Control of Hazardous Energy
Lockout/Tagout
Why bother with
lockout/tagout?
Lockout and tagout procedures are
designed and implemented to protect
you from an accidental release of
energy.
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What is an “energy source?”
Energy sources include:
Electrical Thermal
Mechanical
Pressurized water
Pneumatic or steam
Hydraulic
Gravity
Chemical
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Hazardous Energy
Problems associated with hazardous
energy include:
Accidental start-ups
Electrical shock
Release of stored or residual energy
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What is the difference
between lockout and tagout?
Lockout – a padlock and locking
device are used to physically “hold” an
energy control point, such as a switch,
lever or valve handle. This makes it
impossible for energy to be released.
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What is the difference
between lockout and tagout?
Tagout – a written warning that tells
operators not to operate a switch,
lever or valve that could release
hazardous energy. Tagouts DO NOT
physically prevent someone from
releasing potentially hazardous
energy. 6
Examples of Tags
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Application of the Energy
Control Procedure (Lockout)
1. Prepare for shutdown
2. Shut down equipment
3. Isolate all energy sources
4. Apply locks & tags
5. Release stored energy
6. Verify equipment isolation
7. Perform the task
8. Release from Lockout
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Multiple Lockout
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Group Lock
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Step 1: Prepare for Shutdown
• Understand equipment hazards
• Notify other workers of shutdown
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Step 2: Shut down equipment
• Use the normal shutdown procedures
• Turn all switches to OFF/Neutral
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Step 3: Isolate all Energy
Sources
Use energy isolation
devices in accordance with
established procedures to
prevent transmission or
release of energy
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Step 4: Apply Locks & Tags
Apply locks and tags to:
• Valves
• Breakers/electrical
disconnects
• Mechanical blocks
Valve lockout device
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Step 5: Release or Block
all Stored Energy
• Discharge capacitors • Drain fluids
• Block/disconnect lines • Vent gases
• Block or release springs • Allow system to cool (or
• Block elevated parts use PPE)
• Relieve system pressure • Apply any additional
locks and tags needed
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Step 6: Verify Equipment
Isolation
• Check that other workers are
clear of potential hazards
• Check that locking devices
are secure
• Attempt normal startup
• Return control to
OFF/Neutral
Controls to verify
energy isolation
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Step 7: Perform the Task
Perform maintenance or
service
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Step 8: Release from Lockout
Ensure machinery is properly assembled
and all tools removed
Ensure that employees are outside of danger
zones and are notified that devices are being
removed
Remove LOTO devices
– Must be removed by authorized
employee who applied it
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