De-energization and
Lockout
Agenda
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WorkSafeBC OHS Regulations
Definitions
Responsibilities
Risk identification and hazard
assessments
Agenda
• Lockout procedures:
• Lock removal and restarting
• End of shift transfer
• Removing another worker’s lock
Agenda
• Lockout Procedures – continued
• Working on energized equipment
• Group lockout
• Mobile equipment lockout
Training Objectives
• Attendees will:
• Understand various terms and definitions
• Be familiar with WorkSafeBC Regulations
• Know your responsibilities
Training Objectives
• Attendees will - continued
• Recognize situations where lockout is
required
• Be able to conduct various lockout
procedures
WorkSafeBC Regulations
• 10.2 – 10.3
• When lockout required
• 10.4
• Lockout procedures
• 10.5
• Access to energy isolating devices
• Using Electrical panels for lockout
WorkSafeBC Regulations
• 10.6
• Verifying lockout
• 10.7
• Worker responsibilities
• 10.8
• Removal of locks
WorkSafeBC Regulations
• 10.9
• Group lockout procedure
• 10.10
• Alternate procedures
WorkSafeBC Regulations
• 10.11
• When locks are not required
• 10.12
• Work on energized equipment
Definitions
• Control power
• The power source that activates the main
energy source
• De-energization
• Procedure to disconnect and isolate
equipment
Definitions
• Energy Sources
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Electrical
Mechanical
Hydraulic or Pneumatic
Chemical
Thermal
Other sources
Definitions
• Energy Isolating Device
• Prevents release of energy to equipment
• May include switches, circuit breakers,
valves
Definitions
• Group Lockout
• A system to simplify multiple lockout
Definitions
• Hard Start
• Attempting to start equipment after deenergization and lock out
Definitions
• Interlock
• A switch that prevents machinery from
starting
Definitions
• Personal Lock
• Unique lock issued to a worker
• Lockout
• Use of a lock to isolate equipment
Definitions
• Lockout Scissors
• Allows more than one lock on a lockout
point
Definitions
• Maintenance
• Work done to keep equipment in safe
operating condition
• Installing
• Repairing
• Cleaning
• Lubricating
• Clearing obstructions
Definitions
• Normal production
• Routine, repetitive work
• Integral to normal use of equipment
Definitions
• Powered Equipment or Machinery
• Equipment that uses or stores energy, and
• Can start unexpectedly, or
• Can release energy unexpectedly
Definitions
• Qualified Person
• Knowledgeable of the hazards and how to
control them
Definitions
• Soft Start
• Starting equipment from a computer
control station
Responsibilities
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Employer
Senior Managers
Managers / Supervisors
Workers
Responsibilities
• Employer / Senior Management
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Establish the lockout system
Ensure personal locks are available
Ensure written procedures are developed
Ensure workers are trained
Responsibilities
• Managers / Supervisors
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All workers understand and follow
procedures
Workers have personal locks
Other lockout equipment is available
Maintain list of equipment requiring
lockout
Workers are trained
Responsibilities
• Workers
• Participate in lockout training
• Lock out using proper procedures
• Ensure lockout is in place before starting
work
• Remove personal locks when job complete
• Keep control of keys to personal lock
Hazard Identification and
Assessment
• For each piece of equipment:
• Complete hazard Identification checklist
• Complete risk assessment for each hazard
• Develop lockout procedures
Lockout Procedures
• Lockout Sequence
1. De-energize
2. Apply locks
3. Verify lockout
Lockout Procedures
• Lockout Sequence - continued
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Interlocks
Release energy sources
Lock removal
End of shift transfer
Lockout Procedures
• De-energize
• Identify the energy sources
• De-energize and isolate
• If complicated, “qualified person” must deenergize
Lockout Procedures
• Apply locks
• Each worker attaches his/her own lock
• Cables cannot be used for more than 4
switches
Lockout Procedures
• Verify lockout
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First person to apply lock tests lockout
Test from the operator’s console
Disable computer controls or interlocks
Attempt a soft start on computer systems
Lockout Procedures
• Interlocks
• Upstream interlocks can give false reading
• Must be noted in written procedures
Lockout Procedures
• Release Energy Sources
• Ensure all sources are released
• Written procedures should address this
Lockout Procedures
• Lock Removal and Re-starting
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Remove all tools
Guards in place
Notify affected employees
Equipment in neutral
Each worker removes his/her own lock
Lockout Procedures
• End-of-Shift Transfer
• Orderly transfer of locks
• Use to maintain lockout integrity
Lockout Procedures
• Removing Another Worker’s Lock
• Supervisor attempts to contact worker
• Supervisor removes lock as per
procedures
• Document steps taken – use form
• Guards at danger points
• Notify worker prior to next shift
Lockout Procedures
• Working On Energized Equipment
• Equipment operation required during
maintenance or testing
• Written alternative procedures required
Lockout Procedures
• Group Lockout
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Requires two qualified workers
Written checklist must be used and posted
Container secured by 2 personal locks
Each worker must apply personal lock
Either qualified worker can remove locks
Lockout Procedures
• Mobile Equipment Lockout
• Mobile equipment must be locked out
• Use ignition key and lockbox
• Multiple lockout procedure may be
necessary
• Disconnect battery
Lockout Procedures
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Individual lockout procedures
Equipment-specific procedures
Lockout checklist
Lock removal form
Summary
• Lockout procedures protect YOU
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Follow lockout procedures
Never attempt lockout without training
Control your lock and key
Understand all procedures
Report unsafe acts and conditions
Summary
• Review of topics
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WorkSafeBC Regulation
Responsibilities
Hazard identification and risk assessments
Lockout procedures
Questions