WC-OSH 109 Tagging and Isolation Doc ID 460862 Custodian Sen OSH Advisor Critical Risk Version Date 23/12/2015 Accountabilities Framework Level 1: Manage Occupational Safety and Health Level 2: Manage Hazards and OSH Incidents Next Review Date 29 Oct 2017 Note: This Procedure will be obsolete post the respective Region and Alliance Go Live Date. Refer to table below: Region / Alliance Aroona Alliance Goldfields and Agricultural Region Mid-West Region Perth Region Alliance South West Region Great Southern Region Cocos and Christmas Islands North West Region (mainland) Go Live Date st 31 December 2016 st 31 December 2016 st 31 December 2016 st 31 January 2017 st 31 January 2017 th 17 February 2017 nd 22 March 2017 st 31 March 2017 After this date, please refer to HSEAA-P-150 LOTO Procedure. This document forms part of the Water Corporation’s mandatory Safety Essentials. Isolation • Never work on an energy source without the correct method of isolation There is a Quick Reference Sheet that summarises key requirements of this procedure attached at Appendix A. 1 Purpose This procedure describes the isolation and tagging process that is used at Water Corporation to protect persons from potential hazards associated with engulfment or uncontrolled energy release. This includes but is not limited to hazardous energy in the forms of kinetic, electrical, thermal, chemical reaction or potential energy. It also describes the use of Out of Service and Information Tags, which can be used for other operational purposes. Content 1 Purpose.................................................................................................................................................................... 1 2 Scope ....................................................................................................................................................................... 3 3 Roles and Responsibilities ....................................................................................................................................... 3 4 Training and Competency ........................................................................................................................................ 3 4.1 On-the job instruction to short-term contractors ............................................................................................ 4 5 Flowchart – Overview of Simple and Complex Isolation process ............................................................................. 5 6 Isolation Process...................................................................................................................................................... 6 6.1 Safe Job Planning......................................................................................................................................... 6 6.2 Isolation Classification .................................................................................................................................. 6 6.2.1 Simple Isolations ............................................................................................................................... 6 6.2.2 Complex Isolations ............................................................................................................................ 7 6.3 De-energising and isolating energy sources ................................................................................................. 7 6.4 Verifying isolation of energy sources ............................................................................................................ 7 PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 1 OF 37 WC-OSH 109 Tagging and Isolation 6.5 7 Applying tags or locks ................................................................................................................................... 8 Requirements for Isolations ..................................................................................................................................... 8 7.1 Gas and Pneumatic Systems........................................................................................................................ 8 7.2 Fluid Systems ............................................................................................................................................... 8 7.2.1 Planning ............................................................................................................................................ 8 7.2.2 Carry out planned isolations ............................................................................................................ 10 7.3 Electrical Systems Isolation ........................................................................................................................ 11 7.3.1 High Voltage System Isolations ....................................................................................................... 11 7.3.2 Mains Voltage Hard-Wired System Isolations (physical break by component removal) .................. 11 7.3.3 Mains Voltage Hard-Wired System Isolations (without removal of a circuit component) ................. 12 7.3.4 Testing of electrical isolations .......................................................................................................... 13 8 9 10 Complex Isolations................................................................................................................................................. 14 8.1 Authorised Person ...................................................................................................................................... 14 8.2 Responsible Person.................................................................................................................................... 14 8.3 Isolations Control Coordinator (ICC) ........................................................................................................... 15 8.4 Isolations Planning Meeting ........................................................................................................................ 15 Isolation Control Documents .................................................................................................................................. 16 9.1 Isolation Request Form ............................................................................................................................... 16 9.2 Isolation Handover Form ............................................................................................................................ 16 9.3 Isolation Control Form ................................................................................................................................ 16 Approved Tags and Applications ........................................................................................................................... 17 10.1 Personal Danger Tag.................................................................................................................................. 18 10.2 Isolated Tag ................................................................................................................................................ 19 10.2.1 Removal of Isolated Tag.................................................................................................................. 20 10.3 Out of Service Tag ...................................................................................................................................... 20 10.3.1 Removal of Out Of Service Tag ....................................................................................................... 21 10.4 Information Tag........................................................................................................................................... 21 10.5 Removal of Tag by Others .......................................................................................................................... 21 10.6 Active Tag Register .................................................................................................................................... 22 11 Self-Assessment .................................................................................................................................................... 22 12 Records.................................................................................................................................................................. 22 13 Definitions .............................................................................................................................................................. 23 14 References............................................................................................................................................................. 24 15 Compliance Mapping ............................................................................................................................................. 25 Appendix A Tagging and Isolation – Quick Reference Sheet ............................................................................. 26 Appendix B Tagging & Isolation – Task Specific Instruction Record – Short-term Contractors .......................... 28 Appendix C Complex Isolation – Planning Meeting – Sample Agenda ............................................................... 30 Appendix D Isolation Request Form ................................................................................................................... 32 Appendix E Isolation Handover Form ................................................................................................................. 33 Appendix F Isolation Control Form ..................................................................................................................... 34 Appendix G Management of Multiple Authorised or Responsible Persons ......................................................... 36 PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 2 OF 37 WC-OSH 109 Tagging and Isolation 2 Scope This procedure applies to all Water Corporation employees. As per the requirements of the Health Safety and Environment (HSE) Handbook for Contractors, this standard applies to contractors in the case of work: At the Corporation’s facilities, or In relation to plant owned and controlled by the Water Corporation. Isolation of high voltage systems for the purpose of working on high voltage components is out of scope of this procedure; refer to WC-OSH 118 High Voltage Switching Practice (ME2). 