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Lockout/Tagout
What This Training Will Cover:
Who needs training?
What is hazardous energy?
What is lockout/tagout?
What are the different types of lockout
devices?
What is the requirement for tags?
What lockout/tagout procedures are required?
1
Who Needs Training?
•Authorized employees –people who lock or tag out
machines or equipment to perform servicing.
•Affected employees –people who use machines or
equipment on which servicing is performed under
lockout/tagout.
•Other employees –people who work in the area of
locked out machinery or equipment

2
What is Hazardous Energy?
Hazardous energy is any of the following:
Electricity – live or stored

Moving machinery parts

Stored mechanical
movement in machinery
3
What is Hazardous Energy?
Stored heat (steam lines or hot
liquids)
Hazardous chemicals in pipelines
under pressure or force of gravity
Any other active or stored energy
sources that could harm a worker
--such as:
4
Hazardous Energy Source Examples
Live electrical lines
Electrical capacitors
Lasers
Engines that move machinery parts
Hydraulic lifts
Pneumatic (air pressure) lines
Pressurized water lines
Springs

5
Lockout/Tagout and Confined Spaces
Lockout/Tagout is important in
confined spaces since it is easy to
get trapped and hard to escape.
Pipelines leading into tanks must
be blanked off before entering the
space.
All electrical and mechanical
hazardous energy must be
addressed and locked out or
tagged as needed.
6
Our Hazardous Energy Sources
(examples)
The following hazardous energy sources
require lockout/tag-out procedures:
Examples:
• Laboratory equipment (examples)
• Field equipment (examples)
Inventory list example (handout)
Please refresh the inventory list for your laboratory or
site

7
What kind of injuries can happen?
Electrocution from live parts
Scalding from steam or hot liquids
Chemical burns or poisoning
From machinery:
- Deep cuts and gashes
- Crushing injuries
- Amputations
All of these can be fatal when severe
8
Fatality Example

A man working inside a
supermarket cardboard compactor
was crushed when the unblocked
compactor suddenly came down on
top of him.

9
More Examples
Three men were doing maintenance inside an asphalt pug mill mixer. One employee
was still inside the mixer when the power was turned back on, thereby starting the
mixer. He was killed instantly.
Cause: failure to disconnect power source and lock out.
A cotton gin operator climbed into a jammed cotton cleaner/separator. The toggle
switch controlling the operation of the gin was turned off but not locked out. For
some reason, someone accidentally turned the machine back on, not knowing the
gin operator was inside the gin. His leg was pulled through the feed rollers.
Cause: failure to disconnect power source and lock out.
A warehouseman was repairing an air-operated valve which he had turned off but
not disconnected and locked out. During the repair operation he slipped and
inadvertently turned on the switch which let air into the valve. His hand was caught
and crushed in the valve.
Cause: failure to disconnect power source and lock out.
9
More Examples
A maintenance employee was changing V-belts on an exhaust fan. He de-energized
the fan before starting work. However, he did not block the blades of the fan. The
suction in the duct work turned the fan blades, and his hand was caught in the Vbelt drive. Cause: failure to block out potential energy sources.
One study on servicing equipment injuries found that 80 percent of the workers
surveyed failed to even turn off the equipment before performing the service work.
There is a difference between turning off a machine and actually disengaging or deenergizing a piece of equipment. When you turn off a control switch, you are
opening a circuit. There is still electrical energy at the switch, and a short in the
switch or someone inadvertently turning on the machine may start the machine
running again.
Of the 20 percent of the injured workers who did turn off the machinery, about half of
them were injured when someone, generally a coworker who was unaware that the
machine was being serviced, accidentally reactivated the machinery.
9
More Examples
Of those workers who turned off the control switch, another 20% were injured by the
energy still in the machine which should have been blocked. The moving parts of
the machine either continued to coast, or the parts moved when a jam was cleared.
In an accident in California, a table saw was turned off, but the saw blade was still
silently coasting and had not come to a complete stop. An employee began cleaning
the machine, and his finger was amputated by the blade.
Other accidents have occurred when the control switch on a machine was turned
off, but a short in the switch restarted the machine.
Accidents have also occurred even when workers did take the necessary steps of
disconnecting the main power source. But they did not perform a crucial step for a
complete lockout procedure: They did not test the equipment to make sure the
machinery was, in fact, de-energized.
One case, the lockout had been done on the wrong power line. In another case, a
second power line had been spliced into the wiring beyond the point of the lockout.
9
When is Lockout/Tag-out required?

