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Lock Out - Tag Out Training. Risk Management. Lock Out - Tag Out Standard. Code of Federal Regulation (CFR) 29 CFR 1910.147

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Lock Out - Tag Out Standard

Code of Federal Regulation (CFR)

29 CFR 1910.147

Requires that a Lock Out/Tag Out Program be implemented as a means of protecting employees from the unexpected start up of machinery or equipment while it is being repaired or serviced.

Applies to:

General Industry employment


Servicing and maintenance of machines and equipment


Unexpected Start-up or the release of stored energy

Injury to Employee


Lock Out - Tag Out Standard

Lock Out is the required method of isolating machinery or equipment from energy sources.


Energy Control Devices

  • WHY?
    • Prevent the unexpected energizing or the release of stored energy in machines/equipment
  • WHAT?
    • Documented energy control procedures. Employee training program, and periodic inspection of the procedure
  • HOW?
    • Employers have the ability to develop a program that fits the particular needs of their workplace

Energy Control Program

  • Written Procedures
    • Statement- how procedure will work
    • Procedural Steps- how to shut down, isolate, block & secure machines/equipment
    • Designated Steps- safe placement, removal, and transfer of LOTO devices and who has responsibility for them
    • Specific Requirements- testing machines/equipment to verify the effectiveness of locks, tags, and other energy control measures

LubricationCleaning AdjustmentsRetooling

Un-jammingRepairing ServicingInspection

Activities That Require

Log Out/Tag Out

Machinery and equipment that require…


Systems That Require

Lock Out/ Tag Out...

….during service and/or repair.

Steam BoilersAir HandlersVehiclesHydraulicPneumatic


Motorized equipment


Lock Out/ Tag Out Required Training...

Current and new hire employeesmust receive Lock Out/Tag-Out training.

The Purpose of Lock Out/Tag Out training is to provide employees with working knowledge of the importance of isolating machinery and equipment from their energy sources while they are being serviced or repaired.Established by Corporate EH&S to meet minimum requirements of the Occupation Safety and Health Administration (OSHA) Control of Hazardous Energy Source – 29 CFR 1910.147 and OSHA Electrical Work Practice Standards – 29 CFR 1910.333 (b)(2)(iii)(D) and (b)(2)(iv)(B) for the lockout of energy isolating devices .


Associate Training

  • Employee receives certification of training
  • Training must include:
    • Explanation of hazardous energy sources in location
    • Methods on how to isolate energy sources
  • Retraining must occur for new employees, or any changes in energy control processes

Valve Covers


Plug Covers


Switch Covers

Examples of Lockout Devices


Lock Out/Tag Out Procedures

When locking out machinery or equipment always follow the proper Lock Out procedures:Notify all persons that will be affected by the Lock Out… Co-workers Contractors

Locate all energy sources…Steam, HydraulicElectrical, Pneumatic Springs, Weights


Lock Out/Tag Out Procedures

Shut down the machine or equipment………..Lock Out and tagall energy isolating devices.Releaseany stored energy such as………Electrical Switches Steam Valves Hydraulic Valves Pneumatic Valves Circuit Breakers Springs - Weights


Lock Out/Tag Out Procedures

Check for proper disconnects by operating the controls to make sure the machine or equipment will not operate.Operate the “ON/OFF” switch or open and close any valves or levers.

If more than one individual is involved in the machine or equipment maintenance or service, each individual must attach their own lock/tag to the energy isolating device


Lock Out/Tag Out Procedures

Only the authorized person who applied the lock and tag can remove it……If you Locked Outthe machine – only you can remove your lock.The lock can be remove If the person is unavailable, but

only by the person’s

immediate supervisor,

and they apply their own lock


Restoring Power & Returning to Service

When the machine or equipment is ready to return to service follow these procedures……….Check to see that all tool, parts, etc have been removed from

the machine being repaired.Replace all safety guards.Ensure all personnel are clear of the machine.Remove all Lock Out devices.Turn on the energy source to restore power.Check for proper machine operation


Lets Review... Some do’s and don’ts…

Do…..Be aware of locked out machinery or equipment in your work place.Follow Lock Out procedures when locking out

machinery or equipment.Inform others in the area of the locked out machinery

or equipment.

Do Not…Remove Lock Out devices.By-pass Lock Out devices.



Isolatethe machine or equipment from all its energy sources.Release any stored energy – electrical, steam, hydraulic, pneumatic, spring tension.If morethan one individual is involved in the machine or equipment maintenance or service, each individual must attach their own lock/tag to the energy isolating device.

Check for proper disconnects by operating the controls to make sure the machine or equipment will not operate.


Energy Isolating Devices

  • Guards against accidental start-up of machines during maintenance
  • Examples: electrical circuit breakers, disconnect switches, line valves, and/or blocks
  • Two Types:
      • Capable of being locked out
      • Those that are not

Energy Isolating Devices

  • If machine cannot be locked out, employee must tag out the device to make it capable of being locked out.
  • Train all employees on limitations of tags
  • Replacement, repair, modification, or purchase of new machine energy-isolating device must be lockable

Lockout/Tagout Devices

  • Lockout/Tagout devices must be:
    • Singularly identified
    • Only devices used for controlling hazardous energy
    • Must meet the following:
        • Durable
        • Standardization
        • Substantial
        • Identifiable

Periodic Inspections

  • Performed Annually
  • Inspection Report must include:
      • Date of inspection
      • Type of equipment
      • Employees included in the inspection
      • Name of the inspector

LO/TO Quiz

  • Lock Out - Tag Out is the required method of isolating machinery or equipment from energy
  • sources.TrueFalse
  • Work activities that require Lock Out - Tag Out include: lubrication, servicing, cleaning, and/or repairing. TrueFalse
  • Lock Out - Tag Out devices include: locks, plug covers, and switch covers.TrueFalse
  • 4. The process for Lock Out - Tag Out includes:

Notifying all persons that will be affected by the Lock Out

Shutting down the machine

Releasing any stored energy

Lock Out all energy sources

  • TrueFalse
  • 5. After the machine is Locked Out, the machine controls should be operated to determine if the machine is properly Locked Out.TrueFalse

LO/TO Quiz Continued

  • 6. Only the authorized person who applied the Lock can remove it.
  • TrueFalse
  • 7. The procedure for returning a machine to service is:

Check to see all tools, parts, etc. have been removed from the machine.

Replace all safety guards.

Ensure all personnel are clear of the machine.

Remove all Lock Out devices.

Turn on the energy source to restore power.

Check the machine for proper operation.

  • TrueFalse
  • 8. In the work place, if you encounter a Locked Out machine, you should never bypass this Lock Out
  • device.TrueFalse
  • 9. Prior to the repair or service of any machine or piece of equipment a Lock Out of all energy
  • sources should be done.TrueFalse
  • 10. Before operating any equipment or machine, always conduct a safety check.TrueFalse

Lock Out/Tag Out Information resources...

Askyour supervisor.

Contact Risk Management

Telephone: 757-989-2473

Or visit the Risk Management intranet site on the Pipeline.