Create a lockout procedure for a Shear Machine
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Published by SALUSShear Machine Lockout/Tagout Procedure ======================================
Document Number: \[SWP-NUMBER]
Revision Date: \[DATE]
Next Review Date: \[NEXT REVIEW DATE]
Department: \[DEPARTMENT NAME]
1\. Scope
This safe work procedure (SWP) outlines the steps for the safe lockout/tagout of the Shear Machine during maintenance and servicing activities. It applies to all employees, contractors, and visitors who may be exposed to hazardous energy during these activities. The purpose of this procedure is to prevent accidental startup or release of stored energy, which could result in serious injury or death. This procedure is designed to comply with OSHA standard 29 CFR 1910\.147, "The Control of Hazardous Energy (Lockout/Tagout)".
2\. Definitions
Authorized Employee A person who locks out or tags out machines/equipment in order to perform service or maintenance on that piece of equipment; an affected employee becomes an authorized employee when that employee's duties include performing service or maintenance. [3]
Affected Employee An employee whose job requires him/her to operate or use a machine or equipment on which service or maintenance is being performed under lockout or tagout or whose job requires him/her to work in an area in which service or maintenance is being performed. [3]
Energy-Isolating Device A mechanical device that physically prevents the transmission or release of energy. Examples include circuit breakers, disconnect switches, and valves. [1]
Lockout Device A device that locks an energy-isolating device in the safe position. [5]
Tagout Device A prominent warning sign, such as a tag, that can be securely fastened to an energy-isolating device to indicate that the energy-isolating device and the equipment it controls cannot be operated until the tagout device is removed. [5]
3\. Responsibilities
3\.1 Supervisors
- Ensure that all employees are trained and competent in the lockout/tagout procedures.
- Provide the necessary lockout/tagout devices and equipment.
- Enforce the lockout/tagout procedures and ensure compliance.
- Conduct periodic inspections of the lockout/tagout procedures to ensure effectiveness.
3\.2 Workers
- Follow the lockout/tagout procedures as outlined in this SWP.
- Attend required training and demonstrate competency in lockout/tagout procedures.
- Report any hazards or unsafe conditions to the supervisor.
- Never attempt to operate equipment that is locked out or tagged out.
3\.3 Health and Safety Representative
- Assist in the development and implementation of the lockout/tagout program.
- Participate in periodic inspections of the lockout/tagout procedures.
- Provide guidance and support to employees on lockout/tagout procedures.
4\. Potential Hazards and Risks
| Hazard | Risk | Control Measures |
|---|---|---|
| Unexpected startup of the Shear Machine | Serious injury or death to workers performing maintenance or servicing. | Implement a comprehensive lockout/tagout procedure to isolate the machine from all energy sources before maintenance or servicing begins. |
| Release of stored mechanical energy (e.g., spring tension) | Pinch points, crushing injuries. | Relieve or restrain all stored mechanical energy before starting work. Use appropriate tools and techniques to safely release tension. |
| Electrical shock | Electrocution, burns. | De-energize and lockout electrical circuits. Verify de-energization with a voltage tester before starting work. Use insulated tools. |
| Hydraulic fluid injection | Serious tissue damage, infection. | Relieve hydraulic pressure before disconnecting lines. Wear appropriate PPE, including eye protection and gloves. Seek immediate medical attention for any injection injury. |
| Failure to verify isolation | Exposure to hazardous energy, potential for injury. | Always verify that the machine is de-energized and isolated before starting work. Use the "Lock, Tag, Try" method to ensure isolation. |
| Inadequate training | Incorrect lockout/tagout procedures, leading to exposure to hazardous energy. | Provide comprehensive training to all authorized and affected employees. Retrain employees when procedures change or if deficiencies are observed. |
| Use of incorrect lockout/tagout devices | Failure of the device, allowing the machine to be energized. | Use only approved and standardized lockout/tagout devices. Ensure devices are durable, substantial, and identifiable. |
| Long-term shutdowns | Equipment malfunctions or unexpected startup after prolonged inactivity. | Develop a specific energy control procedure for restarting equipment after long-term shutdowns, including inspection and verification steps. |
5\. Personal Protective Equipment (PPE)
All PPE must be inspected before each use to ensure that it is in good condition and provides adequate protection.
