Lockout / Tagout - Ohio Bureau of Workers' Compensation

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(a)(3) "Purpose." (a)(3)(i) This section requires employers to establish a program and utilize procedures for affixing appropriate lockout devices or tagout devices to energy isolating devices, 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. (a)(3)(ii) When other standards in this part require the use of lockout or tagout, they shall be used and supplemented by the procedural and training requirements of this section. (b) "Definitions applicable to this section." "Affected employee." An employee whose job requires him/her to operate or use a machine or equipment on which servicing or maintenance is being performed under lockout or tagout, or whose job requires him/her to work in an area in which such servicing or maintenance is being performed. "Authorized employee." A person who locks out or tags out machines or equipment in order to perform servicing or maintenance on that machine or equipment. An affected employee becomes an authorized employee when that employee's duties include performing servicing or maintenance covered under this section. "Capable of being locked out." An energy isolating device is capable of being locked out if it has a hasp or other means of attachment to which, or through which, a lock can be affixed, or it has a locking mechanism built into it. Other energy isolating devices are capable of being locked out, if lockout can be achieved without the need to dismantle, rebuild, or replace the energy isolating device or permanently alter its energy control capability. "Energized." Connected to an energy source or containing residual or stored energy. "Energy isolating device." A mechanical device that physically prevents the transmission or release or energy, including but not limited to the following: A manually operated electrical circuit breaker, a disconnect switch, a manually operated switch by which the conductors of a circuit can be disconnected from all ungrounded supply conductors and, in addition, no pole can be operated independently; a line valve; a block; and any similar device used to block or isolate energy. Push buttons, selector switches and other control circuit type devices are not energy isolating devices. "Energy source." Any source of electrical, mechanical, hydraulic, pneumatic, chemical, thermal, or other energy. 3-4
"Hot tap." A procedure used in the repair maintenance and services activities which involves welding on a piece of equipment (pipelines, vessels or tanks) under pressure, in order to install connections or appurtenances. it is commonly used to replace or add sections of pipeline without the interruption of service for air, gas, water, steam, and petrochemical distribution systems. "Lockout." The placement of a lockout device on an energy isolating device, in accordance with an established procedure, ensuring that the energy isolating device and the equipment being controlled cannot be operated until the lockout device is removed. "Lockout device." A device that utilizes a positive means such as a lock, either key or combination type, to hold an energy isolating device in the safe position and prevent the energizing of a machine or equipment. Included are blank flanges and bolted slip blinds. "Normal production operations." The utilization of a machine or equipment to perform its intended production function. "Servicing and/or maintenance." Workplace activities such as constructing, installing, setting up, adjusting, inspecting, modifying, and maintaining and/or servicing machines or equipment. These activities include lubrication, cleaning or unjamming of machines or equipment and making adjustments or tool changes, where the employee may be exposed to the unexpected energization or startup of the equipment or release of hazardous energy. "Setting up." Any work performed to prepare a machine or equipment to perform its normal production operation. "Tagout." The placement of a tagout device on an energy isolating device, in accordance with an established procedure, to indicate that the energy isolating device and the equipment being controlled may not be operated until the tagout device is removed. "Tagout device." A prominent warning device, such as a tag and a means of attachment, which can be securely fastened to an energy isolating device in accordance with an established procedure, to indicate that the energy isolating device and the equipment being controlled may not be operated until the tagout device is removed. (c) (c)(1) "General" - "Energy control program." The employer shall establish a program consisting of energy control procedures, employee training and to periodic inspections to ensure that before any employee performs any servicing or maintenance on a machine or equipment where the unexpected energizing, startup or release of stored energy could occur and cause injury, the machine or equipment shall be isolated from the energy source and rendered inoperative. 3-5
Page 1: Lockout / Tagout Class Agenda and O
Page 4 and 5: Lockout / Tagout Course Objectives
Page 6: Activity Plan q Activity Other peop
Page 9 and 10: The following accidents, taken from
Page 11 and 12: V. Identify Different Personnel u A
Page 13 and 14: XI. Miscellaneous Items in Your Pro
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Page 17 and 18: 2-10
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Page 28 and 29: OSHA Regulations (Standards - 29 CF
Page 32 and 33: (c)(2) "Lockout/tagout." (c)(2)(i)
Page 34 and 35: (c)(5)(ii) Lockout devices and tago
Page 36 and 37: (c)(7)(i)(A) Each authorized employ
Page 38 and 39: (d)(2) (d)(3) (d)(4) "Machine or eq
Page 40 and 41: (e)(3)(ii) Making all reasonable ef
Page 44: (7) Ensure that the equipment is di
