ZES Update
ZES003R2
Contents
Overview
Guidelines on Cascaded Lock Boxes
Left hand rule
1
Overview
Overview of ZES
In 2008 the Ontario operations implemented ZES, a new locking and tagging
standard that requires all sources of energy be locked out prior to work being
performed.
Over time, improvements, revisions, clarifications and updates are made to the
ZES program. In addition to being communicated directly, this module is
periodically attached to the annual refresher training module to ensure that
everyone is aware of any changes.
The presentation that follows will outline some of the recent updates to the ZES
program.
2
Cascaded Lock Boxes
Cascaded Lock Boxes
Guidelines for Cascading Lock Boxes
Cascaded Lock box:
A lock box that contains the keys from an identified red project lock that has been
affixed to the exterior of another lock box or lock boxes.
Context:
Cascaded lock boxes have always been permitted as part of the ZES program.
This guideline is intended to help standardize the way cascaded lock boxes are
used.
In many cases due to commissioning or testing requirements it is necessary to
access and remove the locks from a subset of energy isolating devices within a
lock box at some point during a project. With proper planning a cascaded lock
box may simplify this process.
4
Cascaded Lock Boxes
Applications for Cascading Lock Boxes
There are three applications of cascaded lock boxes.
The next slides will provide an overview and awareness of these three
applications. For detailed questions on the use of cascaded lockboxes, please
contact your supervisor, project contact, safety supervisor or learning and
development.
Step by step instructions for cascading lockboxes are provided on the job aid
form (available on the ZES website).
5
Cascaded Lock Box
Application 1: Extending a Lock Box
• A lock box is created and a red project lock and tag are placed on that lock
box.
• A job aid card is put into the slot indicating the lock box has been cascaded.
• The key from the red project personal protection lock is placed within a
cascaded lock box.
• The cascaded lock box or the original lockbox is used for personal protection
locking. (Typically used where two groups working on the same job and are
locking in different locations)
6
G ER
DA N N OT
O
E
D
RAT
O PE
G ER
DA N N OT
O
E
D
RAT
O PE
Keys stay with
Designated Tagger
Cascad
ed
Lock
Box
Lock Box For m
Lock Box For m
Group
Lock Box
Group
Lock Box
GER
DAN N OT
D O AT E
R
OPE
After placing your
project tag and red
lock, Key goes into the
cascaded lock box
GER
DAN N OT
D O AT E
R
OPE
GER
DAN N OT
D O AT E
R
OPE
GER
DAN N OT
D O AT E
R
OPE
Personal Protection
Lock & Tags
Cascaded Lock Box
Application 2: Cascading using Multiple Lock Boxes
• Isolating devices required to remain locked for the duration of the project are
placed in a lock box.
• Equipment which is required to be unlocked at some point during the project
have the keys placed in a second lock box (further lock boxes may be used as
required).
• A red project personal protection lock is then affixed to each lock box and a job
aid form is put into the slot of each lockbox indicating the lock box has been
cascaded.
• All project lock keys are combined into a cascaded lock box.
• The cascaded lock box is used for personal protection locking.
8
DS 1-1
DS 1-3
V-1
G ER
D ANNOT
DO ATE
R
OPE
O
G ER
D ANNOT
O
DO ATE
R
OPE
GER
DANNOT
GER
DANNOT
DO R ATE
OPE
DO R ATE
OPE
Cascaded
Lock Box
Lock Box For m
Lock Box For m
Group
Lock Box
GER
DAN N OT
D O AT E
R
OPE
GER
DAN N OT
D O AT E
R
OPE
GER
DAN N OT
D O AT E
R
OPE
GER
DAN N OT
Lock Box For m
D O AT E
R
OPE
Group
Lock Box
Personal
Protection
Lock & Tags
Keys stay with
9
Designated
Tagger
V-3
V-2
Project
tags
Group
Lock Box
G ER
D ANNOT
DO ATE
R
OPE
Cascaded Lock Box
Application 3: Cascading a Lock box + Additional Isolation Points
• A lock box is created and then a red project lock is placed on that lock box.
• The key for that red project lock along with the keys from additional energy
isolating devices are combined in a cascaded lockbox.
• A job aid form is put into the slot of the original lock box indicating the lock box
has been cascaded.
• The cascaded lock box is used for personal protection locking.
10
DS 1-1
DS 1-3
V-1
G ER
D ANNOT
DO ATE
R
OPE
V-3
V-2
ER
NG
D A OT
ER
NG
D A OT
N
DO ATE
R
OPE
N
DO ATE
R
OPE
O
O
GER
DANNOT
GER
DANNOT
DO R ATE
OPE
DO R ATE
OPE
Keys stay with
Designated Tagger
Cascaded
Lock Box
Lock Box For m
Lock Box For m
Group
Lock Box
Group
Lock Box
GER
DAN N OT
D O AT E
R
OPE
After placing your
project tag and red
lock,11Key goes into the
cascaded lock box
GER
DAN N OT
D O AT E
R
OPE
GER
DAN N OT
D O AT E
R
OPE
GER
DAN N OT
D O AT E
R
OPE
Personal Protection
Lock & Tags
Cascaded Lock Box continued
In any case, the tagger should only install their personal protection lock on one
lock box. The tagger must ensure:
1. They are working on the same project as listed on the Lock Box Form.
2. They install his/her personal protection on the correct Lock Box.
3. They remove his/her personal protection by the end of their working shift.
All lock boxes, both regular and cascaded shall be secured with a blue lock by a
designated tagger(s). The keys to the blue lock must be secured by the
designated tagger(s) and shall not be placed inside another lock box. If a key to
a blue lock changes hands to a subsequent designated tagger, the lock box form
for that lock box (and that lock box only) shall record the name of the subsequent
designated tagger, regardless, of whether the lock box is cascaded or not.
12
Cascaded Lock Box continued
Note: You can only cascade off of the original lock box, therefore cascading off of
a cascaded lock box is not permitted.
Reasoning: Cascading lock boxes has added a certain amount of complexity to
the ZES program.
To mitigate the complexity to ALARA, only cascading off the original lock box is
permitted.
This overview and the job aid for cascading lock boxes can be found on the
ZES website.
13
Left Hand Rule
Left Hand Rule
In Sudbury the left hand rule is considered a best practice, and should be our
default and standard switch pulling procedure. Other sites may have different
switch pulling procedures that are equally as good.
At times, due to equipment position, PPE, site specific training, or other factors,
applying the left hand rule may not be the safest or most practical approach. In
those cases, after discussion with your supervisor, the following alternate
procedure may be used.
When operating a switching device;
• asses the hazards
• determine the safest place to position your body to limit exposure
• assure footing is secure
• maximize the distance between the device and your torso/face
• avert your face (unless wearing a face shield)
• open/close the device using a good leather glove
15
Thank you!