Presented by: Gene Herndon, Trindel Insurance Fund Safety Officer www.trindel.org [e-mail] 530894-2027

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Presented byGene Herndon, Trindel Insurance
Fund Safety Officerwww.trindel.orgtifsfty_at_trinde
l.org530894-2027

• Trindel Insurance Fund
• Lock Out Tag Out (LOTO) Procedure
• Training

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Why is Lock Out/Tag Out Procedure Important?

• Prevents the unexpected machine start-up or
  release of stored energy.
• Use of lock/block out devices or tags
• Protects from employees injury death.

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Some Definitions

• Affected employee
• Person operating working in area where work is
  performed under lockout tagout.
• Authorized employee
• Employee who locks out or tags out machine to
  perform maintenance, cleaning or adjustment.
• Locked out
• Devices, methods, or procedures that isolate
  prime movers and/or any hazardous energy sources

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More Definitions

• Prime mover
• Source of mechanical power for a machine
• Tag out
• Card or tag used to identify a hazard
• Block
• Device to prevent inadvertent falling, movement
  or rotation.
• Blind
• Metal disc placed in pipe to insure no flow of
  gas, steam or liquid

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Hazardous Energy Sources

• Electrical
• Mechanical (i.e. motors, drive belts)
• Chemical (i.e. natural gas, propane)
• Thermal
• Pneumatic
• Hydraulic

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Equipment Survey

• Locate and identify sources of energy
• Identify energy type and magnitude
• Done through visual inspections, drawings and
  equipment manuals

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Equipment Specific Lock Out/Tag Out

• Equipment Specific Lock Out/Tag Out procedures
  for each machine must be completed by the
  supervisor and/or the authorized employee.
• All equipment specific procedures must be easily
  accessible or posted directly on the equipment.

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Lock Out/Tag Out ProgramEquipment Specific
Procedures

• Procedures must be updated when
• New equipment is installed or
• New energy sources are added to a facility or
  individual equipment or
• Magnitude of an energy source changes or
• Designated isolation points change.

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Lock Out/Tag Out ProgramEquipment

• Lock out
• Lock and key.
• Chains, or other hardware,
• Used with the lock to isolate the energy source.

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Lock Out/Tag Out ProgramEquipment

• One key will be issued to the authorized employee
  applying the lock.
• Additional keys will only be used to remove locks
  in the event the abandoned lock procedure must be
  implemented.

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Lock Out/Tag Out ProgramEquipment

• Locks Devices used only for controlling energy
• Must NOT be used for any other purposes.

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Lock Out/Tag Out ProgramEquipment

• Lock Out devices must be durable
• Tag Out devices must be constructed printed so
  they do not deteriorate or become illegible
• Lock Out/Tag Out devices must be standardized by
  color, shape or size
• Lock Out/Tag Out devices must be substantial
  enough to prevent early or accidental removal.

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Lock Out/Tag Out ProgramEquipment

• Tag Out devices must include a wording such as
  DO NOT START, DO NOT OPEN, DO NOT CLOSE, DO NOT
  ENERGIZE, DO NOT OPERATE, etc.
• Tag Out devices must have standardized print and
  format.

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Lock Out/Tag Out ProgramEquipment

• An approved warning tag will accompany all
  lockouts.
• The warning tag will be attached directly to the
  lockout device by a nylon tie.

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Required Tag Out Device Information

• Name of authorized employee who locked out
  equipment
• Authorized employees radio or phone number,
  including contractors
• Date and time of lockout and
• Brief description of work being performed.

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Lock Out/Tag Out ProgramApplication of Devices

• Use valve covers, plug locks, etc. if the lock
  cant be placed directly on the energy control.
• When Lock Out is used, every employee in the work
  crew must attach their personal lock.

