Template For Control Of Hazardous Energy Procedure (Lockout/tagout) Page 2

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BACKGROUND
The following template provides the starting point for employers to develop a
lockout/tagout (LOTO) program. Some of the main aspects of a LOTO program include:
 Only Authorized employees may perform LOTO procedures, and aside from a few
exceptions, must lockout and tagout machinery/equipment before performing any
servicing or maintenance
 A specific, written lockout procedure should be developed for each piece of
equipment or machinery, however, some exceptions may include:
 Cord and plug connected electrical equipment that may be isolated or
effectively controlled by unplugging the equipment from the energy source
provided that the disconnected plug remains in control of the employee
performing the service or maintenance
 Minor tool changes and adjustments which take place during normal
production operations where alternative, equally effective protection from
hazardous energy is used-However, LOTO is required if:
 An employee is required to remove or bypass a guard or other safety
device
 An employee is required to place any part of their body into an area
on a machine or piece of equipment where work is actually
performed upon the material being processed (i.e. point of operation)
or where an associated danger zone exists during a machine
operating cycle
Other LOTO Program Elements Include:
 Identifying authorized and affected employees
 Issuing LOTO locks and tags dedicated solely for LOTO procedures
 Providing for continuity of LOTO protection between shift changes
 Establishing procedures for: group LOTO; tagout if locks cannot be applied;
emergency or abandoned lock/tag removal; and, Out of Service events when
machines/equipment will not be operable for extended periods of time
 Notifying contractors of LOTO procedure
 Conducting a periodic review of energy control procedures
 Initial and annual training along with re-training when changes occur in
assignments, equipment, processes, procedures or a review indicates a lack of
knowledge
April 2015
Page 2 of 2

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