Create a Lock Out Tag Out Toolbox Talk with graphics and easy to read but covers the important aspects

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## Remember This (cont.) Construction Electrical Safety: Wiring Toolbox Talk NIOSH CPWR 【● Lock out DANGER I DO NOT OPERATE - De-energize electrical circuits before doing any type of work on them. - Use lockout devices to prevent a circuit from becoming live. - Clearly identify the disconnected power source and circuits. - Use an AC voltage tester to verify that the electrical power is off. GET INFORMATION CDC/NIOSH INFO: 1-800-CDC-INFO (1-[redacted phone]) | TTY: 1-[redacted phone] | cdc.gov/info | cdc.gov/niosh CPWR: Contact [redacted phone] | [redacted email] | www.cpwr.com/toolbox-talks DHHS (NIOSH) Publication No. 2022-142 | DOI: https://doi.org/10.[redacted postal code]/NIOSHPUB2022142 | August 2022

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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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# 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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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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# Lockout and tagging List hazardous energy sources on site. ## Explain dangers Lockout and tagging ensures that hazardous energy sources are under the control of the workers needing protection. Lockout often involves workers using a padlock to keep a switch in the "off" position, or to isolate the energy of moving parts. Tagging is how you tell others that the device is locked out, who locked it out, and why. Serious and fatal accidents have occurred when people assumed that electricity or machinery was turned off but it wasn't. Electric shock, sudden movement of sharp machine parts, release of pressure, falling counterweights-these are just some hazards that can result when energy is unexpectedly released. ## Identify controls There are four basic actions in any lockout. 1. Identify all energy sources connected with the work. 2. De-energize, disable, redirect, or stop all energy from doing what it normally does. 3. Apply restraint devices (e.g., lock, scissors, chain, or block) to keep the system from starting up while you work on it. 4. Confirm that you've reached a zero energy state. Forms of energy that you must lock out include electrical, mechanical, potential (stored energy, such as in suspended loads), hydraulic, pneumatic, thermal, and chemical. It's not always easy to identify every source of energy. Machines or systems usually contain several forms of energy. A press may be hydraulically powered, for instance, but electrically controlled. Locking out the hydraulic power is not enough. Locking out the electricity is not enough. Gravity can still cause a raised arm to drop. There may also be potential energy stored in pistons or springs. To identify energy sources, you may need to trace wiring, lines, and piping in and out of the equipment. Specifications, drawings, operating manuals, and similar information will also help. A lock is your personal lock that can only be opened with your key. Once you apply the lock or other restraint devic…

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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

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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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# Lockout/Tag out (cont.) ## What is the purpose of a lockout/tag out program? (cont.) - Describe lockout procedures for all machines, equipment, and processes - Determine shutdown, de-energizing, energizing, and start-up sequences - Describe training requirements for authorized and affected workers - Be audited for effectiveness An effective lockout/tag out program will help prevent: - Contact with a hazard while performing tasks that require the removal, by-passing, or deactivation of safeguarding devices. - The unintended release of hazardous energy (including stored energy). - The unintended start-up or motion of machinery, equipment, or processes. ## Who is responsible for the lockout program? Each party in the workplace has a responsibility in the lockout program. In general: Management is responsible for: - Drafting, reviewing, and updating the lockout program and procedures. - Identifying the employees, machines, equipment, and processes included in the program. - Providing the necessary protective equipment, hardware and appliances. - Monitoring and measuring conformance with the program. Supervisors are responsible for: - Distributing protective equipment, hardware, and any appliance and ensuring its proper use by employees. - Making sure that equipment-specific procedures are established for the machines, equipment and processes in their area. - Making sure that only properly trained employees perform service or maintenance that require lockout. - Making sure that employees under their supervision follow the established lockout procedures where required. Authorized individuals are responsible for: Following the procedures that have been developed. Lockout/Tag out CCOHS

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# Lockout/Tag out (cont.) ## 7. Verify Isolation (cont.) - Visual inspection of: - Electrical connections to make sure they are open. - Suspended parts are lowered to a resting position or blocked to prevent movement. - Other devices that restrain machine or process movement. - Valve positioning for double block and bleed (for pipes or ducts) - closing two valves of a section of a line and then bleeding (or venting) the section of the line between the two closed valves. - Presence of solid plate used to absolutely close a line - called line blanking (for pipes or ducts). - Any other acceptable method of energy isolation. - Testing of the equipment: - Test circuitry (should be done by a certified electrician) - Note: equipment with capacitors must be cycled until all energy is drained. - Check pressure gauges to make sure hydraulic and pneumatic potential energy has been removed. - Check temperature gauges to make sure thermal energy has been discharged. Choose the method that will make sure that the energy to the system has been isolated without creating other hazards during the verification. 8. Perform Maintenance or Service Activity - Complete the activity that required the system to be locked out. 9. Remove Lockout/Tag out devices - To remove locks and tags from a system that is now ready to be put back into service, the following general procedure can be used: - Inspect the work area to make sure all tools and items have been removed. - Confirm that all employees and persons are safely located away from hazardous areas. - Verify that controls are in a neutral position. - Remove devices in the opposite order in which they were installed and re-energize the system. - Notify affected employees that servicing is completed. *Note: It is good practice to make sure the individuals who placed a lock on the system are present when the system is restarted. This practice helps make sure those employees working on the system are not in…

