Safe Maintenance Practices for Skilled Care Facilities Part One: Lockout/Tagout Today s Presenter: Darrell G. Toenjes, ARM, CHSP, CWCP Healthcare Practice Leader Midwest Employers Casualty Company 25 years in insurance industry Corporate Risk Manager, Employee Safety SSM Health Care Operations Manager Sedgwick CMS National Program Manager Ascension Health 1
Lockout/Tagout: controlling hazardous energy The Lockout/Tagout Standard Responsibilities Definitions Procedures 3 The Lockout/Tagout Standard 29 CFR 1910.147 4 2
Covers equipment in which unexpected start up or energy release could cause injury Includes electrical circuits and equipment that could be energized during maintenance Does not apply to Cord & plug connected equipment Hot tap operations 5 Energy Kinetic Energy is energy in motion Spinning flywheels Moving fan belts Moving armatures Electrical circuits Moving fluids Potential Energy is stored energy Coiled springs Air brakes/hydraulic/pneumatic Raised loads Capacitors 6 3
STORED (POTENTIAL) ENERGY INTERNAL LINE PRESSURES CAPACITORS SURFACE TEMPERATURES MECHANICAL TENSION (SPRINGS, ETC.) COASTING OF PARTS CHEMICAL (OPPOSING PH) GRAVITY 7 Sources of Energy Electrical Energy- lines & transformers Hydraulic Energy- Pressurized fluid Pneumatic Energy- Pressurized air Pressurized liquids & steam Chemical Energy Thermal Energy Mechanical Energy 8 4
Lockout/Tagout Injuries Workers are getting hurt when they: touch a moving part of a machine touch an energized part of a machine or live circuit are struck by a falling part of the machine exposed to a physical hazard such as heat or a chemical 9 Lockout/Tagout Normal Operations LOTO is required during servicing or maintenance operations: When guards must be removed When body parts are potentially or in actual contact with machine or circuit When body parts are in the danger zone When setting up or adjusting equipment Minor servicing tasks must have alternative protective measures 10 5
Examples of Lockout/Tagout operations Working on dryer belts and pulleys with the covers removed Installing or repairing light fixtures, receptacles and switches Replacing ballasts on fluorescent fixtures Working on central air conditioning systems Working on kitchen equipment 11 Workers Must Lockout/Tagout when: They place any part of their body where it could be trapped or caught in moving machinery They remove a safety guard or device When they bypass a safety guard or device When working or testing live circuits above 50 volts 12 6
RESPONSIBILITIES 13 THREE ROLES IN LOCKOUT/TAGOUT 1. Authorized employee 2. Affected employee 3. Other employee 14 7
AUTHORIZED EMPLOYEE A person who locks or tags out machines or equipment in order to perform servicing or maintenance on that machine or equipment Must have recognition of hazardous energy sources Details of the type and magnitude of the energy sources Methods and means necessary to isolate and control those energy sources AFFECTED EMPLOYEE An employee whose job requires him/her to work in an area or operate or use a machine on which servicing or maintenance is being performed Recognize when the control procedure is being used Understand the importance of the procedures and the importance of not attempting to operate anything that has been locked / tagged out 8
OTHER EMPLOYEE An employee whose normal job would not require him / her to be in the area of machines or equipment in which servicing or maintenance is being performed Recognize when the control procedure is being used Understand the importance of the procedures and the importance of not attempting to operate anything that has been locked / tagged out DOCUMENTATION A list of names and job titles of authorized employees Job titles of the affected employees The senior authorized employee will be responsible for notifying affected employees 9
DEFINITIONS 19 Lockout Tagout Lockout A system used to physically place a lock on the disconnect switch, circuit breaker or valve handle Tagout A system where a written warning tag is placed on the energy isolating device Tagout without Lockout requires additional precautions 20 10
ENERGY ISOLATING DEVICES: EXAMPLES Disconnecting switch Block Manually operated switch Line valve Any other device that isolates energy 21 Using Energy-Isolating Devices Lockout with tags preferred (Physical restraint) Tagout when Lockout is not possible Tagout limitations Warning devices without physical restraint Removed by person that applied it Legible and understandable Withstand the elements Secured to equipment 22 11
23 Unlike tags, locks physically keep others from starting the machine while you are in harms way! Keep the key in your pocket!! 24 12
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LOCKOUT/TAGOUT PROCEDURES 27 Primary Methods to Control Stored Energy Relieve, restrain or disconnect any residual energy Block/support elevated loads Insure all movement has stopped Relieve any trapped pressure in lines Install pipe flanges to stop steam Install ground wires or resistors to discharge electrical capacitors! 28 14
Steps to Isolate the Equipment or Energy Source 29 STEP 1 Prepare for shutdown and notify all affected employees 30 15
STEP 2 Shut down the machine or equipment by normal operating procedures: Shut off a breaker depress stop button open toggle switch turn a control handle 31 STEP 3 Isolate the machine or equipment from the energy source (restrain any and all stored energy) 32 16
STEP 4 Apply the lock and/or tag to the machine or equipment or power source 33 STEP 5 Verify that Lockout/Tagout is in place. Attempt to start machinery or energize the circuit, then return controls or switch to the OFF position 34 17
35 STEP 6 Periodically verify that the system is still locked out during maintenance 36 18
After Maintenance is Completed Six Steps to Removing Locks/Tags Inform affected workers Verify that all workers are clear Remove Lockout/Tagout devices Each worker must remove their own! Tags should be signed & turned in if used Notify affected employees that the circuit or equipment or machine is ready for use 37 Group Lockout/Tagout When more than one part of the machine must be serviced, use a multiple Lockout system 38 19
Group Lockout/Tagout Rules Primary responsibility is vested in a single authorized employee The Authorized employee must have the authority to determine exposure status of group members Each employee has a lock 39 Lockout Tagout Outside Contractors- Contractor and employer must exchange Lockout/Tagout information On site employees must understand the other company s program Watch out for new types of Lockout or Tagout devices 40 20
When the worker who applied the lock isn t available... The lock can be removed only in an emergency, and only under the direction of the employer Some firms use a two man rule where the lock may only be cut if a supervisor is present Always insure that the machine is safe before removing another person s lock! 41 IF TAGOUT ONLY IS USED Remember that tags are only warning devices Tags do not provide physical restraint Tags must only be removed by the responsible person Tags must not be defeated or ignored Tags must be legible and understandable Tags must withstand environmental conditions Tags may evoke false sense of security Tags must be attached securely 42 21
Darrell G. Toenjes Healthcare Practice Leader Midwest Employers Casualty Company Phone: 314-226-9706 dtoenjes@mwecc.com Jack McDaniel Safety/Loss Control Specialist Mike Johnson & Associates Phone: 479-619-8045 mtecsafety@cox.net 22