LOCKOUT/TAGOUT
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Subpart J
General Environmental Controls
1910.147
– The control of hazardous energy
• Lockout/Tagout
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Outline
 Scope, Application, Purpose
 Definitions
 Energy Control Program
 Energy Control Procedure
 Material and Hardware
 Periodic Inspection
 Training and Communication
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Scope
 Scope
– Servicing and maintenance of machines and
equipment where . . .
• Unexpected energization or
• Start up or
• Release of stored energy
Could Cause Injury To Employees
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Scope
 Exceptions:
– Construction, agriculture, maritime
– Electric utilities
– Electric utilization installations (Subpart S)
– Oil & gas well drilling & servicing
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Application
 Control of Energy
 Normal production operations not
covered unless . . .
– Remove or bypass a guard or safety device
– Part of body is in point of operation
Must Provide Alternative Protection
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Application
 Exceptions:
– Cord & plug connected electric equipment
• Only energy source
• Person performing work – exclusive control
– Hot tap operations – transmission &
distribution systems for:
• Gas, steam , water or petroleum
– Pressurized pipelines where continuity of service is
essential
• Alternative protection is still essential
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Purpose
 Requires Employers To:
– Establish a program
– Utilize procedures
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Definitions
Employees
– Authorized
• Person who uses lockout/tagout
Affected
• Person who operates or uses machine where
lockout/tagout is being performed or
• Works in area
Other
• All “other” employees
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Definitions
 Energized
– Connected to energy source
– Contains residual or
stored energy
 Energy Source
– Electrical, mechanical, hydraulic,
pneumatic, chemical, thermal, or other
energy
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Energy Control Program
Energy Control Procedures
Periodic Inspections
Employee Training
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Lockout or Tagout?
 If energy isolating device cannot be
locked out:
– Tagout
 If energy isolating device can be locked
out:
– Lockout or
– Tagout
• Attach at same location as lockout
• Provide equivalent level of safety as lockout
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After January 2, 1990 . . .
Whenever a replacement or major repair,
renovation or modification or new
machines or equipment are installed:
Energy Isolating devices shall
be designed to accept a
lockout device!
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Energy Control Procedure
 Develop, document and utilize
 Exceptions to documentation (all must exist):
– No potential for stored or residual energy after shut
down
– Single energy source – readily identified & isolated
– Locking out will completely deenergize equipment
– Equipment isolated from energy source during work
– Single lockout device is needed
– Lockout device under exclusive control of worker
– Work does not create hazard for other employees
– Employer – no accidents utilizing this exception
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Energy Control Procedures
 Purpose of procedure
 Procedural steps for shutting down,
isolating, blocking an securing
 Procedural steps for placement, removal
and transfer of lockout/tagout devices
– Who’s responsible?
 Requirements for verification
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Materials and Hardware
 Provided by Employer
– Locks, tags, chains, wedges, key blocks, adapter
pins, self-locking fasteners etc.
 Not used for any other
purpose
 Durable
 Standardized
– Color shape or size
 Substantial
 Identifiable
– Employee
– Tagout – warning such as Do Not Start
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Periodic Inspection
 At least annually
 Ensures procedure and requirements
of standard are being met
 Conducted by authorized
employee
– Not the one utilizing energy
– control procedures
 Correct deviations or inadequacies
 Include interview with authorized
and affected
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Periodic Inspection
Certification
 Identify machine or equipment utilizing
lockout/tagout
 Date of inspection
 Employees included in inspection
 Person performing inspection
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Training
 Must ensure purpose
and function of
program are
understood by
employee
 Must ensure the
knowledge and skills
required for safe
application, usage,
and removal of
energy controls are
acquired by
employee
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Training
1.
2.
3.
4.
Authorized
Recognition of
hazardous energy
sources
Type and magnitude
of energy available
Methods and means
for energy isolation
& control
Limitations of tags
Affected
1.
2.
Purpose & use of energy
control procedure
Limitations of tags
Other
1.
2.
3.
Knowledge of procedure
Prohibited to restart or
reenergize
Limitations of tags
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Employee Retraining
 Change in job assignment
 Change in machines, equipment
 Change in processes present a new hazard
 Change in energy control procedures
 Whenever periodic inspection shows
Retrain
deviations or inadequacies
 Must reestablish employee proficiency
 Certify
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Application of Energy Control
 Preparation for shutdown
 Machine or equipment shutdown
 Machine or equipment isolation
 Apply lockout/tagout devices
 Stored energy
 Verification
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Release from Lockout/Tagout
 Check machine
 Notify employees (check area for
employees)
 Removed by person who applied device
– Removal by person other than one who applied
device
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Outside Contractors
 Inform each other of respective
lockout/tagout procedures
 On-site employer ensure employees
understand and comply with restrictions and
prohibitions of outside employer’s energy
control program
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Group Lockout/Tagout
 Every authorized employee working on
equipment
– One person – one lock
– Each person remove only
his/her lock when done
working
 Responsibility given to
one authorized employee to coordinate
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Shift Changes
 Specific procedures must be utilized
– Ensure continuity of lockout/tagout
– Provisions for orderly transfer of lockout/tagout
devices
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Enforcement of Procedures
Important!!!
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