Create a Safe Work Permit Life Energy wheel Checklist

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## 29 CFR 1910 (OSHA) appurtenances. It is commonly used to replace or add sections of pipeline without the interruption of service for air, gas, water, steam, and petrochemical distribution systems. 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. Lockout device. A device that utilizes 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. Included are blank flanges and bolted slip blinds. Normal production operations. The utilization of a machine or equipment to perform its intended production function. Servicing and/or maintenance. Workplace activities such as constructing, installing, setting up, adjusting, inspecting, modifying, and maintaining and/or servicing machines or equipment. These activities include lubrication, cleaning or unjamming of machines or equipment and making adjustments or tool changes, where the employee may be exposed to the unexpected energization or startup of the equipment or release of hazardous energy. Setting up. Any work performed to prepare a machine or equipment to perform its normal production operation. 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. Tagout device. A prominent warning device, such as a tag and a means of attachment, which can be securely fastened to 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. - (c) General -(1) Energy control …

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Oregon Occupational Safety and Health Division - (1) Preparation for shutdown. Before an authorized or affected employee turns off a machine or equipment, the authorized employee shall have knowledge of the type and magnitude of the energy, the hazards of the energy to be controlled, and the method or means to control the energy. - (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. - (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). - (4) Lockout or tagout device application. - (i) Lockout or tagout devices shall be affixed to each energy isolating device by authorized employees. - (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. - (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. - (A) Where tagout devices are used with energy isolating devices designed with the capability of being locked, the tag attachment shall be fastened at the same point at which the lock would have been attached. - (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. - (5) Stored energy. - (i) Following the application of lockout or tagout devices to energy isolating devices, all potentially hazardous stored or residual energy shall …

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J Division 2 AO 1-2025 Oregon Administrative Rules Oregon Occupational Safety and Health Division - (2) Tagout devices. Tagout devices, including and their means of attachment, shall be substantial enough to prevent inadvertent or accidental removal. Tagout device attachment means shall be of a nonreusable type, attachable by hand, self-locking, and nonreleasable with a minimum unlocking strength of no less than 50 pounds and having the general design and basic characteristics of being at least equivalent to a one-piece, all-environment-tolerant nylon cable tie. - (D) Identifiable. Lockout devices and tagout devices shall indicate the identity of the employee applying the device(s). - (iii) Tagout devices shall warn against hazardous conditions if the machine or equipment is energized and shall include a legend such as the following: Do Not Start, Do Not Open, Do Not Close, Do Not Energize, Do Not Operate. ## (6) Periodic inspection. - (i) The employer shall conduct a periodic inspection of the energy control procedure at least annually to ensure that the procedure and the requirements of this standard are being followed. - (A) The periodic inspection shall be performed by an authorized employee other than the one(s) utilizing the energy control procedure being inspected. - (B) The periodic inspection shall be conducted to correct any deviations or inadequacies identified. - (C) Where lockout is used for energy control, the periodic inspection shall include a review, between the inspector and each authorized employee, of that employee's responsibilities under the energy control procedure being inspected. - (D) Where tagout is used for energy control, the periodic inspection shall include a review, between the inspector and each authorized and affected employee, of that employee's responsibilities under the energy control procedure being inspected, and the elements set forth in paragraph (c)(7)(ii) of this section.

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Oregon Occupational Safety and Health Division Division 2 - H. Indicate the type(s) of potential hazardous energy which may be present. - I. Identify each energy source, equipment identification, lockout location and proper status. See example below. - J. Identify how energy isolation is verified, and perform test. (i.e. start test, drain valve, pressure gauge, voltage check). - K. If the LOCKOUT PERMIT is used to perform a group lockout, the initials of the Lockout Overseer and Responsible Person are required to indicate each isolation point has been properly locked out and energy isolation verified. - L. If the LOCKOUT PERMIT is used for personal lockout, each Authorized Employee shall initial the identified energy sources after each has been locked/tagged and energy isolation verified. - M. Each Authorized Employee will sign-on after they place their locks on the equipment or group lockout device, and sign-off after they remove their locks. - N. Return To Service steps are checked after each is completed. (Work Area Inspected, Affected Employees Notified, Locks Removed, Energy Restored, Control Returned to Operator.) - O. The name of the person the permit is returned to. - P. Permits shall be held by the company for a minimum of 6 months from the date of issue. Stat. Auth.: ORS 654.025(2) and 656.726(4). Stats. Implemented: ORS 654.001 to 654.295. Hist: OR-OSHA Admin. Order 7-1994, f. 11/4/94, ef. 1/3/95.

