Document No:
MS-HS-STD-0081
Isolation Tagging and Lock Out Standard Current Revision & Date:
Rev 1 , 01 June 2020
Approved for use at JESA by: Effective Date at JESA:
Assurance-HSE 20-Jan-2021
A. Scope of Applicability
This Standard applies to all JESA Group Business units, offices and subsidiaries.
Throughout all the content of this document, the wording of “Worley” refers to “JESA”.
B. Definitions
Refer to JESA Quality System Glossary MS-AS-GUI-0001 for specific terminology not defined in this
document.
C. Exclusions and amendments
• Throughout the document, “Regional Managing Directors” refers to JESA Business Units
Director and the same requirements or responsibilities apply.
JESA 2021 The applicable version of this document resides in JESA EMS Database. All copies are considered to be uncontrolled.
Isolation Tagging and Lock Out Standard
1. Objectives
To define the minimum health, safety and environment risk control management processes and systems
relating to the prevention of an uncontrolled release of energy or hazardous materials during work tasks at
Worley (the Company) work locations and other locations where the Company personnel undertake work.
2. Scope and Applicability
This standard applies at all work locations under Company management, and locations managed by a joint
venture of which Company is a partner. Modifications to the requirements contained herein can be made
through the Process Improvement Process.
This standard also applies to work locations where another party manages and Company personnel
undertake work, and to all Company managed personnel while engaged in any activity on behalf of
Company.
Where customers or joint venture partners propose that their standards shall apply at a particular work
location the Company/Customer HSE Bridging Document Template MS-HS-TEM-0134 shall be used to
ensure that the customer or joint venture partner standard(s) meet the minimum requirements of this
standard.
This standard shall be applied to all Company personnel, contractors and their subcontractors. Contractors
may, however, when agreed through the Company project engagement processes, utilize their own
standards and procedures in so far as the requirements of their standards are at least equivalent to those
of this standard, the Custo er s sta dards a d those of appli a le Natio al a d Lo al regulatio s hi h
should be read and complied with in conjunction with this standard.
This standard does not cover electrical high voltage (> 1000 volts ac) isolations (refer to Work on High
Voltage Equipment and Systems Standard MS-HS-STD-0067). This standard should also be read in
conjunction with the Electrical Safety Standard (MS-HS-STD-0065) in reference to these requirements.
3. Requirements to be met
3.1 Systems
Isolation systems shall be provided for all energy sources including but not limited to:
◼ Low-voltage electrical energy that is less than 1000 volts (e.g. lights, motors, switch boards, control
switches, field devices and power points)
◼ Mechanical energy (e.g. tanks, pipes, valves, vessels and moving parts)
◼ Hydraulic energy (e.g. petroleum products and compressed fluids)
◼ Pneumatic energy (e.g. compressed air and gases).
Each isolation point shall be capable of being locked.
MS-HS-STD-0081 Rev 1 01 June 2020
A procedure shall be in place to manage isolations including, at minimum, requirements for:
1. Identification of the equipment and all energy sources (stored and residual) to be isolated.
2. The machine or equipment shall be turned off or shutdown using the procedures established for the
machine or equipment. An orderly shutdown shall be utilized to avoid any additional or
increased hazard(s) to employees as a result of the equipment stoppage.
3. Reference to the risk assessments conducted and risks identified for the associated works to be
undertaken requiring the need to isolation plant and equipment.
4. An isolation list to manage work and identify every point where locks and tags are to be applied and the
method of isolation used.
5. Approval to work from equipment owner (refer to Work Clearance Certificate (MS-HS-CHK-0016));
6. Permit to Work and work authorization prior to commencement where a risk assessment determines
such be in place (refer to Permit to Work Standard (MS-HS-STD-0079), Electrical Isolation Permit (MS-
HS-FRM-0012), Mechanical Isolation Permit (MS-HS-FRM-0013)).
7. Confirmation that effectiveness of isolation, de-energization can be proven,
8. Isolation of the equipment using Safety Lock and Danger Tag, and testing that the equipment is
isolated.
9. The removal of locks and tags including the process of removal where the person who applied the lock
and/or tag is not available
10. The startup procedure of machinery, equipment or process at the completion of works and prior to
energization.
Specifically, the procedure shall require that:
◼ Mechanical isolation of drives shall be at least by disconnection of the main energy source (not the
control circuits or systems). For electrical isolations for work on circuits, any control circuit shall also
be isolated;
◼ All persons required to work on an isolated system shall apply a personal Danger Tag and lock to the
isolator;
◼ When working on in-line equipment, the equipment before and after that being worked on shall be
isolated and a Danger Tag and lock attached;
◼ Changes to lockout responsibility during and after shift change or extended periods of isolation are
defined;
◼ If a person leaves the workplace without removing their lock, the person's Supervisor shall contact the
person to determine why the equipment was left locked out.
