What is Lockout Tagout: An In-depth Look at Safety Padlocks

What is Lockout Tagout?

Lockout Tagout (LOTO) is a fundamental safety procedure vital for controlling hazardous energy and ensuring workplace safety during the servicing or repair of equipment and machinery. This process prevents the accidental reintroduction of energy that could result in serious harm or fatality. Key to this system are lockout padlocks and energy control devices, tailored to specific applications, reinforcing the importance of energy isolation in maintaining safety standards. Moreover, understanding the distinction between lockout, a method of energy source isolation, and tagout, a labeling process that communicates vital information about the service performed, is essential for implementing effective LOTO procedures and enhancing workplace safety.

As we delve deeper into what lockout tagout means, this article not only explores the lockout tagout definition but also outlines the criteria for selecting the best LOTO locks, explains the types of locks used in the process, and discusses key considerations for their successful implementation. Furthermore, it highlights the significance of adhering to the OSHA lockout tagout standard, showcasing case studies of effective LOTO in practice, and addresses frequently asked questions about energy control procedures. Compliance with these standards not only minimizes the risk of injuries but also aligns with best practices for energy control, affected employees’ safety, and lockout program efficiency, making it indispensable for organizations aiming to maintain high safety standards.

 

Understanding Lockout Tagout (LOTO)

Steps of LOTO Procedures

  1. Preparation: This initial step requires a thorough investigation to understand all types of hazardous energy associated with the equipment.
  2. Shutdown: This involves deactivating the equipment, typically by turning off power at a breaker or shutting a valve to halt the energy flow.
  3. Isolation: This step ensures the equipment is disconnected from any energy sources, effectively preventing any accidental re-energization.
  4. Lockout/Tagout: Application of lockout devices to the energy-isolating devices to maintain them in a safe position, ensuring they cannot be moved to an unsafe position except by the person performing the lockout.
  5. Stored Energy Check: Inspecting for any hazardous energy that might be stored within the machine or any residual energy that could pose a risk.
  6. Isolation Verification: A final check to confirm all steps have been properly implemented and the equipment remains isolated from hazardous energy.

 

LOTO Application and Exceptions

  • When to Apply LOTO: LOTO is crucial when an employee needs to remove or bypass a guard or safety device, or when part of their body is at the point of operation during equipment or machinery maintenance.
  • Exceptions: LOTO does not apply to cord and plug connected equipment if the cord and plug are under the control of the maintenance employee throughout the repair. It also does not apply to hot tap operations or when system shutdown is impractical.

 

Goals and Benefits

  • Safety and Compliance: The primary goals of LOTO are to enhance safety for employees and ensure compliance with OSHA regulations, which helps in minimizing the risk of accidents during maintenance or servicing activities.

 

Types of Energy Sources in LOTO

  • LOTO procedures can be applied across various energy sources including electricity, hydraulic pressure, compressed air, gas, steam, all types of liquids, and gravity, demonstrating its versatility in different industrial settings.

 

LOTO Devices and Their Application

  • Energy Isolation Devices: These are utilized to turn off the power source, and LOTO devices are attached to ensure the power remains off. This includes using specific locks designed for the type of work being performed.
  • Lockout vs. Tagout: Lockout involves using a lock to hold an energy isolation device in a safe position, preventing the flow of energy. Tagout involves placing a tag on equipment to indicate that it should not be operated until the tagout device is removed.

By adhering to these detailed steps and understanding the applications and exceptions, organizations can effectively implement LOTO procedures to safeguard their employees and comply with regulatory standards.

 

Criteria for Selecting the Best LOTO Locks

When selecting lockout tagout (LOTO) locks, it is crucial to consider various factors that ensure the effectiveness and reliability of the locks in safeguarding employees. Below are the key criteria to guide the selection process:

1. Durability and Resistance:

  • Material and Build: Choose locks that are robust and can withstand extreme conditions without being removed forcefully using tools like bolt cutters or grinders. Opt for materials like metal or stainless steel that do not break under stress.
  • Environmental Resistance: Ensure the locks can resist the specific environmental conditions they will be exposed to, such as water, corrosive materials, or extreme temperatures. This includes selecting nylon padlocks for electrical and indoor applications due to their non-conductive properties, aluminum padlocks for corrosion resistance in tough environments, and steel padlocks for superior rust protection and durability against physical abuse.

