Create a Lock Out Tag Out Toolbox Talk with graphics

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# Lockout/Tag out (cont.) ## What are the basic steps of locking and tagging out a system? (cont.) - Hydraulic and pneumatic potential energy - Setting the valves in the closed position and locking them into place only isolates the lines from more energy entering the system. In most cases, residual energy will still be left in the lines as pressurized air or fluid. This residual energy can be removed by bleeding the lines through pressure relief valves. Verify depressurization or use flange-breaking techniques. Contact the manufacturer for more specific details, or if no pressure relief valves are available, what other methods are available. - Gravitational potential energy - If possible, bring the equipment or machine to ground level. - Chemical energy - If available, bleed lines and/or cap ends to remove chemicals from the system. ## 6. Lockout/Tag Out When the system's energy sources are locked out, specific guidelines must be followed to make sure that the lock cannot be removed and the system cannot be inadvertently operated. These guidelines include: - Each lock should only have one key (no master keys are allowed). All keys must be removed from locks and kept with the person who applied the lock. - There should be as many locks on the system as there are people working on it. For example, if a maintenance job requires 3 workers, then 3 locks should be present - each individual must place their OWN lock on the system. Locks can only be removed by those who installed them and should only be removed using a specific process - see step 9 below. DANGER This energy source has been LOCKED OUT Only the individual who signed the reverse side may remove this kck/tig femarks Figure 3: Example of multiple locks on a lockout tag ## 7. Verify Isolation Verify that the system is properly locked out before beginning any work. Verification can take place in several ways: The machine, equipment, or process controls (push buttons, switches, etc.) are engaged or a…

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# Lockout/Tagout: Controlling Hazardous Energy ## What is hazardous energy? Hazardous energy is any energy source that, if not isolated or controlled, could create a hazard. Common energy sources are electrical, mechanical, hydraulic, pneumatic, chemical, thermal, or other sources in machines and equipment that can be hazardous to workers. During the servicing and maintenance of machines and equipment, the unexpected startup or release of stored energy can result in serious injury or death to workers. LOCK-OUT OPERATE DO NOT TAG-OUT DANGER SAVES LIVES ## How can you protect workers from hazardous energy? Failure to control hazardous energy accounts for nearly 10 percent of the serious accidents in many industries. Proper lockout/tagout (LOTO) practices and procedures safeguard workers from hazardous energy releases. OSHA's Lockout/Tagout Fact Sheet* found at osha.gov/sites/default/files/publications/OSHAFS3529.pdf describes the practices and procedures necessary to disable machinery or to prevent hazardous energy release. The OSHA Standard The Control of Hazardous Energy (Lockout/Tagout) (29 CFR 1910.147) found at osha.gov/laws-regs/regulations/standardnumber/1910/1910.147 for general industry outlines measures for controlling different types of hazardous energy. The LOTO standard establishes the employer's responsibility to protect workers from hazardous energy. Employers are also required to train each worker to ensure that they know, understand, and are able to follow the applicable provisions of the hazardous energy control procedures: • Proper lockout/tagout (LOTO) practices and procedures safeguard workers from the release of hazardous energy. The OSHA standard for The Control of Hazardous Energy (Lockout/Tagout) (29 CFR 1910.147) found at osha.gov/laws-regs/regulations/standardnumber/1910/1910.147 for general industry, outlines specific action and procedures for addressing and controlling hazardous energy during servicing and maintenance of machines a…

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NEW YORK COMMITTEE FOR OCCUPATIONAL SAFETY AND HEALTH NYCOSH # How Does Lockout/Tagout Prevent Injury? Lockout/Tagout is used to control hazardous energy, preventing equipment from being energized during repairs or maintenance. Lockout is the preferred method - and the only truly protective one. First, turn off the energy isolating device. Then, use a keyed lock to lock out the energy isolating device. The best way is one worker, one lock, one key. This practice is actually stronger than the OSHA standard. Under the one worker, one lock, one key system: - Each worker needs one lock for each energy source. For example, if there are three different energy sources on a machine, each worker would need three locks. - Multiple workers can use a hardened hasp called a scissors to allow multiple locks. • Each worker needs to remove his/her own lock when servicing work is completed. Tagout is sometimes used, but it should only be used when machines or equipment can't be locked out. Sometimes, as with older equipment, equipment can't be locked out. However, after January 2, 1990: - Equipment undergoing major modifications must get lockout, and - New equipment must be equipped for lockout. - Tags don't provide physical protection - they can't stop someone from turning on equipment. - Tags should have specific information about the job. • Tags should have specific warning messages, such as: "Do Not Start." "Do Not Open." "Do Not Operate." "Do Not Energize." Like a lock, a tag must only be removed by the worker who placed it. SOURCES: The control of hazardous energy (lockout/tagout) - 1910.147 OSHA. NIOSH #99-110. Danger: Confined Space Enter by Permit Only SEIU Education & Support Fund, 1996 Printing. Page 1 of 1 | How LO/TO Works www.nycosh.org USW