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\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ requirements of this section. You must follow the requirements in the order in which they are presented (i.e., (b)(i) of this subsection first, then (b)(ii) of this subsection. - Note 1: As used in this section, fixed equipment refers to equipment fastened in place or connected by permanent wiring methods. - Note 2: Lockout and tagging procedures that comply with chapter 296-803 WAC, Lockout/tagout (control of hazardous energy) will also be deemed to comply with (b) of this subsection provided that: - 1. The procedures address the electrical safety hazards covered by this part; and - 2. The procedures also incorporate the requirements of (b)(iii)(D) and (b)(iv)(B) of this subsection. - (i) Procedures. You must maintain a written copy of the procedures outlined in (b) of this subsection and you must make it available for inspection by employees and by the director and their authorized representatives. - Note: The written procedures may be in the form of a copy of subsection (2) of this section. - (ii) Deenergizing equipment. - (A) You must determine safe procedures for deenergizing circuits and equipment before circuits or equipment are deenergized. - (B) You must disconnect the circuits and equipment to be worked on from all electric energy sources. You must not use control circuit devices, such as push buttons, selector switches, and interlocks, as the sole means for deenergizing circuits or equipment. You must not use interlocks for electric equipment as a substitute for lockout and tagging procedures. - (C) You must release stored electric energy which might endanger personnel You must discharge capacitors and you must short-circuit and ground high capacitance elements if the stored electric energy might endanger personnel. - Note: If the capacitors …

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\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ - (B) Each tag must contain a statement prohibiting unauthorized operation of the disconnecting means and removal of the tag. - (C) If a lock cannot be applied, or if the employer can demonstrate that tagging procedures will provide a level of safety equivalent to that obtained by the use of a lock, a tag may be used without a lock. - (D) You must supplement a tag used without a lock, as permitted by subitem (C) of this item, by at least one additional safety measure that provides a level of safety equivalent to that obtained by the use of a lock. Examples of additional safety measures include the removal of an isolating circuit element, blocking of a controlling switch, or opening of an extra disconnecting device. - (E) A lock may be placed without a tag only under the following conditions: - (I) Only one circuit or piece of equipment is deenergized; and - (II) The lockout period does not extend beyond the work shift; and - (III) Employees exposed to the hazards associated with reenergizing the circuit or equipment are familiar with this procedure. - (iv) Verification of deenergized condition. You must meet the requirements of this subsection before any circuits or equipment can be considered and worked as deenergized. - (A) A qualified person must operate the equipment operating controls or otherwise verify that the equipment cannot be restarted. - (B) A qualified person must use test equipment to test the circuit elements and electrical parts of equipment to which employees will be exposed and must verify that the circuit elements and equipment parts are deenergized. The test must also determine if any energized condition exists as a result of inadvertently induced voltage or unrelated voltage backfeed even though specific parts of the circuit have been…

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## Securing Isolation ## Assigning personal locks 214 (1) An employer must assign to each of its workers involved in the isolation of hazardous energy a personal lock with a unique mark or identification tag on the lock to identify the lock as belonging to the worker to whom it is assigned. - 214 (2) During the time hazardous energy is isolated in accordance with section 212, an employer must make readily available to workers a written list of the names of every worker to whom a personal lock is assigned and a description of the unique mark or identification tag associated with each personal lock. - 214 (3) A worker may be assigned more than one personal lock under this section to enable compliance with the requirements of this Part. - 214 (4) Control of a personal lock assigned to a worker under this section may be transferred to a supervisor or a worker in the circumstances referred to in section 214.1(4)(b), 215(5)(b) or 215.1(4)(b). AR 191/2021 s214;242/2022 ## Securing by individual workers - 214.1 (1) Once all energy-isolating devices have been activated to control hazardous energy as required by section 212, an employer must ensure that a worker secures each energy-isolating device with that worker's personal lock. - 214.1 (2) Once each energy-isolating device is secured as required by subsection (1), the worker who secures the energy-isolating device with that worker's personal lock must verify that the hazardous energy has been effectively isolated. 214.1 (3) If more than one worker is working on machinery, equipment or powered mobile equipment that requires hazardous energy to be controlled, an employer must ensure that - (a) every such worker secures that worker's personal lock to each energy-isolating device being used, and - (b) the first worker securing that worker's personal lock verifies that the hazardous energy has been effectively isolated. - 214.1 (4) If a worker who has secured a personal lock to an energy-isolating device is reassigned …

