CONTROL OF HAZARDOUS ENERGY
LOCKOUT - TAGOUT PROGRAM
To ensure that machines
and equipment are isolated from potentially hazardous energy, whether
it is steam, electrical, mechanical, hydraulic, or gas. Lockout or tagout
must occur before employees perform service, maintenance, or renovation.
This is important where unexpected start-up could cause personal injury,
fire, or equipment damage.
All equipment shall
be locked out where possible. Where such control is not possible, equipment
may be tagged out-of-service. In all instances, equipment shall be made
inoperable to protect against possible operation where such operation
may cause personal injury or damage. Employees must not attempt to operate
any switch, valve, or source of energy which is locked out or tagged out.
When working on
systems which could accidentally be activated, the system shall be locked
out or tagged out by use of a safety lockout device and padlock. In
addition, a tag shall be used to identify the purpose of the shutdown,
the employee involved, the date the unit was removed from service, and
when the system may operate again. (See Appendix
If more than one
source of energy is present, all such sources must be locked out or
tagged out. Special procedures must be followed to ensure that the equipment
is disconnected from an energy management system or emergency generator
system that may start or energize the equipment.
A lockout is required
on all systems where possible. A tagout is an acceptable means of protection
on systems which are less hazardous. An example of less hazardous is
a device, if started accidentally, would not cause personal injury and
simply would startle someone.
If the source is
electrical, such as a circuit breaker in a panel, the load side conductor
shall be removed from the breaker with a tag tied to the breaker as
noted in step 1.
If more than one
person is involved in the repair, each person shall install a lock and
or tag to the equipment energy source. An employee may not use the tag
or lock or another employee. The employee's supervisor shall have the
only duplicate key and is the only other employee authorized to remove
a lock or tag of another person.
When the equipment
has been de-energized, and after ensuring that personnel are not exposed
to danger, test the equipment to determine if the energy source is indeed
isolated. Further tests with a meter will verify if electrical energy
has been successfully disconnected. Those electrical units that store
electrical charges are also required to be de-energized or isolated
When working with
hydraulic, steam, or air systems, bleed down the cylinders, block valves
with a chain and lock and attach a "DANGER" tag or sign to the
control. In some operations a "double block and bleed" system may be
used to control unwanted energy. Block gears, dies, and other devices
capable of movement. Release coiled springs, spring loaded devices,
and secure cams. Place blocks under equipment which might descend, slide,
or fall. Place stands or blocks under raised vehicles, vehicle beds,
or other equipment to protect against failure of hoists, jacks or elevating
renovation, or maintenance is complete, the area must be checked for
tools, parts, removed guards, and assurance that no personnel are in
the danger zone. Then the lockout or tagout will be removed by the same
employee who initially locked it out so energy may be restored to the
If the employee who locked
out or tagged out the equipment is unavailable, the supervisor may remove
the lock or tag if the following conditions are met:
that the authorized employee who applied the device has left for
the duration of the shift and is not at the job site.
efforts to reach the authorized employee.
Inform the employee
that the lock or tag has been removed and the system is no longer
de-energized, before the employee resumes work.
to use lockout/tagout devices shall have initial training about this
program, and shall have annual retraining to ensure that the employee
understands and follows this program. The training and retraining shall
be documented with the training records maintained by the training coordinator.
(See Appendix B)
are required to follow this policy or provide a similar policy that
is in compliance with Occupational Safety and Health Administration
(OSHA) Standard 1910.147. Under no circumstances are outside contractors
authorized to remove a University lockout/tagout device nor are they
allowed to energize a locked out/tagged out system.
- TAGOUT PROGRAM
following area equipment is required to be locked out
NAME OR NUMBER
- TAGOUT AND SHUTDOWN PROCEDURES CHECKLIST
This checklist is
for the department of _____________________________________
The following steps
must be followed in sequence to properly lockout/tagout and re-establish
energy to the ___________________________________________
hazard. (Check all that apply)
Shock and or burn
could result from contact with the exposed conductors line voltage or
high voltage equipment. Flying parts or fire could result if this circuit
were shorted. Electricity should be controlled at the (circuit breaker)
(main switch), or (fuse box).
