LOCK-OUT &

TAG-OUT SYSTEMS
 AGENDA

• OBJECTIVE
• INTRODUCTION
• LOCK-OUT & TAG-OUT ACCESSORIES
• OUT OF SERVICE TAG APPLICATION
• PERSONNEL DANGER TAG APPLICATION
• LOCK-OUT APPLICATION
• RESTORING EQUIPMENT & ENERGY SOURCES
• LOCK-OUT & TAG-OUT SAFETY INSTRUCTION
• LOCK-OUT & TAG-OUT PROCEDURE
 OBJECTIVE

TO LEARN THE APPLICATION

& BENEFITS OF LOCK-OUT &
TAG-OUT SYSTEMS!
 INTRODUCTION
• ROTATING MACHINERY, CIRCUIT BREAKER OR
ENERGIZED EQUIPMENT MUST BE ISOLATED FROM
ALL ENERGY SOURCES BEFORE BEGINNING ANY
REPAIR OR MAINTENANCE INORDER TO PREVENT
SERIOUS ACCIDENT , FATALITY OR PROPERTY
DAMAGE!

• ENERGY STORED, HAZARDOUS ENERGY SHALL BE

RELIEVED, DISCONNECTED, RESTRAINED OR
SECURED TO MAKE THE EQUIPMENT SAFE. ENERGY
INCLUDES ELECTRICITY, STEAM OR PRESSURIZED
FLUIDS, SUSPENDED LOADS, OR ELEVATED OR
ROTATING LOADS !
 HAZARDOUS ENERGY SOURCES
FOUND IN THE WORKPLACE
 ELECTRICAL  POTENTIAL
 GENERATED  PRESSURE
 STATIC  HYDRAULIC
 MECHANICAL  PNEUMATIC
 TRANSITIONAL  VACUUM
 ROTATIONAL  SPRINGS
 THERMAL  GRAVITY
 MACHINES OR
EQUIPMENT
 CHEMICAL
REACTIONS
 THE “FATAL FIVE” MAIN CAUSES
OF LOCKOUT/TAGOUT INJURIES

FAILURE TO STOP EQUIPMENT

FAILURE TO DISCONNECT FROM POWER SOURCE
FAILURE TO DISSIPATE (BLEED, NEUTRALIZE)
RESIDUAL ENERGY
ACCIDENTAL RESTARTING OF EQUIPMENT
FAILURE TO CLEAR WORK AREAS BEFORE
RESTARTING
 DEFINITIONS
 AUTHORIZED EMPLOYEE - ONE WHO LOCKS OUT
MACHINES OR EQUIPMENT IN ORDER TO PERFORM THE
SERVICING OR MAINTENANCE ON THAT MACHINE OR
EQUIPMENT.

 AFFECTED EMPLOYEE - ONE WHOSE JOB REQUIRES

HIM/HER TO OPERATE OR USE A MACHINE OR EQUIPMENT
ON WHICH SERVICING OR MAINTENANCE IS BEING
PERFORMED UNDER LOCKOUT, OR WHOSE JOB REQUIRES
HIM/HER TO WORK IN AN AREA IN WHICH SUCH SERVICING
OR MAINTENANCE IS BEING PERFORMED.
 DEFINITIONS, CONT.
ENERGY ISOLATING DEVICE - A MECHANICAL
DEVICE THAT PHYSICALLY PREVENTS THE
TRANSMISSION OR RELEASE OF ENERGY.

ENERGY CONTROL PROCEDURE - SAFETY

PROGRAM ADOPTED BY THE EMPLOYER THAT
INCLUDES ENERGY CONTROL PROCEDURES
PLUS PROVISIONS FOR INSPECTING THE
PROCEDURES AND TRAINING EMPLOYEES FOR
LOCKOUT/TAGOUT.
 LOCK-OUT &
TAG-OUT ACCESSORIES
• OUT OF SERVICE TAG !
– MADE OF PLASTIC OR OTHER DURABLE MATERIALS..
– HAVE DATE, TIME OF PLACEMENT & INDIVIDUAL‘S NAME.

• PERSONNEL DANGER TAG

– MADE OF SIMILAR MATERIALS AS STATED ABOVE..
– HAVE DATE, TIME OF PLACEMENT & INDIVIDUAL’S NAME..

• PAD LOCK!
– RIGID

• CHAIN!
– RIGID
 OUT OF SERVICE TAG
APPLICATION
• USE WHEN OPERATION MAY ENDANGER PERSONNEL OR PLANT
EQUIPMENT!

• THIS TAG SHALL BE SECURELY ATTACHED TO THE FOLLOWING

(DEFECTIVE):
– LIGHT & HEAVY EQUIPMENT
– UTILITIES
– HAND POWERED TOOLS
– DEVICES
– MACHINES
– ETC..

• TO BE REMOVED ONLY BY THE PERSON WHO ATTACHED &

UNTIL RECTIFICATION!!!
 PERSONNEL DANGER TAG

• USE WHEN PERSON(S) WILL REPAIR OR

WORK ON DEFECTIVE EQUIPMENT…ETC

• TO GIVE NOTICE OR WARNING THAT

SOMEONE IS WORKING ON THE SYSTEM!

• TO BE REMOVED ONLY BY THE PERSON

WHO ATTACHED & UNTIL WORK HAS
BEEN COMPLETED!!!
 LOCK-OUT APPLICATION

• PAD LOCK SHALL BE USED TO SECURE

THAT NO ONE CAN OPEN &/OR SWITCH-ON
THE SYSTEM!

• SOMETIMES…OUT OF SERVICE TAG &

PERSONNEL DANGER TAG ARE BEING
NEGLECTED!…SO PAD LOCK WILL
PROTECT!!!

• W/ ONLY ONE KEY

 RESTORING EQUIPMENT & ENERGY
SOURCES

• AFTER SERVICING OR COMPLETING

MAINTENANCE, MAKE SURE THE EQUIPMENT
IS READY FOR NORMAL OPERATIONS!

• CHECK THE EQUIPMENT & ENERGY SOURCES

TO ENSURE THE AREA IS SAFE!

• MAKE SURE THE GUARDS ARE RE-INSTALLED

& PERSONNEL ARE CLEAR OF DANGER!
LOCK-OUT & TAG-OUT SAFETY
INSTRUCTIONS

• PROVIDE TAG -OUT & LOCK-OUT CABINET!

• OBTAIN THESE ACCESSORIES FROM MAINTENANCE
OR HSE DEPT!
• ONLY STANDARD TAG MUST BE USED!
• REMOVING OR TEARING OF TAGS W/O
AUTHORIZATION WILL BE GROUND FOR SERIOUS
DISCIPLINARY ACTION!
• TAGS MUST BE VISIBLE & PROPERLY DISPLAYED!
• WHEN MORE THAN ONE LOCK WILL BE ATTACHED,
A MULTIPLE LOCK ADAPTER WILL BE USED!
ELECTRICAL LOCKOUTS
 VALVE LOCKOUTS

Hasps / Cable Lockouts

Gate Valve Lockouts

Ball Valve Lockouts

OUT OF SERVICE TAG
SAMPLE
PERSONNEL DANGER TAG
SAMPLE
 LOCKOUT PROCEDURE
 ALERT THE OPERATOR (S) THAT POWER IS
BEING DISCONNECTED.
 PREPARATION FOR SHUTDOWN
 EQUIPMENT SHUTDOWN
 EQUIPMENT ISOLATION
 APPLICATION OF LOCKOUT DEVICES
 CONTROL OF STORED ENERGY
 EQUIPMENT ISOLATION-VERIFICATION
ANY QUESTIONS?