2. Visibility and Identification:

  • Consistency in Design: Locks should have a consistent size, shape, or color within the facility to enhance visibility and recognition.
  • Identification Features: Locks must be identifiable with the worker’s name through tags, stickers, engravings, or logs with unique identifiers. This helps in tracing responsibility and maintaining accountability during lockout tagout procedures.

3. Security Features:

  • Unique Key or Combination: To prevent unauthorized access, each lockout tagout padlock should require a unique key or combination. The key or code must remain with the person installing the lock or the person in charge of site safety to prevent unauthorized key duplication.
  • Information on Tags: Tags should include critical information about the lockout, such as the name or title of the person who installed it, and a statement warning against unauthorized removal.

4. Specialized Lockout Needs:

  • Type of Locking Mechanism: Consider locks like the SafeKey Lockout Padlocks, which feature a unique locking mechanism with precision steel tumbler blades for increased key possibilities.
  • Application Specificity: Ensure the device is designated solely for safety lockout tagout procedures and not used for other purposes like locking doors or toolboxes.

5. Organizational Integration:

  • Key System Selection: Select the right key system based on your needs, whether it’s keyed different padlocks, keyed alike padlocks, master keyed padlocks, or grand master keyed padlocks. Charting and tracking your locks/keys is crucial, especially when custom padlock options are required.
  • Standardization and Group Lockout: Standardizing your program can simplify training and ordering new locks. Group lockout methods can reduce the number of padlocks needed during larger operations.

By adhering to these criteria, organizations can effectively select the most suitable LOTO locks that not only comply with safety regulations but also enhance the overall efficiency and security of the lockout tagout procedures.

 

Types of Lockout Tagout Locks

Lockout/tagout (LOTO) devices are crucial for ensuring safety during the maintenance and repair of machinery by controlling hazardous energy. Here is an overview of the various types of LOTO locks used in workplace safety:

1. Types of LOTO Devices and Their Specific Uses:

  • Padlocks: Essential for securing electrical systems, ensuring they remain inoperative while maintenance is ongoing.
  • Hasps: Ideal for group lockouts, allowing multiple workers to attach their personal locks to a single energy source, ensuring no single individual can re-energize the system.
  • Clamp-on Breakers: These devices are adaptable to a wide range of breaker styles, from multi-pole to single-pole, providing a secure lockout.
  • Adjustable Cable Lockouts: Suitable for machinery that requires multiple lockout points to be secured together; these cables can be adjusted to fit various lengths.
  • Valve Lockouts: These ensure valves remain in the off position and are critical for machinery that utilizes gases or liquids.
  • Plug Lockouts: These encase electrical plugs, preventing them from being connected to a power source.

2. Specialized Lockout Devices:

  • Group Lockout Boxes: These are used to collect individual keys from all workers involved in a task. The machine can only be re-energized once all keys are returned, ensuring every worker’s safety.
  • Collapsible Gate Valve Lockout: Designed for valves of specific diameters, ensuring they remain closed during maintenance.
  • Ball & Ring Hitch Lock: Secures hitches used in towing operations, preventing accidental engagement.

3. Pricing and Specific Product Examples:

  • Brady Prinzing Red CABLO-10 Cable Lockout: Features a 10ft cable suitable for various equipment types, priced at $23.09.
  • Master Lock® Adjustable Cable Lockout – S806: Versatile for use on different machinery, priced from $37.35 to $49.65.
  • Brady® Ball Valve Lockout: Available in a range of sizes, priced from $36.35 to $62.35.
  • Zing® Universal Plug/Forklift/Cylinder Lockout: A multi-purpose device priced at $31.15, suitable for equipment with plug, forklift, or cylinder openings.