Note: If the equipment is safe the person will be required to return to work and remove the lock at
their o ost. O l a Site Ma ager shall re o e a other perso s Da ger Tag or lock, and then
only if all other means of returning the worker has failed and that a full investigation has been
undertaken to prove that the operation of isolated equipment etc. is safe to do so (further detail
contained in 3.3.6);
◼ A correctly completed Danger Tag must be attached to the personal lock; and
◼ A suitably qualified person shall isolate where required by statute.
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3.1.1 Mechanical Energy and Hazardous Substances Isolation
A procedure shall be in place to manage isolations for stored mechanical energy and hazardous substances.
This may be via the use of barriers or separation or locking devices. This procedure shall require the
following at minimum:
◼ Before any work is commenced on, or entry made to equipment under pressure or vacuum, the
pressure shall be returned to, and confirmed to be at, atmospheric level;
◼ In pneumatic and hydraulic drives the power supply must be isolated, pressure vented, vent lines and
drain valves isolated, and any lines or valves which may leak and pose a hazard must be broken and/or
slip plates or spades inserted;
◼ Exhaust, let down or drain valves must be locked and tagged in the "open" position;
◼ Any moving parts which could cause injury through free movement or could fall, even though
disconnected from sources of motive power, shall be physically restrained and tagged. Blocks, wedges
or lashings may be used as appropriate;
◼ Prior to initial break in and positive isolation, hazardous materials shall be removed from the systems
to be worked on. After isolation, consideration shall be given to the removal of residual hazards by
flushing, draining or purging and tests carried out as appropriate; and
◼ Where there is a foreseeable risk of material leaking past a valve or slip plate/spade, a double block
and bleed isolation must be installed or a length of supply line or pipe must be removed and slip plates
installed.
◼ For valves, verify that if a single valve is used, it provides isolation, and there is at least one additional
Control (such as Personal Protective Equipment).
◼ Where the single valve is the barrier to an Acute Toxic Substance, a pressure greater than 4 bar, a
material above its flash point or a material above 60°C (Celsius) this method of control can only be
used to install a blind.
◼ When using Danger Tags without locks to install Blinds for process Isolation, verify that all Isolation
valves remain in full sight and are under the exclusive management of the team installing the Blinds.
3.1.2 Electrical Energy Isolation
A procedure shall be in place to manage isolations from electrical energy. This procedure shall require that
after an isolation and prior to any work commencing, testing for "dead" shall be carried out by a competent
person using test lamps or test sticks; and test lamps or test sticks shall be supplied to local or
i ter atio all re og ized Sta dards, a d he ked efore a d after testi g for dead to e sure the are
functioning correctly. Verify that electrical back feed is not possible when isolating electrical equipment.
Systems shall be in place so that it is clear which pieces of equipment are isolated by a specific isolator.
Labels shall be used for this purpose. They shall be permanently attached on or adjacent to the means of
isolation and the equipment to be isolated. Labels shall not be attached to items that may be removed, e.g.
motor or coupling guards.
Each Department shall determine their critical isolations that, for reasons of complexity, irregularity of use,
or especially hazardous nature, require a written isolation procedure. These shall be documented.
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3.2 Energy Isolation
3.2.1 General Requirements
◼ All isolation device types shall comply to the local Standards, or where no such standard is in place
approved devices shall be formalized by the site/location office
◼ No attempt shall be made to operate equipment on which a lockout device has been placed.
◼ No o e shall re o e a other perso s lo kout de i e, e ept as des ri ed i 4.3.5.
◼ Lockout devices must be inspected before each use to ensure they are working properly.
◼ Locks for energy source isolation must have a means of identification that distinguishes them from any
other locking device on the project. A particular color, shape, or size may be used as the means of
identification. Locks should also be numbered.
◼ A local HSE professional must approve lockout devices.
◼ Lockout devices shall not be used for any other purpose other than to lockout equipment.
◼ When a machine, equipment, or process must be isolated and locked out for a long period of time,
periodic inspections should be performed to verify that locks and tags are still in place. The frequency
of these inspections will vary depending upon the circumstances, e.g., inspect prior to each shift for an
active operation or weekly for an inactive operation.
3.3 Energy Isolation Method
There are two methods of energy isolation: individual lockout and group lockout.
The method to be used in each situation will depend on:
◼ The complexity of the system,
◼ The number of persons who will place locks,
◼ The number of locks to be placed to effectively lock out the machine, equipment, or process, and
◼ Whether or not the system is designed to accept a lock.
The supervisor shall determine which method is appropriate for each situation.
3.3.1 Individual Lockout Method
The individual lockout method is used when the number of persons and locks that will be required on
energy isolation devices is small.
When using the individual lockout method, each person involved in the service or repair of the machine,
equipment, or process shall:
◼ Place a lock on each appropriate energy isolation device.