- Safety Glasses: ANSI Z87\.1-approved safety glasses with side shields to protect against flying debris and hydraulic fluid splashes.
- Gloves: Appropriate work gloves (e.g., leather or nitrile) to protect against cuts, abrasions, and contact with hydraulic fluids.
- Steel-Toed Boots: Steel-toed boots meeting ASTM F2413 standards to protect against foot injuries from falling objects.
- Hearing Protection: Earplugs or earmuffs with a suitable noise reduction rating (NRR) if noise levels exceed 85 dBA.
1\. Inspect safety glasses for cracks or scratches before each use. 2\. Inspect gloves for tears or punctures before each use. 3\. Ensure that steel-toed boots are in good condition with no damage to the steel toe. 4\. Clean and maintain hearing protection regularly.
6\. Equipment and Tools
All equipment and tools used for lockout/tagout must be in good working condition and inspected before each use.
- Lockout/Tagout Kit: A comprehensive kit containing locks, tags, hasps, and other necessary devices for effective lockout/tagout.
- Voltage Tester: A calibrated voltage tester to verify the absence of voltage in electrical circuits.
- Hydraulic Pressure Gauge: A gauge to verify that hydraulic pressure has been relieved.
- Hand Tools: A variety of hand tools, such as wrenches, screwdrivers, and pliers, for performing maintenance and servicing tasks.
1\. Inspect all lockout/tagout devices for damage or wear before each use. 2\. Replace any damaged or worn devices immediately. 3\. Ensure that voltage testers are calibrated regularly. 4\. Maintain hand tools in good working condition.
7\. Pre-Job Requirements
7\.1 Training and Competency
Training and Competency: All authorized employees must receive comprehensive training on lockout/tagout procedures. Training must include the recognition of hazardous energy sources, the methods for energy isolation, and the requirements of this SWP. Affected employees must be instructed on the purpose and use of the energy control procedure. [6]
7\.2 Pre-Job Briefing
Pre-Job Briefing: Conduct a pre-job briefing with all involved employees to discuss the scope of the work, the hazards involved, and the control measures to be implemented. Review the lockout/tagout procedure and ensure that all employees understand their roles and responsibilities.
7\.3 Work Area Preparation
Work Area Preparation: Ensure that the work area is clean, dry, and free of obstructions. Provide adequate lighting. Identify all potential hazards in the work area.
8\. Safe Work Procedure Steps
- 1\. Notify Affected Employees: Inform all affected employees that the Shear Machine will be shut down for maintenance or servicing.
- 2\. Shut Down the Shear Machine: Turn off the Shear Machine using the normal shutdown procedure. Ensure an orderly shutdown to avoid additional hazards. [7]
- 3\. Isolate Energy Sources: Identify and isolate all energy sources to the Shear Machine, including electrical, mechanical, and hydraulic. This may involve disconnecting electrical power, closing valves, and blocking moving parts. [7]
- 4\. Apply Lockout/Tagout Devices: Affix lockout devices to all energy-isolating devices in a manner that prevents them from being re-energized. If lockout is not possible, use tagout devices along with additional safety measures. [7]
- 5\. Relieve Stored Energy: Relieve or restrain any stored energy, such as spring tension or hydraulic pressure. Ensure that all moving parts have come to a complete stop. [2]
- 6\. Verify Isolation: Verify that the Shear Machine is completely de-energized and isolated by attempting to restart it. Use a voltage tester to confirm the absence of voltage in electrical circuits. This is the "Lock, Tag, Try" method. [2]
- 7\. Perform Maintenance or Servicing: Perform the necessary maintenance or servicing tasks on the Shear Machine.
- 8\. Remove Lockout/Tagout Devices: Once the maintenance or servicing is complete, inspect the work area to ensure that all tools and materials have been removed and that all components are operationally intact. Inform co-workers that the lockout/tagout devices will be removed. [4]
- Ensure all workers are clear of the area.
- Verify that the equipment power controls are in a neutral or "off" position.
- 9\. Re-energize the Equipment: Remove the lockout/tagout devices and re-energize the Shear Machine. Verify that the controls are in neutral or off position. [4]
- 10\. Notify Affected Employees: Notify all affected employees that the Shear Machine has been re-energized and is ready for operation.
