Tag out is a labelling process that is always used when lockout is required. The process of tagging out a system involves attaching or using an information tag or indicator (usually a standardized label) that includes the following information:
Note: ONLY the authorized individual who placed the lock and tag onto the system is the one who is permitted to remove them. This procedure helps make sure the system cannot be started up without the authorized individual's knowledge.
The purpose of a lockout/tag out program is to control hazardous energy. A lockout program should:
Identify the types of:
An effective lockout/tag out program will help prevent:
Each party in the workplace has a responsibility in the lockout program. In general:
Management is responsible for:
Supervisors are responsible for:
Authorized individuals are responsible for:
An organization will have one overall lockout program; however for each unique machine or equipment, there will be a detailed procedure or work instruction that describes the steps to control the hazardous energy.
The written lockout procedure should specify:
Procedures and work instructions identify how the lockout process is to be carried out and may include pictures or images of what is being described.
Lockout and tag out processes involve more than putting a lock on a switch. They are comprehensive step-by-step processes that involve communication, coordination, and training.
Please note the following definitions from CSA Z460-20:
General steps of a lockout/tag out procedure include:
Prepare for Shutdown
Notify all Affected Personnel
The authorized person will communicate the following information to notify affected persons:
This information should also be present on the tag required for the lockout.
Isolation of System (De-energization)
Follow the lockout procedure for the identified machine, equipment, or process. Review the following isolation practices for various forms of hazardous energy:
Figure 2: Hydraulic and pneumatic lockout
Dissipation (Removal) of Residual or Stored Energy
In general, examples include:
When the system's energy sources are locked out, there are specific guidelines that must be followed to make sure that the lock cannot be removed, and the system cannot be inadvertently operated. These guidelines include:
Verify that the system is properly locked out before beginning any work. Verification can take place in several ways:
Visual inspection of:
Testing of the equipment:
Choose the method that will make sure that the energy to the system has been isolated without creating other hazards during the verification.
Perform Maintenance or Service Activity
Remove Lockout/Tag out devices
To remove locks and tags from a system that is now ready to be put back into service, the following general procedure can be used:
Note: It is good practice to make sure any individual who placed a lock on the system should also be present when the system is re-started. This practice helps make sure those employees working on the system are not in a hazardous area when the machine is restarted.
Source: MaintainX (Community Member)