1 Rochester Institute of Technology Lock Out/Tag Out (LO/TO)

11Rochester Institute of TechnologyRochester Institute of Technology

Lock Out/Tag OutLock Out/Tag Out(LO/TO)(LO/TO)


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LOCK OUT / TAG OUTLOCK OUT / TAG OUT(LO/TO)(LO/TO)

29 CFR 1910.14729 CFR 1910.147

"Lockout/tagout" refers to specific practices and procedures to safeguard employees from the unexpected energization or startup of machinery and equipment, or the release of hazardous energy during

service or maintenance activities.


LO/TOLO/TO

Most incidents occur in workplace around Most incidents occur in workplace around machinery or equipmentmachinery or equipment

Other incidents occur from electric shock or Other incidents occur from electric shock or hazardous materialshazardous materials

This can be avoided by using Lock Out/Tag This can be avoided by using Lock Out/Tag Out to contain hazardous energyOut to contain hazardous energy


LO/TO LO/TO When To Use ItWhen To Use It

• For Service & For Service & Maintenance of Maintenance of EquipmentEquipment

InstallationInstallation InspectionInspection CleaningCleaning ModificationModification LubricationLubrication Un-jamming Un-jamming

• If worker needs to If worker needs to remove safety guardsremove safety guards

• When a worker needs When a worker needs to place any part of to place any part of their body into their body into machinerymachinery

• To avoid an To avoid an unexpected start-upunexpected start-up


LO/TOLO/TOEnergy SourcesEnergy Sources

ElectricalElectrical Hydraulic & pneumaticHydraulic & pneumatic Potential energy from springsPotential energy from springs Gravity Gravity ChemicalChemical RadiationRadiation PneumaticPneumatic ThermalThermal Mechanical (from sources other than springs)Mechanical (from sources other than springs)


LO/TOLO/TOAchieve Zero Energy StatusAchieve Zero Energy Status

Utilizing Lock Out/Tag OutUtilizing Lock Out/Tag OutNo one may start the machinery or equipment No one may start the machinery or equipment

while it is being repaired or cleanedwhile it is being repaired or cleaned


LO/TOLO/TOThree ClassificationsThree Classifications

Authorized PersonnelAuthorized Personnel: perform service and : perform service and maintenance, apply locks & tagsmaintenance, apply locks & tags

Affected PersonnelAffected Personnel: operate the machinery, : operate the machinery, prepare machines and/or equipment, and work prepare machines and/or equipment, and work within same area when lock out/ tag out occurswithin same area when lock out/ tag out occurs

OtherOther: may pass by an area where LO/TO is : may pass by an area where LO/TO is being used (example: an office worker)being used (example: an office worker)


LO/TOLO/TOLock Out DevicesLock Out Devices

Lock with one key and a tagLock with one key and a tagChainChainBlockBlockFlangeFlangePipe blank or blindPipe blank or blind


LO/TOLO/TOTag Out DevicesTag Out Devices

Tags are always attached to the lock or energy Tags are always attached to the lock or energy isolation deviceisolation device

Serves as a communication deviceServes as a communication deviceTAG STATES: TAG STATES: DO NOT OPERATEDO NOT OPERATE

and securely fastenedand securely fastened


LO/TOLO/TO

Locks and Tags are to be used by each individual Locks and Tags are to be used by each individual working on a machine (double check for extraneous working on a machine (double check for extraneous power or stored energy), either on the hasp itself, or power or stored energy), either on the hasp itself, or lockable to a box with alternate hasp lockable to a box with alternate hasp – should only be removed by the individual, after work is should only be removed by the individual, after work is

complete or replaced by oncoming shiftcomplete or replaced by oncoming shift

Tags without locks only allowed when as safe as lock Tags without locks only allowed when as safe as lock and additional protection is taken – i.e. cap over start and additional protection is taken – i.e. cap over start button with fuse removed in panelbutton with fuse removed in panel


Lock & Tag with equipment lockLock & Tag with equipment lock


Lock & Tag with personal tagLock & Tag with personal tag


LO/TOLO/TOSix Steps of LO/TOSix Steps of LO/TO

1.1. PreparationPreparation

2.2. Equipment ShutdownEquipment Shutdown

3.3. Equipment IsolationEquipment Isolation

4.4. Application of LO/TO deviceApplication of LO/TO device

5.5. Release of stored energyRelease of stored energy

6.6. VerificationVerification


LO/TOLO/TOSix Steps of LO/TO (cont’d)Six Steps of LO/TO (cont’d)

1.1. PreparationPreparation: identify and isolate hazardous : identify and isolate hazardous energy sources, and understand how to use energy sources, and understand how to use equipmentequipment

2.2. Equipment ShutdownEquipment Shutdown: stop buttons, and : stop buttons, and follow shut down proceduresfollow shut down procedures

3.3. Equipment IsolationEquipment Isolation: install device to isolate : install device to isolate hazardous energy sourceshazardous energy sources


LO/TOLO/TOSix Steps of LO/TO (cont’d)Six Steps of LO/TO (cont’d)