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Lock Out/Tag Out ProgramProcedures

• Preparation for shutdown
• Shutting down the equipment
• Equipment isolation
• Application of Lock Out/Tag Out devices
• Release of stored energy
• Verifying equipment isolation
• Restart machine

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Lock Out/Tag Out ProgramPrep For Shutdown

• Know the types and amounts of energy that power
  specific equipment.
• Know and understand all energy flow through the
  machine.
• Know how the energy can be controlled.
• When in doubt ask!

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Lock Out/Tag Out ProgramShutting Down Equipment

• Notify ALL affected employees that Lock Out
  Tag/Out is being used and why.
• Shut the equipment down using operating controls.
• Follow proper procedure for the equipment to
  avoid endangering anyone during the shutdown.

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Lock Out/Tag Out ProgramEnergy Isolation

• Lock Out Tag Out energy isolating sources with
  assigned locks and tags. Usually requires locking
  out electrical disconnect.
• Be sure to isolate ALL energy sources (secondary
  as well as primary).

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Verifying Equipment Isolation

• Make certain all dangerous areas are clear of
  personnel.
• Verify that the equipment cannot be turned to the
  on position.
• Press all start buttons and activating controls
  on the equipment.
• Return all controls to the off position after
  certain that Lock Out is effective.

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Lock Out/Tag Out ProgramRelease of Stored Energy

• Inspect the system to make sure all parts have
  stopped moving.
• Disperse stored energy (springs, hydraulic
  systems, air, gas, water pressure, or steam).
• If stored energy can build up again, monitor it
  to make certain it stays below hazardous levels.

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Removing Lock Out/Tag Out Devices/Restoring
Equipment

• Make certain everyone is clear of the equipment.
• Notify affected employees of restart
• Verify that all tools have been removed and all
  guards reinstalled.
• Remove Lock Out/Tag Out devices. Each device must
  be removed by the person who put it on.
• Energize equipment.

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Lock Out/Tag Out ProgramTroubleshooting

• Remove all tools personnel from the area.
• Notify affected employees of impending
  re-energization.
• Authorized employees remove the Lock Out device
  but MUST leave tag in place.
• Energize equipment.
• When finished, de-energize reapply Lock Out
  device.

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Lock Out/Tag Out ProgramAbandoned Lock Procedure

• Verify authorized employee has left the worksite
  notify them that their lock is being removed.
• Lock Out/Tag Out devices may ONLY be removed if
  supervisor is present authorizes removal.
• After all communication attempts are complete
  the equipment has been inspected, energy can be
  restored.

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Exceptions

• Work on cord plug equipment IF it is unplugged,
  the plug remains within arms reach during
  servicing and authorized employee has exclusive
  control of the plug.
• If guards arent removed or bypassed are
  effective in preventing worker exposure to
  hazards created by the unexpected energization or
  start up of machines or equipment, or the release
  of energy.

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Lock Out/Tag Out ProgramSupervisors
Responsibilities

• Complete equipment specific Lock Out/Tag Out
  procedures
• Conduct annual periodic inspections
• Keep a list of authorized employees
• Issue Lock Out/Tag Out devices to employees
• Ensure all affected employees are properly
  trained on Lock Out/Tag Out procedures
• Enforce compliance with Lock Out/Tag Out program
  and
• Provide employees with copies of the Lock Out/Tag
  Out Program upon request.

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Authorized Employee Responsibilities

• Attend Lock Out/Tag Out Training
• Follow all Lock Out/Tag Out procedures
• Assist supervisors in completing equipment
  specific Lock Out/Tag Out procedures
• Notify all affected employees of Lock Out/Tag Out
  activities.
• When in doubt, Ask your supervisor!

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Lock Out/Tag Out ProgramTraining

• Supervisors
• All Authorized Employees
• All Affected Employees

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Lock Out/Tag Out ProgramRe-Training

• Change in authorized employees job assignments
  or job area that contains sources of hazardous
  energy
• Change in machines, equipment or process that
  presents a new hazard
• Change in energy control procedures
• Need for refresher training found during periodic
  inspections and/or
• Employer believes there are deviations from, or
  inadequacies in, the employees knowledge or use
  of Lock Out/Tag Out procedures.