Safety
Valley Classic Control Panel
11
Minimal Lockout / Tagout Procedure
The following procedure establishes the minimum requirements for the lockout of energy isolating devices
whenever maintenance or servicing is done on machines or equipment. It is used to ensure that the machine
or equipment is stopped, isolated from all potentially hazardous energy sources and locked out before person-
nel perform any servicing or maintenance where the unexpectedly energized or start-up of the machine or
equipment or release of stored energy could cause injury. All personnel, upon observing a machine or piece of
equipment which is locked out to perform servicing or maintenance shall not attempt to start, energize, or use
that machine or equipment.
When the energy isolating devices are not lockable, tagout should be used and affected personnel must wear
full personal protection.
Refer to U.S. Occupational Safety & Health Administration (OSHA) Regulations (Standards - 29 CFR) Typical
minimal lockout procedures - 1910.147 App A, or applicable national, state or local regulations, for additional
information.
Sequence of Lockout
1. Notify all affected personnel that servicing or maintenance is required on a machine or equipment and that
the machine or equipment must be shut down and locked out to perform the servicing or maintenance.
2. The authorized personnel shall identify the type and magnitude of the energy that the machine or equip-
ment utilizes, shall understand the hazards of the energy, and shall know the methods to control the energy.
3. If the machine or equipment is operating, shut it down by the normal stopping procedure (depress the stop
button, open switch, close valve, etc.).
4. De-activate the energy isolating device(s) so that the machine or equipment is isolated from the energy
source(s).
5. Lock out the energy isolating device(s) with assigned individual lock(s).
6. Stored or residual energy (such as that in capacitors, springs, elevated machine members, rotating fly-
wheels, hydraulic systems, and air, gas, steam, or water pressure, etc.) must be dissipated or restrained by
methods such as grounding, repositioning, blocking, bleeding down, etc.
7. Ensure that the equipment is disconnected from the energy source(s) by first checking that no personnel
are exposed, then verify the isolation of the equipment by operating the push button or other normal operat-
ing control(s) or by testing to make certain the equipment will not operate.
!
CAUTION
• RETURN OPERATING CONTROL(S) TO NEUTRAL OR “OFF” POSITION AFTER VERIFYING THE
ISOLATION OF THE EQUIPMENT.
8. The machine or equipment is now locked out.
!
DANGER
• WHEN PERSONNEL WILL BE EXPOSED TO CIRCUIT ELEMENTS AND ELECTRICAL PARTS, A
QUALIFIED PERSON MUST USE TEST EQUIPMENT TO VERIFY THAT THE CIRCUIT ELEMENTS
AND EQUIPMENT PARTS OF THE EQUIPMENT ARE DE-ENERGIZED.
Restoring Equipment to Service
When the servicing or maintenance is completed and the machine or equipment is ready to return to normal
operating condition, the following steps shall be taken.
1. Check the machine or equipment and the immediate area around the machine to ensure that nonessential
items have been removed and that the machine or equipment components are operationally intact.
2. Check the work area to ensure that all personnel have been safely positioned or removed from the area.
3. Verify that the controls are in neutral.
4. Remove the lockout devices and reenergize the machine or equipment.
5. Notify affected personnel that the servicing or maintenance is completed and the machine or equipment is
ready to be used.