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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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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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# HAZARDS: SAFE WORK ENVIRONMENT (cont.) ## Lock out and tag out circuits and equipment (cont.) SAFETY MODEL STAGE 3-CONTROLLING # Lock-Out/Tag-Out Checklist Lock-out/tag-out is an essential safety procedure that protects workers from injury while working on or near electrical circuits and equipment. Lock-out involves applying a physical lock to the power source(s) of circuits and equipment after they have been shut off and de-energized. The source is then tagged out with an easy-to-read tag that alerts other workers in the area that a lock has been applied. 'n addition to protecting workers from electri- I cal hazards, lock-out/tag-out prevents contact shafts, presses, etc. A worker was replacing a V-belt on a dust collector blower. Before beginning work, he shut down the unit at the local switch. However, an operator in the control room restarted the unit using a remote switch. The worker's hand was caught between the pulley and belts of the blower, resulting in cuts and a fractured finger. When performing lock-out/tag-out on machinery, you must always lock out and tag out ALL energy sources leading to the machinery. Also, lock-out/tag-out prevents the unexpected release of hazardous gasses, fluids, or solid matter in areas where workers are present. An employee was cutting into a metal pipe using a blowtorch. Diesel fuel was mistakenly discharged into the line and was ignited by his torch. The worker burned to death at the scene. All valves along the line should have been locked out, blanked out, and tagged out to prevent the release of fuel. Blanking is the process of inserting a metal disk into the space between two pipe flanges. The disk, or blank, is then bolted in place to prevent passage of liquids or gasses through the pipe. BANGER DO NOT CAUTION OPERATE THIS MACHINE MUST BE LOCKED OUT BEFORE DOING MANTIDIANCE ALL VURCES IN G When performing lock-out/tag-out on circuits and equipment, you can use the checklist below. ✔ Identify all sources of…

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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/Tag-out / Block-out (cont.) ## Repetitive Process Machines (cont.) • All participants must be beyond the reach of machine elements that may move rapidly. Discuss how this will be ensured for each machine. • Machine elements that can move rapidly must be separately locked out if the operator must leave the control station to install tools. • The machine must be de-energized and disconnected from the power source when repair procedures require adjustment of mechanical components. ## Periodic Inspections Discuss the findings of the most recent evaluation of your energy control procedures. Outside Servicing Personnel Discuss how you will ensure that outside servicing personnel follow your LOTO procedures. ## Discussion Questions • Who is authorized to perform LOTO? • Do you have any questions or concerns about how to lock out or block out the machinery in this shop? • Are - there times when you are not sure whether to lock out or block out? • When are workers most likely to fail to lock out or block out the machinery? • What particular problems have you encountered? • Do you have any suggestions for improvement? ## Disclaimer This information is not meant to be either a substitute for or legal interpretation of the occupational safety and health regulations. Readers must refer directly to title 8 of the California Code of Regulations for details regarding the regulation's scope, specifications, and exceptions and for other requirements that may apply to their operations. The requirements for lockout/tag-out/block out are set in Title 8, California Code of Regulations, section 3314 (The Control of Hazardous Energy for the Cleaning, Repairing, Servicing, Setting-Up, and Adjusting Operations of Prime Movers, Machinery and Equipment, Including Lockout/Tag-out). The exceptions to section 3314(c) and (d) are not covered here. The tailgate meeting needs to address any machines that meet the exceptions and how employees will be protected, as per s…

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# Lockout/Tag out (cont.) ## Who is responsible for the lockout program? (cont.) Reporting any problems associated with those procedures, the equipment, or the process of locking and tagging out. Note: The Canadian standard CSA Z460-20, Control of Hazardous Energy - Lockout and Other Methods contains more information and many informative annexes about various risk assessments, lockout situations, and other control methods. ## What details should the lockout procedures and work instructions contain? An organization will have one overall lockout program; however, for each unique machine or equipment, there will be a detailed procedure or work instruction that describes the steps to control the hazardous energy. The written lockout procedure should specify: - The specific machine, equipment, or process involved in the shutdown and isolation process. - The hazardous energy present and the type of energy-isolating or de-energizing devices required. - Where the lockout devices are required and how they are installed. - The steps for shutting down, isolating, blocking, securing, and relieving stored or residual energy. - The steps for placing and removing all lockout devices. - How the isolation can be verified. - How others in the area will be informed of the lockout and the return to service. Procedures and work instructions identify how the lockout process will be carried out and may include pictures or images of what is being described. ## What are the basic steps of locking and tagging out a system? Lockout and tag out processes involve more than putting a lock on a switch. They are comprehensive step-by-step processes that involve communication, coordination, and training. Please note the following definitions from CSA Z460-20: Affected person - persons who are not directly involved in the work requiring the hazardous energy control, but who are (or may be) located in the work area. Lockout/Tag out CCOHS