The ensuing items are to be followed to ensure both compliance with the OSHA Control of Hazardous Energy Standard and the safety of our employees.

A. Preparation for Lockout or Tagout

Authorized Employees who are required to utilize the lockout/tagout procedure must be knowledgeable of the different energy sources and the proper sequence of shutting off or disconnecting energy means.  The four types of energy sources at this facility are:

  1. electrical (most common form);
  2.  hydraulic or pneumatic;
  3. fluids and gases; and
  4.  mechanical (including gravity).

More than one energy source may be utilized on some equipment and the proper procedure must be followed in order to identify energy sources and lockout/tagout accordingly.  Equipment Specific Procedures are provided for certain pieces of Equipment.  

B. Electrical
  1. Shut off power at machine and disconnect.
  2. Disconnecting means must be locked or tagged. 
  3. Press start button to see that correct systems are locked out. 
  4. All controls must be returned to their safest position. 
  5. Points to remember:
    • a. If a machine or piece of equipment contains capacitors, they must be drained of stored energy. 
    • Possible disconnecting means include the power cord, power panels (look for primary and secondary voltage), breakers, the operator's station, motor circuit, relays, limit switches, and electrical interlocks. 
    • Some equipment may have a motor isolating shut-off and a control isolating shut-off. 
    • If the electrical energy is disconnected by simply unplugging the power cord, the cord must be kept under the control of the authorized employee or the plug end of the cord must be locked out or tagged out.
C. Hydraulic/Pneumatic
  1. 1. Shut off all energy sources (pumps and compressors). If the pumps and compressors supply energy to more than one piece of equipment, lockout or tagout the valve supplying energy to the piece of equipment being serviced. 
  2. Stored pressure from hydraulic/pneumatic lines shall be drained/bled when release of stored energy could cause injury to employees. 
  3. Make sure controls are returned to their safest position (off, stop, standby, inch, jog, etc.).
D. Fluids and Gases 
  1. Identify the type of fluid or gas and the necessary personal protective equipment. 
  2. Close valves to prevent flow, and lockout/tagout. 
  3. Determine the isolating device, then close and lockout/tagout. 
  4. Drain and bleed lines to zero energy state. 
  5. Some systems may have electrically controlled valves. If so, they must be shut off and locked/tagged out. 
  6. Check for zero energy state at the equipment.
E. Mechanical Energy
Mechanical energy includes gravity activation, energy stored in springs, etc.
  1. Block out or use die ram safety chain. 
  2. Lockout or tagout safety device. 
  3. Shut off, lockout or tagout electrical system. 
  4. Check for zero energy state. 
  5. Return controls to safest position.
F. Release from Lockout/Tagout
  1. Inspection: Make certain the work is completed and inventory the tools and equipment that were used. 
  2. Clean-up: Remove all towels, rags, work-aids, etc. 
  3. Replace guards: Replace all guards possible. Sometimes a particular guard may have to be left off until the start sequence is over due to possible adjustments. However, all other guards should be put back into place. 
  4. Check controls: All controls should be in their safest position. 
  5.  The work area shall be checked to ensure that all employees have been safely positioned or removed and notified that the lockout/tagout devices are being removed. 
  6. Remove locks/tags. Remove only your lock or tag.
G. Service or Maintenance Involving More than One Person
When servicing and/or maintenance is performed by more than one person, each authorized employee shall place his own lock or tag on the energy isolating source. This shall be done by utilizing a multiple lock scissors clamp if the equipment is capable of being locked out. If the equipment cannot be locked out, then each authorized employee must place his tag on the equipment.

H. Removal of an Authorized Employee’s Lockout/Tagout by the Company
Each location must develop written emergency procedures that comply with 1910.147(e)(3) to be utilized at that location. Emergency procedures for removing lockout/tagout should include the following:
  1. Verification by employer that the authorized employee who applied the device is not in the facility. 
  2. Make reasonable efforts to advise the employee that his/her device has been removed. (This can be done when he/she returns to the facility). 
  3. Ensure that the authorized employee has this knowledge before he/she resumes work at the facility.
I. Shift or Personnel Changes
Each facility must develop written procedures based on specific needs and capabilities. Each procedure must specify how the continuity of lockout or tagout protection will be ensured at all times. See 1910.147(f)(4).

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