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Presented by: Gene Herndon, Trindel Insurance Fund Safety Officer trindel [email protected] 530894-2027 PowerPoint PPT Presentation

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Presented by: Gene Herndon, Trindel Insurance Fund Safety Officer [email protected] 530894-2027. Trindel Insurance Fund Lock Out Tag Out (LOTO) Procedure Training. Why is Lock Out/Tag Out Procedure Important?.

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Presented by: Gene Herndon, Trindel Insurance Fund Safety Officer trindel [email protected] 530894-2027

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Presented by:Gene Herndon, Trindel Insurance Fund Safety [email protected]

Trindel Insurance Fund

Lock Out Tag Out (LOTO) Procedure


Why is Lock Out/Tag Out Procedure Important?

  • Prevents the unexpected machine start-up or release of stored energy.

  • Use of lock/block out devices or tags…

  • Protects from employees injury & death.

Some Definitions

  • Affected employee

    • Person operating working in area where work is performed under lockout tagout.

  • Authorized employee

    • Employee who locks out or tags out machine to perform maintenance, cleaning or adjustment.

  • Locked out

    • Devices, methods, or procedures that isolate prime movers and/or any hazardous energy sources

More Definitions

  • Prime mover

    • Source of mechanical power for a machine

  • Tag out

    • Card or tag used to identify a hazard

  • Block

    • Device to prevent inadvertent falling, movement or rotation.

  • Blind

    • Metal disc placed in pipe to insure no flow of gas, steam or liquid

Hazardous Energy Sources

  • Electrical

  • Mechanical (i.e. motors, drive belts)

  • Chemical (i.e. natural gas, propane)

  • Thermal

  • Pneumatic

  • Hydraulic

Equipment Survey

  • Locate and identify sources of energy

  • Identify energy type and magnitude

  • Done through visual inspections, drawings and equipment manuals

Equipment Specific Lock Out/Tag Out

  • Equipment Specific Lock Out/Tag Out procedures for each machine must be completed by the supervisor and/or the authorized employee.

  • All equipment specific procedures must be easily accessible or posted directly on the equipment.

Lock Out/Tag Out ProgramEquipment Specific Procedures

Procedures must be updated when:

  • New equipment is installed; or

  • New energy sources are added to a facility or individual equipment; or

  • Magnitude of an energy source changes; or

  • Designated isolation points change.

Lock Out/Tag Out ProgramEquipment

  • Lock out

  • Lock and key.

  • Chains, or other hardware,

  • Used with the lock to isolate the energy source.

Lock Out/Tag Out ProgramEquipment

  • One key will be issued to the authorized employee applying the lock.

  • Additional keys will only be used to remove locks in the event the abandoned lock procedure must be implemented.

Lock Out/Tag Out ProgramEquipment

  • Locks & Devices used only for controlling energy

  • Must NOT be used for any other purposes.

Lock Out/Tag Out ProgramEquipment

  • Lock Out devices must be durable

  • Tag Out devices must be constructed & printed so they do not deteriorate or become illegible;

  • Lock Out/Tag Out devices must be standardized by color, shape or size;

  • Lock Out/Tag Out devices must be substantial enough to prevent early or accidental removal.

Lock Out/Tag Out ProgramEquipment

  • Tag Out devices must include a wording such as: DO NOT START, DO NOT OPEN, DO NOT CLOSE, DO NOT ENERGIZE, DO NOT OPERATE, etc.

  • Tag Out devices must have standardized print and format.

Lock Out/Tag Out ProgramEquipment

  • An approved warning tag will accompany all lockouts.

  • The warning tag will be attached directly to the lockout device by a nylon tie.

Required Tag Out Device Information

  • Name of authorized employee who locked out equipment;

  • Authorized employee’s radio or phone number, including contractors;

  • Date and time of lockout; and

  • Brief description of work being performed.

Lock Out/Tag Out ProgramApplication of Devices

  • Use valve covers, plug locks, etc. if the lock can’t be placed directly on the energy control.

  • When Lock Out is used, every employee in the work crew must attach their personal lock.

