Lockout/Tagout
Affected Employees
Session Objectives
You will be able to:
• Recognize hazardous energy sources
• Carry out your responsibilities related to
lockout/tagout
• Understand the purpose and use of energy
control devices and procedures
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What You Need to Know
• What hazardous energy is and how it is
controlled
• OSHA’s lockout/tagout regulations
• Your responsibilities during and after
lockout/tagout
• Management’s responsibilities
• Lockout/tagout devices and procedures
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What Is Hazardous
Energy?
• Live or stored
electricity
• Moving machine or
equipment parts
• Often invisible
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What Is Hazardous
Energy? (cont.)
Stored energy in
equipment:
• Heat
• Gravity
• Pneumatic, hydraulic,
air and water pressure
• Steam
• Chemical
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Hazardous Energy Injuries
• Thousands of injuries
every year
• 80% of workers fail
to turn off equipment
• Causes:
• Unexpected start-up
• Release of stored energy
• Failure to lock/tag out
Image Credit: State of WA-WISHA Services
© Business & Legal Reports, Inc. 0703
Controlling
Hazardous Energy
Lockout:
• Prevents machinery or
equipment from being
turned on (lockout
device)
• Prevents machinery or
equipment parts from
moving (lockout
device)
• Provides a warning
(tagout device)
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Lockout/Tagout Training
• “Authorized employee”
who services
machinery
• “Affected employee”
who operates
machinery
• “Other employee” who
works near machinery
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Your Responsibilities
Related to Lockout/Tagout
• Notify maintenance when equipment needs
service or repair
• Leave all lockout/tagout devices in place
• Await instructions before using equipment
• Verify equipment is safe to operate following
lockout/tagout
• Follow all safety rules while operating
equipment
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Management’s
Responsibilities
• Ensure de-energization of equipment
• Ensure employee awareness
• Provide appropriate levels of training
• Review program effectiveness
• Maintain and revise the lockout/tagout
program
• Administer appropriate discipline for
violations
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Recognize and Control
Hazardous Energy
• Do you understand the
information presented
so far?
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Energy Isolation Device
• Isolate the equipment
from the energy source
• Isolation device
• Circuit breaker
• Pressure valve
• Machine block
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Lockout Device
• Lock
• Block
• Chain
• Multilock hasp
• Wheel valve cover
• Ball valve cover
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Tagout Device
• Warning device only
• Readable
• Attached securely
• Resistant to
degradation
• Removed only by an
authorized employee
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Requirements for
Lockout/Tagout Devices
Lockout/tagout devices
must be:
• Durable
• Standardized
• Substantial
• Identifiable
Image Credit: State of WA-WISHA Services
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Typical Equipment
Requiring Lockout/Tagout
• Presses
• Power saws
• Conveyors
• Pumps
• Production equipment
• Trash compactors
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When Lockout/Tagout
Devices Must Be Used
• Servicing or
maintaining machinery
or equipment
• Hazardous energy
exists
• Unexpected start-up
could occur
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Actions That Trigger
Lockout/Tagout
• Removing or
bypassing a safety
device
• Any part of the body is
placed in harm’s way
• Exposure to hazardous
energy
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Lockout/Tagout Exceptions
• Work where the
potential for hazardous
energy does not exist
• Activities performed
during routine
production processes
• Work on cordcontrolled devices
• Hot tap operations
where shutdown is not
feasible
Image Credit: State of WA-WISHA Services
© Business & Legal Reports, Inc. 0703
Lockout/Tagout Procedure
Authorized employee will:
• Notify affected employees
• Shut down energized equipment
• Isolate energy sources from equipment
• Lock out or tag out the energy isolation
device
• Release stored energy
• Test
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Restart Procedure
Authorized employee will:
• Clean up and inspect
work area
• Clear personnel from
start-up area and notify
affected employees of
start-up
• Remove lockout
devices or tags and
reenergize machinery
or equipment
• Restart equipment
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Lockout/Tagout Devices
and Procedures
• Do you understand the
information presented
in the previous slides?
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Key Points to Remember
• Hazardous energy is dangerous and deadly
• Lockout/tagout is used whenever
unexpected start-up or stored energy
release could occur
• Be sure to leave all lockout/tagout devices
in place and wait for instructions before
using equipment
• Verify that equipment is safe to operate
following lockout/tagout
© Business & Legal Reports, Inc. 0703