Course 513 Introduction to 29 CFR 1910.147

Lockout/Tagout Procedure by DuraLabel (2:07)

Application of controls

1910.147(d) Application of control.

The established procedures for the application of energy control (the lockout or tagout procedures) shall cover the following elements and actions and shall be done in the following sequence:

1910.147(d)(1) Preparation for shutdown.

Before an authorized or affected employee turns off a machine or equipment, the authorized employee shall have knowledge of:

  • the type and magnitude of the energy,
  • the hazards of the energy to be controlled, and
  • the method or means to control the energy.

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1. Before an authorized or affected employee turns off a machine or equipment, the authorized employee shall have knowledge of all of the following, EXCEPT _____.

a. the type and magnitude of the energy
b. the hazards of the energy to be controlled
c. the location of related SDS of the energy
d. the method or means to control the energy
Click to enlarge.

1910.147(d)(2) Machine or equipment shutdown.

The machine or equipment shall be turned off or shut down using the procedures established for the machine or equipment. An orderly shutdown must be utilized to avoid any additional or increased hazard(s) to employees as a result of the equipment stoppage.

1910.147(d)(3) Machine or equipment isolation.

All energy isolating devices that are needed to control the energy to the machine or equipment shall be physically located and operated in such a manner as to isolate the machine or equipment from the energy source(s).

2. Why is it important to use an orderly machinery or equipment shutdown process?

a. To prevent additional or increased hazards
b. To ensure hazardous energy is understood
c. An orderly reverse process can be developed
d. OSHA can be notified of the orderly shutdown
Image man applying lockout device OSHA Photo
Authorized employee applies lockout device.

1910.147(d)(4) Lockout or tagout device application.

  • 1910.147(d)(4)(i) Lockout or tagout devices shall be affixed to each energy isolating device by authorized employees.
  • 1910.147(d)(4)(ii) Lockout devices, where used, shall be affixed in a manner to that will hold the energy isolating devices in a "safe" or "off" position.
  • 1910.147(d)(4)(iii) Tagout devices, where used, shall be affixed in such a manner as will clearly indicate that the operation or movement of energy isolating devices from the "safe" or "off" position is prohibited.
    • 1910.147(d)(4)(iii)(A) Where tagout devices are used with energy isolating devices designed with the capability of being locked, the tag attachment shall be fastened at the same point at which the lock would have been attached.
    • 1910.147(d)(4)(iii)(B) Where a tag cannot be affixed directly to the energy isolating device, the tag shall be located as close as safely possible to the device, in a position that will be immediately obvious to anyone attempting to operate the device.

3. Lockout devices, where used, shall be affixed in a manner to that will hold the energy isolating devices _____.

a. in the "on" position
b. in a "safe" or "off" position
c. in an energized position
d. in a position allowing quick reset
Historical Lockout/Tagout 1939 (0:26)

1910.147(d)(5) Stored energy.

  • 1910.147(d)(5)(i) Following the application of lockout or tagout devices to energy isolating devices, all potentially hazardous stored or residual energy shall be relieved, disconnected, restrained, and otherwise rendered safe.
  • 1910.147(d)(5)(ii) If there is a possibility of reaccumulation of stored energy to a hazardous level, verification of isolation shall be continued until the servicing or maintenance is completed, or until the possibility of such accumulation no longer exists.

1910.147(d)(6) Verification of isolation.

Prior to starting work on machines or equipment that have been locked out or tagged out, the authorized employee shall verify that isolation and deenergization of the machine or equipment have been accomplished.

4. What must the authorized employee do prior to work on equipment that has been isolated?

a. Validate the process with the safety manager
b. Inform the affected employee he or she can perform maintenance
c. Notify all workers that maintenance will commence
d. Verify isolation and deenergization is accomplished
Copyright:kurhan / 123RF Stock Photo</a>
Remove tools before reenergizing equipment.

1910.147(e) Release from lockout or tagout.

Before lockout or tagout devices are removed and energy is restored to the machine or equipment, procedures shall be followed and actions taken by the authorized employee(s) to ensure the following:

1910.147(e)(1) The machine or equipment.

The work area shall be inspected to ensure that nonessential items have been removed and to ensure that machine or equipment components are operationally intact.

1910.147(e)(2) Employees.

  • 1910.147(e)(2)(i) The work area shall be checked to ensure that all employees have been safely positioned or removed.
  • 1910.147(e)(2)(ii) After lockout or tagout devices have been removed and before a machine or equipment is started, affected employees shall be notified that the lockout or tagout device(s) have been removed.

5. Why is it necessary to inspect the work area prior to removal of lockout/tagout devices?

a. To notify affected employees that lockout/tagout is finished
b. To ensure nonessential items have been removed
c. To comply with lockout/tagout isolation procedures
d. To develop revised and improved procedures

1910.147(e)(3) Lockout or tagout devices removal.

Image shift change OROSHA photo</a>
Release from lockout tagout.

