Lockout/Tagout Checklist

Dec 30, 2023

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If used properly, lockouts/tagouts can protect workers from inadvertent energy discharges that may occur when equipment is in the process of being repaired or serviced. To maximize the efficacy of this injury prevention strategy, organizations should leverage a lockout/tagout checklist, such as the one outlined below.

When the need for a lockout/tagout arises, companies should consider the following.

The first step to performing an effective lockout/tagout is to prepare. This preparation involves ordering any needed parts and scheduling repairs before taking the equipment offline. Such preparation will minimize the risk of a multi-shift lockout/tagout.

Next, notify members that will be impacted by the tagout/lockout. If possible, provide them with at least one week's notice so that they can catch up on any outstanding projects before the lockout.

After all members have been notified, it is time to shut down the equipment to be repaired. During the shutdown, companies should follow all procedures provided by the manufacturer. This approach will reduce the risk of equipment damage or injury.

Once the equipment is taken offline, it is critical that facility managers isolate any breakers, valves, or other interconnects. Typically, the flow of power to a machine passes through a central control point. This central point is the one that facility managers must identify and isolate.

After the valve or breaker is isolated, facility managers should apply a lockout/tagout device. This device usually comes in the form of a padlock that physically prevents someone from energizing a piece of equipment.

Energy should be released from the machinery after the lockout/tagout device is applied. This process may include purging compressed air or releasing stored electricity from a capacitor.

Facility managers should confirm that the device has been effectively tagged out and that all energy has been released.

Finally, the facility manager or other personnel must maintain the lockout until the machine is repaired or serviced. After service has been completed, the lockout devices can be removed, and the machinery can be re-energized.

By following the above lockout/tagout checklist, facilities managers can safely take machinery offline, lock it out while awaiting repair, and protect staff from harm.

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