This document discusses lockout/tagout (LO/TO) procedures for worker safety during maintenance or servicing of machinery. It provides an overview of LO/TO programs and requirements, including: - LO/TO programs are required to prevent injuries and fatalities during maintenance or servicing. - Authorized employees must be trained to properly lockout or tagout machinery to isolate energy sources. - Affected employees whose jobs involve operating the locked out machinery must be notified before lockout/tagout is removed. - Proper lockout/tagout procedures include shutting down machinery, isolating and dissipating stored energy, and verifying isolation before work begins behind locks.

1. Lockout/Tagout

2. Worker Training of Electrical Hazards Including
Arc Flash SH-16614-07
This material was produced under grant number
SH-16614-07 from the Occupational Safety and
Health Administration, U.S. Department of
Labor. It does not necessarily reflect the views
or policies of the U.S. Department of Labor, nor
does mention of trade names, commercial
products, or organizations imply endorsement by
the U.S. Government.
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3. Overview
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Introduction
Application
LO/TO Program
Lockouts Types
Training
Contractors

4. Introduction
• Lockout/Tagout is a horizontal standard which
means all industries must comply.
– Estimated to prevent
• Approximately 120 fatalities
per year
• 28,000 serious injuries
• 32,000 minor injuries
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5. Introduction
• LO/TO accidents are severe
– Average lost work days for
failure to LO/TO is 24 days
per injury
– 7% of all fatalities are related
to failure to LO/TO
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6. Introduction
• Purpose of the Control of Hazardous
Energy Program:
– If a risk exists to any person on unexpected
start up, all protective measures are taken to
isolate all sources of hazardous energy.
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7. Application
Application of Lockout/Tagout is required:
– when servicing and/or maintaining machines
or equipment,
– if it is necessary to remove a guard or bypass
safety device or interlock,
– if employee has the potential to be exposed to
material being processed or machine cycle.
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8. Application
The Lockout/Tagout standard does not apply to:
– Cord and Plug Electrical Equipment
• plug under exclusive control of employee
performing servicing or maintenance
– Hot Tap operations..transmission and distribution
systems..water,gas, stream or petroleum products
• continuity of service essential
• shutdown of system is impractical
• documented procedures are followed
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9. LO/TO Program
• Responsibility of the program is assigned to a
responsible person.
– lock acquisition
– safe work procedures
– training coordination
– contractor coordination
– assist supervisors in implementation and
enforcement of disciplinary actions for noncompliance
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10. LO/TO Program
• Conduct periodic inspections
• Document changes in control
program as result of inspections
• Assist in development of specific
procedures
• Maintain program availability for
employees and interested persons
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11. LO/TO Program
• Any employee who may be involved
in the operation, installation, service
or maintenance of any machine or
equipment that has potential for
release of hazardous energy is
authorized to Lockout/Tagout if he or
she is trained.
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12. LO/TO Program
Authorized Employee
• Person who locks
out or tags out
machine
• Appendix of the
LO/TO Program
contains a list of
Authorized
Employees
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13. LO/TO Program
Authorized
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14. LO/TO Program
• Affected employees are those employees
whose job requires them to operate
machine or process on which
maintenance or service is being
performed.
– Need to be notified on shutdown and start up.
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15. Lockouts
• Individual Lockout:
– Shut down, control off, lockout
– Stored energy dissipated, isolated
– Operate controls for operation, verify OFF
– Work may proceed
– If shift changes, individual LO/TO repeated by
next shift
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16. Lockouts
• Individual restoration to service:
– Replace all guards and safety devices
– Notify all personnel/affected employees
– Vents and bleeders closed, blinds removed,
blocks and tags removed
– Each employee removes his or her lock
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17. Lockouts
• Group Lockout:
– Same as individual lockout except
• Operations personnel will place keys in lock box…
and fill out “Isolation List for Group Lockout”
• Operations turns equipment over to Maintenance
Department
• Maintenance will place their personal lock and
complete work
• update “Isolation List”
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18. Lockouts
• Group restoration to service:
– Maintenance - replaces all guards and safety
devices
– Maintenance - notifies all Personnel/Affected
Employees
– Vents and bleeders closed, blinds removed,
blocks and tags removed
– Maintenance and Operations - each
employee removes his or her lock
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19. Lockouts
• Long Term Safety Lockout:
– Extended period of time… discontinued ...not
longer part of operation
– Long term locks available for use by the
responsible person
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20. Training
Additional Training for Authorized Persons
– When implementation is required.
– Recognition of hazardous energies.
– Returning equipment to service.
– If questions on application specific actions to
be taken.
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21. Training
Additional training
required if . . .
– new equipment is
introduced
– changes in LO/TO
equipment
– periodic audit
identifies need
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22. MCC
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23. Contractors
• Exchange of LO/TO procedures
• Agreement of procedures before
work begins
• Discipline of contractor and/or
contractor employee(s) for failure
to LO/TO
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24. DANGER!
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25. Questions?
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