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WORKER HEALTH AND SAFETY ⑪FACT SHEET The Control of Hazardous DANG DANGER Energy (Lockout/Tagout) LOCKED OUT OSHA Oregon OSHA OAR 437 • Division 2/J . DO NOT Masier DO NOT REMOVE Department of Consumer and Business Services OPERAT ## General Industry Requirements OSHA's standard for The Control of Hazardous Energy (Lockout and Tagout), requires that hazardous energy be controlled during service and maintenance activities. These activities include the installation, setup, adjustment, inspection, modification, and routine maintenance or servicing of equipment. Hazardous energy sources include electrical, mechanical, hydraulic, pneumatic, chemical, gravity, and thermal. Equipment must be isolated from its energy sources and rendered inoperative to prevent injury or death from unanticipated, uncontrolled hazardous energy. (Control-circuit type devices are not energy-isolation devices.) Cord-and-plug-connected equipment is not covered under the standard if it's unplugged, the plug is under the exclusive control of the operator, and electricity is the only form of hazardous energy. Employers must develop and enforce an energy control program that consists of energy-control procedures, employee training, and periodic inspections. Requirements include: • Use individual lockout devices for equipment that can be locked out; that uses a positive means such as a lock, either key or combination type, to hold an energy-isolating device in a safe position and prevent the energizing of a machine or equipment. - If an energy isolating device is not capable of being locked out, provide tagout devices instead of lockout devices only if the employer can demonstrate that the use of a tagout program provides full employee protection equivalent to a lockout program. Use additional safety measures as part of the demonstration to reduce the likelihood of inadvertent energization. • Provide additional safety measures such as the removing of an electrical circuit. - Provide durable…

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## Lockout and tagout devices (cont.) THE CONTROL OF HAZARDOUS ENERGY (LOCKOUT/TAGOUT) Tagout devices are prominent warning devices securely fastened to energy-isolation devices to warn employees not to re-energize equipment being serviced. Tagout devices are easier to remove, and provide employees with less protection than lockout devices. Lockout devices and tagout devices must only be used for controlling energy - not for other purposes. They must be durable, standardized, substantial, and singularly identifiable. ## Training The employer must provide training to ensure that the purpose and function of the energy control program are understood by employees. Also, they must learn the skills required for the safe application, usage, and removal of the energy controls. Training requirements depend on whether employees service equipment or just work near it while it is being serviced. Authorized employees service equipment; affected employees work in areas where the equipment is serviced. Authorized employees must receive training in the recognition of applicable hazardous energy sources; the type and magnitude of the energy available in the workplace; and the methods and means necessary for energy isolation and control. Affected employees must be instructed in the purpose and use of the energy control procedure. All other employees whose work operations are or may be in an area where energy-control procedures may be used, must be instructed about the procedure and the prohibition relating to attempts to restart or re-energize machines or equipment locked out or tagged out. DAN DANGER DANGER DANGER NOT DO DO NO 이 OP RAT OERA ՈՐՈՈ This DANGER DANGER DANGER DANGER DANGER 000 COO OUT LUCKED LOCKED LOCKED DO NOT REMOVE DO NOT REMOVE DO NOT REMOVE DO NOT REMOVE DO NOT REMOVE ## Energy-control procedures Employers must document procedures for the control of hazardous energy sources for use by authorized employees who lockout or tagout equipment to perform ser…

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# Controlling hazardous energy (cont.) ## 5. Verify equipment isolation Verification means purposely confirming that equip- ment is separated from its energy source; therefore, it is "isolated." The authorized employee must verify that: ▸ Equipment has been properly turned off/shut down. ▸ Energy-isolating devices were identified and used to effectively isolate energy. ▸ Lockout or tagout devices have been attached to the energy-isolating devices. ▸ Stored energy has been removed or controlled. Attempting to restart the equipment is one way to confirm isolation; however, testing equipment ensures that capacitors have been properly discharged, hazardous heat has dissipated, and excessive pressures have been relieved. Best practice: Some companies refer to their energy control program as "Lock, Tag, Try" or "Lock, Tag, Test" to emphasize this important verification step. Warning A word about electrical testing: "A qualified person shall use test equipment to test the circuit elements and electrical parts of equipment to which employees will be exposed and shall verify that the circuit elements and equipment parts are deenergized." [1910.333(b)(2)(iv)(B)] P.D. A-164 Electrical Safety ## Lockout (LO), tagout (TO), or lockout/ tagout (LOTO)? How to decide ## Option 1: Lockout (LO). Lockout follows an estab- lished procedure for placing a lockout device, such as a padlock, on an energy-isolat- ing device to create a physical barrier of protection. If an energy-isolating device can accept a lockout device, you must use lockout. DANGER A PELIGRO 2 Locked out (LO) ## Option 2: Tagout (TO). Tagout is a procedure for placing a warning tag or sign - a tagout device - on an energy-isolating device that cannot accept a lockout device. Tagout devices must control hazardous energy at least as effectively as lockout devices. Since tagout Tagged out (TO) during devices do not provide the vehicle maintenance same physical barrier to hazardous energy as lockout devices…

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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 …

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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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# 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