Lockout & Tag

Presented by

NameTitleDate

Course Outline

• Lock-out definitions

• Legal responsibilities

• Lock-out procedure

• Frequent mistakes

• Removing a lock

• Code of practice

• Zero Tolerance

Definition: Locking

• Lockout means cutting all sources of energy and installing a personal lock and tag at the source, to prevent the starting of this piece of machinery while it is being cleaned, maintained, adjusted or repaired

Definitions

• Zero energy state

-The machine is incapable of spontaneous or unexpected action

-There is no residual energy left in the machine

Energy Types

• Electrical energy

- power transmission lines, transformers,

- circuit breakers

• Hydraulic energy

- fluid under pressure (cylinders and lift trucks)

• Pneumatic energy

- air under pressure (pipes, tanks and vessels)

Energy Types

• Kinetic energy

- Kinetic = caused by motion

- Examples: moving conveyor, flywheel, moving saw blade

• Potential energy

- Potential = stored energy

- Examples: spring, battery or elevated weight

Definition: Tagging

•Tagging is the addition of a tag to the lock which indicates the date, time and the name of the worker as well as a warning not to start the machine

• Important Note: This

never replaces a lock!

Employer Responsibilities

• 239 (1)...ensure that each machine has a means of isolating the energy source that...is lockable…in a location that is familiar to all employees...is properly identified

• 239 (2)...provide a safety lock and key

• 239 (3)...establish a written lock-out procedure...adequately train employees

Employer Responsibilities

• 239(4)...ensure that no employee works on a machine until…

• a competent person puts the machine in a zero energy state and

• employee- verifies zero energy state- locks out the machine using the safety lock and

key provided- adds a safety tag that contains

› a warning not to start the machine› the employee’s name and signature › the date and time

Employer Responsibilities

• 239 (5) No employee shall work on a machine...until he...

• verifies that a competent person has put the machine in a zero energy state and

• locks out the machine using the safety lock and key provided

• adds a safety tag that contains› a warning not to start the machine› the name and signature of the employee› the date and time

• tests that the machine is inoperative

Lockout Policy

• Policy: a statement that explain the company’s directives concerning tagging and locking outWhereWhen Why

When?

• Any time you service or perform maintenance on any machinery or equipment that includes:

constructing installing setting up adjusting inspecting repairing

Where?

• Locks and tags are applied to all primary and secondary energy sources:electrical hydraulicpneumaticmechanicalkineticchemicalthermal

Why?

•To save workers from serious injuries or death, and it’s the law

Lockout/Tagout Program

Training & Communication

Hardware (devices) Written Policy & Procedures

Lockout Procedures

• Procedure: a set of steps is used to lock out specific machines

- A list and location of all energy sources- Other equipment in the area that must be

locked out- Special hazards/circumstances- Sequential steps (can be in a checklist format)- Testing methods- Start-up

Tag and Lock Procedure

1. Prepare for shutdown

2. Shut down the equipment

3. Isolate the equipment (stand on the right hand side of the panel, use your left hand to pull the breaker)

4. Apply lockout and tag devices

5. Control stored energy

6. Verify isolation of equipment

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Step 1

Preparing for shutdown

-Do you know your machine?

-What kind of energy are we dealing with? More than one type?

-What are the hazards present and what are the controls necessary?

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Step 2

Shut down the equipment

-Have you advised other workers?

-Do you know the normal stopping procedure?

› ‘Off’ switch, pedals, controls?

›Other method?

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Step 3

• Isolate the equipment- cut-off EVERY source of energy

› valves, main disconnects, circuit breakers

- do not forget auxiliary power (electrical, secondary steam, hydraulic, pneumatic)

- do not forget secondary sources of energy such as backup generators

Pulling the fuse is NOT locking out!6 S

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Step 4

Apply lockout and tag devices- attach to isolating devices to prevent someone restoring the energy flow

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Name/Nom-_______

Date-____________

Other Equipment

• Scissors: whenever more than one person has to work on locked out equipment, a multiple locking device (sometimes referred to as scissors) must be used so each worker can secure their own safety

• Tags: extra protection and provide vital information; NEVER to substitute for lock-out

• Blanks: for piping

• Covers: for connectors and valves

• Chains: for valve handles

Scissors (rasp)

Tags

Covers

Chains

Lockout Box/Boards

Lock Station

Step 5:

Control stored energy- restrain hazardous energy- make sure parts have stopped turning- relieve trapped pressure- install ground wires for charge dissipation- block/support elevated equipment- block all secondary sources of energy

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Step 6

Verify isolation of equipment- DO NOT take anything for granted- double-check your steps (with checklist)- TEST BEFORE YOU WORK – Do it yourself! Don’t rely on someone else!

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Removing a Lock

• 239 (6) No person shall remove the lock on a machine except...

- a) the person who installed it- b) in an emergency... where attempts are made to contact the person and this person is not available...a competent employee designated by the employer.

Removing Locks and Tags

• Notify affected employees

Check and re-check

What if you can’t lock out?

• 240. Code of Practice

- Procedures that are outlined for working in certain situations where regulations do not fit

- A code of practice must be written in great detail and posted at the worksite

Frequent Mistakes

• Misplaced multiple lock device (scissors)

• Cut-off not closed

• Improperly closed multiple lock

• No tag, no lock or no tag and lock

• Lock not closed or key left in the lock

• One lock for several workers

Causes of Injuries

1. Failure to completely stop equipment

2. Failure to disconnect from all the power sources

3. Failure to dissipate residual energy

4. Accidental restarting of equipment

5. Failure to clear work area before reactivation

6. Lack of training

7. Lack of procedures

Famous Last Words...

• It will take longer to lock out than to do the repair...

• It will only take a minute...

• It’s lunch time, no one is around...

• The machine is stopped, it must be locked out...

• It’s OK to do it this way, right?

What does Zero Tolerance mean?

Zero Tolerance

Zero Tolerance

Zero Tolerance means any or all of the following:

•Stop work orders

• Restricting use of equipment

• Fines

• Imprisonment

• An additional assessment for violations of the lockout provisions found in the OSH Act

CSA Standard Z460-05

• This CSA standard can help you develop an effective lockout program

• www.csa.ca

Summary

Tag and lockout definitions Legal responsibilities Lockout procedure Frequent mistakes Removing a lock Code of practice Zero Tolerance