Lockout / Tagout - Ohio Bureau of Workers' Compensation

SUGGESTED TRAINING PROGRAM LANGUAGE
Document No. 2
1. Training will be conducted jointly by the local union health and safety representative and the plant
safety department, or by a knowledgeable union or management employee such as skilled trades
worker or a lockout training discussion leader, or a person involved in lockout program development.
The training will ensure that the purpose and function of the plant's energy control program is
understood by the workers: and that the knowledge and skills required for the safe application, usage,
and removal of energy controls are required by the workers.
The training sessions should be held off-the-job and preferably in a classroom atmosphere. The
training should be conducted in a minimum of-hours for affected workers, and up to-hours for the
authorized workers. The training materials should be identified as to their source and should be
applicable to the type of machinery and equipment in the plant.
Training sessions will be:
(Identify the location: identify affected/authorized workers by name, etc., identify length of time for the
training sessions: identify the source of training materials.)
Trainers will be:
(Identify individuals by name and job title)
2. Local Union representatives will be notified of training sessions and will be able to observe and
participate. Local Union representatives will be:
(Identify individuals by name and union office held.)
3. Authorized employees will receive training in the recognition of applicable hazardous energy sources;
the type and magnitude of the energy available in the workplace; and the methods and means
necessary for energy isolation and control.
4. Each worker who could be affected by the equipment/machinery shut down, isolation, and lockout will
receive training in the purpose and use of the energy control procedure.
5. 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.
6. Retraining must be provided to all authorized and affected workers whenever there is a change in
their job assignment, a change in machines, equipment or process that presents a new hazard; or
when there is a change in the energy control program.
7. Additional retraining must be accomplished whenever a periodic inspection reveals, or whenever the
employer has reason to believe that there are inadequacies in the employee's knowledge or
deviations from the energy control procedures.
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