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Energy Control Procedures Lockout/Tagout 29 CFR 1910.147

Energy Control Procedures Lockout/Tagout 29 CFR 1910.147. Outline. Types and Magnitude of Energy. Recognition of Hazardous Energy Sources. The Nature of Lockout/Tagout. Methods of Energy Isolation. Verification of Isolation. Purpose of Energy Control Procedure. Types and Magnitudes.

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Energy Control Procedures Lockout/Tagout 29 CFR 1910.147

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  1. Energy Control ProceduresLockout/Tagout29 CFR 1910.147

  2. Outline • Types and Magnitude of Energy • Recognition of Hazardous Energy Sources • The Nature of Lockout/Tagout • Methods of Energy Isolation • Verification of Isolation • Purpose of Energy Control Procedure

  3. Types and Magnitudes Electrical Pneumatic Mechanical Hydraulic Chemical Thermal Gravitational (Potential / Kinetic)

  4. Recognition of Hazardous Energy Sources • Tensioned objects, Elevated Objects- Potential Energy • Moving Objects- Kinetic Energy

  5. Types: Electric Typical Energy Sources: Charged Capacitors, Busbars, Motors, Generators

  6. Types: Pneumatic Air Pressure: Source for Potential, Kinetic, Electrical

  7. Types: Mechanical Source: Rotation, Translation- Parallel motion, Linear motion, and Oscillation

  8. Types: Hydraulic Source: Hydraulic cylinders under pressure

  9. Types: Chemical Source: Batteries… Capacity to do work or produce heat

  10. Types: Thermal Sources: Mechanical work, radiation, chemical reaction, and electrical resistance (also steam)

  11. This InstitutionMagnitude ( Voltage?, Revolutions?, Pressure?, Temperature?…)

  12. Machines- Magnitude Pictures ( Voltage?, Revolutions?, Pressure?, Temperature?…)

  13. The Nature of LOTO • When do we use LOTO • Servicing and Maintenance • Normal Production Operations where: • Employees by-pass guard(s) • Employees place any part of their body in a hazardous area

  14. Lockout vs. Tagout • If capable of being locked out: • Use Lockout • Tags allowed, if they can be demonstrated to provide FULL EMPLOYEE PROTECTION

  15. Full Employee Protection? • Tags attached at the same location as locks • Full compliance with all tagout provisions in 29 CFR 1910.147 • Additional means when necessary (e.g. removal of a valve handle)

  16. LOTO Terminology • Affected employee • Authorized employee • Energy isolating device • Servicing and/or maintenance- next page

  17. Servicing and Maintenance Includes: • Setting up • Adjusting • Inspecting • Modifying • Constructing • Installing

  18. Lockout/Tagout Requirements • Written program which includes specific written procedures • Training of employees (not just maintenance!) • Periodic review of procedures

  19. Energy Control Procedure • Notification of employees • Preparation for shutdown • Machine or equipment shutdown • Machine or equipment isolation • Lockout/tagout device application • Stored energy • Verification of isolation • Service • Release from lockout/tagout

  20. Stored Energy !!! Vent pressure Discharge capacitors by grounding them Release or block tensioned springs Ensure moving parts are stopped

  21. Verification of Isolation • Hazardous Energy:Electrical units • Verification Procedure:Try to operate the switch at the lockout point - Use a voltmeter to verify lockout of electrical energy • Hazardous Energy:Compressed Air • Verification Procedure:Try to manually activate the valve, check pressure gauge

  22. Verification of Isolation Cont. • Hazardous Energy:Hydraulic Pressure • Verification Procedure:Try to operate the switch at the lockout point • Hazardous Energy:Mechanical • Verification Procedure:Physically inspect lockout device and test operating switch

  23. Hazard Assessment • See Job Task Assessment and Service Maint. Document • Exercise 1- complete for your tasks related to any machine or operation that would be associated with LOTO

  24. Written Lockout/Tagout Procedure • See Guidance Documents • Exercise 2

  25. Documentation Exceptions (all) : • Machine has no potential for stored energy • Machine has a single energy source • Isolation of that source will completely de-energize • Machine is isolated and locked out during maintenance

  26. Documentation Exceptions (cont.) • A single lockout device will achieve locked-out condition • Lockout device under exclusive control of employee • Maintenance does not create hazard to others • No previous accidents involving unexpected energization on this equipment

  27. Lock/Tag Removal if Authorized Employee is not Available? • Verify that authorized employee is not at facility • Make reasonable efforts to inform him or her • Ensure that he/she knows of removal upon re-entering

  28. Hardware Requirements • Durable • Standardized • Substantial • Identifiable

  29. Hardware must be: • Provided by the employer • Singularly identified • Only devices used for control • Not used for other purposes

  30. Hardware must be (cont.): • Durable – be able to withstand environment • Standardized – color, size, etc. • Tags : print and format • Substantial – no accidental removal • Tag attachment means: • Withstand at least 50 pounds of force • Not re-usable • Self locking • Attachable by hand

  31. Hardware must be (cont.): • Identifiable – Identify the employee who applied • Legend -DO NOT OPERATE / DO NOT THROW SWITCH

  32. Locks / Tags / Equip.

  33. Periodic Inspection • Performed at least annually • Lockout – include review with authorized employees • Tagout – include review with authorized and • affected employees • Certification record kept: • Identify machine or equipment • Date of inspection • Employees performing and included in inspection

  34. Training and Re-training • Authorized employees • Recognition of hazardous energy • Type and magnitude of hazardous energy • Methods of isolating energy • How to verify isolation • Affected – Purpose and use of procedure • Other – Procedure and Prohibition from tampering • Tagout provisions

  35. Re-Training is Required When: • Change in job assignment • Change in machine or process • Change in lockout/tagout procedure • Inadequacies revealed in periodic review

  36. Training Certification • Certify that the training has been conducted and kept up to date: • Employee names • Date(s) of training

  37. Other Requirements • Contractors? • Personnel or shift changes?

  38. Testing or Positioning Machines • Clear the machine of tools and materials • Remove employees from the area • Remove lockout/tagout devices • Energize and proceed with testing/positioning • De-energize and re-apply energy control measures

  39. Group Lockout • Personal lock or tag (usually) • Lockbox or master tag system with principal authorized employee • Work permit system “Shall utilize a procedure which affords a level of protection equivalent to that provided by the implementation of a personal lockout or tagout device”

  40. SUMMARY • Written program including written procedures for each machine • Training of employees • Periodic review of program

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