9\. Precautions and Safety Measures
- Never remove a lock or tag without authorization. [3]
- Never attempt to operate a machine that is locked out or tagged out. [3]
- Always verify isolation before starting work.
- Use only approved and standardized lockout/tagout devices.
- Ensure that all employees are properly trained in lockout/tagout procedures.
10\. Emergency Procedures
10\.1 General Emergency Response
1\. Immediately stop work and assess the situation. 2\. If someone is injured, provide first aid and call for medical assistance. 3\. Evacuate the area if necessary. 4\. Report the incident to the supervisor.
10\.2 Specific Emergency Scenarios
- Accidental Startup: 1\. Immediately press the emergency stop button.
2\. Evacuate the area. 3\. Investigate the cause of the startup before attempting to re-energize the machine.
- Electrical Shock: 1\. Do not touch the person if they are still in contact with the electrical source.
2\. Use a non-conductive object to separate the person from the electrical source. 3\. Call for medical assistance immediately. 4\. Administer first aid, if trained.
- Hydraulic Fluid Injection: 1\. Seek immediate medical attention.
2\. Inform the medical personnel that the injury was caused by hydraulic fluid injection.
10\.3 Emergency Contact Information
In case of emergency, contact the following:
11\. Incident Reporting and Investigation
All incidents, including near misses, must be reported to the supervisor immediately. A written report must be submitted within 24 hours.
A thorough investigation will be conducted to determine the root cause of the incident and to implement corrective actions to prevent recurrence.
Approved by: \[NAME AND POSITION]
Date: \[APPROVAL DATE]
Safety powered by SALUS
Sources used for this answer
[1] Lockout/Tagout (P218)
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Open source documentSource excerpt
FACT SHEET NEW YORK Department STATE OF OPPORTUNITY. of Labor # Lockout/Tagout Sudden reactions in machinery or equipment can hurt service or repair workers. To stop this from happening, the workers must follow the Lockout/Tagout rules given by their employer. ## OSHA Standard for the Control of Hazardous Energy, 29 CFR 1910.147 Establishes the minimum performance requirements for preventing the release of potentially hazardous energy during the servicing or maintenance of machinery or equipment. ## To lockout a piece of equipment: Put a lock on a device that keeps energy out of the equipment being serviced, such as a disconnect switch or mechanical valve. The lock stops the energy-isolating device from accidentally turning on. This is the preferred method. ## To tagout a piece of equipment: Put a special tag on the energy-isolating device. This warns other workers not to use the equipment. Tagout does not keep the worker as safe as a lockout. Only use tagout instead of lockout if lockout will not work on the equipment. The employer must write and continue to use a workable Energy Control Program, which gives the lockout/tagout rules to follow when checking equipment. The program must state the correct method for turning the equipment on and off, and how to use the locks and tags. ## Definitions Hazardous Energy: any energy, including mechanical, pneumatic, hydraulic, electrical, chemical, nuclear and thermal energies, that could cause injury to employees. Danger is only present when energy may be released in a quantity sufficient to affect the safety of employees. Water Hammer: a pressure surge or wave that results when a fluid or a gas in motion is forced to stop or change direction suddenly. Lockout: the placement of a lockout device on an energy-isolating device, in accordance with an established procedure. This ensures that the energy-isolating device and the equipment being controlled cannot be operated until the lockout device is removed. Writte…
[2] Lockout/Tagout Basics
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Open source documentSource excerpt
WORK SAFE KENTUCKY Free safety resources provided by KEMI HOME SAFETY RESOURCES SAFETY TRAINING SAFETY BLOG ABOUT KEMI CONTACT US O # Lockout/Tagout Basics ## Print a Sign-In Sheet | Spanish Version The Occupational Safety and Health Administration (OSHA) Standard for The Control of Hazardous Energy (Lockout/Tagout), 29 CFR 1910.147, addresses the practices and procedures necessary to disable machinery or equipment, thereby preventing the release of hazardous energy while employees perform maintenance activities. The standard outlines measures for controlling hazardous energies, such as electrical, mechanical, hydraulic, pneumatic, chemical, thermal, and other energy sources. Definitions Lockout - The placement of a lockout device on an energy-isolating device, in accordance with an established procedure, ensuring that the energy-isolating device and the equipment being