When someone will be servicing
or repairing machinery or
equipment
AND
the unexpected machinery startup or release of stored energy
could cause injury

10
Service and Maintenance Examples
Installing, constructing,
adjusting, modifying,
unjamming, cleaning,
lubrication, inspecting,
setup - preparing for
normal function
These activities often require a worker to place all or
part of their body into the machine’s hazard zone
(“the line of fire”).
11
What is an energy-isolating device?
A device that physically prevents transmission
or release of energy such as:
An electrical circuit breaker,

A pipeline valve,
A machine block,
Anything else that positively
blocks or isolates energy.
12
What is a Lockout Device?
A device that positively:
prevents a machine from being started
up or turned on,
prevents a machinery part from moving,
prevents electrical energizing,
blocks a pipeline, steam line or air line
13
Electrical Lockout Devices

Locked out circuit breaker

Locked out electrical panel
Locked out electrical plug
14
Fluid & Gas Lockout Devices

15
Pipe Lockout Examples

16
Pneumatic Lockout Examples

17
Physical Blocks

Punch press blocks

Truck bed lockout

18
Group Lockout Devices
Used when more than one person
doing maintenance or repair on
same machine or equipment.
Machinery or equipment can’t be
started up until all locks are
removed.
Each person places and removes
their own lock.
19
Example of a bad lockout/tagout

20
Lockout Devices We Use
Personally-identified lock
E-Z Panel LocTM snap-on breaker lockout device
More examples?

21
What is Tag-out?
Tags are warning devices only
They don’t provide the same level of protection as lockout devices. We
only use for information, along with a locked device.
They can only be removed by an authorized person.
They must be legible (use a sharpie), securely attached (e.g., zip-tie not
string) and resistant to degradation.

22
Energy Control Program
Our energy control program consists of:
1. Training for Authorized and Affected employees;
2. A current inventory of equipment requiring lockout;
3. A description of general energy control procedures,
4. Development and use of a specific written stepwise
procedure for all equipment on the inventory; and
5. Periodic inspection of the implementation of the
energy control procedures
23
Lockout Procedures
Six Steps to Follow:
1. Notify affected employees (anybody in the
area) that the machine or equipment will be
shut down and locked out
2. Shut down the machinery or equipment using
normal procedure
3. Isolate energy sources with energy-isolating
devices
24
Lockout Procedures
Six Steps
4. Lock out energy-isolating devices with assigned
locks.
5. Release or restrain stored or residual energy
(capacitors, pressure, vacuum, blades, etc.)
6. Test machinery to make sure it can’t start up
(use the normal start procedure)
25
Single Breaker Lock Use
Dual Breaker Lock Use
Lockout Steps
Notify
employees

Shutdown
Equipment

Isolate
Energy

Attach Lockout
Device

Release
Stored Energy

Verify Lockout

Service &
Maintenance
26
Examples of Release of Stored Energy

• “Slowly open the receiver tank port and bleed off
any internal pressure.”
• “Loosen both line valves to relieve all pressure in
the cooling circuit.”
• “Ground out capacitor…”

27
Examples of Attempt to Operate
•

“…adjust the temperature cycle thermostat to
check that all electrical inputs have been shut
off.”

