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Essential Lockout/Tagout Procedures Guide

Lockout/Tagout (LOTO) refers to safety procedures used to ensure that dangerous machines are properly shut off and not able to be started up unexpectedly during service or maintenance. LOTO blocks the flow of energy from a power source to equipment and provides warning tags. It is important for preventing injuries from hazardous energy during servicing and is required by OSHA. The LOTO procedure involves preparing for shutdown, shutting down equipment, isolating all energy sources, placing locks and tags, releasing stored energy, and verifying isolation before starting work.
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100% found this document useful (1 vote)
662 views35 pages

Essential Lockout/Tagout Procedures Guide

Lockout/Tagout (LOTO) refers to safety procedures used to ensure that dangerous machines are properly shut off and not able to be started up unexpectedly during service or maintenance. LOTO blocks the flow of energy from a power source to equipment and provides warning tags. It is important for preventing injuries from hazardous energy during servicing and is required by OSHA. The LOTO procedure involves preparing for shutdown, shutting down equipment, isolating all energy sources, placing locks and tags, releasing stored energy, and verifying isolation before starting work.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
  • Lockout/Tagout Introduction
  • What Is Lockout/Tagout?
  • Why is Lockout/Tagout Important?
  • Types of Energy
  • Use Safe Electrical Practices
  • Mechanical Energy Hazards
  • Chemical Energy Hazards
  • Thermal Energy Hazards
  • Hydraulic Energy
  • Pneumatic Energy Hazards
  • LOTO Procedure
  • Items needed for LOTO
  • Types of Lockout Devices
  • Requirements for Lockout/Tagout Devices
  • Typical Equipment Requiring LOTO
  • Affected Employees
  • Affected Employee Responsibilities
  • Authorized Employee
  • Authorized Employee Responsibilities
  • Training Requirements
  • Company Responsibilities
  • When Must LOTO Be Used?
  • LOTO Exceptions
  • Releasing Equipment from LOTO
  • Know the Equipment!
  • Who Can Lockout Equipment?
  • Who can remove Locks & Tags?
  • Lockout-Tagout Protects YOU!

Lockout/Tagout

Lockout - Tagout

Control of Hazardous
Energy
OSHA Standard
1910.147
What Is Lockout/Tagout?

 Referred to
as LOTO
 Blocks the flow
of energy from
power source to
the equipment
 Provides means
of warning (tag)
Why is Lockout/Tagout
Important?

 OSHA’s Top 10 Most Cited Violations:


– Lockout / Tagout has ranked 4th on the list for
the last two years.
– Over 4,000 violations per year.
Types of Energy

 Electrical
 Mechanical
 Chemical
 Thermal
 Hydraulic
 Pneumatic
Use Safe Electrical Practices
 Use non-conducting
tools.
 Check circuits dead
before working.
 Ensure all control
power is de-energized.
 Discharge all
capacitors after
lockout.
Mechanical Energy Hazards
Kinetic – energy in motion
Potential - stored energy
 Energy stored in machinery
 Weights & Springs
 Pistons under pressure
 Hydraulic controls

Stored potential energy can be


released during work causing
injury or death.
Chemical Energy Hazards

Chemicals have energy that can:


 start fires
 cause skin burns
 generate harmful gases or fumes

Before working – release, drain or vent chemicals


safely.
Thermal Energy Hazards

Energy of Heat and Cold


 Hot or cold equipment & fluids can burn you
 Quick releases of compressed gases can freeze
your skin

Allow equipment to reach a safe temperature


before starting work.
Hydraulic Energy
Energy of Liquids Under Pressure
pressure can cause equipment to
move
rapid release can cause injury or ejection of
system parts

Block energy or relieve pressure slowly into a


proper container.
Pneumatic Energy Hazards

Energy of Compressed Gases


– uncontrolled release can cause injury
– rapid de-pressurization creates extreme low
temperature

Properly vent all systems before starting work.


LOTO Procedure

1. Prepare for Shutdown


2. Shutdown Equipment
3. Isolate all energy sources
4. Place Locks & Tags
5. Release Stored Energy
6. Verify Equipment Isolation
1. Prepare for Shutdown

 Understand equipment hazards!


