This standard covers machines, equipment and processes in which the unexpected energization or start-up of the machines or equipment, release of stored energy or the actions of persons could result in harm. The standard specifies the use of lockout (primary method), tagout or alternamtive methods to control hazardous energy associated with machines, equipment or processes that could cause harm to personnel. The standard applies to activities such as erecting, installing, constructing, repairing, adjusting, inspecting, unjamming, set up, testing, troubleshooting, cleaning, dismantling, servicing and maintaining machines, equipment or processes.
Table of Contents
1. Scope and Purpose
1.1 Scope
1.2 Purpose
1.3 Application Exceptions
2. References
3. Definitions
4. Responsibilities
4.1 Suppliers
4.2 Users
4.3 Personnel
5. Design of Machinery/Equipment for the Control of Hazardous Energy
5.1 General
5.2 Partial Energization
5.3 Component Isolation
5.4 Energy-Isolating Devices
5.5 Special Tools or Devices
5.6 Information for
5.7 Stored and Residual Energy
5.8 Control Integration
5.9 Restraint Devices
5.10 Tamper Resistance
6. Hazardous Energy Control Program
6.1 General
6.2 Methods of Hazardous Energy Control
6.3 Hazardous Energy Control Program
6.4 Communication and Training
6.5 Program Review
6.6 Management of Change
7. Control of Hazardous Energy
7.1 General
7.2 Hazardous Energy Control Procedures
7.3 Protective Hardware and Tags
7.4 Energy-Isolating Device Identification
7.5 Hazardous Energy Isolation, De-Energization and Verification
7.6 Elements of Hazardous Energy Control
7.7 Provisions for Hazardous Energy Control Interruption
7.8 Procedures for User-Directed Lockout or Tagout Device Removal
7.9 Outside Service or Contractor Persons
7.10 Group Lockout
7.11 Complex Group Lockout
7.12 Shift or Personnel Changes
8. Alternative Methods of Hazardous Energy Control
8.1 Alternative Methods
8.2 Evaluating Alternative Methods
8.3 Reliability/Effectiveness of Alternative Methods
8.4 Special Applications
Annexes
Annex A The Risk Assessment Process
Annex B Remote Lockout System
Annex C Sample Lockout or Tagout Program and Policy
Annex D Sample of a Lockout or Tagout Application Inspection Form
Annex E Sample Management of Change Form
Annex F General Lockout or Tagout Procedure
Annex G Sample of a Hazardous Energy Control Procedure
Annex H Samples of a Lockout or Tagout Placard
Annex I Lockout Tagout Permit
Annex J Group Lockout Guidance
Annex K Group Lockout or Tagout
Annex L-1 Sample Alternative Methods Practicability/Justification Evaluation
Annex L-2 Sample Alternative Method (Lockout) – Risk Assessment
Annex M Alternative Risk Reduction Measures in the Packaging Machinery Industry
Annex N Alternative Risk Reduction Measures in the Pharmaceutical Industry
Annex O Alternative Risk Reduction Measures for the Plastics Industry
Annex P Alternative Risk Reduction Measures for the Printing Industry
Annex Q Alternative Risk Reduction Measure for Robotic Applications
Annex R Alternative Risk Reduction Measures in the Steel Making Industry
Annex S Application of this Standard to the Semiconductor Industry
Annex T Alternative Risk Reduction Measures involving Trapped Key Interlock Systems
Annex U Description of Risk Reduction Measures
Annex V Control System Example Methodologies
Annex W Alternative Risk Reduction Measures for Freeze Plug Applications
Bibliography
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