3 Roles and Responsibilities Role Responsibilities Authorised Person Confirm the work scope to identify necessary isolation points. Evaluate the operational impact on asset infrastructure if the isolations were conducted, and obtain approval from others if needed. Represent the Region/Alliance at the Complex Isolation Planning Meeting. Arrange isolations, and provide an on-site handover to the Responsible Person. Respond to the Isolation Request Form and provide an Isolation Handover Form as a means of work permit. Contract Manager Shall ensure that contractors working under this procedure are appropriately trained or instructed. Line Manager Shall ensure that employees working under this procedure are appropriately trained. Branch / Regional / Alliance Manager Complex Isolations Isolations Control Coordinator Complex Isolations Responsible Person 4 Shall ensure that a list of approved Authorised Persons for Complex Isolation is maintained, reviewed and readily available. Mentoring and coach the Authorised Person and/or the Responsible Person, as appropriate to their level of experience with the role and/or the number of parties involved in the isolation. Identify necessary ‘stop points’ in the tagging and isolation process, at which to carry out appropriate checks. Convene an isolations planning meeting. Ensure there is a satisfactory succession plan in place, in event of a change in the scope of work, or a change to the appointed Authorised Person or Responsible Person. While work is in progress, ensure each ‘at risk’ person working on isolated plant is fitting appropriate tags or signing-on and off the Isolation Control Form. Additionally, in the case of Complex Isolations: Liaise with the Authorised Person to have them arrange necessary isolations. When work is completed, ensuring all ‘at risk’ persons have removed tags or signedoff the Isolation Control Form prior to a hand-back to the Authorised Person. Training and Competency Line Managers (or Contract Managers) shall ensure that employees or contractors working under this procedure have satisfactorily completed the relevant level of training: Course Name Mandatory for Roles Description Period of Validity Tagging and Isolation Level 1 Persons who work on isolated plant without performing isolation themselves. Identify the Corporation’s Tagging & Isolation Procedure 3 years Correctly use or interpret tags SAP Q5531 PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 3 OF 37 WC-OSH 109 Tagging and Isolation Course Name Tagging and Isolation Level 2 SAP Q5532 Tagging and Isolation Level 3 SAP Q5533 OSH Permits SAP Q12326 Water Corporation employees – access via LMS Mandatory for Roles Description In the case of short-term contractors, refer to Section 4.1 as an alternative to undertaking Level 1 training. Understand the role of others in conducting isolations Understand the application of the Isolation Forms and applications of the Active Tag Register Persons who would physically perform isolations. Responsible Persons using an Isolation Control Form (for a Simple Isolation). Correctly apply the Corporation’s standards for isolation and locking. Conduct tagging and isolation instruction for a short-term contractor. Persons who will act as an Authorised Person, Responsible Person, or Isolations Control Co-ordinator in the management of complex isolations. How to manage complex isolations. Persons who will act as an Authorised Person, Responsible Person or Isolations Control Coordinator for Complex Isolations. This online course describes: What activities require an OSH permit; Water Corporation variety of permits Role, responsibility and process of issuing, receiving or working under an OSH permit Contractors request this training as a DVD from Contract Manager. Period of Validity 3 years 3 years 3 years 4.1 On-the job instruction to short-term contractors Short-term contractors who will be required to work on isolated plant (which may include affixing tags and/or sign isolation forms, but will not undertake isolation work themselves) may receive on-the-job instruction in the application of this procedure, in lieu of formal training and assessment to Tagging and Isolation Level 1. Depending on the type of isolation, the instruction shall be provided by: Simple isolation – the Instructor shall be a person (Water Corporation or Contractor) that holds a qualification in Tagging and Isolation Level 2. Complex isolation – the instructor shall be a person (Water Corporation or Contractor) that holds a qualification in Tagging and Isolation Level 3. This option is subject to the following conditions: Access to formal training programs must be impractical. It shall only be available to short term contractors who are working on isolated plant (not to employees carrying out isolations or to any persons fulfilling the role of the Authorised Person, Responsible Person or Isolations Control Coordinator). Instruction shall be customised to match the circumstances of the particular job, and the specific tags, forms or other variables that are applicable. The instruction shall be task-specific and shall have no portability to another task undertaken on that site, or to another site / project). Prior to work commencing, the Instructor is to check the correct use of tags used by the instructed persons (not applicable where persons are only required to sign onto an Isolation Control Form or a Confined Space Entry Permit in lieu of fitting Personal Danger Tags). The instructor shall utilise the Tagging & Isolation – Task Specific Instruction Record – Short-term Contractors (Appendix B) to document instruction covered. The completed checklist shall be signed by both the instructor and the parties receiving instruction and shall be retained in accordance with Section 12 Records. PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 4 OF 37 WC-OSH 109 Tagging and Isolation 5 Flowchart – Overview of Simple and Complex Isolation process Isolation required Complex Isolation? Simple Isolation? Authorised Person & Responsible Person appointed Conduct isolation Isolations Control Coordinator appointed where required. Can Personal Danger Tags be affixed to each isolation point by all personnel working on isolated plant? Yes No Isolation planning meeting held Isolation Request Form Responsible Person completes Part A & sends to Authorised Person. All personnel working on isolated plant to affix Personal Danger Tags to each isolation point Isolation Control Form Completed by Responsible Person (site supervisor) and used to manage sign-on / off of personnel Each person to remove Personal Danger Tags when no longer at risk Signed-off by Responsible Person once all personnel have signed-off. Authorised Person liaises internally (as required) to confirm isolation requirements. Isolation request accepted? No Isolation Request Form Authorised Person returns form to Responsible Person to advise declined request Process complete Yes Isolation Request Form Authorised Person returns form to Responsible Person to confirm acceptance. Isolation Handover Form Authorised Person arranges isolations & records on isolation handover form. Provides to Responsible Person at on-site handover Isolation Handover Form Responsible Person signs-off at completion of works and hands form back to Authorised Person. Yes Can Personal Danger Tags be affixed to each isolation point by all personnel working on isolated plant? All personnel working on isolated plant to affix Personal Danger Tags to each isolation point Each person to remove Personal Danger Tags when no longer at risk No Isolation Control Form Completed by Responsible Person (site supervisor) and used to manage sign-on / off of personnel Signed-off by Responsible Person once all personnel have signed-off. Process complete PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 5 OF 37 WC-OSH 109 Tagging and Isolation 6 Isolation Process Plant shall be isolated where work is to be carried out on plant and personnel may be exposed to harm. This includes where guards or protective shields are removed, or plant is dismantled, and restoration of the energy source has the potential to expose personnel carrying out work to harm. 6.1 Safe Job Planning The need to undertake isolation and the identification of associated isolation points shall be determined as part of the Safe Job Planning process for work tasks. For Water Corporation employees, Safe Job Planning shall be in accordance with WC-OSH 007 Safe Job Planning. 6.2 Isolation Classification Each isolation shall be planned and classified as either ‘Simple’ or ‘Complex’, as determined by characteristics of the task. The flowchart in Section 5 and the table in Appendix A provide an overview of the tagging and isolation processes applicable to these two streams. 6.2.1 Simple Isolations Simple isolation typically involve all of the following: Few isolation points. Not more than two parties. A clear scope of work. Where the work on the isolated plant and the carrying out of isolations will be by the same Water Corporation or Alliance work team: Isolations shall be performed by the operations team with day-to-day control over the plant. In the case of isolation of a geographically distributed system (i.e. where isolation points are remote) and it is not practicable for each person working on isolated plant to affix a Personal Danger Tag to each isolation point, the Responsible Person on site shall manage sign-on/off by each ‘at risk’ person through an Isolation Control Form in accordance with Section 9.3. Where the work on the isolated plant will be undertaken by contractors (or by a Water Corporation team not having day-to-day control over the plant): Isolations shall be performed by the Water Corporation / Alliance operations team with day-to-day control over the plant. Contractors or other Water Corporation teams not having day-to-control of the plant shall have written authorisation from the operations team prior to carrying out any isolation of the Corporation’s plant. Note: A Clearance to Work Permit does not provide the written authority required to operate or isolate the Corporation’s plant, unless the Clearance to Work specifically states that this has been authorised. A request to arrange a simple isolation shall be made to the relevant Water Corporation business area in charge of the day-to-day operation of the plant. For a simple isolation, this request shall take the form of a Clearance to Work Permit (refer to WC-OSH 023 Clearance to Work on Water Corporation Assets). The party arranging the isolation shall advise once the isolation is in place through issue of the approved Clearance to Work Permit. Where it is not practicable for each person working on isolated plant to affix a Personal Danger Tag to each isolation point, the Responsible Person shall manage sign-on / off using an Isolation Control Form in accordance with Section 9.3. In the case of isolation of a geographically distributed system (i.e. where isolation points are remote) and it is not practicable for each person working on isolated plant to affix a Personal Danger Tag to each isolation point, this situation shall be managed as a Complex Isolation with associated isolation control documents, including the Isolation Control Form (as per Section 9.3). PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 6 OF 37 WC-OSH 109 Tagging and Isolation 6.2.2 Complex Isolations Complex Isolations always involve a formal handover and hand-back process. The handover is normally to an external contractor, but the process can also be applied to in-house work of high risk or high complexity. Complex Isolations always involve a formal hand-over and typically involve one or more of the following: Numerous isolation points. An unclear or potentially unclear scope of work. Three or more parties (such as the Water Corporation requesting an alliance contractor to carry out isolations for another contractor). Geographically Distributed Isolations requiring a hand-over (i.e. where the isolation points are remote from the plant to be worked on and there will be a handover between the party performing the isolation and the party who will be working on the isolated plant). The Complex Isolation process involves an appointed Authorised Person(s) and Responsible Person(s) using Isolation Control Documents (Section 9) to manage the isolation and tagging components of the task. In some instances, the Authorised Person and Responsible Person may be overseen by an Isolations Control Coordinator (ICC). Refer to Section 8 for the requirements associated with managing a Complex Isolation. 6.3 De-energising and isolating energy sources Isolations shall be performed on equipment or systems where otherwise there would be a risk of engulfment, or a risk of injury by the uncontrolled release of energy. This includes but is not limited to hazardous energy in the forms of: Kinetic energy in the moving parts of mechanical systems. Electrical energy. Thermal energy. Chemical reaction. Potential energy (i.e. stored energy) from sources such as pneumatic or hydraulic systems, capacitors, or springs or belts under tension. In the case of potential energy: The stored energy shall be dissipated in a controlled manner, and The motor, compressor or other source that created the stored energy shall be isolated (and/or that part of the system to be worked on being separated from the source, for example by removal and tagging of a coupling). De-energisation and isolation of energy sources shall take into account specific requirements for: Gas and pneumatic systems (Section 7.1) Fluid systems (Section 7.2), and Electrical systems (Section 7.3). 