Lockout sequence

Lockout sequence

Notify all affected employees. When it’s time for servicing or maintenance, notify all employees that the machine needs to be shut down and locked out before performing the maintenance or servicing tasks. Record all affected employees’ names and job titles.
Understand the machine’s energy source(s). The authorized employee(s) assigned for the lockout/tagout procedure should check the company procedure to identify the type and magnitude of the energy source the machine uses. These individuals must understand the potential energy hazards and know how to control the energy. OSHA clearly states the procedure must explain exactly what employees must know and do to control hazardous energy effectively.
Shut down the machine. If the machine is currently operating, shut it down using the normal stopping procedure; push the stop button, close the valve, open the switch, etc.
De-activate energy-isolating devices, so the machine is separated from its energy source(s).
Lockout the energy-isolating device(s) using individually assigned locks or predetermined lockout devices.
Dissipate stored energy. Stored or residual energy, such as that found in capacitors, springs, rotating flywheels and hydraulic systems, must be dissipated or restrained. This can be done via methods like grounding, blocking, bleeding down, repositioning, etc.
Disconnect the machine from the energy source. This is done by first checking to make certain that no one is exposed and then verifying the machine is isolated from the energy source by going through the startup process of the machine, ensuring it does not start. If the machine remains off, it is not considered locked out.

The only exception to this standard is very limited. “If an employer can demonstrate the existence of each of the eight elements listed in 1910.147(c)(4)(i), the employer is not required to document the energy control procedure,” according to OSHA standard 1910. This exception is terminated if circumstances change and any of the elements no longer exist.