Employee Training in Lockout or Tagout Procedures

The standard, 29 CFR 1910.147, requires that employers provide initial training and retraining as needed and must certify that the training has been done. For the purposes of the standard, there are three types of employees:



Other supply chain management in mis

The amount, as well as the kind of training, that each employee receives is based upon:

The relationship of the employee’s job to the machinery or equipment that is being locked or tagged out.

The degree of knowledge relevant to hazardous energy that the employee must possess.

Training for Authorized Personnel

A training program for authorized personnel, who have the responsibility for implementing the energy control procedures and carrying out the maintenance or servicing, must, at a minimum, cover theses areas:

Recognition of applicable hazardous energy sources.

Details about the type and magnitude of the hazardous energy sources present in the workplace.

The methods and means necessary to isolate and control those energy sources.

The elements of the energy control procedures.

Training programs for authorized employees are performance oriented and should deal with the equipment, type of energy, and hazards specific to the workplace.

Authorized personnel must have the knowledge to:

Apply energy controls safely.

Be able to use and safely remove the controls.

Training for Affected and “Other Personnel”

Affected employees who are usually the machine operators or users and the “other employees” need to be able to recognize when the control procedure is in use.

They must:

Understand the purpose of the procedure.

The importance of not attempting to start up or use any tagged or locked out equipment.


Retraining must be provided whenever there is a:

Change in job assignments.

A change in machines.

A change in equipment or processes that presents a new hazard.

A change in energy control procedures.

Retraining must also be completed when there is reason to believe an employee does not have complete and adequate knowledge of the procedures.

Required Periodic Inspections

There must be Periodic Inspections at least once a year to determine:

Whether energy control procedures are being implemented properly.

Whether employees are familiar with their responsibilities in this process.

Inspections Must Be Certified

The employer must certify that these periodic inspections are taking place.

The certification must identify the machine or equipment on which the energy control procedure was used plus the date of the inspection.

The names of the employees who took part.

The name of the person who performed the inspection.

In addition, for a lockout, the periodic inspection must include a review between the inspector and crawler excavator each authorized employee of that employee’s responsibilities under the energy control procedure.

When a tagout procedure is inspected, there should be a review on the limitations of tags as well as the other requirements for authorized personnel. This should be done with each affected and authorized employee.…

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Requirements For Tagout Devices – Workplace Safety

The employer’s primary means of providing protection to workers and meeting the requirements of 29 CFR 1910.147 is an energy isolating device. This prevents the transmission or release of energy and locks or tags are attached to it. An energy isolation device could be any of the following:

Circuit breaker

Line valve

Slide gate

Disconnect switch

These devices guard against the accidental startup or unexpected re-energization of machinery or equipment during servicing supply chain explained or maintenance. There are two types of energy isolating devices: ones which can be locked and those that can’t.

Using Tagouts

When a device can’t be locked out, the employer must use a tagout. When using a tagout, the employer must comply with all the provisions of the standard and train all employees. This training must include information on the limitations of tags:

Tags are warning devices affixed to energy isolating devices and do not provide the physical restraint of a lock.

When a tag has been attached, it must not be removed except by the person who applied it.

A tag is never to be by-passed, ignored, or defeated in some manner.

Requirements for Tags

Tags must be legible and easy to understand by employees.

Tags and the means of attachment must be durable and able to withstand environmental conditions of the workplace.

Tags should be standardized according to color, shape or size.

Print and format should be uniform.

Tags must be substantial enough to minimize early or accidental removal.

Tags must be securely attached to the energy isolating device.

The means of attachment must be non-reusable, attachable by hand, self-locking and welding supply houston non-releasable, with a minimum unlocking strength of no less than 50 pounds.

The device for attaching the tag must have the general design and basic characteristics equivalent to a one piece nylon cable tie that will withstand all environments and conditions.

Tags must clearly identify the employees who applied them.

Tags must clearly warn against hazardous conditions if the machinery or equipment is energized.

Tags must contain a clear warning such as:






Full Employee Protection

If the energy-isolating device is lockable, the employer must lock it unless he can demonstrate that the use of tags would provide just as effective “full employee protection.” This includes complying with all tagout provisions plus implementing additional safety measures that can provide a level of safety to that obtained by using lockout. This could include:

Removing and isolating a circuit element.

Blocking a controlling switch.

Opening an extra disconnecting device.

Removing a valve handle to reduce the potential for any accidental re-energization while tags are attached.

Replacing or Modifying Equipment, New Purchases – All Must Be Lockable

OSHA recognizes that there are energy-isolating devices that can not be locked out. However, the standard clearly states that whenever major replacement, repairs, renovations, or modification of machines or equipment takes place, or when new machinery or equipment is installed, the …

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