Lockout/Tagout Authorized - Controlling Hazardous Energy

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Training Objective

The main objectives of this training are to train you, as an authorized employee, to be able to:

  • Recognize hazardous energy sources – to know when machinery and equipment may be hazardous to yourself and others;
  • Recognize type and magnitude of energy sources – to know the type and magnitude of the energy available in the workplace;
  • Isolate and control hazardous energy by following the lockout/tagout procedures;
  • Understand your responsibilities to yourself and other employees in making sure that conditions are safe.

Introduction/Overview

This training covers the safety procedure known as “Lockout/Tagout,” which is required by the Occupational Safety and Health Administration (OSHA) in its standard on the Control of Hazardous Energy. Employees who service or perform maintenance on machinery and/or equipment are exposed to the hazards from unexpected energization, startup of the machinery or equipment, or release of stored energy in the equipment. Through the use of hazardous energy control procedures (Lockout/Tagout), employees can prevent the unexpected energization or startup of machines and equipment, or release of stored energy, which will prevent workplace injuries during service and maintenance operations. In order to be able to apply these practices and procedures required by the Lockout/Tagout standard, an employee must be trained and authorized. Once trained and authorized, the employee will have the knowledge and ability to shut down equipment, isolate it from its energy source(s), and prevent the release of potentially hazardous energy while maintenance and servicing activities are being performed. This is the main objective of this training, to train you to become an “authorized employee” and be able to identify and control hazardous energy when servicing or performing maintenance on machinery and/or equipment.

General Hazards

During the servicing and maintenance of machines and equipment, the unexpected startup or release of stored energy can result in serious injury or death to workers. Workers servicing or maintaining machines or equipment may be seriously injured or killed if hazardous energy is not properly controlled. Injuries resulting from the failure to control hazardous energy during maintenance activities can be serious or fatal! Injuries may include electrocution, burns, crushing, cutting, lacerating, amputating, or fracturing body parts, and others. For example:

  • A steam valve is automatically turned on burning workers who are repairing a downstream connection in the piping.
  • A jammed conveyor system suddenly releases, crushing a worker who is trying to clear the jam.
  • Internal wiring on a piece of factory equipment electrically shorts, shocking worker who is repairing the equipment.

Craft workers, electricians, machine operators, and laborers are among the millions of workers who service equipment routinely and face the greatest risk of injury. (OSHA Source)

Because of the potential for serious accidents, OSHA permits only trained and authorized employees to control hazardous energy via the Lockout/Tagout procedures.

OSHA Regulations

Employers must comply with the following OSHA standards (29 CFR) to protect workers from hazards associated with the release of potentially hazardous energy while maintenance and servicing activities are being performed.

  • General Industry (29 CFR 1910)
    • 1910.147, The control of hazardous energy (lockout/tagout)
      • Appendix A, Typical minimal lockout procedures
    • 1910.261, Pulp, paper, and paperboard mills
    • 1910.269, Electric power generation, transmission, and distribution
      • Appendix A, Flow charts
    • 1910.306, Specific purpose equipment and installations
    • 1910.333, Selection and use of work practices
  • Marine Terminals (29 CFR 1917)
    • 1917.48, Conveyors
  • Longshoring (29 CFR 1918)
    • 1918.64, Powered conveyors
  • Construction Industry (29 CFR 1926)
    • 1926.64, Process safety management of highly hazardous chemicals
    • 1926.417, Lockout and tagging of circuits
    • 1926.702, Requirements for equipment and tools

(OSHA Source)

OSHA’s training requirements for General Industry can be found in Title 29, Code of Federal Regulations Part 1910. Many OSHA standards explicitly require the employer to train employees in the safety and health aspects of their jobs. OSHA requires only trained and authorized employees to control hazardous energy via the Lockout/Tagout procedures. All authorized employees must be trained by their organizations. (OSHA Source)

The control of hazardous energy (lockout/tagout) requirements can be found under OSHA standard [29 CFR 1910.147].

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