Lock Out/Tag Out ProgramProcedures

  • Preparation for shutdown

  • Shutting down the equipment

  • Equipment isolation

  • Application of Lock Out/Tag Out devices

  • Release of stored energy

  • Verifying equipment isolation

  • Restart machine

Lock Out/Tag Out ProgramPrep For Shutdown

  • Know the types and amounts of energy that power specific equipment.

  • Know and understand all energy flow through the machine.

  • Know how the energy can be controlled.

  • When in doubt ask!

Lock Out/Tag Out ProgramShutting Down Equipment

  • Notify ALL affected employees that Lock Out Tag/Out is being used and why.

  • Shut the equipment down using operating controls.

  • Follow proper procedure for the equipment to avoid endangering anyone during the shutdown.

Lock Out/Tag Out ProgramEnergy Isolation

  • Lock Out & Tag Out energy isolating sources with assigned locks and tags. Usually requires locking out electrical disconnect.

  • Be sure to isolate ALL energy sources (secondary as well as primary).

Verifying Equipment Isolation

  • Make certain all dangerous areas are clear of personnel.

  • Verify that the equipment cannot be turned to the “on” position.

  • Press all “start” buttons and activating controls on the equipment.

  • Return all controls to the “off” position after certain that Lock Out is effective.

Lock Out/Tag Out ProgramRelease of Stored Energy

  • Inspect the system to make sure all parts have stopped moving.

  • Disperse stored energy (springs, hydraulic systems, air, gas, water pressure, or steam).

  • If stored energy can build up again, monitor it to make certain it stays below hazardous levels.

Removing Lock Out/Tag Out Devices/Restoring Equipment

  • Make certain everyone is clear of the equipment.

  • Notify affected employees of restart

  • Verify that all tools have been removed and all guards reinstalled.

  • Remove Lock Out/Tag Out devices. Each device must be removed by the person who put it on.

  • Energize equipment.

Lock Out/Tag Out ProgramTroubleshooting

  • Remove all tools & personnel from the area.

  • Notify affected employees of impending re-energization.

  • Authorized employees remove the Lock Out device but MUST leave tag in place.

  • Energize equipment.

  • When finished, de-energize & reapply Lock Out device.

Lock Out/Tag Out ProgramAbandoned Lock Procedure

  • Verify authorized employee has left the worksite & notify them that their lock is being removed.

  • Lock Out/Tag Out devices may ONLY be removed if supervisor is present & authorizes removal.

  • After all communication attempts are complete & the equipment has been inspected, energy can be restored.


  • Work on cord & plug equipment IF it is unplugged, the plug remains within arms reach during servicing and authorized employee has exclusive control of the plug.

  • If guards aren’t removed or bypassed & are effective in preventing worker exposure to hazards created by the unexpected energization or start up of machines or equipment, or the release of energy.

Lock Out/Tag Out ProgramSupervisor’s Responsibilities

  • Complete equipment specific Lock Out/Tag Out procedures;

  • Conduct annual & periodic inspections;

  • Keep a list of authorized employees;

  • Issue Lock Out/Tag Out devices to employees;

  • Ensure all affected employees are properly trained on Lock Out/Tag Out procedures;

  • Enforce compliance with Lock Out/Tag Out program; and

  • Provide employees with copies of the Lock Out/Tag Out Program upon request.

Authorized Employee Responsibilities

  • Attend Lock Out/Tag Out Training;

  • Follow all Lock Out/Tag Out procedures;

  • Assist supervisor’s in completing equipment specific Lock Out/Tag Out procedures;

  • Notify all affected employees of Lock Out/Tag Out activities.

  • When in doubt, Ask your supervisor!

Lock Out/Tag Out ProgramTraining

  • Supervisors

  • All Authorized Employees

  • All Affected Employees

Lock Out/Tag Out ProgramRe-Training

  • Change in authorized employee’s job assignments or job area that contains sources of hazardous energy;

  • Change in machines, equipment or process that presents a new hazard;

  • Change in energy control procedures;

  • Need for refresher training found during periodic inspections; and/or

  • Employer believes there are deviations from, or inadequacies in, the employee’s knowledge or use of Lock Out/Tag Out procedures.

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