Isolation

If the machine or system is operating normally, follow the manufacturer's instructions or an employer's in-house documentation if they are specific to your workplace. Equipment isolation involves ensuring that all relevant controls are in the OFF position. The authorized person must also ensure that all moving parts (such as gears or flywheels) have completely stopped.

The system must then be mechanically locked out. Lockout/tagout procedures will vary from workplace to workplace, but in general, the following methods are used:

Electrical energy - Switch all electrical disconnects to the OFF position. Verify that all breaker connections are in the OFF position. Lock the disconnects in the OFF position.

Hydraulic and pneumatic potential energy - The valves must be set to the CLOSED position and then locked into place. Excess energy should be released by opening the pressure relief valves, and then closing the air lines.

Mechanical potential energy - First, any springs that may still be compressed must be carefully returned to a state of zero kinetic energy. If the first step is not possible, block all parts that may move if there is a possibility that a spring may transfer energy to it.

Gravitational potential energy - A safety block or pin should be used to lock in place any part of the assembly that may shift or fall.

Chemical energy - Locate, close, and lockout any chemical supply lines leading to the system.

To learn more about Lockout Tagout visit our Canada Lockout Tagout Online Training web page.