rlenker®rlenker®

Lockout / TagoutLockout / Tagout

Hershey Entertainment and Hershey Entertainment and Resorts CompanyResorts Company

Revised 2006Revised 2006

29 CFR 1910.14729 CFR 1910.147

ScopeScope

Covers servicing and maintenance of Covers servicing and maintenance of machines when UNEXPECTED start-machines when UNEXPECTED start-up or release of stored energy could up or release of stored energy could cause injurycause injury

PurposePurpose

Requires employers to:Requires employers to: Establish a program and use procedures Establish a program and use procedures

for affixing lockout or tagout devices to for affixing lockout or tagout devices to energy isolating devices, energy isolating devices, andand

To otherwise disable machines or To otherwise disable machines or productproduct

To prevent unexpected energization, To prevent unexpected energization, start-up or release of stored energy start-up or release of stored energy in order to prevent injury to in order to prevent injury to employeesemployees

ApplicationApplication

Standard applies to control of Standard applies to control of energy during servicing and/or energy during servicing and/or maintenance of machines and maintenance of machines and equipmentequipment

ApplicationApplication

The standard does not apply toThe standard does not apply to Servicing or maintaining cord and plug Servicing or maintaining cord and plug

connected electrical equipmentconnected electrical equipment Hot tap operations that involve Hot tap operations that involve

transmission and distribution systems for transmission and distribution systems for gas, steam, water or petroleum products gas, steam, water or petroleum products when they are performed on pressurized when they are performed on pressurized pipelines; when continuity of service is pipelines; when continuity of service is essential, and shutdown of the system is essential, and shutdown of the system is impractical; and employees are provided impractical; and employees are provided with an alternative type of protection that with an alternative type of protection that is equally effective.is equally effective.

DefinitionsDefinitions

Authorized Employee – person who Authorized Employee – person who locks or tags machines/equipment to locks or tags machines/equipment to perform servicingperform servicing

Affected Employee – One who is Affected Employee – One who is required to use machines/equipment required to use machines/equipment on which servicing is performed on which servicing is performed under lockout/tagout or who must under lockout/tagout or who must work in such an areawork in such an area

DefinitionsDefinitions

Capable of being locked out Capable of being locked out Designed with hasp or attachment to Designed with hasp or attachment to

which lock can be affixed; orwhich lock can be affixed; or Has locking mechanism built in; orHas locking mechanism built in; or Lockout can be achieved without need Lockout can be achieved without need

to dismantle, rebuild, replace or to dismantle, rebuild, replace or permanently alterpermanently alter

DefinitionsDefinitions

Energized – connected to an energy Energized – connected to an energy source, or containing residual or stored source, or containing residual or stored energyenergy

Energy Isolating Device – a mechanical Energy Isolating Device – a mechanical device that physically prevents the device that physically prevents the transmission or release of energytransmission or release of energy

Energy Source – any source of Energy Source – any source of electrical, mechanical, hydraulic, electrical, mechanical, hydraulic, pneumatic, chemical, thermal or other pneumatic, chemical, thermal or other energyenergy

DefinitionsDefinitions Lockout – the placement of a Lockout – the placement of a

lockout device on an energy lockout device on an energy isolating device, in accordance with isolating device, in accordance with an established procedure, ensuring an established procedure, ensuring that the device and the equipment that the device and the equipment being controlled cannot be operated being controlled cannot be operated until the lockout device is removeduntil the lockout device is removed

Lockout Device – a device that Lockout Device – a device that utilizes a positive means to hold an utilizes a positive means to hold an energy isolating device in a safe energy isolating device in a safe position and prevent energizationposition and prevent energization

DefinitionsDefinitions

Normal Production Operations – Normal Production Operations – utilization of a machine or utilization of a machine or equipment to perform its intended equipment to perform its intended functionfunction

Servicing/Maintenance – includes Servicing/Maintenance – includes lubrication, cleaning or lubrication, cleaning or unjamming, making adjustments unjamming, making adjustments and tool changes; where and tool changes; where employees may be exposed to employees may be exposed to unexpected energization, start-up, unexpected energization, start-up, or release of hazardous energyor release of hazardous energy

DefinitionsDefinitions

Tagout – placement of a tagout device on Tagout – placement of a tagout device on an energy isolating device to indicate that an energy isolating device to indicate that the energy isolating device and the the energy isolating device and the equipment being controlled may not be equipment being controlled may not be operated until the tagout device is operated until the tagout device is removedremoved

