Lock out tag out try out
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Published by SALUSLockout/Tagout (LOTO) procedures are essential for safely isolating machinery and equipment during maintenance to prevent accidental startup or release of hazardous energy. These procedures involve specific steps to ensure that all energy sources are controlled and that employees are protected from harm. [2] [4]
Here are the general steps for LOTO:
- Preparation: Inform all affected employees before beginning the lockout/tagout process.
- Shutdown: Turn off or shut down the equipment using the normal shutdown procedure.
- Isolation: Identify and operate all energy-isolating devices to physically disconnect the equipment from the energy source.
- Lockout/Tagout: Apply lockout devices (locks) or tagout devices (tags) to each energy-isolating device to prevent accidental re-energization. If the energy-isolating device can accept a lockout device, you must use lockout.
- Stored Energy Check: Verify that all stored energy (e.g., electrical, mechanical, hydraulic, pneumatic, chemical, thermal) is released, dissipated, or restrained.
- Isolation Verification: Test the equipment to ensure that the energy isolation is effective by attempting to start the equipment or using testing equipment to verify de-energization.
[5] [7] Key aspects of energy control measures include:
- Identifying all potential energy sources (electrical, mechanical, hydraulic, pneumatic, chemical, thermal, etc.).
- Using lockout devices (e.g., padlocks) to physically prevent energy flow.
- Using tagout devices (e.g., warning tags) to indicate that equipment is out of service (used when lockout is not possible, with additional safety measures).
- Verifying isolation by testing equipment and ensuring it cannot be restarted.
[2] [7] [7] Compliance with safety regulations involves:
- Training all employees on LOTO procedures and the hazards of uncontrolled energy.
- Regularly inspecting LOTO procedures to ensure they are effective and up-to-date.
- Ensuring that only authorized employees perform LOTO procedures.
- Following specific procedures for releasing the LOTO, including inspecting the work area, notifying affected employees, and safely removing lockout/tagout devices.
[2] [6] [8] [1] For electrical plug-type equipment, specific steps include unplugging the equipment, attaching a "Do Not Operate" tag, and using a plug box and lock. An exception is granted if the cord and plug remain in the exclusive control of the employee working on the equipment. [1]
When multiple employees are involved, each must apply their own lock and tag. If a lock needs to be removed by management because the employee has left, specific procedures must be followed to ensure safety. [3] [3]
Sources used for this answer
[1] Lockout/Tagout (LOTO): Control of Hazardous Energy
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Open source documentSource excerpt
# What is lockout/tagout? "Lockout/Tagout (LOTO)" is specific practices and procedures to safeguard employees from the unexpected energization or startup of machinery and equipment, or the release of hazardous energy during service or maintenance activities. AWARNING Rotating Parts Inside. Keep Hand Clear Lockout/Tagout Before Servicing. WARNING Follow Lockout/ Tag out Procedures 6
[2] LockOut/Tag Out Program
Page 5
Open source documentSource excerpt
# Lockout Tagout Program - (cont.) ## SOP: LOTO Procedure for Electrical Plug-Type Equipment (cont.) 3. Test Equipment to assure power source has been removed by depressing the "Start" or On" Switch. 4. Perform required operations. 5. Replace all guards removed. 6. Remove Lock & Plug Box and Tag. 7. Inspect power cord and socket before plugging equipment into power source. Any defects must be repaired before placing the equipment back in service. NOTE: Occasionally used equipment may be unplugged from power source when not in use. ## SOP: LOTO Procedures Involving More Than One Employee In the preceding SOPs, if more than one Employee is assigned to a task requiring a lock and tag out, each must also place his or her own lock and tag on the energy isolating device(s). ## SOP: Management's Removal of Lock and Tag Out Only the Employee that locks and tags out machinery, equipment or processes may remove his/her lock and tag. However, should the Employee leave the facility before removing his/her lock and tag, the Maintenance Manager may remove the lock and tag. The Maintenance Manager must be assured that all tools have been removed, all guards have been replaced and all Employees are free from any hazard before the lock and tag are removed and the machinery, equipment or process are returned to service. Notification of the employee who placed the lock is required prior to lock removal. ## Contractors Contractors, working on company property and equipment must use this Lockout - Tagout procedure while servicing or maintaining equipment, machinery or processes.
