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Section 1: Safety Warnings
Revision - November 2004
Page 1 - 23
Responsibility
Appropriate employees shall be instructed in the safety significance of the lockout
(or tagout) procedure (Name(s)/Job title(s) of employees authorized to lockout or
tagout). Each new or transferred affected employee and other employees whose
work operations are or may be in the area shall be instructed in the purpose and use
of the lockout or tagout procedure (Name(s)/Job title(s) of affected employees and
how to notify).
Preparation for Lockout or Tagout
Make a survey to locate and identify all isolating devices to be certain which
switch(s), valve(s) or other energy isolating devices apply to the equipment to be
locked or tagged out. More than one energy source (electrical, mechanical, or
others) may be involved. (Type(s) of energy isolating means).
Sequence of Lockout or Tagout System Procedure
1. Notify all affected employees that a lockout or tagout system is going to be
utilized and the reason therefore. The authorized employee shall know the type
and magnitude of energy that the machine or equipment utilizes and shall
understand the hazards thereof.
2. If the machine or equipment is operating, shut it down by the normal stopping
procedure (depress stop button, open toggle switch, etc.).
3. Operate the switch, valve, or other energy isolating device(s) so that the
equipment is isolated from its energy source(s). Stored energy (such as that in
springs, elevated machine members, rotating flywheels, hydraulic systems, and
air, gas, steam or water pressure, etc.) must be dissipated or restrained by
methods such as repositioning, blocking, bleeding down, etc. (Type(s) of stored
energy methods to dissipate or restrain).
4. Lockout and/or tagout the energy isolating devices with assigned individual
lock(s) or tag(s) (Method(s) selected, i.e., locks, tags, additional safety
measures, etc.)
5. After ensuring that no personnel are exposed, and as a check on having
disconnected the energy sources, operate the push button or other normal
operating controls to make certain the equipment will not operate (Type(s) of
equipment checked to ensure disconnections).
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