By understanding the various types of lockout tagout devices available and their specific applications, organizations can better ensure the safety of their employees during maintenance operations. Each device is designed with specific lockout scenarios in mind, offering robust solutions to prevent the accidental release of hazardous energy.

 

Key Considerations in LOTO Lock Implementation

Implementing lockout tagout (LOTO) procedures effectively requires meticulous planning and adherence to specific safety protocols. Key considerations for LOTO lock implementation include:

Machine-Specific LOTO Procedures

  • Procedure Sheets: Each machine or equipment must have a dedicated procedure sheet that includes:
    • Identification Number and Author: Unique ID and the creator of the procedure sheet.
    • Description of Work Equipment: Detailed information about the equipment being handled.
    • Required LOTO Materials: List all necessary lockout/tagout devices and materials.
    • Approval and Audit Details: Include data and the responsible person for periodic reviews.
    • Isolation Points: Clearly marked and described with corresponding ID numbers.
    • Type of Energy Sources: Identification of all energy sources associated with the equipment.

 

Integration with Internal Processes

  • Documentation and Updates: Ensure that all related internal processes such as P&ID and electrical diagrams are up-to-date.
  • Visibility and Accessibility: Confirm that pipe markings and energy source identifications are visible and accurate.
  • Continuous Updates: Adjustments to machines, constructions, or modifications should be promptly reflected in the machine-specific LOTO procedure sheets.

 

Enhancing Safety with Supportive Products

  • Personal Protective Equipment (PPE): Utilize cut-resistant gloves and eco-friendly footwear to protect against potential hazards during lockout tagout procedures.
  • Visibility and Communication Tools: Implement LED lighting and utility lifelines to enhance visibility and communication among workers, ensuring that all team members are aware of ongoing procedures and remain safe throughout the process.

By meticulously crafting and maintaining detailed LOTO procedures, integrating them with other safety and operational protocols, and enhancing worker safety with appropriate tools and equipment, organizations can ensure a high standard of safety and compliance during maintenance and repair operations.

 

LOTO Locks and OSHA Compliance

Compliance with OSHA Lockout Tagout Standards

OSHA Standard 1910.147 Overview:

  • Title: “The Control of Hazardous Energy (Lockout/Tagout)”.
  • Purpose: Outlines the procedures, requirements, and exceptions for LOTO applications to ensure workplace safety.

 

Employer Responsibilities:

  • Energy Control Program: Must develop, implement, and enforce a program tailored to the specific needs of their workplace and the types of machinery and equipment used.
  • Use of Devices: Lockout devices are required for equipment that can be locked out. Tagout devices may be used only if they provide equivalent protection to lockout devices.
  • Identification: LOTO devices must identify the individual users, and only the worker who applied a device is permitted to remove it.

 

Mandatory Procedures and Training:

  • Inspections: Energy control procedures must be inspected at least annually to ensure compliance and effectiveness.
  • Training and Rights: Workers must be trained on workplace hazards and have the right to review records of work-related injuries and illnesses. They also have the right to file a complaint with OSHA if they believe there is a serious hazard.
  • Non-Retaliation: Workers must be able to exercise their rights under the law without fear of retaliation, including reporting injuries or safety concerns.

 

Enhanced Requirements for Specific Situations:

  • Testing and Repositioning: Employers must comply with additional energy control provisions when machines or equipment need to be tested or repositioned.
  • External Contractors and Group Lockout: Special provisions apply when outside contractors work at the site, in group lockout situations, and during shift or personnel changes.

 

Annual Review and Update of LOTO Programs:

  • Review Frequency: LOTO programs should be reviewed and updated annually or whenever there are changes in equipment, processes, or personnel.
  • Program Components: Should include ongoing training, regular audits, and inspections to maintain high standards of safety.
  • Types of Hazardous Energy Controlled: LOTO programs can manage various forms of energy including electrical, mechanical, hydraulic, and more, highlighting the versatility and critical nature of these safety protocols.

 

Benefits of Compliance:

  • Workplace Safety: Reduces accidents and enhances worker protection.
  • Operational Benefits: Improves productivity and boosts morale across all levels of staff—from workers to management.