• “Push the start function button to verify that
electric power has been removed.”
• “Crack the steam inlet and discharge line outlet
valves…”

28
Start-up Procedures
Only Authorized employee can do startup
Warn everyone present to stay clear
Remove all tools, locks and tags
Remove, reverse, open or reactivate isolating devices
Visual check that all is clear
Start up machine, process or line flow
29

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Loto training

  • 1. Lockout/Tagout What This Training Will Cover: Who needs training? What is hazardous energy? What is lockout/tagout? What are the different types of lockout devices? What is the requirement for tags? What lockout/tagout procedures are required? 1
  • 2. Who Needs Training? •Authorized employees –people who lock or tag out machines or equipment to perform servicing. •Affected employees –people who use machines or equipment on which servicing is performed under lockout/tagout. •Other employees –people who work in the area of locked out machinery or equipment 2
  • 3. What is Hazardous Energy? Hazardous energy is any of the following: Electricity – live or stored Moving machinery parts Stored mechanical movement in machinery 3
  • 4. What is Hazardous Energy? Stored heat (steam lines or hot liquids) Hazardous chemicals in pipelines under pressure or force of gravity Any other active or stored energy sources that could harm a worker --such as: 4
  • 5. Hazardous Energy Source Examples Live electrical lines Electrical capacitors Lasers Engines that move machinery parts Hydraulic lifts Pneumatic (air pressure) lines Pressurized water lines Springs 5
  • 6. Lockout/Tagout and Confined Spaces Lockout/Tagout is important in confined spaces since it is easy to get trapped and hard to escape. Pipelines leading into tanks must be blanked off before entering the space. All electrical and mechanical hazardous energy must be addressed and locked out or tagged as needed. 6
  • 7. Our Hazardous Energy Sources (examples) The following hazardous energy sources require lockout/tag-out procedures: Examples: • Laboratory equipment (examples) • Field equipment (examples) Inventory list example (handout) Please refresh the inventory list for your laboratory or site 7
  • 8. What kind of injuries can happen? Electrocution from live parts Scalding from steam or hot liquids Chemical burns or poisoning From machinery: - Deep cuts and gashes - Crushing injuries - Amputations All of these can be fatal when severe 8
  • 9. Fatality Example A man working inside a supermarket cardboard compactor was crushed when the unblocked compactor suddenly came down on top of him. 9
  • 10. More Examples Three men were doing maintenance inside an asphalt pug mill mixer. One employee was still inside the mixer when the power was turned back on, thereby starting the mixer. He was killed instantly. Cause: failure to disconnect power source and lock out. A cotton gin operator climbed into a jammed cotton cleaner/separator. The toggle switch controlling the operation of the gin was turned off but not locked out. For some reason, someone accidentally turned the machine back on, not knowing the gin operator was inside the gin. His leg was pulled through the feed rollers. Cause: failure to disconnect power source and lock out. A warehouseman was repairing an air-operated valve which he had turned off but not disconnected and locked out. During the repair operation he slipped and inadvertently turned on the switch which let air into the valve. His hand was caught and crushed in the valve. Cause: failure to disconnect power source and lock out. 9
  • 11. More Examples A maintenance employee was changing V-belts on an exhaust fan. He de-energized the fan before starting work. However, he did not block the blades of the fan. The suction in the duct work turned the fan blades, and his hand was caught in the Vbelt drive. Cause: failure to block out potential energy sources. One study on servicing equipment injuries found that 80 percent of the workers surveyed failed to even turn off the equipment before performing the service work. There is a difference between turning off a machine and actually disengaging or deenergizing a piece of equipment. When you turn off a control switch, you are opening a circuit. There is still electrical energy at the switch, and a short in the switch or someone inadvertently turning on the machine may start the machine running again. Of the 20 percent of the injured workers who did turn off the machinery, about half of them were injured when someone, generally a coworker who was unaware that the machine was being serviced, accidentally reactivated the machinery. 9
