University of Louisiana - Monroe

1
Controlling Hazardous Energy

• University of Louisiana - Monroe
• Lockout/Tagout

2
Control of Hazardous Energy

• 29 CFR 1910.147
• The standard covers the servicing and
  maintenance of machines and equipment in which
  the unexpected energization or start up of the
  machines or equipment , or release of stored
  energy could cause injury to employees.

3
Provisions Of The Standard

• Requires employers to establish procedures for
  isolating machines or equipment from their source
  of energy and affixing appropriate locks or tags
  to energy isolating devices

4
Definitions

• Authorized employee A person who locks out or
  tags out machines or equipment in order to
  perform servicing or maintenance
• Affected employee A person whose job requires
  him to operate or use a machine or equipment on
  which servicing or maintenance is being performed
  under lockout or tagout

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Definitions

• Energy isolating device The mechanism that
  prevents the transmission or release of energy
  and to which locks or tags are attached
• Includes manually operated circuit breakers,
  disconnect switches, line valves, blocks, and
  others
• Lockout The placement of a lockout device on an
  energy isolating device to ensure that the
  equipment being controlled cannot be operated
  until the lockout device is removed
• Tagout The placement of a tagout device on an
  energy isolating device to indicate the equipment
  being controlled may not be operated until the
  tagout device is removed

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Energy Sources

• are not limited to electrical oriented machinery,
  equipment or processes, but will include any
  source of sudden energy release which may be
  harmful i.e., air pressure, heat, steam, springs
  under tension or hydraulic systems.

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Responsibilities

• Supervisors
• Supervisors are responsible for the well-being
  and training of all workers under their
  cognizance as well as ensuring that all necessary
  safety procedures are followed. In any situation
  where the worker refuses to follow recognized
  guidelines, the supervisor will require the
  individual to leave the work area as soon as
  possible. Disciplinary actions may be taken in
  accordance with Human Resources standards.

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Responsibilities

• Employees
• Only employees who are qualified and authorized
  will service, perform maintenance or make any
  adjustments to machinery, equipment or processes
  having the aforementioned potential. Work will
  not be performed in such a manner to bypass the
  requirements of this standard. Workers who fail
  to comply may be subject to disciplinary actions
  which may include dismissal according to the
  seriousness of the particular incident.

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De-energizing Equipment

• Locate energy source and control method
• Notify others, employees or anyone using
  facilities of the necessity for using
  lockout/tagout procedures
• Determine lockout and/or tagout energy controls
  to be applied in Off or safe positions of
  switches, panels and breakers if it is
  appropriate for the job, position a person at the
  panel or at the controls to ensure protection.
• Test to verify energy has been isolated from
  equipment or exposed working surfaces
• Perform necessary adjustments, repairs or
  maintenance. When completed, ensure that all
  covers, guards and protective devices are in
  place

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Re-energizing Equipment

• Ensure that machine or equipment components are
  operationally intact
• Ensure that all employees are safely positioned
  or removed from equipment
• Only the employee who applied the lock or tag is
  authorized to remove it.

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Lockout/Tagout Requirements

• If an energy isolating device is not capable of
  being locked out, the employers energy control
  program shall utilize a tagout system

12
Lockout Requirements

• After January 1990, whenever replacement, major
  repair, or modification of a machine is
  performed, or whenever new machines or equipment
  are installed, they must be designed to accept a
  lockout device

13
Device Requirements

• Durable Lockout and tagout devices must
  withstand the environment to which they are
  exposed for the maximum duration
• Standardized Both lockout and tagout devices
  must be standardized according to either color,
  shape, or size
• Tagout devices must also be standardized
  according to print and format

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Device Requirements

• Substantial Lockout and tagout devices must be
  substantial enough to minimize early or
  accidental removal
• Identifiable Locks and tags must clearly
  identify the employee who applies them.

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Tag Requirements

• Tags must also include a legend such as
• Do not start
• Do not open
• Do not close
• Do not energize
• Do not operate

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Training and Communication

• Each authorized employee shall receive training
  in
• Recognition of applicable hazardous energy
  sources
• Type and magnitude of the energy available in the
  workplace
• Methods and means necessary for energy isolation
  and control
• Each affected employee shall be instructed in the
  purpose and use of the energy control procedure
• All other employees shall be instructed about the
  prohibition relating to attempts to restart or
  reenergize machines or equipment which are locked
  out or tagged out

17
Training and Communication

• The employer shall certify that employee training
  has been accomplished and is being kept up to
  date
• Certification shall contain employee names and
  dates of training

18
Group Lockout or Tagout

• Primary responsibility is vested in an authorized
  employee for a set number of employees working
  under the protection of a group lockout or tagout
  device
• Each authorized employee shall affix a personal
  lockout or tagout device to the group lockout
  device

19
Outside Personnel- Contractors

• Whenever outside servicing personnel are engaged
  in activities covered by lockout/tagout, the
  on-site employer and the outside employer shall
  inform each other of their respective lockout or
  tagout procedures

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Lockout Device
21
Group Lockout
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Tagout Tags
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Tagout Tag
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Lockout Signage