Lockout/Tagout
Awareness Training
29 CFR 1910.147
By: Chaizong Lor, Safety Coordinator
Facilities Management
UW-Eau Claire
Training Objectives:
•
•
•
•
•
•
•
•
•
•
Definitions
Responsibilities
General Procedures
Device Requirements
Shut Down Procedures
Outside Personnel (Contractors)
Equipment Return to service
Special Exceptions
Specific Energy Control Procedures
Summary
Facilities Management
UW-Eau Claire
Definitions
• Lockout
– Use to hold an energy isolating
device in the safe position and
prevents the energizing of
an equipment
• Tagout
– Use along with lockout devices as an
additional warning or information.
– This tag can only be removed by the person
originally installing it or a qualified electrician.
Note: FM uses both lockout/tagout devices.
Facilities Management
UW-Eau Claire
Responsibilities
• Supervisors
– Identify machinery and equipment that
requires lockout/tagout before servicing.
– Develop machine specific procedures
for each type of machine or equipment.
– Approve lockout devices to be used
for each type of equipment that
may need to be serviced.
– Provide individual tags and key
locks to each employee who will
need to de-energize equipment.
– Coordinate with outside contractors
when servicing of equipment is done
by them, or will affect them.
Facilities Management
UW-Eau Claire
Responsibilities Cont.
• Authorized Employees
– Understand the intended use of
each type of lockout/tagout hardware.
– Understand specific procedures for machinery,
equipment and processes, including:
• The hazards involved with working on electrical
circuit and/or machinery or equipment.
– Use the proper procedure for locking/tagging
out an electrical source or piece of equipment.
– Ensure the devices are kept in such a
manner as to prevent use by other employees.
– Notify any affected employees prior to the
application of lockout/tagout devices and after
they are removed.
Facilities Management
UW-Eau Claire
Responsibilities Cont.
• Affected Employee - An employee whose
job requires him/her to work in an area in
which such servicing or maintenance is
being performed.
– Comply with restrictions and limitation
imposed upon them during lockout/tagout of
equipment or machinery.
– Do not attempt to move lockout/tagout
devices or start, energize or use equipment
that have been locked or tagged out.
Facilities Management
UW-Eau Claire
General Procedures
• Electrical Procedures
– Shut off power on machine and disconnect.
– Lockout/tagout on disconnect sources.
– Press start button to ensure that energy
source has been locked.
– Remember the keys points:
• If a machine or piece of equipment contains
capacitors, they must be drained of stored energy.
• Possible disconnecting sources include the power
cord, power panels (look for primary & secondary
voltage), breakers, the operator’s station, motor
circuit, relays, limit switches, electrical interlocks.
Facilities Management
UW-Eau Claire
General Procedures Cont.
• Hydraulic/Pneumatic Procedures
– Shut off all energy sources (pumps &
compressors).
– Lockout/tagout the valve on the pumps and
compressors that supply energy to more
than one piece of equipment.
– Drain or bleed stored pressure from
hydraulic/pneumatic lines during
lockout/tagout procedures.
– Make sure controls are returned to their
safest position (off, stop, neutral, etc.).
Facilities Management
UW-Eau Claire
General Procedures Cont.
• Fluids and Gases
– Identify the type of fluid or gas properly.
– Close valves to prevent flow during
lockout/tagout.
– Determine the isolating device, close and
lockout/tagout.
– Drain and bleed lines to zero energy state.
– Check for zero energy state on the
equipment.
Facilities Management
UW-Eau Claire
General Procedures Cont.
• Mechanical Energy Procedures
– Block out or use die ram safety chain.
– Lockout or tagout safety device.
– Shut off, lockout or tagout electrical system.
– Check for zero energy state on equipment.
– Return controls to safest position.
• Extra precaution
– Know equipment and systems
• Understand equipment hazards
• Isolation points
• Procedures for lockout
Facilities Management
UW-Eau Claire
Device Requirements
• Use only lockout/tagout devices that
have been approved by FM.
• Locks/tags must clearly identify the
employees who applied them.
Note: Key differently.
Facilities Management
UW-Eau Claire
Shutdown Procedures
• Prepare for Shutdown
– Identify lockout points
• Locate and identify all energy
isolating devices that apply
to the machine/equipment
to be locked out.
• Refer to the manufacturer’s control
diagram detailing the location of all
isolating points for complex equipment.
• Determine the magnitude of the energy,
the hazards of the energy to be
controlled, and the methods to control the energy.
• If authorized employees are unable to determine
each form of energy, they must consult their
supervisors before starting work.
Facilities Management
UW-Eau Claire
Shutdown Procedures Cont.
• Notification
– Notify all affected employees that a
lockout/tagout is about to take place.
• The reason for the lockout/tagout.
• The specific machinery or equipment affected.
• Shutdown
– Shut Off Equipment
• If the equipment is operating, employees shall
shut it down by the normal stopping procedures
(depress the stop button, open the switch, close
valve, etc.)
Facilities Management
UW-Eau Claire
Shutdown Procedures Cont.
• Deactivate Energy
– Disconnect the device
from ALL energy sources
– Inspect the equipment to
ensure ALL energy sources
are disconnected.