Tagout device – a prominent warning Tagout device – a prominent warning device which can be securely fastened to device which can be securely fastened to an energy isolating device to indicate that an energy isolating device to indicate that the equipment being controlled may not the equipment being controlled may not be operated until the tagout device is be operated until the tagout device is removedremoved

Lockout vs. TagoutLockout vs. Tagout

When an energy isolating device When an energy isolating device is not capable of being locked is not capable of being locked out, tagout devices may be usedout, tagout devices may be used

Only when tagout will provide Only when tagout will provide full employee protectionfull employee protection

If an energy isolating device is If an energy isolating device is capable of being locked out it capable of being locked out it shall be unless the employer can shall be unless the employer can show that tagout devices show that tagout devices provide full employee protectionprovide full employee protection

Lockout vs. TagoutLockout vs. Tagout

When tagout is used on equipment When tagout is used on equipment which is capable of being locked outwhich is capable of being locked out Tags shall be attached where lockout Tags shall be attached where lockout

devices would be; anddevices would be; and Employer must demonstrate that tagout Employer must demonstrate that tagout

will provide safety equivalent to lockoutwill provide safety equivalent to lockout Equivalent protection requires Equivalent protection requires

compliance with tagout provisions compliance with tagout provisions and additional measure, such as and additional measure, such as removal of isolating circuit element, removal of isolating circuit element, blocking of a controlling switch, etc.blocking of a controlling switch, etc.

New or Modified EquipmentNew or Modified Equipment

Machines/equipment replaced or Machines/equipment replaced or having major repair, renovation, or having major repair, renovation, or modification must be capable of modification must be capable of being locked outbeing locked out

Any new machine or equipment Any new machine or equipment purchased after January 1, 1990 purchased after January 1, 1990 must be capable of being locked outmust be capable of being locked out

Maintenance OperationsMaintenance Operations

If a servicing activity takes place If a servicing activity takes place during production, the employee during production, the employee must lockout or tagout the devicemust lockout or tagout the device

Lockout/tagout must be used when Lockout/tagout must be used when an employee is involved inan employee is involved in The removal or bypass of machine The removal or bypass of machine

guards or other safety devices, resulting guards or other safety devices, resulting in exposure to hazards at the point of in exposure to hazards at the point of operation;operation;

The placement of his or her body in The placement of his or her body in contact with the point of operation of the contact with the point of operation of the operational machine or piece of operational machine or piece of equipmentequipment

Placing any part of his or her body into Placing any part of his or her body into any danger zone associated with the any danger zone associated with the specific machinespecific machine

Maintenance OperationsMaintenance Operations

Minor tool changes and/or adjustments Minor tool changes and/or adjustments during normal production operations during normal production operations that are routine, repetitive and that are routine, repetitive and integral to the use of the production integral to the use of the production equipment are not required to follow equipment are not required to follow the lockout/tagout standardthe lockout/tagout standard

Alternative measures should be taken Alternative measures should be taken to ensure the safety of the employeeto ensure the safety of the employee

Requirements for DevicesRequirements for Devices

DurableDurable Lockout and tagout devices shall be Lockout and tagout devices shall be

capable of withstanding the capable of withstanding the environment for the maximum period of environment for the maximum period of time that exposure is expectedtime that exposure is expected

Tagout devices shall be constructed and Tagout devices shall be constructed and printed so that exposure to weather printed so that exposure to weather conditions or wet and damp locations conditions or wet and damp locations will not cause the tag to deteriorate will not cause the tag to deteriorate

Tags shall not deteriorate when used in Tags shall not deteriorate when used in corrosive environments such as areas corrosive environments such as areas where acid and alkali chemicals are where acid and alkali chemicals are handled and storedhandled and stored

Requirements for DevicesRequirements for Devices

Standardized Standardized Lockout and tagout devices shall be Lockout and tagout devices shall be

standardized within the facility in at standardized within the facility in at least one of the following criteria: least one of the following criteria: Color; shape; or size; and additionally, Color; shape; or size; and additionally, in the case of tagout devices, print and in the case of tagout devices, print and format shall be standardizedformat shall be standardized

Requirements for DevicesRequirements for Devices

Substantial Substantial Lockout devices shall be Lockout devices shall be

substantial enough to prevent substantial enough to prevent removal without the use of removal without the use of excessive force excessive force

Tagout devices, including their Tagout devices, including their means of attachment, shall be means of attachment, shall be substantial enough to prevent substantial enough to prevent inadvertent or accidental removal. inadvertent or accidental removal.

