Lockout / Tagout

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Duration: 4 Hours (Authorized)  2 Hours (Affected)

Target Audience: Authorized employees, affected employees, supervisors, and maintenance personnel

Regulatory Basis:

• Title 8 CCR § 3314 (The Control of Hazardous Energy – Lockout/Tagout)
• Title 8 CCR § 2320.4 (Electrical Safety Orders – Lockout/Tagout)
• Title 8 CCR § 3203 (Injury and Illness Prevention Program – training)

Learning Objective:
Ensure employees can identify hazardous energy sources, understand and apply lockout/tagout procedures, safely isolate and control energy during servicing and maintenance, and comply with Cal/OSHA requirements for the control of hazardous energy.

• OSHA 29 CFR 1910.147 (Control of Hazardous Energy)
• Cal/OSHA requirements (Title 8 CCR § 3314)
• Employer responsibilities
• Employee rights and protections

• Written Respiratory Protection Program requirement
• Medical evaluation requirements (prior to respirator use)
• Training and fit testing requirements:
  • Initial and annual fit testing required
  • Voluntary vs required respirator use
  • Employee rights and responsibilities

• Electrical
• Mechanical (moving parts, stored tension)
• Hydraulic and pneumatic pressure
• Thermal energy
• Gravity (elevated components)
• Stored energy (capacitors, springs

• Steps of LOTO:
  1. Preparation
  2. Shutdown
  3. Isolation
  4. Lockout/tagout application
  5. Release of stored energy
  6. Verification of isolation

• Machine-specific procedures
• Group lockout procedures

• Locks (standardization and control)
• Tags and labeling requirements
• Hasps and group lock boxes
• Valve lockouts, circuit breaker devices
• Device inspection and maintenance

• Authorized employees
• Affected employees
• Other personnel in the area
• Supervisory responsibilities
• Communication requirements

• Group lockout/tagout
• Shift changes and personnel turnover
• Contractors and multi-employer worksites
• Temporary removal of LOTO devices
• Testing and positioning equipment

• Inspection before re-energizing
• Removing locks and tags
• Notification of affected employees
• Safe startup procedures

• What to do if a lock owner is unavailable
• Incident response and reporting
• Common LOTO failures and how to avoid them
• Case study review

• Written exam
• Practical skills evaluation
• Course feedback
• Certificate of completion