6.4 Verifying isolation of energy sources The person performing the isolation shall conduct or arrange for a test to confirm that the isolation is effective. Where an Isolated Tag is fitted, the person conducting the isolation shall record the type of test performed on the tag (using the field ‘Tests carried out’). In the event of a test demonstrating that the isolation has not been effective, a tag shall not be affixed and the work shall not proceed. PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 7 OF 37 WC-OSH 109 Tagging and Isolation 6.5 Applying tags or locks Appropriate tags shall be used in accordance with Section 10 – Approved Tags and Applications. Tags shall be affixed close to each isolation point and where the tag can be clearly seen by a person approaching the point to which it is affixed. If other Work Instructions require additional actions at these points (e.g. Locks to be fitted), they shall be complied with. Where locks are required by this procedure to be fitted to isolation points, it is the responsibility of the person carrying out the isolation to fit the locks. Where endorsed by the party having day-to-day control of the plant, additional locks may be fitted by the Responsible Person or by individuals working on the isolated plant. 7 Requirements for Isolations 7.1 Gas and Pneumatic Systems For gas and pneumatic systems, pressure in the isolated section shall be relieved and maintained before work is commenced and during the period of work. For gas and pneumatic system isolations, the operations person planning the isolation shall undertake the following steps: 1. Confirm the scope of work for which isolations will be required. 2. For the scope of work, determine the level of initial risk that would be posed if isolations were ineffective – e.g. exposure to hazardous substances or flammable gas. 3. For the assessed level of risk and with regard to the type, number, location and condition of available isolation points (valves, dead-plates, etc.), determine the proposed standard of isolation in consideration of the following order of preference: Create an air gap or break by disconnection or removal of plant components, or apply a suitably rated flanged dead-plate, or Double valve isolation – either two or more valves (or equivalent) “in series” with the section between vented, or Single valve isolation. Where gasses present in the isolated section may contain potentially harmful levels of hazardous substances or flammable materials, the isolated section of the system shall be cleaned and purged in accordance with WC-OSH 123 Cleaning and Purging. In the case of deliberate venting of biogas or other flammable gas, follow the requirements of WC-OSH 135 Working in a Flammable Gas Area. 7.2 Fluid Systems 7.2.1 Planning For fluid system isolation, the operations person planning the isolation shall undertake the following steps: 1. Confirm the scope of work for which isolations will be required. No change in the work scope (or work elsewhere on the same system which could potentially compromise the isolation) is permitted without a prior review of the adequacy of isolations proposed/ conducted by the Authorised Person or other operations person arranging the isolation. 2. For the scope of work, determine the level of initial risk that would be posed if isolations were ineffective – e.g. engulfment, water pressure jet impact, effects of mixing water with electricity, and exposure to hazardous substances. 3. For the assessed level of risk and with regard to the type, number, location and condition of available isolation points (valves, gates, penstocks, etc.), determine the proposed standard of isolation in consideration of the following order of preference and the table below: PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 8 OF 37 WC-OSH 109 Tagging and Isolation a. Create an air gap or break by disconnection or removal of plant components, or apply a suitably rated flanged dead-plate. b. A purpose made, suitably rated ‘double block and bleed’ isolation valve, bleed open. c. Double valve isolation – either two or more valves (or equivalent) “in series” with the section between fully drained and vented where practicable, or depressurised where draining is impracticable. d. Purpose engineered and good condition gate. e. Single valve isolation or penstock. f. Plugs installed in a sewer system, selected and installed and regularly monitored in accordance with S407 Sewer Isolation Devices Standard. g. Stop logs. Initial Risk (the risk to personnel if there was no isolation, or isolation was ineffective) High / Extreme Typical Example Work involving entry to a live main or confined space – with potential for sudden inflow rapidly consuming the space. Method of Isolation In priority order: a, b, c or d e.g. Trunk main or surge vessel entry Type 350 and 180 wastewater pump station wet well entry. Medium Work in a confined space but with potential for only moderate inflow consuming the space, and sufficient time for egress. In priority order: a, b, c or d (or e, preferable in conjunction with f) e.g. Type 90, 40, 10 and 6 wastewater pump station wet well entry, provided upstream levels are controlled and monitored. Work not involving confined space, only moderate risk associated with isolation failure: e e.g. Repair of a DN 150 above-ground water main Removal of a pump from a water pump station. General minor reticulation repairs. Low Minor sewer work where a build-up of pressure/level will be monitored and controlled (e.g. by pumping/ 9inkering) In priority order: a to g. 4. For the assessed level of risk and the nature/location of the proposed work, determine how the isolated section of the system is to be depressurised and/or drained and vented by applying the following order of preference: Fully drain and vent the system between all isolation points (including adjacent sections forming a ‘double isolation’), or Fully drain and vent the section of the system (for which the isolation is required), depressurise and vent adjacent sections forming a ‘double isolation’, or Drain only a section of the system between isolation points (the section for which the isolation is required), or Depressurise the system between isolation points. 5. For the planned method of isolation, and planned draining / venting of the system, identify equipment/plant involved in the isolation, including: Section valves and associated air valves and scours. Valve actuators that will need to be isolated from their energy source (electric, pneumatic or hydraulic). PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 9 OF 37 WC-OSH 109 Tagging and Isolation Upstream and downstream potential pressure or flow sources that will require isolating (e.g. pumps, chemical injectors, reservoirs, tanks, surge vessels, cross connections and all connected piping systems). 6. Consider the risk of the isolation and the size and complexity of the system being isolated. For all isolations which are part of a significant piping system and considered Medium, High or Extreme risk: Consult engineering drawings, Field Books, Graphical Information Systems (e.g. LiteSpatial), operations and maintenance manuals, and the Drawing Management System to ensure that all isolation points are identified and that all potential pressure/flow sources are appropriately isolated and recorded. Use pipeline profile drawings and for larger piping systems develop a system profile (e.g. MS Excel chart) showing the Relative Levels (RLs) and positioning of components in the scheme. 7. Consider the need for communication, including back-up to mobile phones (e.g. radio), between all parties directly involved or responsible for the isolation throughout the isolation process for geographically distributed fluid system isolations (i.e. where isolation points, air valves and scours are remote). 8. The planned sequence of conducting isolations, air valve checks/removals and opening of scours should be documented and signed by operations person planning the isolation method where either: The assessed level of initial risk for the scope of work is High or Extreme, or More than four points of isolation are proposed, or The work is to be managed as a Complex Isolation 9. The documented Fluid System Isolation Plan should be reviewed and counter-signed by the relevant Team Leader or nominee. This template can be used to document the Fluid System Isolation Plan. 7.2.2 Carry out planned isolations 10. Lock or cap isolation points where practicable (mandatory in the case of single valve isolation, where the valve is in an unsecured area). 11. Where the uncontrolled release of water / wastewater held by vacuum in the top of a pipe section could represent a risk to personnel (i.e. a release of ‘hung water’), all sections of the pipe above the work area shall be vented to atmospheric pressure. Working from highest air valves to lowest air valves in the part of the system to be drained: Remove the air valve (preferred), and visually confirm the isolation valve (immediately below the air valve) is open, or Visually and audibly confirm that the valve has vented (noting that some valves may function as ‘discharge only’) then crack the air-valve flange and leave the flange wedged open to break the seal. Ensure the isolation valve is open. 12. Drain or depressurise the main in accordance with the decision made at Step 0. Where scours are available, confirm scours are open to atmosphere (not under water). This can be achieved by: Where the scour point is above the surrounding ground level, draining the system until the scour ceases to run, or Where the scour is in a pit, draining and pumping out the pit until the scour ceases to run, or Where the scour point consists of a below ground valve and riser pipe, pumping out the riser (using a self-priming pump) then removing the pump and visually confirming that the riser is empty. If the scour continues to run, either: Re-assess isolations, or Monitor the running of the scour until the flow is at a low and steady rate. Work shall not proceed until it is determined: o The low flows are attributed to an isolation point passing water, and PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 10 OF 37 WC-OSH 109 Tagging and Isolation o The on-site supervisor of the work party to work on the isolated plant is notified and is satisfied the low flow rate and volume will not represent a risk to the work crew. If there are no scours available (e.g. on a minor water reticulation system), either: Connect a hydrant, or Open a flushing point, or Hot tap, to prove the main is effectively isolated. 13. Apart from tests in the form of observations of air valves and scours (as per Steps 11 and 12), consider and where necessary apply the following additional tests: Test isolation points (e.g. valves, penstocks, gates, and including those used in ‘double isolation’) under conditions which are more arduous (i.e. involve higher system pressures, higher gravity system fluid levels) than those which will be present during the isolation. This may be achieved by: o o o Check the isolation effectiveness of single or each ‘double isolation’ valve individually by isolating, scouring and checking scour flows. Higher system pressures should be used (e.g. by pump station operation), where practical, during the verification process than during the isolation. Checking the effectiveness of non-return valves, where these form part of a double isolation, prior to closing the (secondary) isolation valve. Verifying the performance of gates and penstocks with the highest practical gravity sewer level (i.e. close to overflow), then ensuring lower levels are maintained during the isolation (e.g. by bypass pumping). Where there are two adjacent mains of the same or similar size, prior to work on the intended main confirm which is the correct main to be worked on, by suitable means which may include: o Hot tapping the main to be worked on. o Noting the different pipe material or age that distinguishes them. o Walking the length of the pipe between isolation points. o In the case of a repair of a leak, sighting the damaged section of pipe. 14. Where fluids present in the isolated section may contain potentially harmful levels of hazardous substances or flammable materials, the isolated section of the system shall be cleaned and purged in accordance with WC-OSH 123 Cleaning and Purging. 