LOCK OUT

/ TAG OUT
CONTROL OF HAZARDOUS ENERGY
COURSE OBJECTIVE
 Understand the importance of a
hazardous control plan.

 Discuss energy control procedures,

training, and periodic inspection criteria
COURSE OUTLINE
LOCK OUT TAG OUT Concepts and Purposes
Step of Effective Lock Out Tag Out
Requirements for Lock out- Tag Out devices
Periodic Inspection Criteria
OVER VIEW
Every workplace has the need for on-going
maintenance. Installation, repair and servicing
of machines and equipment may seem routine,
but can be dangerous to employees performing
the work.

Do you agree?
SERVICING AND/OR
MAINTENANCE
Some workplace activities considered to be
“Servicing and/or maintenance” of machinery
and equipment” include:
 Adjusting... inspecting... modifying...
 constructing... re-tooling...
 lubricating... removing jams... cleaning...
SERVICING AND/OR
MAINTENANCE

Serious injury can be caused by the sudden

and unexpected startup of the machinery or
equipment, contact with live electrical circuit
or the unexpected release of stored energy.
SERVICING AND/OR
MAINTENANCE

Equipment that is shut down may inadvertently

be re-started or re-energized by a co-worker,
or equipment that was thought to be shut
down may be controlled by automatic
processors, timers or computers and may be
re-start automatically and without warning.
LOCK OUT / TAG OUT
Fortunately, these hazards can be avoided through
the use of
lockout/tag-out procedures.
LOCK OUT / TAG OUT IS
IMPORTANT!
Because
They are designed to prevent accidents &
injuries caused by the accidental release of
energy.
LOCK OUT / TAG OUT IS
IMPORTANT!

These procedures prevent workers from being

accidentally exposed to injuries and even life
threatening situations with energized
equipment
WHAT IS LOCK OUT / TAG OUT
A procedure to ensure that machines, pieces of
equipment and/or systems are isolated from their
energy source.

This eliminates inadvertent activation while work is

being performed on the item, and protects other
workers in that area.
LOCK OUT
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
TAG-OUT
The placement of a tag-out 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 operated until the
tag-out device is removed.
LOCKOUT-TAGOUT DEVICES
LOCKOUT DEVICE
Any device that uses positive means such as a
lock, either key or combination type, to hold
an energy-isolating device in a safe position,
thereby preventing the energizing of
machinery or equipment. When properly
installed, a blank flange or bolted slip blind
are considered equivalent to lockout devices.
TAG-OUT DEVICE
Any prominent warning device, such
as a tag and a means of attachment,
that can be securely fastened to an
energy-isolating device in
accordance with an established
procedure.
The tag indicates that the machine
or equipment to which it is attached
is not to be operated until the tag-
out device is removed in accordance
with the energy control procedure.
LOCKOUT-TAGOUT DEVICES
Whichever devices are used, they must be
singularly identified, must be the only devices
used for controlling hazardous energy, and
must meet the following requirements:
 Durable
 Standardized
 Substantial
 Identifiable
HAZARDOUS ENERGY SOURCES
Any electrical, mechanical, hydraulic,
pneumatic, chemical, gas, thermal or other
energy source that could cause an injury to the
affected personnel.
HAZARDOUS ENERGY SOURCES
 Residual pressure – The remaining energy in
a system after activation of the disconnect
(stored energy).
LOCKOUT/TAGOUT
PROCEDURES

Preparation Shut Down

and the Isolate the
Notification Equipment Equipment

Release any Attach the

Verification
Stored Lock and
of Isolation
Energy Tag
STEP 1: PREPARATION AND
NOTIFICATION
Before servicing or installing equipment, you
must be able to answer the following
questions:
 What is the type of energy source on the
equipment?
 What are the potential hazards related to
the energy source?
 What steps are necessary to control the
energy source?
 Who needs to be notified that the equipment
will be shut down for service?
STEP 1: PREPARATION AND
NOTIFICATION
 Notify all affected employees that a lockout
procedure is about to begin and that the
equipment will be shut down for service.
STEP 1: PREPARATION AND
NOTIFICATION

What means or methods can be used to

ensure the above review and notification is
conducted prior to lockout/tagout?
STEP 2: SHUT DOWN THE
EQUIPMENT
Follow the company’s safety procedures
and/or the manufacturer’s instructions.
STEP 2: SHUT DOWN THE
EQUIPMENT
Be aware that some equipment has special
shut-down procedures (for example, computer-
controlled equipment)
STEP 2: SHUT DOWN THE
EQUIPMENT
Make sure all energy sources have located and
shut down. (Some machines have more than
one power source – all must be shut down).
STEP 3: ISOLATE THE
EQUIPMENT
Equipment should be isolated by:
a) Shutting off the main breaker or control
switch
b) Closing valves
c) Disconnecting process lines
d) Pulling plugs
STEP 3: ISOLATE THE
EQUIPMENT
Note:

