LOCKOUT AND TAGOUT PROCEDURE

 

FOR

 

ROSE-HULMAN INSTITUTE OF TECHNOLOGY

 

 

(Guidelines from 29 CFR 1910.147)

 

 

 

TABLE OF CONTENTS

 

Purpose

Foreword

General Information

Responsibility

Goals and Objectives

Written Program

Energy Control Devices

Potential Energy Sources

Periodic Inspections

Training

Retraining

Control

Release From Lockout or Tagout

Outside Contractors

Group Lockout or Tagout

Shift or Personnel Changes

Annual Review

Lockout Procedures

 


 

 

PURPOSE

 

The purpose of this program is to establish Lockout/Tagout procedures to prevent the unintended release of stored energy, which may energize a machine or equipment, causing injury to an employee.  It is used to ensure that employees performing any service or maintenance activities shall be protected from energy related potential hazards.

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FOREWORD

 

Operations that are under the jurisdiction of OSHA are required by law (29 CFR 1910.147) to provide to all employees (maintenance personnel and supervisors) who ensure that machines or equipment are isolated from a potentially hazardous energy, and locked-out or tagged-out before the unexpected energization, start-up, or release of stored energy occurs.  This program was developed to meet and conduct the training necessary to comply with federal law set by the Department of Labor, Occupational Safety and Health Administration.

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GENERAL INFORMATION

 

Lockout is the preferred method of isolating machines or equipment from energy sources.  To assist employers in developing a procedure which meets the requirements of the standard, 29 CFR 1910.147, the following simple procedure is provided for use in both lockout and tagout programs.  This procedure may be used when there is a single power source.  For more complex systems, a more comprehensive procedure will need to be developed, documented, and utilized.

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RESPONSIBILITY

 

RHIT’s Office of Environmental Health & Safety and Facility Operations will be responsible for the establishment and implementation of this program.

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GOALS AND OBJECTIVES OF LOCKOUT/TAGOUT PROGRAM

 

1.     Goals

 

a)     The goal of this training program is to make sure that before any employee performs any servicing or maintenance on a machine or equipment where the unexpected energizing, start-up, or release of stored energy could occur and cause injury, the machine or equipment has been isolated and rendered inoperative.

b)    This training program has been designed to cover the information and skills necessary to ensure that employees know the proper machine or equipment isolation procedures.



2.     Objectives - After the training, each employee will be able to do the following:

 

a)     State the purpose of the lockout/tagout program.

b)    Define what is meant by lockout/tagout.

c)     Identify hazardous energy sources.

d)    Describe injuries resulting from energized equipment.

e)     Describe the different types of lockout/tagout equipment.

f)      Identify the employees’ responsibility in the lockout/tagout procedures.

g)      Demonstrate on-site the use of lockout/tagout equipment effectively.

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WRITTEN PROGRAM

 

The written program contains the following items:

 

1.     Conduct a survey of the entire facility to determine locations of all hazardous energy sources.

2.     Devise methods to control unintended operation of machines or equipment being serviced or maintained.

3.     Establish procedures for affixing appropriate lockout or tagout device, and to otherwise disable machines or equipment to prevent unexpected energization, start-up, or release of stored energy in order to prevent injury to employees.  This may include blocking of movable parts which may create a hazard.

4.     Survey, locate, and identify all isolating devices to be certain which switch(es), valve(s), or other energy isolating devices apply to the equipment to be locked or tagged out.  Keep in mind that more than one energy source may be involved.

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ENERGY CONTROL DEVICES

 

Protective material and devices that are available to use are as follows:

 

·                    Locks

·                    Self-locking Fasteners

·                    Chains

·                    Wedges

·                    Key Blocks

·                    Adapter Pins

·                    Tags

·                    Flange Plates

 

All lockout/tagout devices shall be identified and used only for the purpose that they are intended.

 

1.     Durable lockout/tagout devices shall be capable of withstanding the environment, which they are used.

2.     Tags shall be capable of withstanding weather, damp locations, and corrosive environments.

3.     All lockout/tagout devices shall be uniform whether in color, shape, or size.

4.     Lockout/tagout devices shall only be removable by their installer.

5.     Lockout devices shall be substantial enough to prevent inadvertent or accidental removal and shall indicate the identity of the employee using the device and a warning of what precautions to take.

6.     Lockout procedures shall be used in preference to Tagout procedures where possible.

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POTENTIAL ENERGY SOURCES

 

The potential energy sources that are present at Rose-Hulman:

 

·        Electrical

·        Hydraulic

·        Pneumatic

·        Natural gas

·        Chemical

·        Thermal

·        Mechanical

·        Water/Steam

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PERIODIC INSPECTIONS

 

1.  A periodic inspection of the energy control procedures shall be conducted annually.

 

2.  The periodic inspection shall be performed by the Safety Department.

 

3.  The periodic inspection shall be designed to correct any deviations or inadequacies observed.

 

4.  Where Lockout is used for energy control, the periodic inspection shall include a review, between the inspector and each employee, of that employee’s responsibilities under the energy control procedure inspected.

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TRAINING

 

1.     Elements of Training

a)     Each affected employee shall be instructed in the purpose and use of the energy control procedures.

b)    All other employees whose work operations are, or may be in an area where energy control procedures may be utilized, shall be instructed about the procedure, and about the prohibition relating to attempts to restart or reenergize machines or equipment which are locked out or tagged out.


