A good Lockout/Tagout Procedure, at a minimum, should contain the following elements:
Lockout Procedures and Techniques
Preparation for Shutdown.
Machine or Equipment Shutdown.
Machine or Equipment Isolation
Lockout Device Application.
Verification of Isolation.
CAUTION: Return Operating Controls to the “Neutral” or “Off” Position after the Test. The machine / equipment is now locked out. Servicing or maintenance may now occur.
Removal of Lockout Devices
If the authorized employee who applied the lock is not available, the supervisor shall take the following steps:
Deenergize all systems and reapply energy control measures in accordance with procedures set forth under SECTION VI.
In the proceeding steps, if more than one individual is required to lockout machines / equipment (group lockout), the following procedures shall be implemented to provide protection to all employees.
Cord and Plug Connected Equipment - If servicing or maintenance is performed on cord and plug connected equipment the following procedure shall be performed to protect employees.
Outside Contractors - If outside contractors perform servicing or maintenance that requires lockout, the Safety Director shall take the following steps.
Authorized employees shall receive training covering:
Affected and all “other” employees shall receive training so that they are able to:
Retraining - Authorized and affected employees shall receive retraining in proper application of lockout procedures when there is a change in:
Retraining will re-establish employee proficiency in lockout, and ensure that employees are knowledgeable of new or revised procedures. All retraining will be certified.
NOTE: Should the machine / equipment required upgrade or modification, it will have lockable switches, fittings, valves, etc. added so that it becomes possible to lockout.
ENERGY SOURCE EVALUATION
In order to determine all energy sources for each piece or type of machine or equipment, fill in the following table.
Lockout Procedure Number:
Source: MaintainX (Community Member)