For complex machines or equipment, refer to

the manufacturer’s control diagram detailing
the locations of all isolation points, including
breaker panels, switches, valves, etc.
STEP 4: ATTACH THE LOCK AND
TAG
Each employee who is
performing maintenance
is responsible for locking
and tagging the
equipment. Each
employee whose duties
require them to work on
equipment must be
provided with their own
lock and key.
STEP 4: ATTACH THE LOCK AND
TAG
 If more than one employee is
involved in the maintenance,
multiple locking devices must be
used to allow each maintenance
employee to lock and tag. This
prevents one employee from
accidentally starting up the
equipment while another
employee is still working.
STEP 4: ATTACH THE LOCK AND
TAG
 Never use another employee’s lock and never
lend your own.
 When all energy sources are locked, apply a
tag to the power source. Make sure the tag is
filled out completely and correctly.
STEP 5: RELEASE ANY STORED
ENERGY
After locking and tagging equipment, you must
make sure that any stored energy on the
equipment is released. This is done by:
STEP 5: RELEASE ANY STORED
ENERGY
Inspecting equipment to make sure all parts
have stopped moving.
Bleeding electrical capacitance (stored
charge)
Venting or isolating pressure or hydraulic
lines from the work area, leaving vent valves
open
Draining tanks and valves
Releasing the tension on springs or blocking
the movement of spring-driven parts.
STEP 5: RELEASE ANY STORED
ENERGY
Blocking or bracing parts that could fall
because of gravity
Blocking, clamping or chaining any switches
or levers that could be moved into the start
position
Clearing lines containing process materials
that are toxic, hot, cold, corrosive or
asphyxiating
Monitoring the process to make sure that the
work you are doing will not result in an
accumulation of stored energy.
VERIFY ISOLATION
To make sure that all kinetic and stored energy
has been released or controlled, you must:
Clear personnel from danger areas.
Test the start switches on the equipment to
confirm that all power sources have been
shut down and switches can’t be moved to
the “on” or “start” position.
VERIFY ISOLATION
Check pressure gauges to make sure that all
lines are de-pressurized and stored energy
has been released.
Secure all blocks, clamps, chains and cribs.
Check electrical circuits to make sure that
voltage is at zero.
Secure blanks (used to block feed chemicals)
and make sure they are not leaking.
ANY QUESTIONS?
QUIZ
1. Place numbers from 1 to 6 in the blanks
indicating the correct order of steps to be
taken in lockout/tagout!
___ Isolate equipment
___ Verify isolation
___ Control stored energy
___ Shut down equipment
___ Prepare for shutdown
___ Apply lockout/tagout devices
QUIZ
2. Lockout/Tagout is a system used to ensure
that equipment you’ve isolated and de-
energized to work on remains shut down.
True___, False___
3.  In a tagout, a tag is placed on all primary
and secondary energy sources. True___,
False___
QUIZ
4. You know the equipment is safe when the
power has been shut down. True___, False___
5. It’s a good idea to have a pre-job briefing
with your co-workers before a lockout
operation. True___, False___
6. Locks should be removed only by the person
who installed them. True___, False___
QUIZ
6. Kinetic energy is energy an object has when
it is in motion. True___, False___
7. In preparing for a shutdown, gravity is not a
concern. True___, False___
QUIZ
8. Which of the following must an employee
know before starting to work on a piece of
equipment.
a) types of energy to be controlled,
b) magnitude of energy to be controlled,
c) hazards of energy to be controlled,
d) method and means to control the energy.
QUIZ
9. Which of the following must be notified
prior to equipment shutdown for repair?
a) plant manager,
b) supervisor,
c) safety person,
d) affected employees.
QUIZ
10. Locks are located at each:
a) electric panel,
b) switch,
c) water valve,
d) energy isolating device.
QUIZ
11. Which of the following would not be part
of equipment isolation?
a) closing valves,
b) locking out feeders,
c) turning off power,
d) releasing hydraulic pressure,
e) releasing steam pressure,
f) blocking movement of parts,
g) releasing spring tension.
QUIZ
14. Verifying isolation involves:
a) putting locks on the equipment,
b) putting a tag on the equipment,
c) attempting to turn the machine on.
END