Installation of Lockout/Tagout

DOE-STD-1030-96

In facilities using individual-controlled lockout/tagout, and in facilities

where the training and familiarity with procedures of all personnel in the

area cannot be determined, locks should be used along with tags to

physically prevent unauthorized operation of isolation devices.

When locks are used, each individual performing work (each lockout/-

tagout holder in centrally controlled facility) should lock and tag each

applicable isolation device, group lockout device, group lockbox, or

comparable mechanism.

In centrally controlled lockouts/tagouts, where many individuals or work

groups may require protection from the same lockout/tagout, the number

of individual locks on isolation devices could become excessive. The

number of individual locks can be reduced and safety can be preserved

by a "group lockout" system such as the one described in Section 4.5.3.

Potentially hazardous stored or residual energy must be relieved,

disconnected, restrained, or otherwise rendered safe. If it is possible for

stored energy to reaccumulate, a means should be provided so workers can

continue to verify that a safe level exists until completion of the work. This

verification may be provided by opening a valve for draining or venting,

breaking a flanged connection, installing grounding devices, or by other

similar means. All such methods of verification should also be tagged to

ensure that they remain effective during the work and that they are restored

to operating condition when the lockout/tagout is removed.

The isolating and deenergizing of the equipment and the proper installation of

locks and tags should be verified by a qualified person. In addition, the

adequacy of the protection should be verified by the individual(s) or work

group representative(s) who will be working under the lockout/tagout.

Verification should include checking that electrical systems show no voltage

present (and are grounded if applicable), fluid and pneumatic systems are

depressurized and vented (or drained if applicable), and all isolation devices

are properly positioned, inoperable, and appropriately tagged.

If facility procedures require independent verification of the system, it should

be performed in accordance with DOE Guide to Good Practices for

Independent Verification. If the sample Lockout/Tagout Record Sheet