controlled cannot be operated until the lockout device is removed. Tagout - The placement of a tagout device on an energy-isolating device, in accordance with an established procedure, to indicate that the energy-isolating device and the equipment being controlled may not be operated until the tagout device is removed. The tagout device should only be used to warn workers when equipment cannot be locked out. Affected employee - An employee whose job requires him/her to operate or use a machine or equipment on which service or maintenance is being performed under lockout or tagout or whose job requires him/her to work in an area in which service or maintenance is being performed. Authorized employee - A person who locks out or tags out machines/equipment in order to perform service or maintenance on that piece of equipment; an affected employee becomes an authorized employee when that employee's duties include performing service or maintenance. ## Forms of Hazardous Energy Kinetic Energy (Mechanical) - Moving parts of mechanical systems. Potential Energy - Stored energy sometimes found in…
[3] Lockout/Tagout Oregon: OSHA’s guide to controlling hazardous energy
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Open source documentSource excerpt
# Definitions (cont.) ## Lockout Placing a lockout device on an energy-isolating device as part of an established procedure to ensure the energy-isolating device and the equipment it controls cannot be operated until the lockout device is removed. (An energy-isolating device is capable of being locked out if it has a hasp that accepts a lock or if it has a locking mechanism built into it.) ## Lockout device A device that locks an energy-isolating device in the safe position. ## Procedure A series of steps taken to isolate energy and shut down equipment. ## Servicing or maintenance Workplace activities, such as constructing, installing, setting up, adjusting, inspecting, modifying, and maintaining machines or equipment. Also includes lubricating, cleaning, unjamming, and making adjustments or tool changes if a worker may be exposed to the unexpected startup of the equipment during such activities. ## Tagout Placing a tagout device on an energy-isolating device as part of an established procedure to indicate that the energy-isolating device and the equipment it controls may not be operated until the tagout device is removed. ## Tagout device A prominent warning sign, such as a tag, that can be securely fastened to an energy-isolating device to indicate that the energy-isolating device and the equipment it controls cannot be operated until the tagout device is removed. ## References ▶The Control of Hazardous Energy (Lockout/Tagout), Subdivision 2/J, 1910.147 ▸ Oregon OSHA's Program Directive - A-156, Control of Hazardous Energy - Enforcement Policy and Inspection Procedures (Lockout/Tagout) ## Oregon OSHA Services Oregon OSHA offers a wide variety of safety and health services to employers and employees: ## Enforcement ▸ [redacted phone]; [redacted phone]; [redacted email] . Offers pre-job conferences for mobile employers in industries such as logging and construction. • Inspects places of employment for occupational safety and health hazards and …
[4] Hazardous Energy Control (Lockout / Tagout)
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Open source documentSource excerpt
# Removing locks and tags 1 INSPECT THE WORK Make sure you have all your work tools and that you've replaced all equipment components. 2 TELL COWORKERS THAT YOU'RE REMOVING THE LOCKOUT OR TAGOUT DEVICE Check the work area to ensure that all workers are clear of the area. 3 CHECK THE EQUIPMENT POWER CONTROLS Verify that the equipment power controls are in a neutral or "off" position. 4 REMOVE THE LOCKOUT OR TAGOUT DEVICE The person who attached the device must also remove it. 5 RE-ENERGIZE THE EQUIPMENT Verify that the controls are in neutral or off position. For training purposes only Oregon OSHA PESO - Hazardous Energy Control 52 Únicamente para adiestramiento Oregon OSHA PESO - Control de Energía Peligrosa
[5] Occupational Safety and Health Standards (OSHA 29 CFR 1910) - 1910.147 - The control of hazardous energy (lockout/tagout)
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Open source documentSource 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
[6] FACT SHEET: The Control of Hazardous Energy (Lockout/Tagout)
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Open source documentSource excerpt
## 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…
[7] Occupational Safety and Health Standards (OSHA 29 CFR 1910) - 1910.147 - The control of hazardous energy (lockout/tagout)
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Open source documentSource excerpt
# 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
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