7.3 Electrical Systems Isolation Electrical systems isolations shall only be performed by Electrical Workers, except under the limited scenarios of isolation of: Low Voltage (i.e. Mains Voltage) plug-in systems (e.g. 3-pin plug into a power outlet; decontactor). Low Voltage (i.e. Mains Voltage) hard-wired systems (e.g. through a 240 V switch or circuit breaker), where work on electrical components is not required. Extra low voltage power circuits (i.e. not exceeding 50V a.c. or 120V ripple free d.c.). 7.3.1 High Voltage System Isolations Isolation of high voltage systems for the purpose of working on high voltage components is out of scope of this procedure; refer to WC-OSH 118 High Voltage Switching Practice (ME2). Where a High Voltage System is isolated for the purpose of carrying out work on plant or equipment associated with the High Voltage System, but not on the high voltage components of that system, isolation and tagging shall be carried out in accordance with this procedure. 7.3.2 Mains Voltage Hard-Wired System Isolations (physical break by component removal) Where there is a Low Voltage Non Plug-in System installed, the Competent Person carrying out the isolation shall provide a physical break by removal of a component in the circuit wherever practicable. PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 11 OF 37 These isolations may take the form of: Scenario Steps to achieve a physical break Fuses are protected by Controlled Access Cabinet a Fuse link holders shall be removed from the fuse bases, tied together and left inside the cabinet. Electrical testing to confirm that the energy source has been de-energised, using an electrical testing instrument or method suited for the purpose. Fuses are not protected by a Controlled Access Cabinet The internal mechanism of the switch being utilised for the purpose of isolation can be isolated through a rack-out mechanism The internal mechanism of the switch being utilised for the purpose of isolation can be isolated through a removal mechanism The appropriate type of tag is attached to the outside of the Controlled Access Cabinet. Fuse links shall be removed from the fuse link holders, grouped/ tied together for easy recognition and left inside the switch-room, enclosure or cabinet. Electrical testing to confirm that the energy source has been de-energised, using an electrical testing instrument or method suited to the purpose. The appropriate type of tag is attached to the empty fuse link holders. Empty fuse link holders replaced in fuse bases. Complete the rack-out to the stop position. Electrical testing to confirm that the energy source has been de-energised, using an electrical testing instrument or method suited to the purpose. Affix the appropriate type of tag to the racked-out mechanism. Where the switch has a key mechanism to complete rack-out or lockout, the key shall be removed and attached to the tag along with any other control switch keys associated with the switch being utilised for the purpose of isolation. Close compartment. An additional tag shall be attached to the outside of the compartment if the tag attached to the racked-out mechanism is not visible to a person approaching the compartment. Ensure that live terminals will not be left exposed by the removal of the mechanism. Complete the removal. Electrical testing to confirm that the energy source has been de-energised, using an electrical testing instrument or method suited to the purpose. Affix the appropriate type of tag at the closest visible point to the switch base. Where the switch has a key mechanism to complete rack-out or lockout, the key shall be removed and attached to the tag along with any other control switch keys associated with the switch being utilised for the purpose of isolation. Close compartment. An additional tag shall be attached to the outside of the compartment if the tag attached to the switch base is not visible to a person approaching the compartment. 7.3.3 Mains Voltage Hard-Wired System Isolations (without removal of a circuit component) The physical removal of a device which prevents plant from being energised is not always reasonably practicable. Where it is not reasonably practicable to remove a component in order to provide a visible Air Gap, the following shall be carried out: The switch or circuit breaker being utilised for the purpose of isolation shall be switched to the ‘Off’ position. Electrical testing to confirm that the energy source has been de-energised, using an electrical testing instrument or method suited to the purpose. Affix the appropriate type of tag to the switch or circuit breaker. The type of test conducted shall be recorded on the tag. Where a key mechanism is present, the key shall be removed and attached to the appropriate type of tag. Note: Such devices may be utilised to provide a secondary protection, applied in addition to isolation in the full current circuit. PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 12 OF 37 WC-OSH 109 Tagging and Isolation This method shall use a reliable full current electrical isolation switch or circuit breaker, which does not rely on any of the following: SCADA Control selector switches (or other switches that are not part of main current path of the electrical circuit) Emergency stops Push button devices Devices controlled by a touch panel, or Switches that use a domestic toggle mechanism (as the inherent design limitations may make these unreliable for full current isolation) Disconnection of electrical wiring can be hazardous and shall only be performed by a Licenced Electrical Worker where determined to provide the best method of isolation. The full current device upstream of the disconnection point shall be in the ‘Off’ position and tagged before any disconnection of wiring. 7.3.4 Testing of electrical isolations As far as practicable, the effectiveness of electrical system isolations shall be proven prior to work commencing on the isolated asset. The testing of High Voltage electrical isolations shall be in accordance with WC-OSH 118 High Voltage Switching Practice (ME2). The testing of Low Voltage or Extra Low Voltage electrical systems shall be achieved through one of the following test methods to confirm the isolation, and in the following order of preference: Method 1: ‘Visible break’ This method requires the power circuit to be isolated through use of a power outlet, de-contactor, fuses or similar item. The test shall be conducted in the following sequence: 1. Trace the power supply cable/conduit from the isolation point to the plant to be worked on (or confirm a match between the labelling of the isolation point and the plant to be worked on) 2. Conduct the isolation by forming a clearly visible break in the power circuit (e.g. disconnecting the power at a power outlet or de-contactor, or withdrawal of fuses from a fuse base in the power circuit). Method 2: Use of a Multimeter or other voltage tester This method shall only be undertaken by Electrical Workers or persons with a Restricted Electrical License. The test shall prove the absence of voltage to the electrical system using a Multimeter or other voltage tester. In conducting the test, all electrical equipment, terminals and conductors shall be treated as live until proven to be isolated and the precautions stated in Section 5.3.2 of S487 Safe Work on Low Voltage LV Electrical Equipment and Installations for ‘live’ testing, commissioning and fault finding shall be observed. The test equipment and test method shall comply with S487 including that the test be conducted in the following sequence: 1. Test the voltage tester on a known voltage source for correct operation. 2. Test between all conductors and a known earth. 3. Test between all conductors. 4. Re-test the voltage tester on a known voltage source for correct operation. Method 3: ‘Attempt to run’ (bump test) This method involves operating the local control device that would normally cause the plant to run, to confirm the isolated plant cannot run, or is not ‘attempting’ to run and using a local control device to provide a secondary level of protection. The test shall be conducted in the following sequence: 1. Where there are multiple adjacent similar items of plant (such as a series of pumps), confirm the identity of the plant to be worked on through labelling or bump testing. 2. If the plant is running, turn it off using the local control device/s (e.g. Auto/Off/Manual selector switch). If the plant is not running, bump test the plant to confirm it is capable of running by operating PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 13 OF 37 WC-OSH 109 Tagging and Isolation the local control device (e.g. through observation of the ammeter, sound of a contactor opening or closing, noise or vibration in the motor or pump, or change in flows), then turn it off. Note: If during step 2 the plant cannot run [or should not be run for reasons such as a risk of significant damage to the plant], the test at step 4 is only to confirm the isolated plant is not attempting to run. 3. Conduct the power circuit isolation (e.g. circuit breaker or isolation switch in the main current path). 4. Attempt to start the plant using the local control device/s to confirm the plant will not run and is not attempting to run (i.e. the isolation were effective). If the plant did run, or were attempting to run, the isolation shall be deemed ineffective – contact an Electrical Worker for further investigation. 5. Return the local control device to ‘off’. In addition to tagging/locking the isolation point during step 3 of this method, tag/lock the control device where practicable. Note: The primary isolation shall be in the main current path. Operation of the local control device that does not achieve full current isolation is a secondary precaution only, and shall not be considered adequate isolation. Refer to Section 7.3.3 for further explanation. 