Requirements for Lockout/Tagout Procedures

DOE-STD-1030-96

A generic procedure for similar types or like pieces of equipment can be used as a technical

procedure.

4.4.1

Requirements for Lockout/Tagout Procedures

Each of the technical lockout/tagout procedures should:

Identify the intended use of the procedure and any limitations or restrictions

controlling its use.

Specify the procedural steps necessary to isolate the work area from all

sources of energy or hazardous materials. The procedure should identify the

locations for all tags, the order of operation and tagging, and the final

position of tagged components.

Provide specific instructions for placing and removing locks and tags, and for

documenting the placement and removal of each lock and tag. If the work is

expected to continue beyond a single shift, instructions should also be

provided for transfer of "ownership" or protection.

Provide clear instructions for verifying the effectiveness of the lockout/-

tagout. The verification should be performed by qualified personnel who

were not involved in isolating the work area or installing the locks and tags.

DOE Guide to Good Practices for Independent Verification can provide

useful guidelines for carrying out an independent verification of a lockout/-

tagout.

4.4.2

Documentation of Lockout/Tagout

Each lockout/tagout should be documented based upon facility risk and

operational requirements. Documentation for a simple individual-controlled

lockout/tagout may consist of a record on the completed tag. A lockout/tagout

that involves multiple energy-isolating devices, or that will be used by several

individuals or work groups (including centrally controlled lockout/tagout) should

document the following activities as they apply: authorization, placement of

locks and tags, verification of effectiveness, acceptance by individual workers or

work group representatives, release by workers at the completion of the job,

authorization for and removal of locks and tags, and restoration to operable

condition.