OSHA Training Requirements - The Control of Hazardous Energy (lockout/tagout)
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1910.147 – The Control of Hazardous Energy (lockout-tagout)
(a)(3)(ii) – When other standards in this part require the use of lockout or tagout, they shall be used and supplemented by the procedural and training requirements of this section.
(c)(1) – Energy control program. The employer shall establish a program consisting of energy control procedures, employee training and periodic inspections to ensure that before any employee performs any servicing or maintenance on a machine or equipment where the unexpected energizing, startup or release of stored energy could occur and cause injury, the machine or equipment shall be isolated from the energy source and rendered inoperative.
(C) – Where lockout is used for energy control, the periodic inspection shall include a review, between the inspector and each authorized employee, of that employee’s responsibilities under the energy control procedure being inspected.
(D) – Where tagout is used for energy control, the periodic inspection shall include a review, between the inspector and each authorized and affected employee, of that employee’s responsibilities under the energy control procedure being inspected, and the elements set forth in paragraph (c)(7)(ii) of this section.
(c)(7) – Training and communication.
(i) The employer shall provide training to ensure that the purpose and function of the energy control program are understood by employees and that the knowledge and skills required for the safe application, usage, and removal of the energy controls are acquired by employees. The training shall include the following:
(A) Each authorized employee shall receive training in the recognition of applicable hazardous energy sources, the type and magnitude of the energy available in the workplace, and the methods and means necessary for energy isolation and control.
(B) Each affected employee shall be instructed in the purpose and use of the energy control procedure.
(C) All other employees whose work operations are or may be in an area where energy control procedures may be utilized, shall be instructed about the procedure, and about the prohibition relating to attempts to restart or reenergize machines or equipment which are locked out or tagged out.
(ii) When tagout systems are used, employees shall also be trained in the following limitations of tags:
(A) Tags are essentially warning devices affixed to energy isolating devices, and do not provide the physical restraint on those devices that is provided by a lock.
(B) When a tag is attached to an energy isolating means, it is not to be removed without authorization of the authorized person responsible for it, and it is never to be bypassed, ignored, or otherwise defeated.
(C) Tags must be legible and understandable by all authorized employees, affected employees, and all other employees whose work operations are or may be in the area, in order to be effective.
(D) Tags and their means of attachment must be made of materials which will withstand the environmental conditions encountered in the workplace.
(E) Tags may evoke a false sense of security, and their meaning needs to be understood as part of the overall energy control program.
(F) Tags must be securely attached to energy isolating devices so that they cannot be inadvertently or accidentally detached during use.
(iii) – Employee retraining.
(A) Retraining shall be provided for all authorized and affected employees whenever there is a change in their job assignments, a change in machines, equipment or processes that present a new hazard, or when there is a change in the energy control procedures.
(B) Additional retraining shall also be conducted whenever a periodic inspection under paragraph (c)(6) of this section reveals, or whenever the employer has reason to believe that there are deviations from or inadequacies in the employee’s knowledge or use of the energy control procedures.
(C) The retraining shall reestablish employee proficiency and introduce new or revised control methods and procedures, as necessary.
(iv) – The employer shall certify that employee training has been accomplished and is being kept up to date. The certification shall contain each employee’s name and dates of training.
(e)(3) – Lockout or tagout devices removal. Each lockout or tagout device shall be removed from each energy isolating device by the employee who applied the device. Exception to paragraph (e)(3): When the authorized employee who applied the lockout or tagout device is not available to remove it, that device may be removed under the direction of the employer, provided that specific procedures and training for such removal have been developed, documented and incorporated into the employer’s energy control program. The employer shall demonstrate that the specific procedure provides equivalent safety to the removal of the device by the authorized employee who applied it. The specific procedure shall include at least the following elements:
(i) – Verification by the employer that the authorized employee who applied the device is not at the facility:
(ii) – Making all reasonable efforts to contact the authorized employee to inform him/her that his/her lockout or tagout device has been removed; and
(iii) – Ensuring that the authorized employee has this knowledge before he/she resumes work at that facility.
(f)(2) – Outside personnel (contractors, etc.).
(i) Whenever outside servicing personnel are to be engaged in activities covered by the scope and application of this standard, the on-site employer and the outside employer shall inform each other of their respective lockout or tagout procedures.
(ii) The on-site employer shall ensure that his/her employees understand and comply with the restrictions and prohibitions of the outside employer’s energy control program.