Title 8, 8356. Control of Hazardous Energy (Lockout/Tags-Plus), Appendix A (Non-Mandatory) – Typical Minimal Lockout/Tags-Plus Procedures

(a) Application.
(1) This Section applies to the cleaning, repairing, servicing, setting-up and adjusting of machineswatergate_lockout and equipment in which the unexpected energization or start up of the machines or equipment, or release of stored energy could cause injury to employees.
(2) For the purposes of this Section, cleaning, repairing, servicing and adjusting activities shall include unjamming prime movers, machinery and equipment.
(3) Requirements for working on energized electrical systems are prescribed in Sections 2320.1 through 2320.9 or 2940 through 2945.

(b) Definitions: Affected employee. For the purpose of this section, an employee whose job requires them to operate or use a machine or equipment on which cleaning, repairing, servicing, setting-up or adjusting operations are being performed under Lockout or Tagout, or whose job requires the employee to work in an area in which such activities are being performed under lockout or tag-out. Authorized employee or person. For the purposes of this section, a qualified person who locks out or tags out specific machines or equipment in order to perform cleaning, repairing, servicing, setting-up, and adjusting operations on that machine or equipment. An affected employee becomes an authorized employee when that employee’s duties including osha safety lockoutperforming cleaning, repairing, servicing, setting-up and adjusting operations covered under this section. Locked out. The use of devices, positive methods and procedures, which will result in the effective isolation or securing of prime movers, machinery and equipment from mechanical, hydraulic, pneumatic,
chemical, electrical, thermal or other hazardous energy sources.Normal Production Operations. The utilization of a machine or equipment to perform its intended production function. Prime Mover. The source of mechanical power for a machine.
(c) Cleaning, Servicing and Adjusting Operations. Machinery or equipment capable of movement shall be stopped and the power source de-energized or disengaged, and, if necessary, the moveable parts shall be mechanically blocked or locked out to prevent inadvertent movement, or release of stored energy during cleaning, servicing and adjusting operations. Accident prevention signs or tags or both shall be placed on the controls of the power source of the machinery or equipment.
(1) If the machinery or equipment must be capable of movement during this period in order to perform the specific task, the employer shall minimize the hazard by providing and requiring the use of extension tools or other methods or means to protect employees from injury due to such movement. Employees shall be made familiar with the safe use and maintenance of such tools, methods or means, by thorough training.