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hazardous energy control procedures. Workers must be trained in the purpose and
function of the energy control program and have the knowledge and skills required for
the safe application, usage and removal of the energy control devices.
All employees who work in the area where the energy control procedure(s) are utilized
•
need to be instructed in the purpose and use of the energy control procedure(s) and
about the prohibition against attempting to restart or reenergize machines or equipment
that is locked or tagged out.
All employees who are authorized to lockout machines or equipment and perform the
•
service and maintenance operations need to be trained in recognition of applicable
hazardous energy sources in the workplace, the type and magnitude of energy found in
the workplace, and the means and methods of isolating and/or controlling the energy.
Specific procedures and limitations relating to tagout systems where they are allowed.
•
Retraining of all employees to maintain proficiency or introduce new or changed control
•
methods.
OSHA outlines a six-step procedure for controlling hazardous energy:
Step 1: Prepare for shutdown. It must be determined what type of power system is
•
going to be deactivated including electrical, hydraulic, pneumatic or other energy
sources. Knowledge of shut down methods is necessary.
Step 2: Shutdown the equipment. This should be completed consistent with the
•
manufacturer's instructions for the shutdown procedure and could be a simple as placing
a switch in the "off" position or pressing a button.
Step 3: Isolate the equipment. This step involves closing of valves, throwing the main
•
disconnects or circuit breakers and disconnecting or capping any auxiliary power
sources or secondary electrical systems.
Step 4: Apply the lockout/tagout device. This is done to prevent restoration of the
•
flow of energy and is done at all disconnect switches, valves or other energy isolating
devices. Locks are the preferred method of controlling energy and should be
supplemented with tags. Various lockout devices are available including group lockout
hasps. Locks should be individually assigned and have only one key.
Step 5: Control the stored energy. This step includes the release, disconnect or
•
restraint of any residual hazardous energy which may be present and a check that all
moving parts have stopped moving. It may also include the installation of "pancakes" or
blanking of pipe flanges, the installation of ground wires to discharge electrical
capacitors and the blocking or supporting of elevated equipment.
Step 6: Verify isolation of equipment. Double-check the steps and verify that the
•
equipment indeed has been shut down and that the lock and tag do control the stored
energy. Employees should be warned and the system tested, including pressing of all
start buttons to assure that the equipment will not start.
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