Failure to properly de-energize equipment results in over 120 fatalities and 50,000 injuries annually according to OSHA. The document discusses energy sources that can be present, affected vs authorized employees, lockout/tagout procedures and safety, typical lockout/tagout procedures, prohibited actions, lockout/tagout devices, locks, and requirements for contractors and vendors. A proper lockout/tagout procedure is critical for safely servicing, maintaining or repairing equipment.

1. General Information on
Lockout Tagout
(LOTO)

2. OSHA Facts
Failure to properly de-energize
equipment results in roughly120
fatalities and 50,000 injuries
annually.
– OSHA

3. Energy Sources
There are multiple energy sources:
1. Thermal - Heat
2. Chemical - Fuels
3. Pneumatic - Air
4. Hydraulic - Liquid
5. Mechanical - Pulleys
6. Gravity

4. Affected vs. Authorized
Affected Employee:
An employee whose job requires him/her to operate
or use machinery or equipment on which servicing or
maintenance is being performed under a lockout/
tagout procedure or whose job requires him/her to
work in an area in which servicing or maintenance is
being performed under a lockout/tagout procedure.

5. Affected vs. Authorized Cont;
Authorized Employee:
An employee who implements a lockout/tagout procedure on
machinery or equipment in order that servicing or
maintenance may be performed.
A authorized employee and a affected employee can be the
same person.

6. Other Employees
Employees who do not service or operate
machinery or equipment, but work nearby and
need to know about energy and control
procedures.

7. Working Safely with Electrical
Equipment
• Isolate and lockout power source before servicing,
maintaining or repairing equipment.
• Use tags and locks authorized
for the particular equipment or machinery
and ensure that they are durable,
standardized, and substantial.
• When working on equipment over 600 volts you
must verify isolation by two or more people.

8. Lockout / Tagout Don’ts
• Bypass safety equipment.
• Keep damaged tags/locks.
• Guess at what controls apply to what
machines.
• Ignore inspections.
• Loan keys or locks.
• Assume area/machine is de-energized or
depend on someone else to de energize the
machine.
• Never remove or disturb someone’s lock or
tag
• Make no exceptions!

9. Typical Procedure
1. Phase One
•
Authorized employee alerts others.
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Unauthorized employees leave the area.
De-energize equipment.
Release or restrain stored energy.
Check locks and tags for defects.
Install lock and tag.
Attempt to restart locked out equipment.
De-energize following test.
Proceed?

10. Typical Procedure
2. Phase Two (Re-energize Equipment)
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Authorized employee inspects area for tools, rags, etc.
Inspect all safety devices i.e. guards.
Notify nearby employees of re-energizing.
Conduct one final inspection for hazards.
Authorized employee removes the lock and tag to
restore energy.
Employees are permitted to return to their work area.

11. Kits
•
LOTO kit available
•Inspected regularly
•Missing or damaged items

12. Tags
•Complete all
sections.
•Writing is legible.
•Must be secured.

13. LO/TO Devices
Gate Valve
Circuit Breaker

14. LO/TO Devices
Hasp
Hasp with tabs

15. LO/TO Devices Cont.
Adjustable cable lockout
Snap-on hasp

16. Locks
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Combination locks
No two locks should have the same key.
Inspected
Never shared or transferred
Rekey if the key is lost.
If lock is lost
Padlocks must be a minimum, 4-pin tumbler.
Affixed to the main disconnect or cabinet.

17. Contractors & Vendors
•They must adhere to our in-house lockout/tagout
policy.
•NO EXCEPTIONS!