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| Lock Removal Authorization Form LOTO Equipment Procedure Form – Blank |
13.1 Introduction #
This Lockout Tagout program is to assure that individuals setting up, adjusting, repairing, servicing, installing or performing maintenance or service work on equipment, machinery or processes are protected from unintended release of energy, machine motion or hazardous exposures which could cause injury. Only employees authorized by their supervisor (authorized employees) shall be allowed to perform lockout/tagout procedures to control hazardous energy. All authorized employees shall receive training in the recognition of the applicable hazardous energy sources and in the use of adequate methods and means of their isolation.
Reference Regulation: The Control of Hazardous Energy Sources (MIOSHA General Industry Part 85)
13.2 Training #
All affected employees shall receive training covering the general information about the Lockout/Tagout Program
All Authorized employees shall receive training covering the following topics:
- Lockout Locks, Tags, and other hardware and equipment
- Purpose of lockout/tagout
- MIOSHA requirements
- Recognition of hazardous energy sources
- Lockout procedures
- Definitions
- Group lockout
- Out of service locks and tag
- Shift change procedure
- Abandoned lock & lockout lock removal by supervisor
Re-training shall be provided to authorized employees when there is a change in job assignment, machines, or processes that present a new hazard, when there is a change in energy control procedures, or whenever the authorized employee cannot adequately demonstrate the ability to perform lockout/tagout procedures.
13.3 Procedures #
Procedures shall be developed, documented and utilized for the control of potentially hazardous energy when employees are engaged in the activities covered by this program. Documentation of procedures for the isolation and control of hazardous energy sources is required. Check the EHS LOTO Procedures Library for general and specific LOTO procedures for various types of equipment. Contact your EHS representative if you can’t locate a LOTO procedure. All affected departments shall conduct a periodic inspection of the energy control procedure(s) at least annually to ensure that the procedure and the requirements of this standard are being followed.
EXCEPTION: Written procedure are not required for machines and equipment when all of the following elements exist:
- There is no potential for stored energy
- Has a single energy source that can be isolated.
- Complete de-energization of the machine/equipment.
- The lockout device is under the exclusive control of the authorized employee performing the service or maintenance.
- Does not create hazards for other employees.
- There have been no previous accidents
13.4 Lockout Tagout Device Application #
General Requirements: Lockout/tagout application and removal procedures will generally conform to the procedures outlined below. Departments are authorized to create more specific procedures as needed,
Application of Locks by Authorized employees : #
1. Notify all affected employees of the of the planned shutdown/lockout
2. Identify location of energy isolating devices and the magnitude of energy. (e.g., Electrical, Mechanical, Thermal, Chemical, Hydraulic, Pneumatic, Gravitational, Stored Energy.
3. Shut down equipment using the procedures established.
4. Isolate equipment at the disconnect.
5. Apply Lock and tags – Lock out at the disconnect and all identified sources, using a lockout lock and tag. Each worker performing service/maintenance must install their own individual lockout lock with an identification tag.
6. Dissipate or restrain residual or stored energy equipment specific energy control procedure (e.g., pressurized gas, rotating parts from chimney effects, suspended objects, etc.)
7. Verify the isolation is effective by attempting to start the equipment and/or testing for zero energy state.
8. Equipment is now safe to perform the service/maintenance work.
Tags must be: #
- legible and understandable with a hazard warning such as: Do Not Close, Do Not Energize, Do Not Operate.
- made of materials which will withstand the environmental conditions
- securely attached so that they cannot be inadvertently or accidentally detached.
- attached with a zip tie with a minimum breaking strength of 50 pounds
Lockout devices shall: #
- be attached in such a manner so as to hold the energy isolating devices in a safe position.
- be standardized in at least in one of the following criteria: color, shape, or size and additionally, in the case of tags, print and format. Red locks are preferred as they are most recognizeable for LOTO.
- be substantial enough to prevent removal without the use of excessive force (e.g., bolt cutters).
- indicate the identity of the employee applying the device including department or contact information.
Lockout/Tagout Device Removal: #
- Lockout/tagout devices shall be removed from each energy isolating device by the authorized employee who applied the device.
- Authorized employees shall ensure that non-essential items such as tools and materials have been removed from the equipment/machine that was shutdown.
- Ensure that equipment/machine components are operationally intact.
- All employees are at a safe distance from the affected machine or equipment.
- Affected employees, supervisors and administrators are notified that equipment/processes are going to have the lockout/tagout devices removed.
13.5 Group Lockout Tagout #
When servicing and/or maintenance on a machine or equipment is performed by more than one person, then group lockout/tagout devices can be used to provide protection to all authorized employees.
- Primary responsibility for the entire group’s lockout/tagout protection shall be controlled by one authorized employee.
- Each authorized employee shall have their own lock/tag as part of the group lockout/tagout device.
- Each authorized employee is provided an opportunity to verify the isolation is effective by attempting to start the equipment and/or testing for zero energy state of exposed conductors.
- The machine or equipment locked out/tagged out shall be incapable of being re-energized until all individual locks/tags of each authorized employee have been removed according to procedures above.
13.6 Shift or Personnel Changes #
When work on a locked out equipment continues through a shift change in, the incoming employees must apply their locks prior to the removal of the locks of the authorized employees ending their service.
13.7 Out of Service #
The out of service tag is used to identify equipment that is no longer in service or, for seasonal purposes The out of service tag is not to be used as a Lock out or a Danger lockout tag.
If a piece of equipment/machinery is to be taken out of service, an out of service tag will be applied to the equipment with either a department maintenance lock, or a zip tie.
Equipment/machinery identified as being labeled out of service shall be:
- In a safe neutral position with all guards in place.
- In a condition that if energy was supplied to the equipment/machinery, individuals are not capable of sustaining injury.
13.8 Abandoned Lock and Lockout Lock Removal by Supervisor #
If the authorized employee who applied the lockout/tagout device is not available to remove the lock, the authorized employee’s supervisor may authorize removal of the lock.
- Only supervisors can authorize the removal of a person’s lockout device and only after the following steps have been taken:
- Verifying that the authorized employee applying the device(s) is not at the facility;
- Making all reasonable effort to contact the authorized employee to inform them that their lockout/tagout is going to be removed; and
- Ensuring that the authorized employee that applied the device will be properly informed that the lockout/tagout has been removed upon returning to work.
- Document the removal of a lockout device by someone other than the person who applied the lockout device.
13.9 Outside Personnel #
Outside personnel (contractors or other U-M Departments) must provide and follow their own lockout/tagout program and it shall not conflict with or endanger employees.
- U-M Departments and outside personnel will share information on their lockout/tagout procedures.
- The Department manager or other staff requesting service will do one of the following:
- Exchange lockout procedures with outside personnel, and document the exchange.
- Initiate a Group Lockout for equipment with Department specific Lockout procedures.
- Request the responsible F&O Department to Initiate Group Lockout
- U-M Department employees shall understand and comply with the restrictions and prohibitions of the outside personnel’s involvement in the Lock out tag out program.