4. 4. Apply Locks & TagsApply Locks & Tags: if something can be : if something can be locked, it MUST be locked; if it can’t be locked, it MUST be locked; if it can’t be locked it MUST be taggedlocked it MUST be tagged

5. 5. Release Stored EnergyRelease Stored Energy: guard against residual : guard against residual energyenergy

6. 6. VerificationVerification: try activating start button to : try activating start button to ensure everything is off, check interlock, and ensure everything is off, check interlock, and be sure area is clearbe sure area is clear


LO/TOLO/TOWhen Work is CompleteWhen Work is Complete

Remove tools & equipmentRemove tools & equipment Keep a safe distanceKeep a safe distance Remove LO/TO devicesRemove LO/TO devices Restore energyRestore energy Notify operators and supervisors work is Notify operators and supervisors work is

completecomplete


LO/TOLO/TODoesn’t Apply When…Doesn’t Apply When…

Performing routine adjustmentsPerforming routine adjustmentsPerforming repetitive adjustmentsPerforming repetitive adjustmentsWorking on cord & plug equipment kept Working on cord & plug equipment kept

within sightwithin sightIntegral with productionIntegral with production

Always use safe work practicesAlways use safe work practices


LO/TOLO/TOEmployee TrainingEmployee Training

Employer must provide initial training and Employer must provide initial training and retraining as necessaryretraining as necessary

Training must be certified with employee’s Training must be certified with employee’s name and date of trainingname and date of training


LO/TOLO/TOWritten ProceduresWritten Procedures

Routine lockouts require the company to Routine lockouts require the company to maintain a written procedure for:maintain a written procedure for:– Each individual machine or piece of equipment, orEach individual machine or piece of equipment, or– Each group of similar machines or equipmentEach group of similar machines or equipment

Non-routine lockouts must have a specific Non-routine lockouts must have a specific written procedure for the lockout activity.written procedure for the lockout activity.


LO/TOLO/TOWritten ProceduresWritten Procedures

Procedures must have:Procedures must have:1.1. A statement of the intended use of the A statement of the intended use of the

procedureprocedure

2.2. Procedural steps for the LOTO process for Procedural steps for the LOTO process for that type of equipment. Specific steps for that type of equipment. Specific steps for testing a machine to determine if a “zero testing a machine to determine if a “zero energy” state is achievedenergy” state is achieved

3.3. Steps to release or remove the equipment Steps to release or remove the equipment from LOTOfrom LOTO


LO/TOLO/TOPeriodic InspectionsPeriodic Inspections

Performed at least annually to assure that the Performed at least annually to assure that the energy control procedures are effective and energy control procedures are effective and continue to be implementedcontinue to be implemented

Inspection must be certified; identify Inspection must be certified; identify machinery and equipment, record the date, and machinery and equipment, record the date, and note employees included in the inspectionnote employees included in the inspection

Review with all authorized usersReview with all authorized users


LO/TOLO/TOTag-Only SituationsTag-Only Situations

When machine or equipment cannot be locked When machine or equipment cannot be locked out out

Employer may choose to modify to allow Employer may choose to modify to allow 100% LO/TO100% LO/TO

Full protection includes complying with all Full protection includes complying with all Tag Out provisions, plus implementing Tag Out provisions, plus implementing additional safety measuresadditional safety measures


LO/TOLO/TOGroup LO/TOGroup LO/TO

Group LO/TO includes having each authorized Group LO/TO includes having each authorized employee place his/her lock and tag on equipment employee place his/her lock and tag on equipment being locked outbeing locked out– See See www.osha.gov/dts/osta/lototraining/tutorial/gr-loto.htmwww.osha.gov/dts/osta/lototraining/tutorial/gr-loto.htm for for

examples of group proceduresexamples of group procedures

Shift or Personnel Change – specific procedures Shift or Personnel Change – specific procedures are utilized during shift changesare utilized during shift changes


LO/TOLO/TOAbsentee Lock RemovalAbsentee Lock Removal

One person at the company is designated One person at the company is designated

This designated person must:This designated person must:Make reasonable efforts to find the absentee Make reasonable efforts to find the absentee

individualindividualEnsure it is safe to remove the deviceEnsure it is safe to remove the deviceAbsent Authorized Individual must be notified Absent Authorized Individual must be notified

BEFORE resuming work at the facility.BEFORE resuming work at the facility.


LO/TOLO/TOSummarySummary

LO/TO provides for control of energy sources that LO/TO provides for control of energy sources that could cause injury during service or maintenance of could cause injury during service or maintenance of machinery and equipmentmachinery and equipment

Devices must be unique and substantial Devices must be unique and substantial Authorized Individuals are the ONLY people who Authorized Individuals are the ONLY people who

can apply locks, tags and other LO/TO devicescan apply locks, tags and other LO/TO devices Tags must identify who applied the deviceTags must identify who applied the device Six steps must be followed.Six steps must be followed. Written procedures must be developedWritten procedures must be developed Group lockouts and Absentee lock removal processes Group lockouts and Absentee lock removal processes

defineddefined

Documents

1 Rochester Institute of Technology Lock Out/Tag Out (LO/TO)