8 Complex Isolations 8.1 Authorised Person The role of the Authorised Person is to represent the operations team having day-to-day control over the plant in determining and performing necessary isolations. Branch / Regional / Alliance Managers shall ensure that a list of approved Authorised Persons for Complex Isolation is maintained, reviewed and readily available. Appointed Authorised persons should have the following competencies and attributes: Shall hold qualifications for the training courses: OSH Permit (Online) (#Q12326); Tagging and Isolation Level 3 (#Q5531, Q5532 & Q5533). Should be familiar with the site and plant involved in the works. Should have good communication skills and be thorough, logical and calm. Should be able to commit the time necessary to fulfil their functions as an Authorised Person, which will involve attending site. Should understand circumstances when, with whom, and how to apply other processes to notify or obtain other’s approval before proceeding, or escalating to others. Note: The selection of persons to be an Authorised Person should be under ‘standing arrangements’, rather than appointed for each Complex Isolation task. 8.2 Responsible Person The responsibilities of the Responsible Person are to: Liaise with the Authorised Person to have them arrange necessary isolations. While work is in progress, ensure each ‘at risk’ person working on an isolated plant is fitting appropriate tags or signing-on and off the Isolation Control Form. When work is completed, ensuring all ‘at risk’ persons have removed tags or signed-off the Isolation Control Form prior to a hand-back to the Authorised Person. A Responsible Person shall be appointed for all Complex Isolations tasks. The Responsible Person shall be a Site Supervisor of the workers that will undertake the work on the isolated plant and shall hold a qualification for the training course Tagging and Isolation Level 3 (Q5531, Q5532 & Q5533). Where isolation is to provide access for more than one party to work on plant, and each such party is working independent of each other, each party shall appoint their own Responsible Person. PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 14 OF 37 WC-OSH 109 Tagging and Isolation 8.3 Isolations Control Coordinator (ICC) An Isolations Control Coordinator (ICC) may be appointed to oversee the functions of the Authorised and Responsible Persons. The requirement for an ICC to be appointed shall be assessed in the planning stage for of any works requiring a Complex Isolation. Factors to consider when deciding whether to appoint an ICC include: The level of experience and familiarity of the Authorised and Responsible Person(s) with their role. Whether any delays in the work scheduling would have significant impacts. Whether the isolation is likely to involve multiple operations groups or independent parties (and thus, potentially a requirement for multiple Authorised Persons and Responsible Persons appointed). An ICC should be appointed where there are likely to be multiple Authorised Persons or Responsible Persons. Appendix G provides guidance for the management of common scenarios involving multiple parties. An ICC may also be appointed to oversee isolations for a wider program of works, such as: Work involving isolation within the Integrated Water Supply System, or Update of a major wastewater treatment plant. The role of the ICC shall include: Mentoring and coaching the Authorised Person and/or the Responsible Person, as appropriate to their level of experience with the role and/or the number of parties involved in the isolation. Identifying necessary ‘stop points’ in the tagging and isolation process, at which to carry out appropriate checks. Convening an isolations planning meeting (refer to Section 8.4). Ensuring there is a satisfactory succession plan in place, in event of a change in the scope of work, or a change to the appointed Authorised Person or Responsible Person. At the discretion of the ICC, this may require a further isolations planning meeting to be conducted. 8.4 Isolations Planning Meeting An Isolations Planning Meeting shall be conducted for all ‘Complex Isolations’. The meeting shall be attended by the Authorised Person, Responsible Person (and the Isolations Control Coordinator, where appointed). Unless otherwise agreed, for works under contract the meeting is convened by the Contract Manager. In the case of in-house works (i.e. not under contract), the meeting is convened by the Authorised Person or the appointed Isolations Control Coordinator. This person shall ensure: Attendance by persons with key roles. Relevant matters are discussed and minuted. Refer to Appendix C for a suggested sample agenda. Outcomes are not in conflict with this procedure. All parties are made aware that any communication regarding the complex isolation must be channelled through the Authorised or Responsible Person. The Authorised Person shall ensure that there is contingency planning to cover any changes in the scope of work, or a change in the appointed Authorised Person and Responsible Person or other significant matter. The Plan may involve reconvening the planning meeting and shall involve notifying the Authorised Person. PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 15 OF 37 WC-OSH 109 Tagging and Isolation 9 Isolation Control Documents Isolation Control Documents comprise – Isolation Request Forms (Appendix D) Isolation Handover Forms (Appendix E) Isolation Control Forms (Appendix F) The use of these control documents is described in the sections below. Note: A Clearance to Work Permit shall be used in conjunction with the Isolation Control Documents where isolation is performed for an external contractor or other Water Corporation business area not in charge of the day-to-day operation of plant. 9.1 Isolation Request Form An Isolation Request Form (Appendix D) is used in the case of a Complex Isolation (refer Section 8) to describe the scope and timing of the works for which an isolation is being sought. The Responsible Person shall complete ‘Part A’ of the Isolation Request form and forward it to the Authorised Person. The description of the scope of work shall be adequate for the Authorised Person to identify necessary isolation points. Diagrams shall be attached to clarify where necessary. On receipt of the Isolation Request Form, the Authorised Person shall determine if the request can be approved and actioned. This may involve further internal communications (e.g. submitting a Scheme Operations System Change Request Form). The Authorised Person shall complete ‘Part B’ of the Isolation Request form to indicate whether the request for isolation has been accepted or declined and return a completed copy to the Responsible Person, as early as possible before the noted ‘Required date and time of Isolation’. 9.2 Isolation Handover Form Where a request for isolation is accepted under the Isolation Request Form, an Isolation Handover Form is used by the Authorised Person to record details of the isolations conducted and provides for a formal handover and hand-back with the Responsible Person. An Isolation Handover Form is used to document and facilitate a formal hand-over document to the Responsible Person prior to commencement of work, and hand-back to the Authorised Person once work is complete. The Isolation Handover Form: Identifies the individual items of equipment that have been isolated Records the attachment of Isolated Tags and tag numbers at each Isolation Point Records the acceptance of the isolation by the Responsible Person Provides for a formal hand-back when work is completed and all ‘at risk’ persons have withdrawn. An on-site handover shall occur between the Authorised Person and Responsible Person, including the handing over of the Isolation Handover form. So far as practicable, the Responsible Person attains assurance of the standard of isolations performed and any locking. The Responsible Person may request further isolation or accept the Isolation by ‘sign-off’ of ‘Part B’ of the form. By agreement, any keys to locks shall be held in the possession of the Authorised Person or the Responsible Person. The location of any duplicate keys shall be known by the Authorised Person and the Responsible Person and shall be accessed only in case of an emergency. 9.3 Isolation Control Form While work is in progress, tags shall be affixed at each point of isolation in accordance with Section 6 of this procedure, including the affixing and daily removal of Personal Danger tags by each ‘at risk’ employee involved in the work task. Where this is not practicable, the Responsible Person shall utilise an Isolation Control Form to: Control access to the plant/equipment subject to Isolation through a sign-in / sign- out process. Record any additional control measures that have been put in place by the Responsible Person (as agreed with the Authorised Person). PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 16 OF 37 WC-OSH 109 Tagging and Isolation The Responsible Person shall establish a Control Point for all persons actually working on the plant/equipment subject to the isolation. The Control Point shall be a physical location where written documentation (such as the Isolation Request Form, Safe Job Planning, Isolation Handover form, and Isolation Control form(s)) are kept for the duration of the work to be carried out. All employees associated with the Isolation shall have access to these documents. All personnel involved in the works on the plant/equipment shall accept the safe system of work by signing onto the Isolation Control Form after viewing the Safe Job Planning, Isolation Handover Form and any other attachments. Any person that is requested to work on the equipment may request further isolation before sign-on to the Isolation Control form. Any further Isolation shall be documented on the Isolation Control form and may be carried out by the Responsible Person following approval from the Authorised Person. The equipment shall not be energised or operated under any circumstance while any employee is signed-on to the Isolation Control Form. All personnel working on the plant/equipment shall sign-off from the Isolation Control form at the end of their shift. Where a person has failed to sign-off on the Isolation Control Form and is unavailable, follow the escalation process outlined in Section 10.5. Note: Where the work to be carried out on the isolated plant is undertaken under a Confined Space Entry (CSE) Permit, the Isolation Control Form can be attached to the CSE Permit and all persons may sign-in and sign-out using the CSE Permit in place of completing this same information on ‘Part B’ of the Isolation Control Form. Parts A of the Isolation Control Form shall still be completed by the Responsible Person. When all work subject to the isolation has been completed, the Responsible Person shall ensure that: All persons have signed-off the Isolation Control form (or CSE Permit), and Any isolations and associated tags placed by the Responsible Person have been removed, and Formal hand-back to the Authorised Person occurs by the Responsible Person by completing ‘Part C’ of the Isolation Handover Form and handing this form and any lockout keys back to the Authorised Person. The Authorised Person shall verify that all Isolated tags attached by, and all Isolations actually carried out by or arranged by the Authorised Person have been removed. 10 Approved Tags and Applications Four (4) distinctive types of tags are made available by the Water Corporation to identify the status of plant. Only tags approved by the Water Corporation as part of this procedure shall be used. The approved tags are: Personal Danger Tag Isolated Tag Out of Service Tag Information Tag. The person affixing the tag shall legibly and indelibly complete all fields on the tag. Tags shall be affixed in a manner whereby the tag can be clearly seen by a person approaching the point to which it is affixed. Where the information recorded on any affixed tag is unclear, clarification shall be sought before affixing any additional tag. PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 17 OF 37 WC-OSH 109 Tagging and Isolation 10.1 Personal Danger Tag A Personal Danger Tag shall be used where there is a risk of injury to the person affixing the tag in the event that the isolation point (to which the tag is affixed) is operated or energised. Personal Danger Tag Colour: Red and Black on White “Don’t touch, or you will be putting me in danger” Each ‘at risk’ person working on plant, including any persons assisting with the work, shall affix their own Personal Danger Tag to the Isolation Point(s). Where it is not practicable for each ‘at risk’ person to fit / remove Personal Danger Tags, an Isolation Control Form can be used. This form has the same effect as the attachment of a Personal Danger Tag to all isolation points by each person completing the works. The Isolation Control Form shall be held by the Responsible Person for the job and be kept available to all parties at the job-front. Plant shall not be operated or energised (or conversely, de-energised if a Personal Danger Tag has been affixed to keep a piece of equipment in operation) unless all Personal Danger Tags have been removed (or the Responsible Person has signed-off the Isolation Control Form and has indicated that all persons have signed-out). Where work is not completed before the end of the shift, that person shall remove their Personal