The document discusses lock out and tag out (LOTO) procedures, which refer to specific practices for safeguarding employees during maintenance of machinery by turning off and disconnecting energy sources. Approximately 3 million workers face injury risks without proper LOTO implementation, and non-compliance results in an estimated 120 fatalities and 50,000 injuries annually. The presentation outlines LOTO responsibilities, definitions, procedures for locking out equipment, and special situations like servicing over multiple shifts or involving contractors.

1. Lock Out & Tag Out (LOTO)
HSE Presentation
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Approximately 3 million workers service equipment and face the
greatest risk of injury if lockout/tagout is not properly implemented.
Compliance with the lockout/tagout standard (29 CFR 1910.147)
prevents an estimated 120 fatalities and 50,000 injuries each year.
Introduction of HSE Presentation

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• "Lockout/Tagout (LOTO)" refers to 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.
• This requires that a designated individual turns off and disconnects the
machinery or equipment from its energy source(s) before performing
service or maintenance and that the authorized employee(s) either lock
or tag the energy-isolating device(s) to prevent the release of hazardous
energy and take steps to verify that the energy has been isolated
effectively.
Introduction of HSE Presentation

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The “Fatal Five” Main Causes of
Lockout/Tagout Injuries
• Failure to stop equipment
• Failure to disconnect from
power source
• Failure to dissipate (bleed,
neutralize) residual energy

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The “Fatal Five” Main Causes of
Lockout/Tagout Injuries
• Accidental restarting of
equipment
• Failure to clear work areas
before restarting

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Responsibilities
• Authorized Employee - one who locks out
machines or equipment in order to perform the
servicing or maintenance on that machine or
equipment.
• Affected Employee - one whose job requires
him/her to operate or use a machine or
equipment on which servicing or maintenance
is being performed under lockout, or whose job
requires him/her to work in an area in which
such servicing or maintenance is being
performed.

7. • Energy Isolating Device - A mechanical device that
physically prevents the transmission or release of
energy.
• Tagging System – identification tag provided in the
valve together with the lock to identify the users of
tag, the purpose, duration of activities, contact
number or location, etc…
• Energy Control Procedure - A safety program
adopted by the employer that includes energy
control procedures plus provisions for inspecting
the procedures and training employees for
lockout/tagout.
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Definition

8. • Energy Isolating Device - A mechanical device that
physically prevents the transmission or release of
energy.
• Tagging System – identification tag provided in the
valve together with the lock to identify the users of
tag, the purpose, duration of activities, contact
number or location, etc…
• Energy Control Procedure - A safety program
adopted by the employer that includes energy
control procedures plus provisions for inspecting
the procedures and training employees for
lockout/tagout.
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Definition

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Types of Lockout Devices
• Electrical
- Generated
- Static
• Mechanical
- Transitional
- Rotational
• Thermal
- Machines or Equipment
- Chemical Reactions
• Potential
- Pressure
- Hydraulic
- Pneumatic
- Vacuum
• Springs
• Gravity

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Types of Lockout
Devices
• Plug Locks
• Ball Valve Lockout

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Types of Lockout
Devices
• Gate Valve Lockout
• Group Lockout Hasp

12. Lockout Procedure
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• Inform the operator (s) that power is
being disconnected.
• Preparation for Shutdown
• Equipment Shutdown
• Equipment Isolation

13. Lockout Procedure
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• Application of Lockout Devices
• Control of Stored Energy
• Equipment Isolation-Verification
• Periodic Inspection of LOTO

14. Removal of Lockout
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• Ensure equipment is safe to operate
• Safeguard all employees
• Remove lockout/tagout devices. Except in
emergencies, each device must be
removed by the person who put it on.
• Last person to take off the lock
• Follow checklist

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Temporarily Reactivating Equipment
• Remove unnecessary tools from the work area and make sure everyone is
clear of the equipment
• Remove lockout/tagout devices and re-energize the system
• As soon as the energy is no longer needed, isolate the equipment and re-
apply lockout/tagout, using the procedure.

16. Special Situations
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• Servicing lasts longer than one shift.
• Contractors are performing service or maintenance at your workplace
• Worker who applied lock is not available

17. • Never attempt lockout/tagout procedures unless you have been trained
and certified by your employer under an approved Energy Control
Program.
• Never loan or share your lock, combination, or key with anybody else.
• Always be sure all lockout/tagout devices are compatible with the
environment in which they will be used i.e. corrosive, humid, etc.
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