◼ Place a completed tag on each lock.
◼ Remove his/her lockout devices and tags after verification that all of his/her
◼ Work is completed,
◼ Tools and materials are cleared, and
◼ Blocks or temporary energy isolation devices have been removed.
3.3.2 Group Lockout Method
The group lockout method is used when a larger number of persons or discipline or locks will be required to
assure isolation of energy sources.
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When using the group lockout method, the following procedure shall be used.
◼ The supervisor of the authorized employees shall place a single lockout device (group lock) on each
energy isolation device.
◼ The supervisor of the authorized employees places a single completed tag on each lockout device.
◼ The supervisor places the group lock keys inside the group lockbox or equivalent device.
◼ Each authorized employee and the supervisor shall affix a lock and tag to the group lockout device,
group lockbox, or equivalent device before he/she begins work, and shall remove those devices only
when he/she completes work on the machine, equipment, or process being serviced or maintained.
◼ The supervisor shall ensure that all work of personnel under their supervision is completed, and that
their personnel will no longer be affected by the lockout prior to removal of lockout devices and tags.
◼ The supervisor shall remove his/her lockout devices and tags after verification that all
Work is completed,
Tools and materials are cleared, and
Blocks or temporary energy isolation devices have been removed.
3.3.3 Tasks Involving Multiple Shifts
For tasks requiring lockout and/or tagout, which involve multiple shifts, the supervisor must ensure the
continuity of the lockout and/or tagout as follows:
◼ The off going supervisor will remove his/her lock and tag only after the incoming supervisor has placed
his lock and tag on the lock box/hasp.
◼ The incoming supervisor will ensure that the incoming craft workers verify isolation and place their
locks and tags on the lock box/hasp.
3.3.4 Personal and Section Safety Locks
Locks used for isolating an energy source shall not be used for any other purpose.
Locks shall not have duplicate or spare keys. Each lock-key combination shall be unique and individually
keyed.
The key to a safety lock shall remain in the possession of the individual who placed the lock(s) or in a Group
Lockbox.
Locks shall be attached so that the isolation point cannot be inadvertently turned on.
U der o ir u sta es shall lo ks e i terlo ked .
Where a multiple lockout is required and a single facility only is available, a multiple lockout device (e.g.
lockout scissors/hasp) must be used for other than those under the group isolation system.
Perso al lo ks shall e ide tified i s ri i g the perso s sur a e a d pa u er he a aila le o
the lock. Paint or tape shall not be used.
Section locks shall be identified by inscribing the section identifier and unique number on the lock. A
record of section Safety Locks issued shall be kept.
A log should be used to identify the location of locks while in use.
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Section locks shall be used when:
◼ Isolation is to be over several shifts;
◼ Personal locks are not available or issued; or
◼ Accountability for isolation is changed during the course of the work.
3.3.5 Tags
Tags used in conjunction with lockout devices for the purpose of isolating an energy source shall be
standardized in such a way as to serve as a prominent warning, e.g., DANGER — DO NOT OPERATE.
The tag must have spaces available for date, identification of energy source, and name of the individual
placing the tag.
The construction, markings, and written information on the tag shall be such that deterioration will not
occur when exposed to weather and/or corrosive environments.
Tags and tag attachment devices should not be re-used and are to be appropriately disposed after removal.
The means of attachment shall be
◼ Of a non-reusable type,
◼ Attachable by hand,
◼ Self-locking and non-releasable with a strength to withstand at least 50 pounds of pull, and
◼ Resistant to weather and corrosive environments.
3.3.6 Removal of Locks and Tags
Only the person who applied the lock and/or tag shall remove that lock and/or tag except as provided in
this section.
In cases where the person who applied the lock and/or tag is not available to remove it, the Site Manager
may authorize the supervisor to remove the lock and/or tag only in accordance with the following
procedure. This procedure should be used only as a last resort to remove a lockout.
◼ Step 1 – Verification that the person who applied the lock and/or tag is not present at the facility.
◼ Step 2 – Make all reasonable efforts to contact the person, who applied the lock and/or tag to inform
him/her that the lock and/or tag will be removed.
◼ Step 3 – The supervisor must verify that the equipment that was locked out is safe to return to service.
All personnel involved in the lock out are clear and no damage will occur when the equipment is
restarted.
◼ Step 4 – The supervisor must document how all previous steps have been met. Documentation should
be kept on file at the site.
Once this has been done, the lock may be removed, but step five shall also be completed.
◼ Step 5 – Ensure that the person who applied the lock and/or tag is notified of the removal before
he/she resumes work at the facility.
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3.4 Equipment and Plant
3.4.1 Purchase
When purchasing equipment, isolation and lockout requirements shall be formally considered and
documented.