Requirements for DevicesRequirements for Devices

Identifiable Identifiable Lockout devices and tagout devices Lockout devices and tagout devices

shall indicate the identity of the shall indicate the identity of the employee applying the deviceemployee applying the device

Tagout devices shall warn against Tagout devices shall warn against hazardous conditions if the hazardous conditions if the machine or equipment is energized machine or equipment is energized and shall include a legend such as and shall include a legend such as the following: the following: Do Not Start. Do Do Not Start. Do Not Open. Do Not Close. Do Not Not Open. Do Not Close. Do Not Energize. Do Not Operate.Energize. Do Not Operate.

ProcedureProcedureThe following steps will provide for a The following steps will provide for a

successful and safe lockout/tagout: successful and safe lockout/tagout: Notify all affected employees that servicing Notify all affected employees that servicing

or maintenance of some kind is required on or maintenance of some kind is required on a machine and that the machine must be a machine and that the machine must be shut down prior to lockout to perform the shut down prior to lockout to perform the servicing or maintenance.servicing or maintenance.

Before an authorized employee turns off a Before an authorized employee turns off a machine, the authorized employee shall machine, the authorized employee shall have knowledge of the type and magnitude have knowledge of the type and magnitude of the energy, the hazards of the energy to of the energy, the hazards of the energy to be controlled, and the method or means to be controlled, and the method or means to control the energy.control the energy.

ProcedureProcedure

Before any shutdowns or work of any Before any shutdowns or work of any kind can take place, a survey must kind can take place, a survey must take place in order to locate and take place in order to locate and identify all isolating devices. More than identify all isolating devices. More than one energy source may be involved in one energy source may be involved in the lockout/tagout procedure. the lockout/tagout procedure.

The machine or equipment shall be The machine or equipment shall be shut down using the procedures shut down using the procedures established for the machine or established for the machine or equipment. equipment.

ProcedureProcedure

If the machine or equipment is in If the machine or equipment is in operation, it must be shut down operation, it must be shut down by its normal halting procedure by its normal halting procedure

All energy isolating devices that All energy isolating devices that are needed to control the energy are needed to control the energy to the machine shall be physically to the machine shall be physically located and operated in such a located and operated in such a manner as to isolate the machine manner as to isolate the machine from the energy source.from the energy source.

ProcedureProcedure

Prior to starting work on machines Prior to starting work on machines that have been locked out or that have been locked out or tagged out, the authorized tagged out, the authorized employee shall verify that isolation employee shall verify that isolation and de-energization of the machine and de-energization of the machine or equipment have been or equipment have been accomplished.accomplished.

Stored or residual energy must be Stored or residual energy must be dissipated or retrained by methods dissipated or retrained by methods such as grounding, repositioning, such as grounding, repositioning, blocking, bleeding down, etc.blocking, bleeding down, etc.

ProcedureProcedure

Tagout devices, where used, shall be affixed Tagout devices, where used, shall be affixed in such a manner as will clearly indicate that in such a manner as will clearly indicate that the operation or movement of energy the operation or movement of energy isolating devices from the "off" position is isolating devices from the "off" position is prohibited.prohibited.

Where tagout devices are used with energy Where tagout devices are used with energy isolating devices designed with the isolating devices designed with the capability of being locked, the tag capability of being locked, the tag attachment shall be fastened at the same attachment shall be fastened at the same point at which the lock would have been point at which the lock would have been attached.attached.

ProcedureProcedure

Where a tag cannot be affixed Where a tag cannot be affixed directly to the energy isolating directly to the energy isolating device, the tag shall be located as device, the tag shall be located as close as safely possible to the device, close as safely possible to the device, in a position that will be immediately in a position that will be immediately obvious to anyone attempting to obvious to anyone attempting to operate the device.operate the device.

ProcedureProcedure

Lockout the energy-isolating device Lockout the energy-isolating device with assigned individual locks, the with assigned individual locks, the design, purpose and use of which design, purpose and use of which the employee shall have been the employee shall have been trained with prior to their use.trained with prior to their use.

Lockout devices, where used, shall Lockout devices, where used, shall be affixed in a manner that will hold be affixed in a manner that will hold the energy isolating devices in a the energy isolating devices in a "safe" or "off" position."safe" or "off" position.