 

Case Studies: Effective LOTO in Practice

Case Study 1: Pipeline Incident

  • Situation: Employees were assigned to repair an 8-ft-diameter pipeline carrying hot oil. They properly locked and tagged the pumping stations, pipeline valves, and the control room.
  • Error: Despite precautions, control-room personnel were mistakenly alerted to start up the system 5 hours earlier than scheduled.
  • Outcome: Two supervisors, who had not performed any lockout/tagout procedures for the inspection process, tragically lost their lives.

 

Case Study 2: Hydraulic Door Accident

  • Situation: A 52-year-old welder was addressing a jam in a hydraulic door on a metal shredder.
  • Error: While attempting to remove the jammed metal, the obstruction unexpectedly cleared, causing the hydraulic door to close suddenly.
  • Outcome: The welder was crushed to death by the rapidly closing door.

 

Case Study 3: Cutting Machine Tragedy

  • Situation: A 35-year-old employee was changing blades on a cutting machine in New York.
  • Error: Another worker accidentally activated the machine by hitting the incorrect switch.
  • Outcome: The sudden activation of the machine led to the fatal injury of the employee performing the maintenance.

 

Implementation of Effective LOTO Procedures: Southern Company

  • Initiative: After assessing safety programs of industry peers, Southern Company launched a comprehensive LOTO program across 95 facilities.
  • Action: Over 170,000 safety products, including Master Lock safety padlocks and group lock boxes, were deployed to enhance safety measures.
  • Result: The new LOTO procedures significantly improved employee access to lockout equipment and created a safer working environment.

 

Investigation Insights: Improper LOTO Implementation

  • Incident: During maintenance work on medium-voltage switchgear, a worker was injured due to a task addition not originally listed in the Job Safety Analysis.
  • Error: The added task involved cleaning and testing a circuit breaker cell, and the backfeed hazard from the tie breaker was overlooked.
  • Learning: This incident underlines the critical importance of comprehensive job safety analyses and adherence to established LOTO procedures before commencing any maintenance work.

 

Lockout Tagout FAQs

  • Who is considered an authorized employee in LOTO?
  • An authorized employee is specifically designated to perform LOTO procedures during service or maintenance activities on machines or equipment. This individual has the authority and responsibility to execute the lockout or tagout.
  • What is the role of an affected employee?
    • An affected employee is one who operates within or around the area where LOTO procedures are being conducted but does not have the authorization to lock out or tag out equipment. These employees must be informed about the LOTO process and how it affects their work area.
  • What training is required for employees involved in LOTO?
    • Initial Training: All employees must receive general classroom-type training provided by the Occupational and Environmental Safety Office (OESO) to understand the basic principles of LOTO.
    • Hands-On Training: Department supervisors are responsible for providing more specific, hands-on training on the particular machines or equipment that an employee will work with.
    • Retraining: Retraining is mandatory whenever there is a change in job assignments, machines, equipment, or procedures, or if an employee is found not adhering to LOTO protocols correctly.
  • What should a written LOTO procedure include?
    • Purpose: A clear statement specifying the intended use of the procedure.
    • Steps for Energy Control: Detailed instructions for shutting down, isolating, blocking, and securing machines or equipment to control hazardous energy.
    • LOTO Device Handling: Steps for the placement, removal, and transfer of lockout or tagout devices.
    • Verification: Steps to verify the effectiveness of the LOTO devices to ensure all energy sources are isolated.
  • Who needs access to the written LOTO procedures?
    • It is crucial that all employees who may undertake service or maintenance on the equipment have easy access to the written procedures, ensuring they can review them anytime to maintain compliance and safety.
  • Supervisor’s Role in LOTO:
    • Supervisors must regularly review the responsibilities of authorized employees under the LOTO program and provide necessary retraining to ensure ongoing compliance and safety in the use of energy control procedures.

 

References

[1] –What is Lockout Tagout?

[2] –Loto Lockout Tagout

[3] –Lockout-Tagout (LOTO) Basics