Lockout/Tagout Procedures
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Published by SALUSToolbox Talk: Lockout/Tagout Procedures
Date: [DATE] Duration: [DURATION] minutes Presenter: [PRESENTER NAME] Location: [LOCATION]
Objective
The objective of this toolbox talk is to ensure that all employees understand and can correctly apply lockout/tagout procedures to prevent unexpected machine start-ups or release of stored energy during servicing and maintenance. By the end of this talk, participants should be able to identify hazardous energy sources, apply appropriate lockout/tagout devices, and verify the effectiveness of energy isolation.
Introduction
Lockout/tagout (LOTO) procedures are critical for protecting employees from the dangers of unexpected machine energization or the release of stored energy during maintenance and servicing [1]. OSHA requires employers to establish a program and utilize procedures for affixing appropriate lockout devices or tagout devices to energy isolating devices, and to otherwise disable machines or equipment to prevent unexpected energization, start-up or release of stored energy in order to prevent injury to employees [2]. Failure to properly implement LOTO can lead to serious injuries or fatalities.
Presenter Note: Engage the audience by asking if anyone has personal experience related to the topic.
Key Points
- Energy Isolation: Machines and equipment must be isolated from all energy sources before servicing or maintenance [3].
- Lockout/Tagout Devices: Use standardized locks and tags to prevent accidental re-energization [4].
- Verification: Always verify that the machine is de-energized before starting work [5].
- Training: Only trained and authorized employees can perform lockout/tagout procedures [6].
- Communication: Affected employees must be notified before lockout/tagout and before the removal of devices [6].
Hazard Identification
Failing to control hazardous energy can lead to severe consequences [1]:
- Unexpected Start-Up: Machines can unexpectedly start, causing crushing, amputation, or entanglement [1].
- Release of Stored Energy: Stored energy (electrical, hydraulic, pneumatic, etc.) can be released, causing burns, electrocution, or impact injuries [5].
- Improper De-energization: Inadequate de-energization can leave equipment energized, leading to electrical shock or other injuries [5].
Presenter Note: Encourage participants to share any additional hazards they've encountered.
Control Measures
Follow the hierarchy of controls to minimize risk:
- Elimination: If possible, eliminate the need for servicing or maintenance that exposes employees to hazardous energy.
- Engineering Controls: Design equipment with built-in lockout capabilities [3].
- Administrative Controls: Implement a comprehensive lockout/tagout program with documented procedures and training [3].
- Personal Protective Equipment (PPE): Use appropriate PPE, such as insulated gloves and safety glasses, to protect against residual energy hazards.
Safe Work Procedures
- Preparation: Identify all energy sources and understand how to isolate them [6].
- Shutdown: Shut down the machine using established procedures [6].
- Isolation: Disconnect or isolate the machine from all energy sources [6].
- Lockout/Tagout: Apply lockout/tagout devices to each energy-isolating device [6].
- Verification: Verify that the machine is de-energized by testing the controls and attempting to start the machine [5].
Presenter Note: If possible, demonstrate the safe work procedure or use visual aids.
Personal Protective Equipment (PPE) Requirements
- Safety Glasses: Wear safety glasses to protect against potential flying debris or splashes [7].
- Work Gloves: Use work gloves to protect hands from cuts, abrasions, and chemical exposure [7].
- Safety Shoes: Wear safety shoes to protect feet from falling objects and punctures [7].
[Emphasize the importance of proper PPE use and maintenance]
Real-World Example or Case Study
[Provide a detailed description of a relevant real-world scenario or case study]
[Discuss what went wrong or right, and the lessons learned]
Presenter Note: Ask participants if they can relate this example to their own experiences.
Group Discussion
Discuss the following questions:
- What are the most common energy sources we work with?
- What are some potential scenarios where lockout/tagout could prevent an injury in our workplace?
- How can we improve our lockout/tagout procedures?
Presenter Note: Encourage active participation and facilitate the discussion.
Emergency Procedures
In case of an emergency:
- Stop Work: Immediately stop work and ensure the safety of yourself and others.
- Report: Report the incident to your supervisor immediately.
- First Aid: Provide first aid if necessary.
- Investigation: Participate in the incident investigation to determine the root cause and prevent future occurrences.
Questions and Answers
[Encourage participants to ask questions]
[Provide answers to common questions related to the topic]
- Q: What do I do if I don't have the right lockout device?