Danger Tag. If the equipment must not be operated, an Out Of Service Tag shall be affixed. A Personal Danger Tag shall be removed by the person who affixed the tag. Refer to Section 10.5 if that person is unavailable. PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 18 OF 37 WC-OSH 109 Tagging and Isolation 10.2 Isolated Tag An Isolated Tag is used to identify that plant has been isolated on behalf of others and is not to be operated. This includes where equipment must remain “on” or valves (or similar) be kept in the “open” position for safety reasons. Isolated Tag Colour: Orange Background Front Back “Don’t touch, I’ve isolated the plant for other people to work on” An Isolated Tag is not required where the person carrying out the isolation will be the only ‘at risk’ person that is working on the plant and has attached their own Personal Danger tag (i.e. the isolation is not on behalf of others). An Isolated Tag is also not required to be fitted where: The job involves a Simple Isolation, and The isolation is performed by a member of the work party, and All members of the work party were present when the isolation test was performed. The person conducting the isolation shall affix an Isolated Tag at each isolation point. The type of test performed to verify that the isolation was effective shall be recorded on the tag (using the field ‘Tests carried out’). Where the plant is isolated for more than one party to work on and the parties will be working independent of each other, a separate Isolated Tag shall be affixed at each Isolation Point. For Complex Isolations, the Isolation Handover Form number shall be recorded on associated Isolated Tags (in the ‘Dangers, defects and limitations’ section). For work performed under a Clearance to Work (CTW) Permit, the permit number should be referenced in this section. Where an Isolated Tag will remain in place for more than one shift, the person affixing the tag shall register it on an Active Tag Register in accordance with Section 10.6. An Isolated tag shall not be used in any circumstance as a substitute for a Personal Danger tag. Each person carrying out work on plant to which an Isolated Tag is affixed shall affix their own Personal Danger tag to each isolation point (or sign-on to the Isolation Control Form) prior to commencing work on the plant. PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 19 OF 37 WC-OSH 109 Tagging and Isolation 10.2.1 Removal of Isolated Tag An Isolated tag shall only be removed after the necessary work has been carried out and all other associated tags have been removed. ‘The person(s) nominated (individuals or team) in the ‘This tag may be removed by’ field on the tag shall be responsible for checking the work has been completed before removing the tag. The authority shall not permit a broader range of persons to remove the tag than is necessary in the circumstances. Where ‘at risk’ persons will be signing on to an Isolation Control Form (in place of fitting Personal Danger Tags): For Simple Isolations (where the isolation and the work on the isolated plant will be undertaken by the same work team) – the Responsible Person as noted on the Isolation Control Form and/or one other named individual shall be the only individuals nominated on the Isolated Tag for its removal. For Complex Isolations – the Authorised Person and/or one other named individual shall be the only individuals nominated on the Isolated Tag for its removal. These named individuals shall only remove the tag following return of the Isolation Handover Form to the Authorised Person (as per Section 9.2). Where the tag had been registered on an Active Tag Register, the removal of the tag shall be recorded in the Active Tag Register. 10.3 Out of Service Tag Out of Service Tags shall be used to indicate that plant or equipment shall not be used, operated or energised, in circumstances other than those requiring the use of a Personal Danger Tag or Isolated Tag. For example: Equipment is faulty and would be dangerous to use. Work is suspended and operating the equipment could cause damage or flooding. Out of Service Tag Colour: Yellow background Front Back “Don’t touch, the equipment is faulty or work is suspended. Each person carrying out work on plant where an Out of Service tag is affixed shall affix their Personal Danger tags to all isolation points (or otherwise sign-on to an Isolation Control Form) before working on any plant where the operation or energising of the plant would place them at risk. Note: An Out of Service tag affixed to plant denotes the plant is not to be operated or energised but does not necessarily mean the plant has been isolated. PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 20 OF 37 WC-OSH 109 Tagging and Isolation Plant or equipment shall not be operated or energised when it is fitted with an Out of Service tag (other than for fault finding or testing by the competent person authorised to carry out repairs). Where an Out of Service Tag has been affixed to Water Corporation infrastructure and will remain in place for more than one shift, the person affixing the tag shall register it on an Active Tag Register in accordance with Section 10.6. 10.3.1 Removal of Out Of Service Tag The person nominated in the ‘This tag may be removed by’ field on the tag shall be responsible for checking the required work has been completed before removing the tag. The authority shall not permit a broader range of persons to remove the tag than is necessary in the circumstances. Where the tag had been registered on the Active Tag Register, the removal of the tag shall be recorded in the Active Tag Register. 10.4 Information Tag The Information Tag is used to provide information of a nature where it is not the intent of the tag to prevent operation of plant or equipment. Information Tag Colour: Blue on White background Front Back “I’m not saying don’t touch, I’m saying something else” Information tags convey a message of a temporary nature, and typically should not be in place longer than one month. Depending on the nature of the information to be conveyed, tags may be applied to the plant itself or its point of isolation or control. Details of Information Tags are not required to be recorded on an Active Tag Register. 10.5 Removal of Tag by Others A Personal Danger Tag shall be removed by the person who affixed the tag. Other types of tags may be removed by the individuals authorised on the tag (within the field ‘this tag may be removed by…). Should these persons be unavailable to remove the tag, leave plant isolated until the person authorised for its removal can return to site. Where this is not practicable, a Designated Person shall be responsible to: Obtain the agreement of the person who affixed the tag that the tag can be removed. In the event that the person who affixed the tag cannot be contacted, the Designated Person may direct that the tag be removed following inspection of the plant and associated system. The inspection shall determine the reason for affixing the tag has been addressed and all required tasks are completed such that the plant can be operated safely. For works undertaken by Water Corporation employees, the Designated Person is a Section Leader who directly reports to the Branch Manager or Regional Manager responsible for the plant to which a tag is attached (e.g. Service Delivery Manager). The functions of the Designated Person shall not be delegated to another person (but may be escalated to the Branch Manager or Regional Branch Manager). For works undertaken by Contractors, the Designated Person is the ‘Contractor Representative’ for the contract under which the work is undertaken (or delegate). PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 21 OF 37 WC-OSH 109 Tagging and Isolation 10.6 Active Tag Register Where Isolated or Out of Service tags affixed by Water Corporation or alliance personnel will be active for more than one shift, the tag details shall be logged on an Active Tag Register. This can involve using the Operations Centre Active Tag Register service, or equivalent. Note: There is only a requirement to register Out of Service tags that have been affixed to Water Corporation infrastructure (e.g. not required in the case of faulty office equipment, tools). The person who affixed the tag shall arrange for tag details to be logged on the Active Tag Register. The person who removes the tag shall arrange for the status of the tag to be updated on the register. Each Active Tag Register shall have a custodian who initiates a two-monthly review of logged active tags, such that tags are removed when no longer needed. 11 Self-Assessment A Tagging and Isolation – Self Assessment form is available to help business areas evaluate their current compliance with key requirements of this procedure. Completed forms shall be retained in accordance with Section 12. 12 Records Contractor records associated with tagging and isolation shall be available for the duration of the task and then stored in an easily retrievable manner. Water Corporation records shall be available for the duration of the task and then filed in accordance with the Water Corporation Records Retention and Disposal Schedule, with the filing convention, retention period and disposition type outlined below: Record To be retained by Filing convention Retained for (time period) Disposition Type Authorised Persons List Branch Manager / Alliance Manager INFORMATION MANAGEMENT – Control – Authorised Persons List Interim 2 years after last action Destroy 7 years after last action Active Tag Register Operations Centre n/a n/a n/a Branch Manager / Alliance Manager INFORMATION MANAGEMENT – Control – Registers and Registration Interim 2 years after last action Destroy 7 years after last action Section Manager of the relevant Authorised Person / Work Area OSH – Risk Management – Work Permits Interim 2 years after last action Destroy 7 years after last action Fluid System Isolation Plan Section manager of the relevant Authorised Person / work area OSH – Planning – Fluid System Isolation Interim 2 years after last action Destroy 10 years after last action Isolation Control Documents Section manager of the relevant Authorised Person / work area OSH – Risk Management – Work Permits Interim 2 years after last action Destroy 7 years after last action WC-OSH 109 Tagging and Isolation – Self Assessment form Section manager of the relevant work area OSH – Compliance – Self Assessment – [Region – District] Interim 2 years after last action Destroy 10 years after last action Training and competency records SAP n/a n/a n/a Branch Manager STAFF DEVELOPMENT – Training Interim 2 years after last action Destroy 7 years after last action Tagging & Isolation – On the Job Instruction Checklist Contract Manager Relevant Contract Management file for the works. Clearance to Work (CTW) Permits Including associated attachments to the permit (e.g. contractor’s Description of Works). Isolation Control Form Isolation Request Form Isolation Handover Form PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 22 OF 37 WC-OSH 109 Tagging and Isolation 13 Definitions Term Description Active Tag Register This register is used to record the details of Isolated or Out of Service tags that are active for more than one shift of the person affixing the tag. Air Gap A deliberate physical break in a circuit or system that has been created by the disconnection or removal of plant components or equipment. Examples are removal of electrical wiring, fuses, de-contactors, plugs and sockets, piping or valves or the operation of a rated electrical isolating switch, but not the operation of a valve. Authorised Person A person who is competent to identify potential hazards, risks and control measures for the work to be performed. The ‘Authorised Person’ is the person in charge of the day-to-day operation of a Water Corporation asset, or their delegate. The ‘Authorised Person’ can be an employee of an Alliance Contractor, if the Alliance Contractor