• Release of Stored or Residual Energy
– Release the stored or residual energy such as
that in capacitors, springs, elevated machine
members, rotating flywheels, hydraulic
systems and pressurized systems such as air,
gas, steam, or water.
Facilities Management
UW-Eau Claire
Shutdown Procedures Cont.
• Attach Locking and Tagging Devices
– Locks and tags should be standardized.
– Locks shall be attached to energy
isolating devices so that they cannot
be accidentally detached during
maintenance.
– Tags shall be attached to
all points where equipment
or circuits can be energized.
– A multiple lock plate shall
be used when more than one
employees attach their own
lock on the same equipment.
Facilities Management
UW-Eau Claire
Shutdown Procedures Cont.
• Tryout
– Test the deactivation of the equipment to
ensure that equipment cannot be energized.
Note:
• Checking that no personnel are exposed.
• Verifying the isolation of equipment by operating
the push button or other normal operating controls.
• Checking pressure gauges to ensure
de-pressurization of lines.
• Inspecting electrical circuits to confirm zero voltage.
• Testing equipment by pushing start buttons or other
controls to make certain the equipment will not run.
• Returning the operating control(s) to “NEUTRAL”
or “OFF” position after the test.
• Ensuring equipment is now locked out/tagged out.
If equipment DOES energize on tryout, push the stop button &
contact immediate supervisor immediately for further instruction.
Facilities Management
UW-Eau Claire
Outside Personnel (Contractors)
• The following procedures should be
followed if work activities are
performed by contractors:
– FM supervisor and contractor shall inform
each other of their respective lockout/tagout
procedures.
– FM supervisor shall ensure that his/her
employees understand and comply with the
restrictions and prohibitions of the outside
employer’s energy control program.
– Contractors failing to adhere to lockout/tagout
procedures acceptable to FM will be asked to
terminate their work until they employ
acceptable energy control procedures.
Facilities Management
UW-Eau Claire
Equipment Return to Service
• Inspect the machine and work area to
ensure that:
– Non-essential materials
have been removed.
– Tools and equipment are removed.
– Blocks, pins and chain (used during
the lockout) are removed.
– Secured safe guards are in place.
– All equipment components are
fully assembled and operational.
• Ensure that all employees have
left the area or are safely positioned.
Facilities Management
UW-Eau Claire
Equipment Return to Service Cont.
• Verify that controls are in neutral or the
“OFF” position.
• Remove all locking/tagging devices
– Each lock shall be removed by
authorized employee that applied
it or under his/her direct supervision.
• Notify affected employees
that the servicing or
maintenance is completed
and the machine/equipment
is ready for use.
Facilities Management
UW-Eau Claire
Equipment Return to Service Cont.
• If the authorized employee who placed a lockout/tagout is
absent from the workplace, when necessary, the
immediate supervisor of that employee may remove the
lock/tag device after completing ALL of the following
specific procedures:
– Verify that the employee is not present and therefore
unable to remove the lock.
– Obtain approval to remove the lock from one of the
following: Director, Associate Director, and/or Assistant
Director.
– With the assistance of one of the above, get the “Second
Key” from the lock box in the vault.
– Remove lock/tag device (if supervisor is an authorized
person) or supervise the removal by a person authorized to
do so.
– Ensure that the authorized employee who place it
lockout/tagout device has been removed before they
resume work at the facility.
Facilities Management
UW-Eau Claire
Special Exceptions
• Minor, low risk, repetitive, routine
equipment adjustments which
take place during production
operations which are integral
to the use of the equipment.
• Work on cord or plug connected
electrical equipment when it is
unplugged, and the employee
working on the equipment has
complete control over the plug.
• Hot tap operations on transmission
and distribution systems in which
continuity or service is essential.
Facilities Management
UW-Eau Claire
Specific Energy Control Procedures
• A written procedure is required for piece of
equipment or machinery that utilizes multiple
power sources. Each case must outline:
– ALL energy sources & lockout points
for the equipment or process.
– Specific steps to shut down,
isolate, block and secure the
machine or equipment to
control the hazardous energy.
– Steps for the placement, removal
and transfer of the lockout devices
and the responsibility for the devices.
– Specific requirements for testing the equipment or
machine to ensure the effectiveness of the lockout
devices and other energy control devices.
Facilities Management
UW-Eau Claire
Specific Energy Procedures Cont.
• Exceptions to Requirement for Specific
Energy Control Procedures.
– Specific documentation if not required for
equipment when all of the following element exist:
• Machine/equipment has no potential for stored energy
after shut down which could endanger employees.
• Machine/equipment has a single energy source
that can be readily identified and isolated.
• Isolation/locking out of that energy
and source will completely de-energize
de-active the machine or equipment.
• Machine/equipment is isolated from that
energy source during servicing or maintenance.
• Single lockout device will achieve a locked out
condition.
Facilities Management
UW-Eau Claire
Summary
• Only authorized personnel may
perform lockout/tagout using only the
prescribed procedures.
• Identify ALL energy sources and
establish a zero energy prior to
servicing equipment.
• Take your time and do it RIGHT!!!
(Lockout, Tagout, Tryout)
• IF YOU DO NOT KNOW, ASK!!!
Facilities Management
UW-Eau Claire
•Any Questions
??
Facilities Planning & Management
UW-Eau Claire