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Division 2 AO 6-2017 Oregon Administrative Rules Oregon Occupational Safety and Health Division - B. The Lockout Overseer will place the second 'secondary lock' on the lockbox. - C. Each individual has the right to verify the lockout of all energy sources and/or to place his/her own personal lock on each lockout point. - D. Each authorized employee must have his or her personal lock on the lockbox while working on the affected equipment. - E. Whenever there is a transfer of custody, the replacement(s) will verify that the primary locks are properly placed. - F. When the work is complete and all other secondary locks are removed, the Responsible Person will verify that the area is clear before removing his/her secondary lock and primary locks. - G. When contractors use a lockbox, the contractor supervisor will be a Lockout Overseer. - H. Lockbox Locks are to be unique primary locks and so identified. ## VI. Permit Procedure The LOCKOUT PERMIT (see attachment A) is completed in the following steps: - A. Determine the type of lockout to be performed (group lockout or individual lockout) and check the appropriate box on the permit. When group lockout is used the Responsible Person and Lockout Overseer, in addition to developing the lockout procedure, will also place the primary locks and verify energy isolation. - B. Fill in the date that the permit is issued. - C. Name or describe the equipment or system to be locked out. - D. Determine the scope of the work to be done, and indicate this on the permit. (For example: To replace carbon rings on dryer cans #1 through #25.) - E. Name the Lockout Overseer and Responsible Person on the permit. (Please Print) - F. Identify the affected employees to be notified before the lockout begins and those to be notified before energy is restored. - G. If equipment is being locked out at this time, verify the equipment has been shut down using proper shutdown procedures. List any special procedures to be used for shutdown or star…

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## Appendix B (Non-Mandatory) - Lockout/Tagout Permit Procedure Model Procedure ## I. Policy It is the policy of \_\_\_\_\_\_\_\_\_\_\_ to provide a safe and healthful work environment. All individuals performing work where they may be exposed to the unexpected or unwanted start-up of equipment or the release of hazardous energy, are required to be adequately trained and protected from such hazards. This permit lockout/tagout procedure applies to all individuals or groups requiring lockout/ tagout protection while performing work on specific equipment for which there is no established written procedure available. Each Department Manager is responsible for implementing and enforcing these procedures for all areas and equipment under his/her control. ## II. Purpose The purpose of this permit procedure is to ensure that all appropriate steps are taken to control hazardous energies in the absence of a formal written procedure. The intent is to prevent injury or death from exposure to hazardous energies. ## III. Definitions Affected Employees are operators and others who need to be notified of work being performed, equipment being locked out, or energy being restored in their work area or area of responsibility, but who have not locked out. Authorized Employees are employees assigned to perform work that requires protection under the lockout/tagout policy, and who have locked out. Hazardous Energy means any level of energy present that can cause unexpected or unwanted movement, activation, flow, or exposure that could result in injury. Sources may include: - (1) Electrical: Alternating and direct current sources, static electricity or stored electrical energy in devices such as capacitors. - (2) Chemical: Energy released through direct contact or by combining chemical substances. - (3) Thermal: Heat generated from electrical, combustion, chemical, mechanical (friction), or nuclear sources.

