall be documented as required by Section 3203. Note: Authority cited: Section 142.3, Labor Code. Reference: Section 142.3, Labor Code. ## HISTORY 1. Amendment filed 10-25-74; effective thirtieth day thereafter (Register 74, No. 43).

[5] Occupational Safety and Health Standards (OSHA 29 CFR 1910) - 1910.147 - The control of hazardous energy (lockout/tagout)

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# under the energy control procedure being inspected. (cont.) ## 1910.147(d) (cont.) 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 Submit Feedback

[6] Cal/OSHA Regulations | Chapter 4 | Subchapter 7: General Industry Safety Orders | §3314. The Control of Hazardous Energy for the Cleaning, Repairing, Servicing, Setting-Up, and Adjusting Operations of Prime Movers, Machinery and Equipment, Including Lockout/Tagout

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# §3314. The Control of Hazardous Energy for the Cleaning, Repairing, Servicing, Setting-Up, and Adjusting Operations of Prime Movers, Machinery and Equipment, Including Lockout/Tagout. (cont.) EXCEPTION to subsection (g)(2)(A): The procedural steps for the safe lockout/tagout of prime movers, machinery or equipment may be used for a group or type of machinery or equipment, when either of the following two conditions exist: (1) Condition 1: (A) The operational controls named in the procedural steps are configured in a similar manner, and (B) The locations of disconnect points (energy isolating devices) are identified, and (C) The sequence of steps to safely lockout or tagout the machinery or equipment are similar. (2) Condition 2: The machinery or equipment has a single energy supply that is readily identified and isolated and has no stored or residual hazardous energy. (h) Group Lockout or Tagout. (1) 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 utilization of a personal lockout or tagout device. (2) Group lockout or tagout devices shall be used in accordance with the procedures required by subsection (g) and also in accordance with requirements that include, but are not necessarily limited to, the following: (A) Primary responsibility shall be 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); (B) Provision shall be made for the authorized employee to ascertain the exposure status of individual group members with regard to the lockout or tagout of the machine or equipment; (C) When more than one crew, craft, department, etc. is involved, assignment of overall job- associated lockout or tagout control responsibility shall be given to an authorized employee desig

[7] Tailgate/Toolbox Topic - Lockout / Tag-out / Block-out

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Tailgate/Toolbox Topic STATE OF CALIFORNIA CAL OSHA DEPARTMENT OF INDUSTRIAL RELATIONS California Department of Industrial Relations Division of Occupational Safety and Health Publications Unit # Lockout/Tag-out / Block-out Revised July 2019 Failure to lockout, tag-out, and block-out (LOTO) machinery before working on it is a major cause of serious injuries and deaths. Workers can be electrocuted, suffer severe crushing injuries, and lose fingers, hands, and arms because machinery is inadvertently turned on while it is being cleaned, repaired, serviced, set-up, adjusted, or unjammed. How to use this tailgate/toolbox topic: Red italics indicate where you must customize this tailgate meeting to cover the particular types of equipment and conditions that your employees will encounter. ## Hazardous Energy Control Procedures - Employers must develop hazardous energy control procedures for employees who clean, repair, service, set up, unjam, or adjust machinery or equipment. Separate step-by-step procedures are required for each type of equipment. • Only trained, authorized employees are allowed to conduct these procedures. Discuss where employees can access the detailed procedures. ## Cleaning, Servicing, and Adjusting Operations - Unless the equipment must be capable of movement to be cleaned, serviced, or adjusted, the power source must be de- energized or disengaged and the movable parts of the machine locked or blocked to prevent movement or release of stored energy. Discuss how this will be done for each piece of equipment and the actual power sources (e.g., electrical, mechanical, hydraulic) employees will encounter. ○ Electrical power must be de-energized at the circuit breaker, not just at the shut-off or emergency stop. - For equipment that must be capable of movement to be cleaned, serviced, or adjusted, describe how training and extension tools other methods will be used to minimize the hazards. • Discuss how accident - prevention signs

[8] Occupational Safety and Health Standards (OSHA 29 CFR 1910) - 1910.147 - The control of hazardous energy (lockout/tagout)

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Source excerpt

# under the energy control procedure being inspected. (cont.) ## 1910.147(d)(4)(iii)(A) (cont.) 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) ## Stored energy. 1910.147(d)(5)(i) Following the application of lockout or tagout devices to energy isolating devices, all potentially hazardous stored or residual energy shall be relieved, disconnected, restrained, and otherwise rendered safe. ## 1910.147(d)(5)(ii) If there is a possibility of reaccumulation of stored energy to a hazardous level, verification of isolation shall be continued until the servicing or maintenance is completed, or until the possibility of such accumulation no longer exists. ## 1910.147(d)(6) Verification of isolation. Prior to starting work on machines or equipment that have been locked out or tagged out, the authorized employee shall verify that isolation and deenergization of the machine or equipment have been accomplished. - 1910.147(e) Release from lockout or tagout. Before lockout or tagout devices are removed and energy is restored to the machine or equipment, procedures shall be followed and actions taken by the authorized employee(s) to ensure the following: - 1910.147(e)(1) The machine or equipment. The work area shall be inspected to ensure that nonessential items have been removed and to ensure that machine or equipment components are operationally intact. Submit Feedback

[9] Cal/OSHA Regulations | Chapter 4 | Subchapter 7: General Industry Safety Orders | §3314. The Control of Hazardous Energy for the Cleaning, Repairing, Servicing, Setting-Up, and Adjusting Operations of Prime Movers, Machinery and Equipment, Including Lockout/Tagout

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# §3314. The Control of Hazardous Energy for the Cleaning, Repairing, Servicing, Setting-Up, and Adjusting Operations of Prime Movers, Machinery and Equipment, Including Lockout/Tagout. (cont.) (e) Materials and Hardware. The employer shall provide accident prevention signs, tags, padlocks, seals or other similarly effective means which may be required for cleaning, servicing, adjusting, repair work or setting-up operations. Signs, tags, padlocks, and seals shall have means by which they can be readily secured to the controls. Tagout device attachment means shall be of a non-reusable type, attachable by hand, self-locking, and non-releasable with a minimum unlocking strength of no less than 50 pounds. (f) Repetitive Process Machines. On repetitive process machines, such as numerical control machines, which require power or current continuance to maintain indexing and where repair, adjustment, testing, or setting-up operations cannot be accomplished with the prime mover or hazardous energy source disconnected, such operations may be performed under the following conditions: (1) The operating station where the machine may be activated must at all times be under the control of a qualified operator or craftsman. (2) All participants must be in clear view of the operator or in positive communication with each other. (3) All participants must be beyond the reach of machine elements which may move rapidly and present a hazard to them. (4) Where machine configuration or size requires that the operator leave his control station to install tools, and where machine elements exist which may move rapidly if activated, such elements must be separately locked out by positive means. (5) During repair procedures where mechanical components are being adjusted or replaced, the machine shall be de-energized or disconnected from its power source. - NOTE: “Participant” shall mean any other person(s) engaged in the repair, adjustment, testing, or setting up operation i

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