1. Trindel Insurance Fund
Lock Out Tag Out (LOTO) Procedure
Training
Presented by: Gene Herndon, Trindel Insurance Fund Safety Officer

2. 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.

3. 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

4. More Definitions Prime mover Tag out Block Blind
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

5. Hazardous Energy Sources
Electrical
Mechanical (i.e. motors, drive belts)
Chemical (i.e. natural gas, propane)
Thermal
Pneumatic
Hydraulic

6. Equipment Survey Locate and identify sources of energy
Identify energy type and magnitude
Done through visual inspections, drawings and equipment manuals

7. 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.

8. Lock Out/Tag Out Program Equipment 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.

9. Lock Out/Tag Out Program Equipment
Lock and key.
Chains, or other hardware,
Used with the lock to isolate the energy source.

10. Lock Out/Tag Out Program Equipment
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.

11. Lock Out/Tag Out Program Equipment
Locks & Devices used only for controlling energy
Must NOT be used for any other purposes.

12. Lock Out/Tag Out Program Equipment
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.

13. Lock Out/Tag Out Program Equipment
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.

14. Lock Out/Tag Out Program Equipment
An approved warning tag will accompany all lockouts.
The warning tag will be attached directly to the lockout device by a nylon tie.

15. 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.

16. Lock Out/Tag Out Program Application 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.

17. Lock Out/Tag Out Program Procedures
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

18. Lock Out/Tag Out Program Prep 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!

19. Lock Out/Tag Out Program Shutting 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.

20. Lock Out/Tag Out Program Energy 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).

21. 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.

22. Lock Out/Tag Out Program Release 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.

23. 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.

24. Lock Out/Tag Out Program Troubleshooting
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.

25. Lock Out/Tag Out Program Abandoned 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.
Extra keys are controlled by the Lock Shop at Main Campus and by the Building Maintenance Superintendent at Firelands.
If the supervisor can’t be reached, contact the Director of Maintenance & Trades or the Mechanical Trades Coordinator at Main Campus.
Abandoned Lock Procedure Form filed in the Lock Shop at Main Campus and by the Building Maintenance Superintendent at Firelands.

26. Exceptions
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.

27. Lock Out/Tag Out Program Supervisor’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.

28. 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!
Authorized employee: An employee who performs servicing or maintenance on machines and/or equipment.
Affected employee: An employee who performs the duties of his/her job in an area in which the LOTO procedure is implemented & servicing or maintenance activities are performed.

29. Lock Out/Tag Out Program Training
Supervisors
All Authorized Employees
All Affected Employees
employees: why lockout tagout systems are used;
how to recognize lockout tagout devices;
the importance of not disturbing lockout tagout devices and;
who to call for information on lockout tagout.

30. Lock Out/Tag Out Program Re-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.