  • 12. More Examples Of those workers who turned off the control switch, another 20% were injured by the energy still in the machine which should have been blocked. The moving parts of the machine either continued to coast, or the parts moved when a jam was cleared. In an accident in California, a table saw was turned off, but the saw blade was still silently coasting and had not come to a complete stop. An employee began cleaning the machine, and his finger was amputated by the blade. Other accidents have occurred when the control switch on a machine was turned off, but a short in the switch restarted the machine. Accidents have also occurred even when workers did take the necessary steps of disconnecting the main power source. But they did not perform a crucial step for a complete lockout procedure: They did not test the equipment to make sure the machinery was, in fact, de-energized. One case, the lockout had been done on the wrong power line. In another case, a second power line had been spliced into the wiring beyond the point of the lockout. 9
  • 13. When is Lockout/Tag-out required? When someone will be servicing or repairing machinery or equipment AND the unexpected machinery startup or release of stored energy could cause injury 10
  • 14. Service and Maintenance Examples Installing, constructing, adjusting, modifying, unjamming, cleaning, lubrication, inspecting, setup - preparing for normal function These activities often require a worker to place all or part of their body into the machine’s hazard zone (“the line of fire”). 11
  • 15. What is an energy-isolating device? A device that physically prevents transmission or release of energy such as: An electrical circuit breaker, A pipeline valve, A machine block, Anything else that positively blocks or isolates energy. 12
  • 16. What is a Lockout Device? A device that positively: prevents a machine from being started up or turned on, prevents a machinery part from moving, prevents electrical energizing, blocks a pipeline, steam line or air line 13
  • 17. Electrical Lockout Devices Locked out circuit breaker Locked out electrical panel Locked out electrical plug 14
  • 18. Fluid & Gas Lockout Devices 15
  • 21. Physical Blocks Punch press blocks Truck bed lockout 18
  • 22. Group Lockout Devices Used when more than one person doing maintenance or repair on same machine or equipment. Machinery or equipment can’t be started up until all locks are removed. Each person places and removes their own lock. 19
  • 23. Example of a bad lockout/tagout 20
  • 24. Lockout Devices We Use Personally-identified lock E-Z Panel LocTM snap-on breaker lockout device More examples? 21
  • 25. What is Tag-out? Tags are warning devices only They don’t provide the same level of protection as lockout devices. We only use for information, along with a locked device. They can only be removed by an authorized person. They must be legible (use a sharpie), securely attached (e.g., zip-tie not string) and resistant to degradation. 22
  • 26. Energy Control Program Our energy control program consists of: 1. Training for Authorized and Affected employees; 2. A current inventory of equipment requiring lockout; 3. A description of general energy control procedures, 4. Development and use of a specific written stepwise procedure for all equipment on the inventory; and 5. Periodic inspection of the implementation of the energy control procedures 23
  • 27. Lockout Procedures Six Steps to Follow: 1. Notify affected employees (anybody in the area) that the machine or equipment will be shut down and locked out 2. Shut down the machinery or equipment using normal procedure 3. Isolate energy sources with energy-isolating devices 24
  • 28. Lockout Procedures Six Steps 4. Lock out energy-isolating devices with assigned locks. 5. Release or restrain stored or residual energy (capacitors, pressure, vacuum, blades, etc.) 6. Test machinery to make sure it can’t start up (use the normal start procedure) 25
  • 32. Examples of Release of Stored Energy • “Slowly open the receiver tank port and bleed off any internal pressure.” • “Loosen both line valves to relieve all pressure in the cooling circuit.” • “Ground out capacitor…” 27
  • 33. Examples of Attempt to Operate • “…adjust the temperature cycle thermostat to check that all electrical inputs have been shut off.” • “Push the start function button to verify that electric power has been removed.” • “Crack the steam inlet and discharge line outlet valves…” 28
  • 34. Start-up Procedures Only Authorized employee can do startup Warn everyone present to stay clear Remove all tools, locks and tags Remove, reverse, open or reactivate isolating devices Visual check that all is clear Start up machine, process or line flow 29

