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6
Responsibility
It is the responsibility of each employee to maintain safe working conditions in his or her area.
Failure to understand and correctly follow this procedure is direct violation of safety rules and
regulations. Violations of this policy can lead to severe injury.
PROCEDURE
To lockout or tag out a piece of equipment, the following steps must be taken:
1. Assess the equipment to fully understand all energy sources (multiple electrical supplies air
and/or hydraulic pressures, spring tension, weight shifts, etc.)
2. Inform all affected personnel of the eminent shutdown, and the duration of the shutdown.
3. Obtain lock and tags from employer.
4. Shutdown machine(s) by normal means, i.e., disconnect switch(s), air pressure relief valve(s),
on/off button, etc. NOTE: Control power switches do not serve as adequate shutdown devices.
The main source(s) of energy must be disconnected as well. Also, ensure that all mechanically
stored energy has been released, i.e., lifting booms lowered to bottom of travel, carriages in
“HOME” position etc., No one may remove a tag or lock installed by someone else. Only the
person who attached the tag or lock is authorized to remove it.
5. Once the lock and tag is in place, the employee must try to operate the machine to ensure all
energy sources are defeated.
6. When maintenance or repairs are completed, the person that did the work must ensure all tools,
spare parts, test equipment, etc. are completely removed and that all guards and safety devices
are installed.
7. Before removing the lock and tag, the person who attached them shall inspect the equipment to
ensure that the machine will not be put in an unsafe condition when re-energized.
8. The lock and tag can now be removed (only by the person who place them), and the machine
can be re-energized.
9. The tag shall be destroyed and the lock and key returned to the lockout center.
In addition to safety concerns, this policy is required by OSHA regulation 1910.147 and Cal
OSHA’S SB198 ruling of July 1991.