3.5 Personnel
Isolations shall only be undertaken by trained and competent persons.
4. Responsibilities
The implementation of this Standard is the responsibility of the Company senior management including
Regional Managing Directors and other Directors/Executives.
Responsibility Action
The Co pa s The Co pa s a agers are respo si le for the appli atio of, a d o plia e ith, this Sta dard at
managers work lo atio s here the ha e operatio al respo si ilities. The Co pa s a agers ill also e the
fo al poi ts for asso iated liaiso ith, a d oordi atio of, o tra tors o plia e ith this
Sta dard, at the a agers respe ti e ork lo atio s.
Contractors Co tra tors are respo si le for their perso el, a d their su o tra tor s perso el, o plia e ith
this Standard.
Supervisors Supervisors are responsible for the day to day application of this Standard with particular reference to:
Train employees in the recognition of hazardous energy sources and the method and means of
isolating such sources.
Monitor the work to verify compliance with this procedure.
Ensure that adequate supplies of energy isolating devices and lockout devices, i.e., locks, tags, etc.,
are readily available.
Confirm that each job is properly prepared by Operations and/or customer personnel prior to
implementing lockout and tagout procedures.
Determine the best lockout method (individual or group) for each lockout and tagout operation.
Supervise all group lockout activities.
Company personnel Company personnel have a responsibility to comply with this Standard. Personnel have a duty of care,
to their work team and others in relation to the application and maintenance of this standard, for work
they, their work team or others undertake.
5. Definitions
Word / Phrase Definition
Dead Mean a circuit that is at, or about, earth potential and is isolated from any source of supply.
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Word / Phrase Definition
Energy Isolating Energy-isolating device means a mechanical device that physically prevents the transmission or release of
Device energy, including but not limited to the following: a manually operated electrical circuit breaker; a
disconnect switch; a manually operated switch by which the conductors of a circuit can be disconnected
from all ungrounded supply conductors; a line valve; a block; and other devices used to block or isolate
energy (push-button selector switches and other control-type devices are not energy-isolating devices).
Hazardous Energy Hazardous energy means electrical, mechanical, hydraulic, pneumatic, chemical, nuclear, thermal,
gravitational, or any other form of energy that could cause injury due to the unintended motion,
energizing, start-up or release of such stored or residual energy in machinery, equipment, piping,
pipelines, or process systems.
Hazardous Material Hazardous materials are toxic, flammable, corrosive, asphyxiative, radioactive, pyrophoric, explosive,
extremely hot or cold, or otherwise capable of causing harm to people.
Lockout The placement of a lockout device—usually a lock—on an energy isolation device to ensure that the
energy isolating device and the equipment being controlled may not be operated until the lockout device
is removed.
Lookout Device A device used to secure an energy isolation device in a particular position (valve handle covers, switch
covers, or circuit breaker devices) in such a way that the position of the energy isolation device cannot be
changed without the removal of the lock out device.
Single pole circuit breaker lock out
Safety lock out hasp for multiple lock
Lockout - Individual Normally used when the number of persons and locks that will be required on energy isolation devices is
small.
Locks can be different colors for various work groups
Lockout - Group A procedure which provides a level of protection equivalent to that provided by a personal lockout or
tagout device, when servicing and/or maintenance is performed by a crew, department, or other group.
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Word / Phrase Definition
Lockbox – Group A box or similar device provided for the placement and safekeeping of keys used to secure energy
isolation devices in a group lockout. Group lockboxes are generally clearly labeled as to their purpose,
are tamper proof and are capable of being locked by one lockout lock or a multiple gang attachment.
Isolate Isolate means using a mechanical device to restrain, regulate, direct, or dissipate hazardous energy.
Isolated Isolated means to have separated, disconnected, de-energized or depressurized.
Tagout The placement of a tagout device—usually a tag—on an energy isolation device to indicate that the
energy isolating device and the equipment being controlled may not be operated until the tagout device
is removed.
Tag A Personnel Danger Tag is used for the protection of personnel when working on items of plant,
equipment, valves, switches, electrical equipment which has the potential to be energized, start or rotate
and cause injury.
(example shown)
An Information Tag is a tag that is placed on all barricading and flagging to delineate potentially
hazardous information
(example shown)
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Word / Phrase Definition
The Out of Service Tag is a yellow and black tag and is used to prevent the use of faulty or defective plant
or equipment, the operation of which will create an unsafe situation.
(example shown)
6. References
Document Number Document Name
MS-HS-STD-0065 Electrical Safety Standard
MS-HS-CHK-0016 Work Clearance Certificate
MS-HS-STD-0079 Permit to Work Standard
MS-HS-STD-0134 Company/Customer HSE Bridging Document Template
MS-HS-FRM-0012 Electrical Isolation Permit
MS-HS-FRM-0013 Mechanical Isolation Permit
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