has day-to-day control of the asset. Barrier An item of equipment installed such that it forms a complete physical obstruction to the flow of energy within a circuit or system. Break The same as Air Gap. Capping A temporary installation of a cap over the spindle of a valve. The capping device does not have provision for positive locking to prevent a change of state and relies on respecting the associated tag. Competent Person A person who has, through a combination of training, education and experience, acquired knowledge and skills enabling that person to perform a specified task correctly. Contractor An individual, company or organisation engaged under a contract with the Water Corporation to perform work or supply goods or services in connection with the Water Corporation. Control Point A physical location designated by the Responsible Person where Isolation Control Documentation is kept for the duration of the work being carried out. Examples are: Isolation Hand-over Form, Isolation Control Form, Confined Space Entry Permit and all associated attachments. Controlled Access Cabinet A cabinet or cubicle that has access restricted by means of a locking device. Access to keys for the locking device shall be restricted to personnel authorised by the Water Corporation. Employees For the purposes of this document, employees shall be defined as all employees including Contract of Service employees, Contract for Service personnel, and the personnel of the Corporation’s Alliance Contractors in performing the services required under their respective alliance contracts. Energised The presence, or restoration, of energy to the plant, equipment or apparatus. Types of energy include, but are not restricted to, electrical, potential, kinetic, thermal and chemical Extra Low Voltage (ELV) Not exceeding 50 volt AC or 120 Volt ripple free DC (refer AS 3000). Geographically Distributed Isolations A grouping of isolation points that are remote from the plant to be worked on. Examples: Pipeline section five kilometres in length with multiple valves located within or outside metropolitan areas. High Voltage (HV) Above 1000 volt AC or 1500 volt DC (refer AS 3000). Information Tag An approved Water Corporation tag that is used to provide information of an operations nature, where it is not the intent of the tag to prevent operation of plant. Isolated The state of plant, or in the case of electrical or pressure services, where all potential hazards and energy sources have been disconnected, de-energised, released, isolated and checked to control inadvertent operation, ensuring that work can be carried out in a safe manner. Rendered incapable of being operated without premeditated and deliberate manual operation. Isolated Tag An approved Water Corporation tag that is used to identify that plant has been isolated on behalf of others and is not to be operated Isolations Control Coordinator A competent person appointed (where necessary) to mentor, coach, and oversee the functions of the Authorised Person(s) and Responsible Person(s) in ‘Complex Isolations’. Isolation Control Form Form used to control access to the isolated plant by way of a sign-in/ sign-out process, as an alternative to each ‘at risk’ person fitting and removing individual ‘Personal Danger Tags’ where this is impractical. Isolation Hand-over Form The Authorised Person utilises this form in ‘Complex Isolations’ to: Communicate all details of the isolation to the Responsible Person. Record hand-over/ hand-back between the Authorised Person and the Responsible Person. Isolation Point A position where there is an interruption in the circuit or system which intentionally prevents the uncontrolled release of energy Isolation Request Form is used in ‘Complex Isolations’ to record a proposed isolation, between the party requesting isolation and PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 23 OF 37 WC-OSH 109 Tagging and Isolation Term Description Form the party requested to carry out the isolation. Lockout The utilisation of a locking device for the purpose of Isolating that positively prevents a change in state of the device. Low Voltage (LV) Exceeding extra low voltage, but not exceeding 1000 volt AC or 1500 volt DC. Out Of Service Tag An approved Water Corporation tag that is used to indicate that the plant shall not be operated or energised, in circumstances other than those requiring the use of a Personal Danger Tag or Isolated Tag. Personal Danger Tag An approved Water Corporation tag that is used where there is a risk of injury to the person affixing the tag in the event that the isolation point (to which the tag is affixed) is operated or energised. Plant Plant includes all machinery, equipment and systems, components of such systems or any other asset requiring isolation, e.g. mechanical, electrical, pneumatic or hydraulic operated pumps, valves, motors, actuators, switch gear or pipe systems. Responsible Person Supervisor of workers undertaking the work. Authorised, qualified, trained and competent person for the on-site aspects of the work to be undertaken. The Responsible Person shall identify and control hazards/risks arising from the work itself. Shall and Should The word ‘shall’ is to be understood as mandatory and the word ‘should’ as recommended but non-mandatory. Shift A single continuous work period encompassing normal working hours and any approved additional overtime work hours forming a continuous work period. Switch Also known as a “circuit isolation switch”, a device that provides full current electrical isolation and includes circuit breakers, isolators, and disconnectors. Switch; Control Selector Is a switch capable of selecting the “mode” or “required status” of the control wiring in an electrical circuit. It is NOT part of main current path of the electrical circuit, and therefore does NOT provide full current electrical isolation. Tested The completion of a test process by a competent person, to prove or disprove the presence of the energy source/ hazard, using an instrument or method suited to the purpose. Voltage A difference of potential normally existing between conductors and between conductors and earth as defined in AS/NZS 3000. ‘Extra-low voltage’ not exceeding 50 V AC or 120 V ripple free DC. ‘Low voltage’ exceeding extra low voltage, but not exceeding 1000 V Ac. Or 1500 V DC. ‘High voltage’ exceeding low voltage. 14 References Document Number Title Health Safety and Environment (HSE) Handbook for Contractors S407 Sewer Isolation Devices Standard WC-OSH 007 Safe Job Planning WC-OSH 023 Clearance to Work on Water Corporation Assets WC-OSH 118 High Voltage Switching Practice (ME2) WC-OSH 123 Cleaning and Purging WC-OSH 135 Working in a Flammable Gas Area S487 Safe Work on Low Voltage LV Electrical Equipment and Installations PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 24 OF 37 WC-OSH 109 Tagging and Isolation 15 Compliance Mapping Task Legislation Tagging and Isolation Occupational Safety and Health Act 1984 Environmental Protection Act 1986 Electricity Act 1945 Occupational Safety and Health Regulations 1996 Electrical (Licensing) Regulations 1991 Electricity Regulations 1947 Code of Practice: Safeguarding of Machinery and plant Code of Practice: Safe Low Voltage Work Practices by Electricians AS 1319 Signs for the Occupational Environment AS/NZS 3000 – Wiring Rules AS 3012 Electrical Installations – Construction and demolition sites AS 3017 Electrical Installations – Verification Guidelines AS 4024.1 Safety of machinery Document Revision History 29 Oct 2014 Full review and re-structure of procedure to clarify requirements. There are now two isolation classifications: Simple and Complex. There are changed requirements for fluid and gas system isolations. Refer to MOC # 11318589. 05 Jan 2015 Included reference to Safety Essentials. Refer to MOC #12024840. Provided examples of classes of hazardous energy types that may give rise to an ‘uncontrolled release of energy’. Added requirements for stored energy. Refer to MOC #12111258. 04 Sep 2015 Instructions for the testing of electrical systems included. Requirements for non-electrical workers to have a work instruction for testing of electrical isolations deleted. Refer to MOC# 13521108. 18 Nov 2015 The following documents were corrupt: Tagging and Isolation – Task Specific Instruction Record – Short-term Contractors form Complex Isolation – Planning Meeting – Sample Agenda New documents created and linked into this document. 23 Dec 2015 PRINT DATE: 22/12/16 Amended section 7.2.1 – changed dot points to letters to correlate with table in this section. WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 25 OF 37 WC-OSH 109 Tagging and Isolation Appendix A Tagging and Isolation – Quick Reference Sheet Job Stage Simple Isolation Complex Isolation NB: This process is adjusted if there are multiple Authorised Persons or Responsible Persons Prior to work commencing on plant Personnel are trained in this procedure Personnel are trained in this procedure Preparations are made: Authorised Persons appointed Responsible Persons appointed Isolations Control Coordinator appointed (if required) Isolation planning meeting held Isolations Request Form submitted by, and returned to the Responsible Person Isolations are carried out to standards of this procedure (with locking if required) Isolations are carried out to standards of this procedure (and locking if required) Isolated Tags are fitted (if required) An Isolated Tag is affixed at each isolation point, and the tag references an associated Isolation Handover Form number An on-site handover from the Authorised Person to the Responsible Person occurs, and the Isolation Handover Form is provided Work on plant is in progress Work on plant is completed Where practicable, each ‘at risk’ person that will work on isolated plant affixes their own Personal Danger Tag at each isolation point or Where practicable, each ‘at risk’ person that will work on isolated plant affixes their own Personal Danger Tag at each isolation point or Where this is not practicable, personnel sign onto an Isolation Control Form held by the Responsible Person (Site Supervisor) Where this is not practicable, personnel sign onto an Isolation Control Form held by the Responsible Person Personal Danger tags are removed and replaced with an ‘Out of Service’ tag (i.e. end of day or shift), or personnel sign off the Isolation Control Form where the form is utilised. Personal Danger tags are removed and replaced with an ‘Out of Service’ tag (i.e. end of day or shift), or personnel sign off the Isolation Control Form where the form is utilised. Personnel Danger tags are reinstated prior to work recommencing, or personnel sign onto the Isolation Control Form. Personnel Danger tags are reinstated prior to work recommencing, or personnel sign onto the Isolation Control Form. If ‘Out of Service’ or ‘Isolated’ tags are in place overnight or longer, they are logged on an Active Tag Register. If ‘Out of Service’ or ‘Isolated’ tags are in place overnight or longer, they are logged on an Active Tag Register. Personnel remove their own Personal Danger tags (or sign off the Isolation Control Form if the Form was utilised, and the form is cancelled) Personnel remove their own Personal Danger tags (or sign off the Isolation Control Form if the Form was utilised, and the form is cancelled) A hand-back from the Responsible Person to the Authorised Person occurs, including the return of the Isolation Handover Form Isolated tags and locks are removed (if fitted) The Authorised Person arranges removal of Isolated tags, and locks The removal of Isolated tags and/or ‘Out of Service’ tags is recorded on the Active Tag Register (if relevant) The removal of the Isolated tags and/or ‘Out of Service’ tags is recorded on the Active Tag Register (if relevant) Forms and attachments that were utilised are retained as a record Forms and attachments that were utilised are retained as a record #11297730 PRINT DATE: 22/12/16 Version date: 29 Oct 2014 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 26 OF 37 WC-OSH 109 Tagging and Isolation Tagging and Isolation Quick Reference Sheet Isolation / Locking 1. Persons carrying out isolation to be trained to Level 2, competent and authorised. Other than Operations & Maintenance Alliance Contractors in day-to-day control of plant, contractors are to have written authorisation to isolate Water Corporation plant. 