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Health and Safety Guide


 

SECTION B3: LOCKOUT/TAGOUT


Introduction

    Lockout/tagout programs are designed to prevent accidental startup of machines or equipment, and to prevent the release of stored energy during servicing or maintenance. Through the use of specific procedures that involve applying locks and/or tags as direct controls, equipment is isolated from energy sources and injuries to workers are prevented.

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Scope and Application

    The Occupational Safety and Health Administration (OSHA) requirements for the Control of Hazardous Energy (Lockout/Tagout) apply to all servicing and maintenance of equipment where accidental startup or unexpected release of energy can occur. Departments involved in these activities are responsible for the development and implementation of a lockout/tagout program. Lockout/Tagout requirements do not apply to work on cord and plug connected equipment.

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Program Description

    Evaluation of Machines and Equipment

    Machines and equipment should be evaluated to determine what types of lockout/tagout procedures are necessary. Assistance in this evaluation is available through the Office of Environmental Health and Safety (EHS).

    Written Lockout/Tagout Program

    A written program should be developed that establishes a general lockout/tagout procedure, including the sequence of events to be followed for all lock outs. The written program should explain where specific written lockout procedures are to be used, where tagout alone is permissible, and what types of locks and tags can be used. The written program should also provide details for completion of the required annual inspection of the lockout/tagout procedures. A model program is available through EHS.

    Lockout Hardware

    Standardized lockout devices should be provided to maintenance and service workers. These devices must be able to withstand the environment in which they will be used. Lockout devices cannot be used for any other purpose, such as locking toolboxes or personal lockers.

    Training

    Training requirements are met through general training sessions offered by EHS and specific training given by departments. The level of training required varies. Maintenance and service workers, who would be expected to use lockout procedures as part of their job, require a higher degree of training than machine operators, whose work may be affected by the maintenance or servicing operations.

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Roles and Responsibilities

    Department

    • Evaluate machines and equipment.
    • Develop and maintain a written Lockout/Tagout Program.
    • Develop and maintain machine-specific written procedures, where necessary.
    • Evaluate program and procedures at least annually.
    • Provide and maintain necessary protective materials and hardware.
    • Provide specific training to workers.


    Supervisors

    • Ensure workers receive general and specific training.
    • Ensure workers use lockout/tagout procedures during servicing and maintenance.
    • Ensure lockout devices are not used for any other purpose.


    EHS

    • Provide general training.
    • Provide assistance in evaluation of machines and equipment.
    • Assist Departments during periodic audits of the lockout/tagout program.


    Individual

    • Attend training.
    • Follow appropriate lockout/tagout procedures.
    • Use lockout devices only for their intended purpose.

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For More Information

    Contact an EHS Safety Engineer at 258-5294.

    A model Lockout/Tagout program is available through EHS.

    A Lockout/Tagout Self-Audit Checklist is available through EHS or may be downloaded either as a PDF or a customizable Word document.

    A copy of OSHA’s regulation, The Control of Hazardous Energy Sources(Lockout/Tagout), 29 CFR 1910.147, is available through EHS.

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