Page 47 and 48: III. Definitions Authorized employe
Page 49 and 50: D. Lockout Device Application. 1. A
Page 51 and 52: 3. Ensure that our employees unders
Page 53 and 54: APPENDIX A TAGOUT PROCEDURES A. Whe
Page 55 and 56: DATE: _____/_____/_____ APPENDIX C
Page 57 and 58: APPENDIX E ENERGY SOURCE EVALUATION
Page 59 and 60: 2 of 3 APPENDIX F 5. A. Apply locks
Page 61 and 62: APPENDIX G-1 “Authorized” Emplo
Page 63 and 64: APPENDIX G-3 “Other” Employee T
Page 65 and 66: HAZARDOUS ENERGY CONTROL PROCEDURES
Page 67 and 68: Appendix I Audit Checklist Review t
Page 69: Yes No Before the machinery is acti
Page 72 and 73: Additional Training for Qualified P
Page 74 and 75: Employer Responsibilities (continue
Page 76 and 77: Preventing Shock • Safety Plannin
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(c)(2) (c)(3) (c)(4) Communications
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(b)(3)(ii) The skills and technique
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The work practices that are used sh
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equivalent to that obtained by use
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Note: The work practices used by qu
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(c)(3)(iii)(B)(2) The equipment is
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OSHA Standards Interpretation and C
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[01/07/1992] Electrical safety rela
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guards and/or devices assure employ
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contradict the guidance provided in
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• Verification is provided by a s
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Question: Reply: Would interlocking
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The following document is reproduce
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WHY THIS LOCKOUT IMPLEMENTATION KIT
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LOCKOUT STANDARD CHRONOLOGY Februar
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6. Industry sectors, such as constr
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f. Each element of this program wil
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h. Locks shall be attached to each
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Training records such as attendance
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(b) (c) (d) (e) (f) Machinery equip
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(iv) Prior to lockout device remova
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APPENDIX A - SAMPLE FORMS Form No.
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Form No.2 WRITTEN PROCEDURE ELEMENT
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Are alternate energy control method
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Is procedure adequate? ____________
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Is job procedure for removal being
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11. Have attempts been made to cont
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Document No- 1 PLANNING FOR TRAININ
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8. The retraining must reestablish
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appropriate, to determine whether e
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One Hour Safety Presentation The ma
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Elements of a Lockout/Tagout Progra
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Identify Different Personnel u Auth
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List & Identify all Sources Of Ener
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Procedures For Each Piece Of u Writ
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Training Affected & Other Employees
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Develop Procedures On How You Will
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Miscellaneous Items in Your Program
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Other Things To Consider u When do
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Elements of a Lockout/Tagout Progra
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Identify Different Personnel u Auth
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List & Identify all Sources Of Ener
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Procedures For Each Piece Of Equipm
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Training Affected & Other Employees
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Develop Procedures on how you will
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Miscellaneous Items in Your Program
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Other Things To Consider u When do
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If an energy isolating device is ca
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Student Handouts
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Training Of Authorized Employees. u
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Shift & Personnel Changes u How to
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Resources Available from the Divisi
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Saving You Time and Research Reques
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The CDC is always a good resource f
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http://www.fmcsa.dot.gov/safetyprog
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Lockout / Tagout - Ohio Bureau of Workers' Compensation

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