2. Electrical System isolations are restricted to Licensed Electrical Workers other than for: Extra low voltage power circuits Mains voltage plug-in systems Mains voltage hard-wired systems, where work on electrical components is not required and where the isolation and test method is detailed in a work instruction or equivalent. 3. For fluid systems apply the following hierarchy as far as practicable: a) Create an air gap or break by disconnection or removal of plant components, or apply a suitably rated flanged dead-plate. b) A purpose made, suitably rated ‘double block and bleed’ isolation valve, bleed open. c) Double valve isolation - either two or more valves (or equivalent) “in series” with the section between fully drained and vented where practicable, or depressurised where draining is impracticable. d) Purpose engineered and good condition gate. e) Single valve isolation or penstock. f) Plugs installed in a sewer system, selected and installed and regularly monitored in accordance with S407 Sewer Isolation Devices Standard. g) Stop logs. Approved Tags and Applications 1234 PERSONAL DANGER TAG 1234 Attach a Personal Danger Tag at each isolation point if there is risk of injury to you – the person actually working on the equipment. Each ‘at risk’ person is to affix their own Personal Danger Tags to the designated Isolation Point(s). PRINT DATE: 22/12/16 Equipment affixed with a Personal Danger tag must not be operated. A Personal Danger Tag is to be removed by the person who affixed it (refer to Tagging and Isolation procedure if this person is unavailable). OUT OF SERVICE TAG ISOLATED TAG An Out of Service Tag is placed on plant or equipment which is not to be used or operated due to: A fault For operational reasons Plant or equipment affixed with an Out of Service Tag must not be operated (other than for fault finding or testing by the competent person authorised to carry out repairs). An Isolated Tag indicates that plant has been isolated on behalf of others. An Isolated Tag is not a substitute for a Personal Danger Tag Plant affixed with an Isolated Tag must not be operated. If the tag remains in place for longer than one shift, the details on the tag must be placed on an Active Tag Register. Only the person(s) (individuals or team) nominated in the ‘This tag may be removed by’ field may remove it. INFORMATION TAG This tag does not prevent plant or equipment operation. The tag provides temporary miscellaneous information (normally of an operations nature, but may be a precaution). If the tag remains in place for longer than one shift and has been affixed to Water Corporation infrastructure, the details on the tag must be placed on the Active Tag Register. Only the person(s) (individuals or team) nominated in the ‘This tag may be removed by’ field may remove it. WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 27 OF 37 WC-OSH 109 Tagging and Isolation Appendix B Tagging & Isolation – Task Specific Instruction Record – Short-term Contractors Short-term contractors who will be required to work on isolated plant (which may include affixing tags and/or sign isolation forms, but who will not undertake isolation work themselves) may receive on-the-job instruction in lieu of formal training and assessment to Tagging and Isolation Level 1. This is subject to the conditions of Section 4.1 of WC-OSH 109 Tagging and Isolation. This form shall be completed by a suitably trained instructor (as per the requirements of Section 4.1). Discussed Instruction to cover Isolation points ☐ have isolations been completed? The instructed worker is not permitted to - ☐ Discussed ☐ ☐ what isolations are involved (and associated locks, tags fitted by the party carrying out the isolations)? n/a ☐ ☐ carry out isolations themselves interfere with isolations remove another person’s tag or lock Instruction to cover Personal Danger Tags the instructed worker will be fitting – where will the instructed person be fitting the tags (to what) the tag is personal (each ‘at risk’ person fits and removes their own tag) tag to be removed when work is completed/suspended/end of day Out of Service Tags (OOS) the instructed worker will be fitting – where are they to be fitted (to what) used when Danger Tags are removed (if plant is to remain OOS) only one tag required at each isolation (not one per person in the job crew) ☐ ☐ ☐ ☐ Active Tag Register to be updated (if tag will be in place overnight or longer) Isolation Control Form (or Confined Space Entry Permit) signing on/off the Form has the same effect as fitting/removing their own Danger Tags to each point of isolation listed on the isolation forms if they fail to sign off, the plant cannot be brought back on-line Additional related instructions (describe below): Name of Instructor: Signature: Date: Declaration: I have been instructed in Tagging and Isolation as indicated above, and understand instructions given are specific to this job and have no portability whatsoever. Date Name (print) PRINT DATE: 22/12/16 Signature WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED Company (employer) PAGE 28 OF 37 WC-OSH 109 Tagging and Isolation Date Name (print) PRINT DATE: 22/12/16 Signature WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED Company (employer) PAGE 29 OF 37 WC-OSH 109 Tagging and Isolation Appendix C Complex Isolation – Planning Meeting – Sample Agenda Meeting date: Attendees: Description of job: Item Comments / Action Scope of work confirmed Parties and their roles clarified Time/date/duration that access to Plant is required Identity of ‘key people’ (and contact details) Authorised Person Responsible Person Isolation Control Coordinator (if required) Other Standard of isolations proposed (e.g. single, double, locks) (and isolation points proposed – if known at this stage) Succession Plan (in case of change to timing, key people, scope of work etc.) Required forms/tags are available to employees or contractors? Use of Active Tag Register(s) PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 30 OF 37 WC-OSH 109 Tagging and Isolation Item Do all parties hold the required training qualifications for tagging and isolation and/or will the process for on-thejob instruction for short-term contractors be applied? Comments / Action Proposed management process (if isolations will involve multiple operations groups, or if isolations are for access by multiple independent parties) Other PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 31 OF 37 WC-OSH 109 Tagging and Isolation Appendix D Isolation Request Form Form is available via Procurement, Product Code: #87201748. PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 32 OF 37 WC-OSH 109 Tagging and Isolation Appendix E Isolation Handover Form Form is available via Procurement, Product Code: # 87201751 PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 33 OF 37 WC-OSH 109 Tagging and Isolation Appendix F Isolation Control Form Form is available via Procurement, Product Code: # 87201749 PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 34 OF 37 WC-OSH 109 Tagging and Isolation PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 35 OF 37 WC-OSH 109 Tagging and Isolation Appendix G Management of Multiple Authorised or Responsible Persons Where work on plant involves a mix of isolation points under the day-to-day control of separate operations groups, there may be a requirement to appoint multiple Authorised Persons. Where Isolations involve more than one work group functioning independent of each other, there may be a requirement to appoint multiple Responsible Persons. Where there are multiple appointed Authorised Persons and or multiple appointed Responsible Persons an Isolations Control Coordinator (ICC) should be appointed. A planned, coordinated approach of the work tasks shall be agreed at the Isolations Planning meeting. The following scenarios outline common ways to manage multiple parties. The scenarios should be used as a guide and adjusted to suit the particular circumstances. Scenario A - One party carrying out isolations for multiple independent groups to work on plant (i.e. multiple Responsible Persons) a) Consider appointing an ICC to support the process. b) One Authorised Person is appointed, and a separate Responsible Person is appointed for each independent work team that is working on isolated plant. c) A separate set of Isolation Control Documents are utilised for each work team that will be working on isolated plant. d) At each point of isolation, a separate Isolated Tag is affixed for each independent work team working on plant. Isolated Tags are linked to the respective Isolation Handover form by recording the form number on the tag. e) The Authorised Person is the person nominated on the Isolated Tag as authorised to remove it. Scenario B - Multiple operations groups will conduct isolations for one party to work on plant (i.e. multiple Authorised Persons) a) b) c) d) e) f) g) h) i) j) k) An Isolation Control Coordinator (ICC) is appointed. One Responsible Person is appointed. An Authorised Person is appointed from each of the operations groups. The Responsible Person forwards the Isolation Request Form to the ICC. The ICC coordinates with each Authorised Person, and provides them a written scope of work, including any diagrams, to confirm the request can be accepted. The ICC returns the Isolation Request Form to the Responsible Person, confirming acceptance. Each Authorised Person arranges their respective isolations and completes separate Isolation Handover forms. The Isolation Handover form number is recorded on the individual Isolated Tags. The Authorised Person recorded on the Isolation Tags as the only person delegated to remove Isolated Tags. The ICC consolidates all Isolation Handover forms onto a ‘master’ Isolation Handover form. In the ‘Additional Information’ field of the form, the form numbers of all subsidiary Isolation Handover forms are recorded. An on-site handover occurs between the ICC and the Responsible Person. The Authorised Person(s) is in attendance, where required. Work commences. Personnel sign on/off the relevant work area Isolation Control Form until work is completed. The Responsible Person returns the ‘master’ Isolation Handover form to the ICC. The ICC returns all subsidiary Isolation Handover forms to the respective Authorised Persons. Each Authorised Person verifies work is complete, and removes their locks and Isolated tags prior to returning the plant into service. PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 36 OF 37 WC-OSH 109 Tagging and Isolation Note: Authorised Person(s) who are responsible for carrying out the Isolations, communicate with the Responsible Person who is responsible for the group of work teams carrying out the work on the isolated plant via the ICC. The Responsible Person only needs to receive the consolidated ‘master’ Isolation Handover Form from the ICC. Scenario C - Multiple operations groups conduct isolations for multiple independent groups to work on plant (i.e. multiple Authorised Persons and multiple Responsible Persons). a) An Authorised Person is appointed from each of the operations groups. b) An Isolation Control Coordinator (ICC) is appointed. c) A separate Responsible Person is appointed for each independent party that will be working on the isolated plant. d) Separately, for each independent party working under a Responsible Person conduct steps d) to k) from Scenario B. PRINT DATE: 22/12/16 WARNING: DOCUMENT UNCONTROLLED WHEN PRINTED PAGE 37 OF 37
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