JSA/SOP
JOB SAFETY ANALYSIS – STANDARD OPERATING PROCEDURE
FACILITIES DIVISION – Maintenance Department
Procedure Title: Lock-out / Tag-out
Craft: Electro/ Mechanical
Developed By: Tom Pickrell
Revised By: March 11, 2005
For Instructions: See CCSD Safety Standard A-4
Job Procedure Steps:
1. Notify all effected employees that
servicing or maintenance is required on
a machine or equipment and that the
machine or equipment must be shut
down and locked out to perform the
servicing or maintenance/repair.
2. The authorized employee(s) shall
refer to the manufacturer/O&M
procedure manual or document, which
identifies the type and magnitude of the
energy that the machine or equipment
utilizes.
3. If the machine or equipment is
operating, shut it down by the
manufacturers approved stopping
procedure.
4. De-activate the energy, so that the
machine or equipment is isolated from
the energy source.
5. Tag and lock out the isolation
devices using approved locks / tags
6. After verifying the machine or
equipment is properly locked out and
properly tagged and all energy sources
have been secured, repairs/
maintenance work may begin.
JSA/SOP #: Gen- Page: 1 Of: 2
001
Effective Date: 03/11/2005
Approval Date: 03/16/2005
Approval Date:
Hazards (or production issues) for Safety requirements for each
each step: step:
1. This Standard Operating 1. Wear safety glasses and
Procedure covers the servicing gloves as needed for the
and maintenance of machines and application or type of work task.
equipment, in which unexpected
energizing, or release of stored
energy, could cause injury to
employees.
2. Shall understand the hazards of 2. From previous experience,
the energy source and know the and/or from the O&M manual,
methods to control the energy. identify hazards and potential
injury points.
3. Notify all the employees of your
intent to shut down the machine or
equipment.
4. Isolate the equipment by turning 4. Test electrical components
off the electrical connection or using an approved, working
shutting off the electrical circuit electrical meter to ensure and
breaker in the electrical panel. prove the machine or
Stored or residual energy, such equipment's electrical circuit(s)
as, electrical capacitors, fly wheels, are isolated from the source.
air/ water pressure systems, Ensure the machine/equipment
hydraulic systems ,etc., must be is disconnected
dissipated or restrained by
methods, such as, grounding,
repositioning, blocking, bleeding,
etc. Also, use recommended
manufacturers procedures for
securing equipment. Electrical
shock, crushed/loss of limbs, loss
of eye sight or hearing are some of
the potential hazards.
5. Place department name,
telephone number, your name and
date on the tag.
7. When the servicing or maintenance
work is completed and the machine or
equipment is ready to return to normal
operating conditions, notify all
employees.
Remove the lockout tag out devices
and re-energize the machine or
equipment.
7. Check the machine or 7. Use caution when energizing
equipment and the immediate area equipment in-case of electrical
around the machine or equipment shock.
to ensure that nonessential items
have been removed and that the
machine or equipment and all of its
components are operationally
intact/functional.
Check to ensure all employees are
safely positioned or removed from
the area. Verify the controls and
operating systems are in a neutral
position.
Re-apply electrical service by
energizing the electrical circuit
through the disconnect device or
electrical circuit breaker.

Note: Approved JSA/SOPs are to be placed in Division Guidelines Section of the CCSD Safety
Standards Manual and added to the ISO Policies and Procedures.