Control of Hazardous Energy - Lockout / Tagout




Controlling hazardous energy, whether it is the commonly encountered electrical energy or one of the other forms, is critical for the safety of your employees. Protocols that are inadequate, misunderstood, or not followed can lead to tragedy, often death. The following document explains the basic need and details the requirements for a protective program that were created by federal legislation.

It includes a sample lockout/tagout program that is sufficient for minimal exposure operations – more significant activity involving power sources will need a more aggressive set of protocols, but this version will be sufficient for many JCCs. The sample is presented like a template, with areas that need to be modified to make it applicable to a given facility highlighted, and it covers all of the items mandated by the statutes.

Following the sample program are the texts of the two applicable statutes, 29 CFR 1910.147 and 29 CFR 1919.333, provided in their entirety. Lockout/tagout violations were the fourth most frequently cited violation by OSHA in 2008.

Lastly, samples of a compliance checklist, an annual inspection checklist, and an activity log are provided. Utilizing these tools will help you provide safe working conditions for your facilities. Use of these or other similar tools to protect your staff happens to be the law, but more importantly, it is a way of helping to ensure the well-being of your staff and thus fulfilling your mission.

Table of Contents

  • Reason / Need
  • Standards
  • Sample – A Typical Minimal Lockout/Tagout Program
    • Purpose
    • Responsibility
    • Preparation for Lockout/Tagout
    • Sequence of Lockout/Tagout Procedure
    • Restoring Machines or Equipment to Normal Operations
    • Lockout/Tagout Devices
    • Training
    • Documentation / Periodic Inspection
    • Procedures Involving More than One Person
    • Basic Rules of Lockout/Tagout
  • Appendix A: 29 CFR 1910.147
  • Appendix B: 29 CFR 1910.333
  • Appendix C: Sample Lockout/Tagout Compliance Checklist
  • Appendix D: Sample Annual Power Lockout/Tagout Inspection Checklist
  • Appendix E: Sample Lockout/Tagout Activity Log

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