Safety In Numbers - Lockout/Tagout

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Safety in Numbers - Lockout/Tagout

There is an old saying that goes, "There is safety in numbers". Of course, it's talking about the security of being in a group of people. But today let's look at this old adage in a little different way.

We're going to take a look at something called "Lockout/Tagout". And we're going to look at the "safety in numbers", that is, the 6 steps of Lockout/Tagout. But let's get some background information first.

Lockout/Tagout is a very important part of life at work in industry. Lockout/Tagout is a safety procedure that neutralizes and secures hazardous energy in a machine, device, or system so that employees can work on it safely. Lockout/Tagout protects our workers from injury, or even death, caused by the unexpected start-up of the machine they are working on or around. Lockout/Tagout should be used during all procedures that require the worker to place any part of his or her body in the danger zone or point of operations of the machine or device. Lockout/Tagout requirements and regulations are found in OSHA's code - 29 CFR 1910.147 - the control of hazardous energy, lockout/tagout. You can read the code at the OSHA website.

In lockout/tagout use there are two basic groups of people: "authorized" team members and "affected" team members. Authorized employees are those who perform lockout/tagout procedures. In our facility this group includes maintenance, sanitation, quality assurance and some of our machine technicians. They have been given special training in using lockout/tagout procedures. "Affected" team members don't perform lockout/tagout, but their ability to perform their job is affected by someone locking out their equipment. They get training, too, but it is limited to recognizing lockout/tagout and understanding its purpose. There is also a third group, which some folks call "others". This usually refers to people such as office personnel, who rarely are around the machinery or production floor.

Each company issues padlocks and tags to secure the energy sources and warn team members that the machine is not ready for use. The company is also required to supply other tools, equipment and devices necessary to accomplish a secure lockout/tagout procedure. When I use the term "lockout", I am referring to the use of both a lock and a warning tag. Our company policy requires the use of both, not just one or the other. This is a best practice issue.

In order to use lockout/tagout you must understand the types of energy sources in your machine, how to control them, and how to secure those energy sources. That's why authorized employees need special training in using lockout/tagout procedures. We have close to 400 written procedures to help our authorized team members to make sure they lockout correctly. Your company probably has written procedures, also. OSHA require written lockout/tagout procedures for most machinery and companies. Again, you can check the OSHA website for specifics.

So what are the "numbers"? These are the 6 steps for accomplishing lockout/tagout:

  1. Prepare for shutdown. This includes notifying team members who will be affected by the procedure. On the line, we usually notify the supervisor and they in turn will notify others that need to know.
  2. Shut down the machine. This may involve reviewing the procedure to make sure that it is done correctly.
  3. Identify all the hazardous energy sources. Electricity is just one source. They're all listed in our procedures. Be sure to identify "hidden" sources of energy. These sources may be residual or stored energy sources.
  4. Isolate or neutralize all hazardous energy sources. This includes shutting of switches, turning off valves, and various other actions.
  5. Lockout the energy sources. This is usually done at the same time you perform step 4. Be sure to neutralize and secure residual and stored energy.
  6. The most important step is this one, verify your lockout procedure. Make sure that the machine is completely locked out…and that you have the right machine!

There is also a correct way to remove lockout/tagout. First, make sure the machine is clear of tools and people! Second, replace any guards and safety devices that were removed. Check again to be sure no one is in the danger zone. If all is safe, you can remove lockout/tagout and return the machine to service.

Lockout/tagout is designed for your safety. Use it and understand it. I want you to go home with all the body parts you came in with… And so does your family!

Be Safe...

Work Safely...

Think SAFETY!!!

Article by Steve Maurer
Plant Electrician, Lockout/tagout Instructor
Randall Road Processing, Springdale, Arkansas

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Copyright 1996-2003 Steve Maurer, Steve Maurer Publications
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