 Notify other employees of shutdown.
2. Shutdown Equipment

 Follow normal
shutdown procedure.
 Turn all switches to
the OFF position.
 Shut all valves.
 Disable all sources of
energy!
3. Isolate All Energy Sources

 Shut valves
 Open breakers &
disconnects
4. Place Locks & Tags

 Valves
 Breakers / electrical
disconnects
 Block or disconnect
all lines
5. Release or Block all Stored
Energy
 Discharge capacitors
 Block or release springs
 Block elevated parts
 Stop rotating parts
 Relieve system pressure
 Drain fluids
 Vent gases
 Allow system to cool
6. Verify Equipment Isolation

 Check all other workers are clear of the


equipment.
 Check locking devices securely placed.
 Check isolation.
 Attempt normal startup.
 Return Controls to OFF/Neutral.
Items needed for LOTO

 Written LOTO procedures


 Locks & Tags
 Hasps --for multiple locks
& tags
 Breaker Lockouts
 Gate Valve Lockouts
 Ball Valve Lockouts
Types of Lockout Devices

 Locks
 Blocks
 Chains
 Multilock hasps
 Wheel valve covers
 Ball valve covers
Requirements for
Lockout/Tagout Devices

 They must be:


– Durable
– Standardized
– Substantial
– Identifiable
Typical Equipment
Requiring LOTO
 Presses
 Saws
 Conveyors
 Pumps
 Production
equipment
 Trash
compactors
 Ovens
Affected Employees

Employees who
 Operate

 Work around

 Occasionally
adjust equipment
that is subject
to LOTO
Affected Employee Responsibilities

 Notify maintenance, etc., when equipment


needs repair or adjustment
 Leave all LOTO devices in place
 Verify equipment is safe to operate
following LOTO
 Follow all safety rules while operating the
equipment
Authorized Employee

 Maintains equipment
 Services equipment
 Is trained to use LOTO
Authorized Employee
Responsibilities
 Repair or service equipment as needed
 Ensure that all energy sources are locked out
 Test equipment to verify residual energy is
dissipated
 Place a “Danger—Do Not Operate” tag on
equipment
 Obtain assistance when necessary
 Remove locks and/or tags following LOTO
 Coordinate multi-shift repair
Training Requirements

 Authorized employees—initially and at


least annually
 Affected employees—at least initially

 Authorized and affected—whenever


changes are made to jobs or procedures
 Authorized and affected—when program
deficiencies are noted
Company Responsibilities

 Ensure de-energization of equipment


 Ensure employee awareness

 Provide appropriate levels of training

 Review program effectiveness

 Maintain and revise program

 Administer appropriate disciplinary actions


When Must LOTO Be Used?

When servicing or maintaining equipment where:


 Hazardous energy exists

 Unexpected start-up could occur

 Employees are required to remove or bypass a


safety device
 Employees are required to place any part
of their body in harm’s way
 Employees are exposed to hazardous energy
LOTO Exceptions

 Work where hazardous energy does


not exist
 Activities performed during routine
production processes
 Work on cord-controlled devices

 Hot tap operations where shutdown


is not feasible
Releasing Equipment from LOTO

 Inspect Area and Equipment.


 Ensure all Machine Guards in place.
 Move tools away from equipment.
 Inform others of startup.
 Restore system connections.
 Remove Locks & Tags.
 Restore equipment to normal.
 Conduct normal startup.
Know the Equipment!

– Hazards
– Energy isolation points
– Lockout/Tagout
procedures

Working on unfamiliar
machinery is a hazard!
Who Can Lockout Equipment?

Only employees
who have
been trained
and
authorized by
management.
Who can remove Locks &
Tags?

Only the employee who placed the tag


or
a supervisor, after obtaining permission
from the worker who placed the tag.
Lockout-Tagout Protects YOU!

ALWAYS Use
Proper Lockout -
Tagout Procedures
They are for your
protection!!!

Lockout/Tagout
Lockout - Tagout
Control of Hazardous 
Energy
OSHA Standard 
1910.147
What Is Lockout/Tagout?
Referred to 
as LOTO
Blocks the flow 
of energy from 
power source to 
the equipment
Provides mean
Why is Lockout/Tagout 
Important?
OSHA’s Top 10 Most Cited Violations:
– Lockout / Tagout has ranked 4th on the list for 
th
Types of Energy
Electrical
Mechanical
Chemical
Thermal
Hydraulic
Pneumatic
Use Safe Electrical Practices
Use non-conducting 
tools.
Check circuits dead 
before working.
Ensure all control 
power is
Mechanical Energy Hazards
Kinetic – energy in motion
Potential - stored energy
Energy stored in machinery 

Weights & Sprin
Chemical Energy Hazards
Chemicals have energy that can: 
start fires
cause skin burns
generate harmful gases or fumes
Befo
Thermal Energy Hazards
Energy of Heat and Cold 
Hot or cold equipment & fluids can burn you
Quick releases of compressed ga
Hydraulic Energy
Energy of Liquids Under Pressure 
pressure can cause equipment to                         
move
rapid rele

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