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Oregon Occupational Safety and Health Division Oregon Administrative Rules AO 2-2017 Division 2 - (B) The periodic inspection must be designed to identify and correct any deviations or inadequacies. - (C) If lockout is used for energy control, the periodic inspection must include a review, between the inspector and each authorized employee, of that employee's responsibilities under the energy control procedure being inspected. - (D) Where tagout is used for energy control, the periodic inspection must include a review, between the inspector and each authorized and affected employee, of that employee's responsibilities under the energy control procedure being inspected, and the elements set forth in paragraph (2)(g) of this rule. - (E) The employer must certify that the inspections required by paragraph (2)(e) of this rule have been accomplished. The certification must identify the machine or equipment on which the energy control procedure was being used, the date of the inspection, the employees included in the inspection, and the person performing the inspection. - Note to paragraph (2)(e)(E): If normal work schedule and operation records demonstrate adequate inspection activity and contain the required information, no additional certification is required. - (f) The employer must provide training to ensure that the purpose and function of the energy control program are understood by employees and that the knowledge and skills required for the safe application, usage, and removal of energy controls are acquired by employees. The training must include the following: - (A) Each authorized employee must receive training in the recognition of applicable hazardous energy sources, the type and magnitude of energy available in the workplace, and in the methods and means necessary for energy isolation and control. - (B) Each affected employee must be instructed in the purpose and use of the energy control procedure. - (C) All other employees whose work operations are or…

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Oregon Occupational Safety and Health Division Oregon Administrative Rules AO 1-2025 Division 2 - (ii) The employer shall certify that the periodic inspections have been performed. The certification shall identify the machine or equipment on which the energy control procedure was being utilized, the date of the inspection, the employees included in the inspection, and the person performing the inspection. - (7) Training and communication. - (i) The employer shall provide training to ensure that the purpose and function of the energy control program are understood by employees and that the knowledge and skills required for the safe application, usage, and removal of the energy controls are acquired by employees. The training shall include the following: - (A) Each authorized employee shall 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. - (B) Each affected employee shall be instructed in the purpose and use of the energy control procedure. - (C) All other employees whose work operations are or may be in an area where energy control procedures may be utilized, shall be instructed about the procedure, and about the prohibition relating to attempts to restart or reenergize machines or equipment which are locked out or tagged out. - (ii) When tagout systems are used, employees shall also be trained in the following limitations of tags: - (A) Tags are essentially warning devices affixed to energy isolating devices, and do not provide the physical restraint on those devices that is provided by a lock. - (B) When a tag is attached to an energy isolating means, it is not to be removed without authorization of the authorized person responsible for it, and it is never to be bypassed, ignored, or otherwise defeated. - (C) Tags must be legible and understandable by all authorized employees, affected employees, and…

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Division 2 AO 6-2017 Oregon Administrative Rules Oregon Occupational Safety and Health Division - (4) Pneumatic: Gaseous systems operating at positive (compressed) or negative (vacuum) pressures. - (5) Radiation: Ionizing sources including alpha, beta, neutron, gamma, and x-ray. Non-ionizing sources including ultraviolet, infrared, microwave and visible light. - (6) Hydraulic: Fluids pressurized to perform work. - (7) Mechanical Potential: Movement of a body or an object by gravity, spring or striking force. Lockout Overseer means the qualified person designated by the company to verify compliance with requirements of the lockout procedure. Lockbox means the device used to secure the primary lock key(s) used in a group lockout procedure. Personal Lock means the locking device used by an employee to secure potentially hazardous energy for his/her personal protection. Primary Lock (Lockbox Lock) means the locking device used to lock out each energy source in a group lockout procedure. Responsible Person means an employee thoroughly knowledgeable with the equipment to be locked out, and designated by the company to place primary locks on energy sources for group lockout. Secondary Lock means a personal lock used to secure a lockbox in a group lockout procedure. Transfer of Custody means the transfer of responsibility from one Responsible Person and/or Lockout Overseer to another at the end of his/her work period. ## IV. General Requirements The lockout/tagout rule requires procedures be developed, documented and utilized for the control of potentially hazardous energy. The lockout/tagout permit procedure provides employees the means to develop and document energy control procedures as they are needed. By following the steps outlined in this policy, all requirements for utilizing a written energy control procedure will be met. Exception: The procedure need not be documented for a particular machine or equipment, when all of the following elements exist…