What is Lockout/Tag out?
Lockout is defined in the Canadian standard CSA Z460-20 "Control of Hazardous Energy - Lockout and Other Methods" as the "placement of a lockout device on an energy-isolating device in accordance with an established procedure." A lockout device is "a mechanical means of locking that uses an individually keyed lock to secure an energy-isolating device in a position that prevents energization of a machine, equipment, or a process."
Lockout is one way to control hazardous energy. See the OSH Answers Hazardous Energy Control Programs for a description of the types of hazardous energy, and required elements of a control program.
In practice, lockout is the isolation of energy from the system (a machine, equipment, or process) which physically locks the system in a safe mode. The energy-isolating device can be a manually operated disconnect switch, a circuit breaker, a line valve, or a block (Note: push buttons, selection switches and other circuit control switches are not considered energy-isolating devices). In most cases, these devices will have loops or tabs which can be locked to a stationary item in a safe position (de-energized position). The locking device (or lockout device) can be any device that has the ability to secure the energy-isolating device in a safe position. See the example of the lock and hasp combination in Figure 1 below.
Tag out is a labelling process that is always used when lockout is required. The process of tagging out a system involves attaching or using an information tag or indicator (usually a standardized label) that includes the following information:
Why the lockout/tag out is required (repair, maintenance, etc.).
Time and date of application of the lock/tag.
The name of the authorized person who attached the tag and lock to the system.
Note: ONLY the authorized individual who placed the lock and tag onto the system is the one who is permitted to remove them. This procedure helps make sure the system cannot be started up without the authorized individual's knowledge.