HE&R EquipmentHE&R Equipment The PirateThe Pirate The ClawThe Claw SkyviewSkyview MonorailMonorail LadybugLadybug Dizzy DrumsDizzy Drums Mini PirateMini Pirate Swing ThingSwing Thing Bizzy BeesBizzy Bees Tiny TimbersTiny Timbers SooperDooperLoopSooperDooperLoop

erer Wave SwingerWave Swinger

Tilt-A-WhirlTilt-A-Whirl CometComet CarrouselCarrousel Giant WheelGiant Wheel ScramblerScrambler HelicoptersHelicopters Mini-HimalayaMini-Himalaya Space AgeSpace Age Tiny TracksTiny Tracks Traffic JamTraffic Jam Coal CrackerCoal Cracker Flying FalconFlying Falcon Great BearGreat Bear

HE&R EquipmentHE&R Equipment

Kissing TowerKissing Tower ConvoyConvoy Dinosaur-Go-RoundDinosaur-Go-Round Red BaronRed Baron RodeoRodeo SidewinderSidewinder TrailblazerTrailblazer Tidal ForceTidal Force Western Chute OutWestern Chute Out Frontier FlyersFrontier Flyers Canyon River RapidsCanyon River Rapids Livery StablesLivery Stables Mini ScramblerMini Scrambler

Storm RunnerStorm Runner ChaosChaos Ferris WheelFerris Wheel Lightning RacerLightning Racer Music ExpressMusic Express Roller SoakerRoller Soaker WhipWhip Wild MouseWild Mouse WildcatWildcat Frog HoppersFrog Hoppers Granny BugsGranny Bugs Mini TrainMini Train Pony ParadePony Parade

Tagout LimitationsTagout Limitations

Tags are essentially warning devices Tags are essentially warning devices affixed to energy isolating devices, and affixed to energy isolating devices, and do not provide the physical restraint on do not provide the physical restraint on those devices that is provided by a lock.those devices that is provided by a lock.

When a tag is attached to an energy When a tag is attached to an energy isolating means, it is not to be removed isolating means, it is not to be removed without authorization of the authorized without authorization of the authorized person responsible for it, and it is never person responsible for it, and it is never to be bypassed, ignored, or otherwise to be bypassed, ignored, or otherwise defeated.defeated.

Tagout LimitationsTagout Limitations

Tags must be legible and Tags must be legible and understandable by all authorized understandable by all authorized employees, affected employees, and all employees, affected employees, and all other employees whose work other employees whose work operations are or may be in the area, in operations are or may be in the area, in order to be effective.order to be effective.

Tags and their means of attachment Tags and their means of attachment must be made of materials, which will must be made of materials, which will withstand the environmental conditions withstand the environmental conditions encountered in the workplace.encountered in the workplace.

Tagout LimitationsTagout Limitations

Tags may evoke a false sense of Tags may evoke a false sense of security, and their meaning needs to security, and their meaning needs to be understood.be understood.

Tags must be securely attached to Tags must be securely attached to the energy-isolating devices so that the energy-isolating devices so that they cannot be detached accidentally they cannot be detached accidentally during use.during use.

Safe Work PracticesSafe Work Practices

De-energize all sources of Hazardous De-energize all sources of Hazardous EnergyEnergy Disconnect or shift down engines or Disconnect or shift down engines or

motorsmotors De-energize electrical circuitsDe-energize electrical circuits Block fluid flow in hydraulic or Block fluid flow in hydraulic or

pneumatic systemspneumatic systems Block machine parts against motionBlock machine parts against motion

Safe Work PracticesSafe Work Practices

Block or dissipate stored energyBlock or dissipate stored energy Discharge capacitiesDischarge capacities Release or block springs that are under Release or block springs that are under

compression or tensioncompression or tension Vent fluids from pressure valves, tanks, Vent fluids from pressure valves, tanks,

or accumulators BUT NEVER vent toxic, or accumulators BUT NEVER vent toxic, flammable or explosive substances flammable or explosive substances directly into the atmospheredirectly into the atmosphere

Safe Work PracticesSafe Work Practices

Lockout and tagout all forms of Lockout and tagout all forms of hazardous energy including electrical hazardous energy including electrical break panels and control valvesbreak panels and control valves

Make sure only one key exists for Make sure only one key exists for each assigned lockeach assigned lock

Verify by test and observation that Verify by test and observation that all energy sources are de-energizedall energy sources are de-energized

IdentityIdentity

The lockout and/or tagout device shall The lockout and/or tagout device shall indicated the identity of the employee indicated the identity of the employee applying the deviceapplying the device

The device shall warn against hazardous The device shall warn against hazardous conditions if the machine or equipment is conditions if the machine or equipment is energized and shall include a legend such as energized and shall include a legend such as the following:the following: Do not startDo not start Do not openDo not open Do not closeDo not close Do not energizeDo not energize Do not operateDo not operate

Restoring EquipmentRestoring Equipment

The work area shall be inspected The work area shall be inspected to ensure that nonessential items to ensure that nonessential items have been removed and to have been removed and to ensure that machine or ensure that machine or equipment components are equipment components are operationally intact.operationally intact.

