Prepare authorized employees to lock out machines, drain stored energy, verify isolation and return equipment to service under OSHA 1910.147.
Lockout/tagout procedures are critical for protecting authorized workers who service and maintain machinery and equipment with hazardous energy sources. This comprehensive training program covers the OSHA requirements for authorized employees who perform lockout/tagout procedures to control hazardous energy during maintenance, servicing, and repair work. Participants will learn the specific responsibilities of authorized employees under OSHA's lockout/tagout standard, how to identify all energy sources (electrical, mechanical, hydraulic, pneumatic, chemical, thermal) that must be controlled, the step-by-step procedures for properly shutting down equipment and applying lockout/tagout devices, techniques for draining, relieving, or blocking stored or residual energy to achieve a zero-energy state, and verification procedures to ensure equipment is properly locked out before beginning work. The training also covers group lockout procedures when multiple workers are involved, how to safely remove locks and tags and return equipment to service, and the critical importance of never removing another worker's lock or bypassing lockout procedures. By following proper lockout/tagout procedures, authorized workers protect themselves and their coworkers from serious injuries and fatalities caused by unexpected equipment startup or energy release.
Authorized employee lockout/tagout training is required for workers who personally lock or tag out machines to service or maintain them. That typically includes maintenance mechanics, electricians, millwrights, setup technicians and some machine operators. The 13-minute video is available in English and Spanish.
OSHA's Control of Hazardous Energy standard, 29 CFR 1910.147, covers lockout/tagout in general industry. Employers must have a written energy control program, machine-specific procedures, training and periodic inspections. Authorized employees must be trained to recognize hazardous energy sources and the methods for isolating and controlling them.
In lockout/tagout, authorized employees are the only workers permitted to apply locks and tags and service equipment under lockout. Affected employees operate or work near the equipment being locked out but do not apply the lockout. Affected employees must understand its purpose and never try to restart locked equipment.
OSHA sets no fixed calendar for lockout/tagout retraining. Authorized employees must be retrained when job duties, machines, processes or procedures change. Retraining is also required when the periodic inspection, done at least annually, reveals gaps in knowledge. Many employers still refresh authorized employees every year.
The basic steps to lock out a machine start with preparing and notifying affected employees. Then shut the machine down, isolate every energy source, and apply locks and tags. Next, release or block stored energy. Finally, verify isolation by trying to start the machine before beginning work.
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