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:

  • 1910.147(e)(3)(i) Verification by the employer that the authorized employee who applied the device is not at the facility:
  • 1910.147(e)(3)(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
  • 1910.147(e)(3)(iii) Ensuring that the authorized employee has this knowledge before he/she resumes work at that facility.

6. If the authorized employee who affixed a lockout/tagout device cannot be found, the employer must do each of following, EXCEPT _____.

a. make sure the authorized employee knows about the removal of the device
b. make all reasonable efforts to contact the authorized employee
c. verify the authorized employee is not at the facility
d. receive written approval from the safety department

1910.147(f) Additional requirements.

Image shift change OROSHA photo</a>
Group lockout box.

1910.147(f)(1) Testing or positioning of machines, equipment or components thereof.

In situations in which lockout or tagout devices must be temporarily removed from the energy isolating device and the machine or equipment energized to test or position the machine, equipment or component thereof, the following sequence of actions shall be followed:

  • 1910.147(f)(1)(i) Clear the machine or equipment of tools and materials in accordance with paragraph (e)(1) of this section;
  • 1910.147(f)(1)(ii) Remove employees from the machine or equipment area in accordance with paragraph (e)(2) of this section;
  • 1910.147(f)(1)(iii) Remove the lockout or tagout devices as specified in paragraph (e)(3) of this section;
  • 1910.147(f)(1)(iv) Energize and proceed with testing or positioning;
  • 1910.147(f)(1)(v) Deenergize all systems and reapply energy control measures in accordance with paragraph (d) of this section to continue the servicing and/or maintenance.

7. When temporarily removing lockout/tagout devices to perform testing, what must be accomplished prior to removing employees from the area?

a. Inform the safety officer and area supervisor
b. Inform the affected employee testing will be performed
c. Clear the equipment of tools and materials
d. Test the equipment to ensure it is working properly
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The Jeff Short Story (5:54)

1910.147(f)(2) Outside personnel (contractors, etc.).

  • 1910.147(f)(2)(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.
  • 1910.147(f)(2)(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.

8. What must the on-site employer do when a contractor will be using lockout/tagout procedures?

a. Ensure the contractor will be using the employer's lockout/tagout program
b. Receive written approval from the outside employer to use any lockout/tagout program
c. Ensure the contractor understands and uses the on-site employer's lockout/tagout program
d. Ensure employees understand and comply with the contractor's lockout/tagout program
Group lockout box OROSHA photo</a>
Group lockout box.

1910.147(f)(3) Group lockout or tagout.

  • 1910.147(f)(3)(i) When servicing and/or maintenance is performed by a crew, craft, department or other group, they shall utilize a procedure which affords the employees a level of protection equivalent to that provided by the implementation of a personal lockout or tagout device.
  • 1910.147(f)(3)(ii) Group lockout or tagout devices shall be used in accordance with the procedures required by paragraph (c)(4) of this section including, but not necessarily limited to, the following specific requirements:
    • 1910.147(f)(3)(ii)(A) Primary responsibility is vested in an authorized employee for a set number of employees working under the protection of a group lockout or tagout device (such as an operations lock);
    • 1910.147(f)(3)(ii)(B)Provision for the authorized employee to ascertain the exposure status of individual group members with regard to the lockout or tagout of the machine or equipment;
    • 1910.147(f)(3)(ii)(C) When more than one crew, craft, department, etc. is involved, assignment of overall job-associated lockout or tagout control responsibility to an authorized employee designated to coordinate affected work forces and ensure continuity of protection; and
    • 1910.147(f)(3)(ii)(D) Each authorized employee shall affix a personal lockout or tagout device to the group lockout device, group lockbox, or comparable mechanism when he or she begins work, and shall remove those devices when he or she stops working on the machine or equipment being serviced or maintained.

9. When performing group lockout/tagout, _____ shall affix a personal lockout or tagout device to the group lockout device, group lockbox, or comparable mechanism.

a. each authorized employee
b. the group supervisor
c. at least two authorized employees
d. the lead authorized employee
Image shift change OROSHA photo</a>
Group lockout box.

1910.147(f)(4) Shift or personnel changes.

Specific procedures shall be utilized during shift or personnel changes:

  • to ensure the continuity of lockout or tagout protection, including provision for the orderly transfer of lockout or tagout device protection between off-going and oncoming employees,
  • to minimize exposure to hazards from the unexpected energization or start-up of the machine or equipment, or the release of stored energy.


10. Why must specific procedures be used for shift change when lockout/tagout has been performed for maintenance on equipment?

a. To delay the shift change until maintenance is completed
b. To ensure continuity of lockout/tagout protection
c. To speed up the lockout/tagout process for off-going crew
d. To make sure on-coming crew is aware of the equipment maintenance

Check your Work

Read the material in each section to find the correct answer to each quiz question. After answering all the questions, click on the "Check Quiz Answers" button to grade your quiz and see your score. You will receive a message if you forgot to answer one of the questions. After clicking the button, the questions you missed will be listed below. You can correct any missed questions and check your answers again.

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