Lockout/Tagout

PPT-SM-LOTO 2015 2

Lockout and tagout procedures should be used to

safeguard workers from the unexpected startup or

release of stored energy during service or

maintenance activities like

Lubricating

Cleaning

Unjamming machines

and equipment

PPT-SM-LOTO 2015 3

Lockout is when a lockout device is

applied to equipment and machinery

PPT-SM-LOTO 2015 4

Lockout devices hold energy isolating

devices in a safe or “OFF” position

They prevent machines or equipment from

becoming energized because they are

positive restraints that no one can remove

without a key or other unlocking

mechanism

PPT-SM-LOTO 2015 5

Tagout is when a tagout device,

like a tag, is applied to

equipment and machinery

Tags are warning devices that

authorized workers fasten to energy

isolating devices to warn other

workers not to start the machine

while it is being serviced or

undergoing maintenance

PPT-SM-LOTO 2015 6

Tagout devices are easier to remove and

provide less protection than lockout devices

PPT-SM-DFWP 2015 7

When both lockout

and tagout are used,

it is known as LOTO

PPT-SM-DFWP 2015 8

Companies must make sure workers

Understand the purpose and function of the energy

control program

Are trained in the safe application, use, and

removal of LOTO devices

PPT-SM-LOTO 2015 9

There are three levels of LOTO training

Authorized worker

Affected worker

Other worker

PPT-SM-LOTO 2015 10

Authorized workers lock out and tag out

machines or equipment to perform servicing

and maintenance

PPT-SM-LOTO 2015 11

Affected workers operate and use

machines or equipment that is under LOTO

They do not perform LOTO

or service and maintenance

on machines or equipment

PPT-SM-LOTO 2015 12

Other workers may be in the area where

LOTO procedures are happening

They are informed about the

LOTO procedures

Equipment that is being serviced or undergoing

maintenance

Locks or tags put into place to prevent the

startup of the machine or equipment

PPT-SM-LOTO 2015 13

Companies will have their own LOTO

policies and procedures

OSHA recommends LOTO be performed

according to a six-step procedure

1 2 3 4 5 6

PPT-SM-DFWP 2015 14

1. Prepare for shutdown by

Getting permission to work on equipment with

a JSA or LOTO work permit

Gathering all written LOTO procedures

Identifying the location of energy isolation

devices

Getting all equipment needed and

information on the type and amount of

energy you are working with

PPT-SM-DFWP 2015 15

2. Shut down equipment using normal controls

3. Isolate the equipment by turning all energy

isolation devices to the “OFF” or closed position

4. Apply LOTO devices by having the

authorized worker put a lock, tag, or both

on each energy isolation device

PPT-SM-DFWP 2015 16

5. Release all stored energy and set up the

machine or equipment so that it cannot collect

energy

Check the machine or equipment periodically

to make sure stored energy is not collecting

PPT-SM-DFWP 2015 17

6. Confirm equipment isolation by trying to

start up the machine or equipment using normal

operating controls

Equipment is not isolated if it starts up or if

the lights come on

Confirm isolation using tools like a voltmeter

Do not use tools to confirm isolation if

you are not trained and authorized

PPT-SM-LOTO 2015 18

Certain procedures must be followed before

LOTO devices are removed and energy is restored

to the machine or equipment

The work area must be inspected to make sure

unnecessary items have been removed and machine and

equipment parts are in place and working

Make sure all workers in the surrounding area are

removed or are in a safe position

Confirm that the machine or equipment controls

are in neutral

PPT-SM-LOTO 2015 19

Remove the LOTO devices and notify affected

workers that the devices have been removed

Re-energize the machine or equipment

PPT-SM-LOTO 2015 20

Each LOTO device must be removed from each

energy isolating device by the worker who

applied the device

21

Safe

ty M

eetin

g Quiz

: LOT

OSign and date this quiz sheet. Circle the letter representing the correct answer to each quiz question below.

Name:©

201

5 PE

C S

afet

y, In

c.

QUIZ-SM-LOTONOV 2015

Date:

1. ______ procedures should be used to safeguard workers from the unexpected startup or release of stored energy during service or maintenance activities.

A. Stop workB. Lockout and tagoutC. Confined spaceD. Energization

2. ______ devices are positive restraints that no one can remove without a key or other unlocking mechanism.

A. Lockout devicesB. Warning tagsC. Product labelsD. Energy isolating

3. _______ is when a tagout device is applied to equipment and machinery.

A. First aidB. LockoutC. Fall protectionD. Tagout

4. _______ are warning devices that let other workers know not to start the machine while it is being serviced or undergoing maintenance.

A. LocksB. SignsC. TagsD. Energy isolating devices

5. When both lockout and tagout are used, it is known as _______.

A. OSHAB. NFPAC. LOTOD. ANSI

6. ________ workers lock out and tag out machines or equipment to perform servicing and maintenance.

A. OtherB. AuthorizedC. AffectedD. Unqualified

7. ________ workers operate and use machines or equipment that is under LOTO, but do not perform LOTO or service and maintenance on machines or equipment.

A. OtherB. AffectedC. AuthorizedD. Unqualified

8. ________ workers may be in the area where LOTO procedures are happening.

A. OtherB. AffectedC. AuthorizedD. Unqualified

9. ________ recommends LOTO be performed according to a six-step procedure.

A. NASAB. OSHAC. ANSID. API

10. Each LOTO device must be removed from each energy isolating device by ________.

A. A rescue workerB. Any worker who is

available and in the areaC. A supervisorD. The worker who applied

the device

LOTO

Safety Meeting Answer Keys: LOTO Instructors: The following key shows the answers for the LOTO safety meeting quiz.

© 2015 PEC

Safety, Inc.

KEY-SM-LOTONOV 2015

1. B

2. A

3. D

4. C

5. C

6. B

7. B

8. A

9. B

10. D

This is to certify that

has successfully completed thePEC Safety Meeting

Lockout/Tagout

Instructor Date Awarded

STUDENT ROSTER

PRINT STUDENT NAME (CLEARLY) STUDENT SIGNATURE LAST 4 SSN or DOB1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.

16.

17.

18.

19.

18.

19.

20.

INSTRUCTOR NAME SAFETY MEETING DATE

SAFETY MEETING NAME COMPANY NAME

Student Instructions: Print and sign your name. Also, provide your date of birth or the last four digits of your social security number.

©2014 PEC Safety, Inc. All rights reserved.