Why is lockout/tagout so important?
Many accidents occur when an employee is servicing equipment. Suddenly, the controls are bumped, the equipment starts, and the gears of the machine catch and pull the employee’s arm into them. Another example is a worker cleaning a process tank, someone opens the hot water valve to the tank, and the hot water scalds the worker. Can these injuries be avoided?
When servicing or performing maintenance on equipment or machinery, employers must be sure that the equipment cannot unexpectedly start up or release stored energy. How is this done? The procedure for isolating the energy sources is called lockout/tagout and OSHA regulates it at 29 CFR 1910.147.
Employee types
You may have employees who:
- Service and perform maintenance on equipment in your facility (authorized),
- Operate or use machines to which lockout/tagout devices are applied (affected), or
- Work in an area where lockout/tagout is performed (other).
They all need to know how to avoid the dangers involved when hazardous energy sources are not locked out and/or tagged out.
Authorized employees need the most detailed training. Train them to recognize hazardous energy sources, the type and magnitude of the energy available in the workplace, and they must know how to isolate equipment from its energy sources.
Affected employees must be trained to recognize a machine malfunction and know how to report the problem to authorized employees.
Other employees are those whose work activities are in the area where lock/out tag/tagout is being used. Train them on lockout/tagout procedures, and about the prohibition relating to attempts to restart or re-energize machines or equipment which are locked or tagged out.
Know the requirements
OSHA establishes requirements that employers must follow when employees are exposed to hazardous energy while servicing and maintaining equipment and machinery. Some of the most critical requirements from the standard are outlined below:
- Develop, implement, and enforce an energy control program.
- Use lockout devices for equipment that can be locked out. Tagout devices may be used instead of lockout devices only if the tagout program provides employee protection equivalent to that provided through a lockout program.
- Ensure that new or overhauled equipment is capable of being locked out.
- Develop, implement, and enforce an effective tagout program if machines or equipment are not capable of being locked out.
- Develop, document, implement, and enforce energy control procedures.
- Use only lockout/tagout devices authorized for the particular equipment or machinery and ensure that they are durable, standardized, and substantial.
- Ensure that lockout/tagout devices identify the employee who applied the devices.
- Establish a policy that permits only the employee who applied a lockout/tagout device to remove it.
- Inspect energy control procedures at least annually.
- Provide effective training as required for all covered employees.
- Comply with the additional energy control provisions in OSHA standards when machines or equipment must be tested or repositioned, when outside contractors work at the site, in group lockout situations, and during shift or personnel changes.
Key to remember
Implementing proper lockout/tagout procedures and training is necessary to protect your authorized, affected, and other employees from injury and death.