Lockout-Tagout Training Outline #1

Lockout – Tagout (LOTO) Training Outline

I. Objectives

To understand the need for lockout/tagout procedures and to demonstrate and teach the procedures to prevent accidents and injuries.

II. Training Materials

  1. Locks
  2. Tags
  3. Electrical Locking Devices
  4. Valve Locking Devices
  5. Training Handouts
  6. Equipment Safety Video

III. Introduction

  • Keeping you safe is the purpose of LOTO
  • Several types of energy that can harm you
  • LOTO is used to isolate you from an energy source

IV. LOTO Prevents

  • Exposure to energy
  • Accidental starting of equipment
  • Using damaged equipment

V. Injury can result when LOTO not used

  1. Maintenance & Repair
  2. Cleaning equipment
  3. Machine Guards removed
  4. Adjustments to machinery

VI. Types of Energy and Hazards

  • Electricity – Electrical Shock
  • Chemical – Chemical Exposure & Burns
  • Moving Machinery – Amputation, crushing from moving machinery
  • High Temperature – Burns
  • Hydraulic Pressure – Exposure to hot or dangerous fluids
  • Stored Energy – can be chemical, thermal, hydraulic or gravitational

VII. Lockout Steps

  • Before you lock & tag: Know the equipment and types of energy associated with it and the maintenance you will be doing.
  • Shutdown the Equipment. Use the normal shutdown procedures to prepare the machinery for Locking and Tagging. All controlls should be oin the OFF or Neutral position.
  • Isolate the energy to the machine. Turn off main power switches. Shut all fluid isolation valves.
  • Lock & Tag the Energy Sources. Put a Lock and Tag on all energy isolation devices (ON-OFF Switches DO NOT ISOLATE ELECTRICITY – USE THE MAIN BREAKER FOR THAT PIECE OF EQUIPEMENT)
  • Release all Stored Energy. Block, vent and drain all fluid lines. Discharge all capacitors. Block all pieces that would be a hazard if they moved. Disconnect pneumatic lines.
  • Test to ensure LOTO is effective. Check voltage on all circuits. Check pressure gages on fluid lines. Attempt to start the equipment in the normal manner. Then return all control devices to the OFF or NEUTRAL position.

VIII. Types of Lockout Devices

Show and discuss purpose of proper use of each device. Include discussion on the limitations of each device

  1. Locks
  2. Hasps
  3. Tags
  4. Breaker clips
  5. Chains
  6. Pancake or blind flanges
  7. Valve handwheel covers

IX. Discussion Questions

  • When is LOTO required?
  • Who must place the Lock and Tag
  • Where must the Lock and Tag be placed
  • What is the purpose of LOTO
  • What are the LOTO steps?
  • What are the different Types of Energy

* Lock In Safety – Lock Out Accidents *