2.     Tagging Limitations

 

a)     Inform employees that tags do not afford the same protection as a lock.

b)    Tags are not to be removed without the authorization of the installer.

c)     Tags must be legible and be made familiar to all employees whose work is affected or may be in the affected areas.

d)    Tags and means of attachment must be capable of withstanding the environmental conditions of the workplace.

e)     Tags often evoke a false sense of security and their importance needs to be clearly understood by employees.

 

3.  A record of employee training including employee name and date of training should be kept.

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RETRAINING

 

1.     Retraining should be established under the following conditions:

a)     There is a change in job assignment.

b)    A change in machines or equipment.

c)     Equipment or processes present a new hazard.

d)    A change in energy control procedures.

e)     There are deviations or inadequacies detected in the procedures.

f)      New or revised control methods are used.

 

2.  A record of employee retraining including employee name and date of retraining should be kept when any of the above is present.

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CONTROL

 

1.     Elements and Actions

 

a)     Make employees aware of the type and magnitude of hazardous energy.

 

b)    All affected employees shall be informed of the physical locations of energy isolating devices.

 

2.     Lockout/Tagout of Energy Isolating Devices

 

a)     Only trained and authorized employees shall affix energy isolating devices.

 

b)    Devices are to be affixed in such a manner that it will hold the energy isolating device in a “safe” or “off” position.

 

c)     Where Tagout devices are used, the energy isolating device is to be fastened at the same point at which a lock would have been attached.

 

d)    If a tag cannot be affixed directly to the energy isolating device, it should be located where it will be immediately obvious to potential operators.

 

3.     Stored Energy

 

a)     After Lockout or Tagout devices have been applied, stored energy or residual energy shall be relieved, disconnected restrained, and rendered safe whenever possible.

 

b)    If reaccumulation of stored energy to a hazardous level can take place, verification or isolation shall continue when service or maintenance is performed until work is completed.

 

c)     Prior to servicing or maintaining machines or equipment, employees must verify that energy isolation and deenergization of the machine or equipment have been accomplished.         

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RELEASE FROM LOCKOUT OR TAGOUT

 

1.     Before removing Lockout/Tagout devices from machines and equipment, authorized employees must take certain precautions:

 

a)     Inspect the work area to ensure non-essential items have been removed.

 

b)    Check the work area to see if all employees have been safely positioned or removed.

 

c)     Before removing Lockout/Tagout devices, notify all affected employees.

 

2.     Before Lockout/Tagout devices are removed and energy is restored, procedures shall be taken by authorized employees to ensure the following:

 

a)     If the employee who applied the device is unavailable, the device may only then be removed under the direction of management.

 

b)    Management will verify that the employee who applied the device is not at the facility.

 

c)     Management has made all reasonable efforts to contact the employee to inform them that their device has been removed.

 

d)    Management will inform the employee that the device has been removed before they return to work.

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OUTSIDE CONTRACTORS

 

1.     Management and contractors will inform each other of their respective Lockout/Tagout procedures.

2.     Management will train all affected employees on restrictions and prohibitions of contractor’s energy control procedures.

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GROUP LOCKOUT OR TAGOUT

 

1.     When servicing or maintenance of equipment or machinery is performed by more than one employee, a procedure shall be utilized to afford each employee a level of protection equivalent to that provided by personal lockout or tagout.

 

2.     Group requirements shall include but are not limited to the following:

 

a)     Primary responsibility shall be vested in one authorized employee for a number of employees under a group program with one employee having an operation’s lock.

 

b)    The authorized employee must ascertain the exposure level of individual group members.

 

c)     If more than one group of employees is involved in a job-associated assignment, one authorized employee shall be designated to coordinate the affected employees.

 

d)    Each involved employee shall affix a lockout or tagout device to the group lockout device when beginning work and remove it when work is completed on the machine or equipment being serviced or maintained.

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SHIFT OR PERSONNEL CHANGES

 

1.     When a shift or personnel change occurs, a designated employee should ensure the continuity of lockout or tagout protection.

2.     The designated employee shall provide for the orderly transfer of lockout or tagout devices between off-going and on-coming employees to minimize risk to employees from stored energy.

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ANNUAL REVIEW

 

This entire program shall be reviewed on an annual basis and upgraded where necessary.

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LOCKOUT PROCEDURES

 

1.     A lockout procedure will prevent someone from unknowingly operating a machine that is being worked upon.  The following procedure will be followed for lockout:

 

a)     Every applicable employee will be provided their own lock and key.

 

b)    Before turning the power off, the worker should check to be sure that no one is operating the machine.

 

c)     Bleed, drain, or clean out air or hydraulic lines.

 

d)    Any mechanism under tension or pressure, such as; springs, should be released.

 

e)     Every person involved in working on the machine shall affix his or her lock to the lockout device.

 

f)      All energy sources, which would activate the machine, should be locked out.

 

g)     The main valve or main electrical disconnect should be tested to be sure that the power is off to the machine.

 

h)     The circuit should always be checked with good electrical testing equipment.

 

i)       When working on machinery, such as power presses or welding presses that have a ram that could fall, the ram should be supported with a safety block or pin.

 

j)       As a last step, press the activation button(s) to be sure that the machine or equipment is not energized.

 

2.     Pulling a fuse is not enough; it can be replaced.  Do not rely on throwing a circuit breaker or turning off a switch or valve.  Someone’s mistake or slip might turn the machine on again.  A warning tag is only a paper safeguard.  The only safe way is a lock on the device and to keep the key in your pocket.

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