A: Never proceed without the correct lockout device. Contact your supervisor to obtain the appropriate device.
- Q: What if I am unsure about the energy sources of a machine?
A: If you are unsure, ask a qualified person to help you identify all energy sources.
- Q: Can I remove someone else's lock if they are not here?
A: No, only the person who installed the lock can remove it, unless specific procedures are followed under the direction of the employer [5].
Summary
- Lockout/tagout procedures are essential for preventing injuries during machine servicing and maintenance [1].
- Always identify and isolate all energy sources [6].
- Use standardized lockout/tagout devices and verify de-energization [4].
- Only trained and authorized employees can perform lockout/tagout [6].
Action Items
- Review the written lockout/tagout procedures for your work area.
- Inspect your personal lockout/tagout devices to ensure they are in good working condition.
- Report any hazards or concerns related to lockout/tagout to your supervisor.
Remember: Lockout/Tagout: Your Key to Safety!
Report all hazards, near-misses, and incidents to your supervisor immediately.
Safety powered by SALUS
Sources used for this answer
[1] Occupational Safety and Health Standards (OSHA 29 CFR 1910)
Page 120
Open source documentSource excerpt
## 29 CFR 1910 (OSHA) - (A) Retraining shall be provided for all authorized and affected employees whenever there is a change in their job assignments, a change in machines, equipment or processes that present a new hazard, or when there is a change in the energy control procedures. - (B) Additional retraining shall also be conducted whenever a periodic inspection under paragraph (c)(6) of this section reveals, or whenever the employer has reason to believe, that there are deviations from or inadequacies in the employee's knowledge or use of the energy control procedures. - (C) The retraining shall reestablish employee proficiency and introduce new or revised control methods and procedures, as necessary. - (iv) The employer shall certify that employee training has been accomplished and is being kept up to date. The certification shall contain each employee's name and dates of training. - (8) Energy isolation. Lockout or tagout shall be performed only bythe authorized employees who are performing the servicing or maintenance. - (9) Notification of employees. Affected employees shall be notified by the employer or authorized employee of the application and removal of lockout devices or tagout devices. Notification shall be given before the controls are applied, and after they are removed from the machine or equipment. - (d) Application of control. The established procedures for the application of energy control (the lockout or tagout procedures) shall cover the following elements and actions and shall be done in the following sequence: - (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 equipme…
[2] Occupational Safety and Health Standards (OSHA 29 CFR 1910)
Page 121
Open source documentSource excerpt
## 29 CFR 1910 (OSHA) - (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 be relieved, disconnected, restrained, and otherwise rendered safe. - (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. - (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. - (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: - (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. - (2) Employees. (i) The work area shall be checked to ensure that all employees have been safely positioned or removed. - (ii) After lockout or tagout devices have been removed and before a machine or equipment is started, affected employees shall be notified that the lockout or tagout device(s) have been removed. - (3) Lockout or tagout devices removal. Each lockout or tagout device shall be removed from each energy isolating device by the employee who applied the device. Exception to paragraph (e)(3): When the authorized employee who applied the lockout or tagout device is…
[3] Occupational Safety and Health Standards (OSHA 29 CFR 1910)
Page 115
Open source documentSource excerpt
## 29 CFR 1910 (OSHA) - (A) Work on cord and plug connected electric equipment for which exposure to the hazards of unexpected energization or start up of the equipment is controlled by the unplugging of the equipment from the energy source and by the plug being under the exclusive control of the employee performing the servicing or maintenance. - (B) Hot tap operations involving transmission and distribution systems for substances such as gas, steam, water or petroleum products when they are performed on pressurized pipelines, provided that the employer demonstrates that ( 1 ) continuity of service is essential; ( 2 ) shutdown of the system is impractical; and ( 3 ) documented procedures are followed, and special equipment is used which will provide proven effective protection for employees. - (3) Purpose. (i) This section requires employers to establish a program and utilize procedures for affixing appropriate lockout devices or tagout devices to energy isolating devices, and to otherwise disable machines or equipment to prevent unexpected energization, start-up or release of stored energy in order to prevent injury to employees. - (ii) When other standards in this part require the use of lockout or tagout, they shall be used and supplemented by the procedural and training requirements of this section. ## (b) Definitions applicable to this section. - Affected employee. An employee whose job requires him/her to operate or use a machine or equipment on which servicing or maintenance is being performed under lockout or tagout, or whose job requires him/her to work in an area in which such servicing or maintenance is being performed. Authorized employee. A person who locks out or tags out machines or equipment in order to perform servicing or maintenance on that machine or equipment. An affected employee becomes an authorized employee when that employee's duties include performing servicing or maintenance covered under this section. Capable of being locked out. A…
[4] Occupational Safety and Health Standards (OSHA 29 CFR 1910)
