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Application of Energy Control

To safely apply energy control to machines or equipment (using either lockout or tagout devices), authorized employees must perform certain procedures, in a specific order. What are the sequential procedures?
  • Preparation for shutdown: Before an authorized or affected employee turns off a machine or equipment, the authorized employee shall have knowledge of the type and magnitude of the energy, the hazards of the energy to be controlled, and the method or means to control the energy [29 CFR 1910.147(d)(1)].
  • Machine or equipment shutdown: The machine or equipment must be turned off or shut down using the procedures established for it to avoid any additional or increased hazards to employees as a result of the machine or equipment stoppage [29 CFR 1910.147(d)(2)].
  • Machine or equipment isolation: All energy-isolating devices that are needed to control the machine's energy source must be located. These devices must then be used to isolate the machine or equipment from its energy source(s)
    [29 CFR 1910.147(d)(3)].
  • Lockout or tagout device application: Lockout or tagout devices must be affixed to each energy-isolating device by authorized employees. Lockout devices where used, must be affixed in a manner that will hold the energy isolating devices in a "safe" or "off" position. Where tagout devices are used, it must be affixed in a manner that will clearly indicate that the operation or movement of energy isolating devices from the "safe" or "off" position is prohibited. If the tag can not be affixed directly to the energy isolating device, the tag must be located as close as safely possible to the device, in a position that will be immediately obvious to anyone attempting to operate the device [29 CFR 1910.147(d)(4)(i) through [29 CFR 1910.147(d)(4)(iii)(B)].
  • Stored energy: After the energy-isolating device has been locked out or tagged out, all potentially hazardous stored or residual energy must be relieved, disconnected, restrained, and otherwise rendered safe [29 CFR 1910.147(d)(5)(i)].
  • Verification of isolation: Before any work begins on machines or equipment that have been locked out or tagged out, an authorized employee must verify that the machine or equipment has been properly isolated and deenergized
    [29 CFR 1910.147(d)(6)].

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bullet Overview
bullet Scope and Application
bullet Purpose
bullet Definitions
bullet Energy Control Program
bullet Energy Control Procedures
   - Documentation
bullet Energy Control Procedures
   - Required Content
bullet Periodic Inspection
bullet Employee Training and
bullet Additional Training 
   (Tagout System)
bullet Employee Retraining
bullet Lockout/Tagout
bullet New or Modified Equipment
bullet Full Employee Protection
bullet Materials and Hardware
bullet Application of Energy Control
bullet Release from Lockout/Tagout
bullet Testing of Machines
bullet Outside Personnel (Contractors)
bullet Group Lockout/Tagout
bullet Shift & Personnel Changes

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