The work area shall be checked to The work area shall be checked to ensure that all employees have ensure that all employees have been safely positioned or been safely positioned or removed.removed.

Restoring EquipmentRestoring Equipment

After lockout or tagout devices have been After lockout or tagout devices have been removed and before a machine is started, removed and before a machine is started, affected employees shall be notified that the affected employees shall be notified that the lockout or tagout device(s) have been removed. lockout or tagout device(s) have been removed.

The employee who applied the device shall The employee who applied the device shall remove each lockout or tagout device from each remove each lockout or tagout device from each energy-isolating device. If that employee is energy-isolating device. If that employee is unavailable to remove the lockout or tagout unavailable to remove the lockout or tagout devices, every effort should be made to contact devices, every effort should be made to contact them and ensure that they are aware that the them and ensure that they are aware that the energy is being restored to that specific machine energy is being restored to that specific machine or piece of equipment.or piece of equipment.

Restoring EquipmentRestoring Equipment In situations in which lockout or tagout devices In situations in which lockout or tagout devices

must be temporarily removed from the energy must be temporarily removed from the energy isolating device and the machine energized to test isolating device and the machine energized to test or position the machine, equipment or component or position the machine, equipment or component thereof, the following sequence of actions shall be thereof, the following sequence of actions shall be followed:followed: Clear the machine or equipment of tools and materials Clear the machine or equipment of tools and materials Remove employees from the machine or equipment Remove employees from the machine or equipment

area area Remove the lockout or tagout devices as specified Remove the lockout or tagout devices as specified

earlier in this procedureearlier in this procedure Energize and proceed with testing or positioningEnergize and proceed with testing or positioning De-energize all systems and reapply energy control De-energize all systems and reapply energy control

measures to continue the servicing and/or measures to continue the servicing and/or maintenance.maintenance.

InspectionInspection

Inspection shall be performed:Inspection shall be performed: At least annually during the operationAt least annually during the operation By an authorized employeeBy an authorized employee Used to correct deviations or Used to correct deviations or

inadequaciesinadequacies Lockout – between supervisors and Lockout – between supervisors and

authorized personnelauthorized personnel Tagout – between inspector and each Tagout – between inspector and each

authorized and effected employeeauthorized and effected employee

Safe Work PracticesSafe Work Practices

Inspect repair work before removing Inspect repair work before removing your lock and activating the your lock and activating the equipmentequipment

Make sure the assigned worker Make sure the assigned worker removes his or her lockremoves his or her lock

Make sure that you or your co-Make sure that you or your co-workers are clear of danger points workers are clear of danger points BEFORE re-energizing the systemBEFORE re-energizing the system

Energy IsolationEnergy Isolation

Performed by an authorized Performed by an authorized employee onlyemployee only

Notification of EmployeesNotification of Employees The effected employeesThe effected employees Before being appliedBefore being applied Upon removal of the lockout/tagout Upon removal of the lockout/tagout

devicedevice

Application and ControlApplication and Control

Procedure for shutdownProcedure for shutdown Machine/Equipment shutdownMachine/Equipment shutdown Machine/Equipment isolationMachine/Equipment isolation Lockout/Tagout device applicationLockout/Tagout device application Stored energyStored energy Verification of isolationVerification of isolation Release from lockout/tagoutRelease from lockout/tagout

Outside ContractorsOutside Contractors

Manager or supervisors will alert Manager or supervisors will alert outside contractors of our policies outside contractors of our policies and procedures with lockout/tagoutand procedures with lockout/tagout

All contractors shall following our All contractors shall following our guidelines when working within our guidelines when working within our complexcomplex

Shift ChangesShift Changes

There shall be a change over periodThere shall be a change over period Employees shall exchange locks/tags Employees shall exchange locks/tags

when this occurswhen this occurs Personnel taking over should be fully Personnel taking over should be fully

briefed in the scope and stage of briefed in the scope and stage of work done by those being relievedwork done by those being relieved