Page 114
Open source documentSource excerpt
## 29 CFR 1910 (OSHA) - (l) Employee participation. (1) Employers shall consult with affected employees and their authorized representatives on the development and implementation of all aspects of the permit space program required by paragraph (c) of this section. - (2) Employers shall make available to affected employees and their authorized representatives all information required to be developed by this section. ## §1910.147 The control of hazardous energy (lockout/tagout). - (a) Scope, application, and purpose -(1) Scope. (i) This standard covers the servicing and maintenance of machines and equipment in which the unexpected energization or start up of the machines or equipment, or release of stored energy could cause injury to employees. This standard establishes minimum performance requirements for the control of such hazardous energy. - (ii) This standard does not cover the following: - (A) Construction and agriculture employment; - (B) Employment covered by parts 1915, 1917, and 1918 of this title; - (C) Installations under the exclusive control of electric utilities for the purpose of power generation, transmission and distribution, including related equipment for communication or metering; - (D) Exposure to electrical hazards from work on, near, or with conductors or equipment in electricutilization installations, which is covered by subpart S of this part; and - (E) Oil and gas well drilling and servicing. - (2) Application. (i) This standard applies to the control of energy during servicing and/or maintenance of machines and equipment. - (ii) Normal production operations are not covered by this standard (See subpart 0 of this part). Servicing and/or maintenance which takes place during normal production operations is covered by this standard only if;: - (A) An employee is required to remove or bypass a guard or other safety device; or - (B) An employee is required to place any part of his or her body into an area on a machine or piece of equipment w…
[5] Occupational Safety and Health Standards (OSHA 29 CFR 1910)
Page 118
Open source documentSource excerpt
## 29 CFR 1910 (OSHA) - (ii) Lockout devices and tagout devices shall be singularly identified; shall be the only devices(s) used for controlling energy; shall not be used for other purposes; and shall meet the following requirements: - (A) Durable. ( 1 ) Lockout and tagout devices shall be capable of withstanding the environment to which they are exposed for the maximum period of time that exposure is expected. - ( 2 ) Tagout devices shall be constructed and printed so that exposure to weather conditions or wet and damp locations will not cause the tag to deteriorate or the message on the tag to become illegible. - ( 3 ) Tags shall not deteriorate when used in corrosive environments such as areas where acid and alkali chemicals are handled and stored. - (B) Standardized. Lockout and tagout devices shall be standardized within the facility in at least one of the following criteria: Color; shape; or size; and additionally, in the case of tagout devices, print and format shall be standardized. - (C) Substantial -( ) 1 Lockout devices. Lockout devices shall be substantial enough to prevent removal without the use of excessive force or unusual techniques, such as with the use of bolt cutters or other metal cutting tools. - ( 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 non-releasable 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 Star…
[6] Kobelco SK235SR-2, SK235SRLC-2 Operation Manual
Page 173
Open source documentSource excerpt
## GENERAL SAFETY & PRECAUTIONS <!-- image --> -Do not attempt any other inspection or maintenance procedures other than those specified in the manual. Carry them out parking the machine at a flat and conveniently situated -Do not attempt to avoid injury. place. any MAINTENANCE with engine running. Stop the engine and allow machine to cool ## A. WEAR SAFETY EQUIPMENT TO AVOID INJURY <!-- image --> <!-- image --> Wear hard hat, safety goggles or face shield, work gloves, safety shoes and well fitting work clothes when performing inspection and maintenance procedures on this machine. ## B. KEEP MACHINE CLEAN Thoroughly clean machine before performing inspection and maintenance procedures. It is easier and safer to locate problems, perform maintenance and also reduce the risk of hydraulic system contamination when machine is clean. ## C. CONFIRMATION FOR HOUR-METER Read the hour-meter daily, and check with the scheduled maintenance book. See "4.9 INSPECTION & MAINTENANCE CHART" for better reference. Proceed with any maintenance as required. <!-- image --> <!-- image --> <!-- image --> 4
[7] Occupational Safety and Health Standards (OSHA 29 CFR 1910)
Page 116
Open source documentSource excerpt
## 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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