Lockout/Tagout Policy

Purpose and Application

This policy document is written to ensure that CSB|OSB employees including students follow the “Lockout/Tagout” program. This program establishes procedures for using energy isolating devices to disable machines or equipment to prevent unexpected start up or release of stored energy that may cause injuries.

This policy document applies to all employees and students who may perform service and/or maintenance on machines and equipment capable of "unexpected" start up or release of harmful stored energy.

Definitions and Scope

An “authorized employee” is an employee who locks out or tags out machines or equipment in order to service or maintain them. All authorized employees must successfully complete the required training.

An “energy isolating device” is a device that prevents the transmission or release or energy. An “energy source” is any source of electrical, mechanical, hydraulic, pneumatic, chemical, thermal, or other energy.

“Lockout” is the placement of a locking device on an energy isolating device that ensures the equipment being controlled cannot be operated until the lockout device is removed. “Lockout device” is a device that utilizes a positive means such as a lock, either key or combination type, to hold an energy isolating device in the safe position

“Tagout” is the placement of an attachable tag on an energy isolating device to indicate that the energy isolating device and the equipment being controlled may not be operated until the tagout device is removed. A “Tagout device” is a prominent warning device, such as a tag and a means of attachment, which can be securely fastened to indicate that the energy isolating device and the equipment being controlled may not be operated until the tagout device is removed.

Roles and Responsibilities 

The office of the Physical Plant has overall responsibility for the Lockout/Tagout program.

Department Directors and supervisors are responsible for ensuring that their affected employees are trained in Lockout/Tagout procedures and that the procedures are being followed.

The Environmental Health and Safety office (EHS) is responsible for ensuring that documented trainings are conducted for employees and periodically auditing the program.

Supervisors are responsible for ensuring that all employees including students, working with energy isolating devices follow these procedures. Only trained employees are authorized to lockout or tagout machines or equipment.


Written Program and Procedures
Each service area (electrical, HVAC, and plumbing, etc.) has equipment-specific procedures for hazardous energy control. These procedures are detailed in the department specific written Lockout/Tagout Program and must be followed if a guard or safety device is removed or bypassed or any body part is placed into a point of operation or danger zone. Lockout/Tagout procedures should only be initiated by authorized employees.

Department Managers/directors must recognize the need for training and schedule as appropriate, training for all authorized employees. The training should include recognition of applicable hazardous energy sources, the type and magnitude of energy available in the workplace, and methods and means necessary for energy isolation and control. Retraining is required whenever there is a change in job assignment, machines, equipment or processes that present a new hazard or a change in the energy control procedures.

Record Keeping
Departments will maintain copies of training records, including each employee's name and dates of training. Departments will also retain records of the annual Lockout/Tagouts performed. Copies of all records retained must be available to EHS for program audit. These records will be maintained for at least three years.

Key References and Resources

The document listed below can be obtained from the Environmental Health and Safety office or accessed from the website.