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This document outlines the procedures and requirements for the control of hazardous energy to ensure the safety of employees, students, contractors, and visitors when servicing or maintaining equipment,
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How to fill out Control of Hazardous Energy (Lockout/Tagout)

01
Identify all energy sources associated with the equipment.
02
Notify affected employees that a lockout/tagout procedure is going to take place.
03
Shut down the equipment according to the manufacturer's guidelines.
04
Isolate the equipment from its energy source(s).
05
Lock out the energy-isolating devices using appropriate locks.
06
Tag out the energy-isolating devices with warning tags indicating that maintenance is being performed.
07
Release any stored energy in the equipment (e.g., capacitors, springs).
08
Verify that the equipment is in a zero-energy state by attempting to restart it.

Who needs Control of Hazardous Energy (Lockout/Tagout)?

01
Employees working with or near hazardous energy sources.
02
Maintenance personnel performing servicing or maintenance on machinery.
03
Safety officers responsible for implementing safety protocols.
04
Supervisors overseeing operations involving hazardous energy.
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Hazardous energy may appear in a variety of forms in the workplace. These include electrical, mechanical, pneumatic, hydraulic, and thermal energy sources. For example, springs under tension or compression, and chemical, water, gas, and steam energy sources.
What is the intent of the energy control program? To ensure that before any employee services equipment where the potential exists for unexpected energization or start-up of equipment or the release of stored energy, the machine or equipment is isolated from the energy source and rendered inoperative.
Hazardous energy controls are generally known as lockout/tagout, or LOTO, and consist of locks and tags applied to energy-isolating device(s) on equipment that contains the hazardous energy source(s).
What is Lockout Tagout? Lockout tagout is a protection system against unintentional exposure to hazardous energy from equipment and machinery. A lockout device, such as a padlock, secures the energy isolating device while a tagout device (i.e. a tag) warns employees not to use the equipment.
Hazardous energy is defined: "any electrical, mechanical, hydraulic, pneumatic, chemical, nuclear, thermal, gravitational, or other energy that can harm personnel" (CSA Z460-20 "Control of Hazardous Energy - Lockout and Other Methods").
The OSHA standard for The Control of Hazardous Energy (Lockout/Tagout) (29 CFR 1910.147) for general industry outlines measures for controlling different types of hazardous energy. The LOTO standard establishes the employer's responsibility to protect workers from hazardous energy.

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Control of Hazardous Energy, commonly known as Lockout/Tagout (LOTO), is a safety procedure used to ensure that dangerous machines are properly shut off and not started up again before maintenance or servicing is completed. LOTO involves placing a lock or tag on the energy-isolating devices of the equipment to prevent accidental energization.
Employers who have employees working with machinery and equipment that could pose a risk of hazardous energy exposure are required to implement Lockout/Tagout procedures. This includes maintenance and servicing personnel, as well as any employees who might be affected by hazardous energy.
To fill out a Lockout/Tagout form, you typically need to identify the machine or equipment, specify the energy source, describe the type of lock/tag being used, list the tasks being performed, and provide the names of authorized employees involved in the process. Each step should be documented to ensure compliance and safety.
The purpose of Lockout/Tagout is to prevent accidental injury or death caused by the unexpected energization or start-up of machines while they are being serviced or maintained. It helps to ensure that workers are protected from dangerous energy sources.
Information that must be reported on a Lockout/Tagout form includes the identification of the equipment, energy sources involved, the method of lockout/tagout used, tasks performed, names of the authorized and affected employees, and any special instructions or notes regarding the lockout process.
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