[3] TOGETHER WITH TOSHA newsletter: The Importance of Understanding and Applying Lockout/Tagout Correctly
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Open source documentSource excerpt
# The Importance of Understanding and Applying Lockout/Tagout Correctly continued from page 3 As a result, the shuttle system would have automatically bypassed that retort machine. After TOSHA's investigation, the company was cited for multiple LOTO violations, including: . Failing to use its energy control procedures for the task, • Not providing clear, specific instructions within those procedures, and • Not conducting periodic inspections of the procedures as required. Despite well-established regulations and the known dangers of uncontrolled energy sources, LOTO violations remain a persistent issue in workplaces. These violations frequently stem from inadequate training, misapplication of the minor servicing exception, and the mistaken belief that control circuitry can serve as energy- isolation devices. Employers often fail to recognize that LOTO applies to any employee performing maintenance or servicing tasks, regardless of job title, if hazardous energy is present. The primary goal of this article is to encourage employers to conduct a thorough reevaluation of their workplaces and employee tasks to identify any deficiencies within their LOTO programs and address them before a serious incident or fatality occurs. O Additional LOTO guidance OSHA LOTO Regulations: 29 CFR 1910 Subpart J OSHA LOTO Compliance Directive CPL 02-00-147 OSHA.gov - Control of Hazardous Energy Lockout/Tagout eTool # Together with TOSHA Quiz Answer to question on page 7 - 1 True or False: When performing Lockout/ Tagout (LOTO), an on/off switch or emergency stop (e-stop) can be used as an energy-isolating device. - 2 According to OSHA regulations, which employees are required to perform Lockout/ Tagout (LOTO) procedures? A. Only maintenance personnel B. Designated authorized employees C. Any employee performing servicing/ maintenance on equipment where unexpected startup could occur D. Only supervisors or managers - 3 With regard to 29 CFR §1910.95 Occupational …
[4] Lockout/Tagout (LOTO): Control of Hazardous Energy
Page 13
Open source documentSource excerpt
# Six steps of lockout/tagout procedures 1. Preparation - get ready, inform all affected employees. - 2.Shutdown - turn off or shut down operating equipment - 3.Isolation - install isolating devices or implement procedures to block hazardous energy - 4.Lockout/Tagout - apply LOTO devices or procedures - 5.Stored energy check - verify that stored energy is released or restrained - 6.Isolation verification - test to make sure LOTO is working 13
[5] Lockout/Tagout Oregon: OSHA’s guide to controlling hazardous energy
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Open source documentSource excerpt
# 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…
[6] Lockout/Tagout: Controlling Hazardous Energy
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Open source documentSource excerpt
# 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…
[7] Lockout/Tagout (LOTO): Control of Hazardous Energy
Page 12
Open source documentSource excerpt
# Authorized and affected employees - An "authorized employee" is a person who has been properly trained to lockout/tagout procedures on machinery or equipment that is to be serviced. - An "affected employee" is a person who operates the machinery or equipment, but does not perform the lockout procedures, or a person who works in the area where machine or equipment maintenance is being done. L & I photos 12
[8] LockOut/Tag Out Program
Page 4
Open source documentSource excerpt
# Lockout Tagout Program - (cont.) ## Stored Energy (cont.) • Prior to starting work on machines or equipment that have been locked or tagged out, the authorized employees will verify that isolation or de-energization of the machine or equipment have been accomplished. • After assuring that no Employee will be placed in danger, test all lock and tag outs by following the normal start up procedures (depress start button, etc.). Caution: After Test, place controls in neutral position. ## Extended Lockout - Tagout Should the shift change before the machinery or equipment can be restored to service, the lock and tag out must remain. If the task is reassigned to the next shift, those Employees must lock and tag out before the previous shift may remove their lock and tag. ## SOP: Release from LOCKOUT/TAGOUT Before lockout or tagout devices are removed and the energy restored to the machine or equipment, the following actions will be taken: 1. The work area will be thoroughly inspected to ensure that nonessential items have been removed and that machine or equipment components are operational. 2. The work are will be checked to ensure that all employees have been safely positioned or removed. Before the lockout or tagout devices are removed, the affected employees will be notified that the lockout or tagout devices are being removed. 3. Each lockout or tagout device will be removed from each energy isolating device by the employee who applied the device. ## SOP: LOTO Procedure for Electrical Plug-Type Equipment This procedure covers all Electrical Plug-Type Equipment such as Battery Chargers, some Product Pumps, Office Equipment, Powered Hand Tools, Powered Bench Tools, Lathes, Fans, etc. When working on, repairing, or adjusting the above equipment, the following procedures must be utilized to prevent accidental or sudden startup: 1. Unplug Electrical Equipment from wall socket or in-line socket. 2. Attach "Do Not Operate" Tag and Plug Box & Lock on end of …
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