Page 54 - OHS, November/December 2020

LOCKOUT/TAGOUT
Lockout/Tagout Procedures—Keep it Simple, Keep it Safe
Employing these techniques can be the difference between a safe, routine maintenance activity and a serious injury.
BY TOM BURGESS AND JUSTIN WILSON
or steps into an industrial oven to make an adjustment, and an unaware colleague turns on the power. LOTO procedures are meant to prevent such disasters.
LOTO programs are all about the control of hazardous energy. That means electricity of course, but also anything else that can hurt someone, including air, heat, water, chemicals, hydraulics and so on. During the course of typical operations, most machinery is equipped with physical safeguards to protect operators, such as the handguard on an industrial saw. But during service and maintenance, it may be necessary to remove or disable these safeguards to conduct repairs. It is vital that hazardous energy is controlled and dissipated before this can happen.
The eight basic steps to a LOTO procedure are as follows:
1. Prepare for the shutdown. An important part of preparedness is being appropriately trained and aware of the hazardous energy sources involved and how to control them.
2. Notify affected employees. Ensure that workers in the affected area are fully aware of the impending lockout.
3. Shut down the equipment. This should be done in a safe and orderly manner, in accordance with the equipment-specific procedure or operating manual.
4. Isolate energy sources. For example, a circuit breaker or valve that supplies energy to the equipment. 5. Apply LOTO devices to energy sources. This is a device, such as a padlock, that physically prevents the equipment from being energized. Each person involved in the lockout (OSHA defines them as authorized employees) will have their own lockout device, and it will feature a tag displaying who locked it out, when and why. Multiple lockout devices on one
piece of equipment are common.
6. Release/control all stored energy. For
example: compressed air, capacitors that hold an electrical charge or stored mechanical energy like compressed springs.
7. Verify the lockout. This is the most important step, and the one most easily overlooked. It is absolutely critical that personnel double-check that all hazardous energy has been isolated.
8. Maintain the lockout. Be certain that the equipment remains in a lockout state until service can be safely restored.
Just as important as following these steps is ensuring that appropriate LOTO release protocols are followed and that service is restored after the
If you have ever pulled your car into a garage for an oil change, the first thing the technician asks you to do is take your keys out of the ignition and put them on the dashboard. It isn’t enough to make
sure the car isn’t running—before someone puts their hands near the oil pan, they need to be certain there is zero chance the engine will come roaring to life. In rendering the car inoperable, they are protecting themselves—and you, too—by taking the possibility for human error out of the equation.
The same principle applies when it comes to machinery on the work site, whether it’s an HVAC system or a piece of production equipment. According to OSHA, lockout/tagout (LOTO) protocols are “specific practices and procedures to safeguard employees from the unexpected energization or startup of machinery and equipment, or the release of hazardous energy during service or maintenance activities.” In this column, we’ll provide a high-level overview of lockout/tagout procedures and best practices to ensure they are taken seriously at all levels of the organization.
Controlling Hazardous Energy
Workplace safety is always important, and one would hope that equipment operators and those in their vicinity have the appropriate safety precautions and training in place during normal routine operations. But what about non-routine activities, such as needing to repair something? We have all heard horror stories: A worker sticks their arm into a machine to clear out a jam,
48 Occupational Health & Safety | NOVEMBER/DECEMBER 2020
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