Editor's Notes

  1. “This training is required by WISHA under their Lockout/tagout Rules.”
  2. “This sounds like almost everybody working around machinery, which is true. The reason for this is that everyone working around machinery should be aware of the hazards of starting up the machinery up while someone is doing maintenance or repair. This training provides an overview of lockout/tagout. Authorized employees are trained on the specific details of lockout/tagout when a procedure is developed for an individual system.”
  3. “Stored mechanical movement means some part of a machine can be moved by electricity, hydraulic fluid, air pressure, water pressure or gravity. This energy can sometimes still exist or be stored when the machinery is turned off. For example, hydraulic fluids can move machinery parts even when the motor or electricity is off, if a certain valve is opened. In the truck photo, the upraised truck bed has hazardous stored energy because gravity could move it down on top of a mechanic working under it, if the bed is not physically blocked in the up position.”
  4. “Chemicals may not seem like stored energy in the normal meaning of the word, but some chemicals like acids, would cause injury if suddenly sprayed or splashed on a worker, thinking a pipeline is empty, disconnects a pipe or opens a valve.”
  5. “Other examples include forklifts with the forks in the up position, steam and hot liquid pipes, fuel lines such as natural gas to heaters. These examples are considered hazardous, because just “turning them off” does not guarantee they won’t accidentally be turned on again during maintenance or repair, or they continue to have stored energy after being “turned off”. Think of a compressed spring, or a pressurized line that has not been bled off.”
  6. “This fatality happened recently in the state of Washington.”
  7. “This fatality happened recently in the state of Washington.”
  8. It is not always the obvious sources of energy that can harm you.
  9. “This fatality happened recently in the state of Washington.”
  10. “In many fatalities or injuries, another employee will start up a machine or open a valve, not aware that someone else is repairing the machine. The person working on this saw obviously would not want someone inadvertently starting up the saw.”
  11. <number> “Service & Maintenance -- when the machine isn’t being used for actual production and service, repair or maintenance work is being done. Setup - a particular type of service to a machine when it is being prepared for production use. In the photo, the setup person is installing and adjusting the dies for production stamping of a composite material. Problems: There is no block under the upper die to positively prevent it from coming down. A key in the computer control on the other side of the machine is all that prevents machine activation.”
  12. “These are also called “energy control devices”. Regular on-off switches (push buttons, selector switches, etc.) are not energy-isolating devices since they can fail – they are not designed for energy isolation. There is one exception: On a motor vehicle such as a trucks and forklifts, WISHA will accept removal of the key from the ignition as electrical lockout even though a complete energy isolating measure would be to disconnect the battery.”
  13. “A lockout device is a usually a lock, key, valve or switch cover that holds an energy isolating or control device in the off or safe position until the lockout device is removed. Lockout must be done according to an established procedure.”
  14. <number> “If you don’t have an electrical disconnect next to a machine, then you can attach a lock to the electrical panel. There are also individual circuit breaker locks, which may be better than locking the electrical panel cover since in an emergency, it may be necessary to get to the panel to shut off breakers other than the one that is locked out. You don’t have to have a lockout procedure for a machine with all its energy controlled by pulling the plug if the worker maintains exclusive control of the plug. If that is not the case, the photo on the right shows how to lockout a plug at the end of an electrical cord.”
  15. <number> “These lockout devices prevent the valves in air, water, gas or steam lines from being opened.”
  16. “A physical block or break in a pipeline prevents steam, gas or liquids from flowing through the pipe to the area where maintenance work is being done. For example, the pipe to a chemical tank must be blocked or disconnected before someone goes in to do repair or maintenance.”
  17. “These devices prevent compressed air from flowing through lines and moving some part of the machinery. The locks prevent anyone from hooking up the lines while maintenance is being done.”
  18. “WISHA has a specific rule regarding the support for a dump truck body. It has to be permanently mounted on the dump truck as shown in the photo of the truckbed.”
  19. “Group or “gang” locks are typically used when several people are doing maintenance and repair at the same time on a machine or piece of equipment. Each lock should have a clear identification (usually a name) showing who it belongs to. No one can remove another person’s lock.”
  20. “This obviously is not a real lockout device since it could be easily removed.”
  21. “Tags cannot be used as a substitute for lockout devices. They can only be used alone if there is no other way to positively control hazardous energy. However, they are often used along with lockout devices as an additional warning. The separate sign can be used as further warning or information.”
  22. “These steps must be followed in the order shown.”
  23. [A visual view of the two preceding slides.]
  24. Use normal startup procedure
  25. “These steps must also be followed in the order shown.”