High velocity air
impingement can inflict injury to the eyes, ears and to openings or
cuts to the skin. Air flow can cause small objects to become airborne
missiles. Compressed air should be controlled at the (shutoff valve),
(cylinder control valve) or (air line valve).
gas or liquid can produce illness or injury through its (toxicity)
(flammability) (corrosively) (reactivity). It can be controlled
from accidental release by the turning the (cylinder valve) (gas
line control valve).
inflict tissue or skeletal injury through (crushing) (laceration)
(impalement). It can be controlled through the (main electrical
switch)(plug)(circuit breaker) (anti-motion pin).
cause (burns) (fires).. It can be controlled by the (main
electrical switch) (electrical plug control) (electrical circuit breaker)
(electrical fuse box) (steam valve) (fluid line vale) (shielding).
Exposure to ultraviolet
rays from the _________________________________ can result in burn injuries
to the skin and eyes. It can be controlled by the (main electrical
switch) or (electrical circuit breaker).
or by using an appropriate
shield such as _______________________________
Shut down the
______________________________following normal procedures.
source of energy by: (Check all that apply)
Locate the main
switch box or circuit breaker to the following:____________________________________
in circuit breaker box number_____________. The correct circuit is Number____________________
(Open the breaker),(open
the switch),(or remove the plug). Attach a lockout enabling device
if the circuit cannot otherwise accommodate a padlock. Place plug in a
plug lock box.
close the _______________________shut-off valve that supplies the ____________________________to
Apply the appropriate
(ball valve) (gate valve) (donut) (handle) (chain energy isolation
the _____________ with a ____________________________. Apply a lockout
enabling device to prevent removal of the __________________________
Secure the energy
controlling lockout by attaching a personal lock and completed tag to
the lockout enabling device. If more than one person will be performing
the work, each must apply his own lock to a multiple lock device.
Release all stored
energy in the _______________________________________
If there is a heat exposure, allow the ________________________________to
Release any (type)___________________________________ pressure trapped
between the shut-off valve and equipment.
Purge the system (drain) (purge all _____________________________trapped
between the shut-off valve and the equipment.
Check to ensure the ____________________________________has come to
a complete stop. Discharge any large capacitors and ensure they
no potential energy can be released. Verify that no voltage is present
the ______________________________ with (voltmeter) (operating switch).
that no _________________________can ________________________.
Inspect the _________________________________________and
the surrounding area following completion of work for loose tools,
parts, correct valve settings, system integrity, exposed conductors.
Check that all machine guards are in place and reconnected if
others in the area that the ____________________________________is about
to be made operational and returned to service.
lock, tag, and lockout enabling device from _____________________. This
step must be performed by the same person who applied the tag and lock.
OF ENERGY CHECKLIST
Air Line Valve
Gas Line Valve
Shaft in Motion
Skin and Eye
University of Kentucky Lockout -Tagout Training Program
ID # ___________________
Job Title ________________
named employee has completed lockout-tagout training presented by:
The training included
the following elements:
The reasons for
a lockout/tagout program.
The need to ensure
the equipment can not be accidentally re-energized.
all operations in the OFF or STOP position.
and tagging out the control circuits at the automatic controls.
and lockout the control circuit at the breaker or at the main control
ON - OFF switch.
The only certain
way to ensure the circuit is deactivated is at the motor disconnect.
To verify the disconnect, the circuit should be tested at the load side
of the control with a tester that has just been tested on a known energized
to disconnect and lockout all energy sources.
Attempt to activate
the equipment to verify the lockout has deenergized the equipment and
that all secondary energy sources are controlled.
The lockout procedure
will be in force until all work is completed and guards are reinstalled
all effected employees will be informed the equipment will be put back
switches and systems, remove any blanks or blinds, close any opened
bleed valves, and ensure that all disconnected secondary energy sources
are re-activated and operational.
Make certain the
machine performs as intended by observing it in operating mode