Professional Documents
Culture Documents
SECTION 02:
SUBJECT 05:
February 2014
Pdm30205.doc
Critical Procedures
Energy Isolation and Lock-Outs
DEFINITIONS
Authorized Person
A qualified person who has been designated by the site to perform specific tasks.
NOTE: Although an individual may be qualified to perform certain tasks, the site may
not give authorization to the worker to perform all tasks in which they are trained and
qualified.
Energy Isolating Devices
A mechanical device that physically prevents the transmission or release of energy,
including but not limited to the following:
A manually operated electrical circuit breaker
A disconnect switch
A manually operated switch by which the conductors of a circuit can be
disconnected from all ungrounded supply conductors, and in addition, no pole can
be operated independently
A line valve
A block, and any similar device used to block or isolate energy
Push buttons, selector switches and other control circuit-type devices are not energyisolating devices.
Energy Isolation Types
a
Energy Sources
Energy sources include but are not limited to generators and accumulators of
electricity, pneumatic energy, hydraulic energy (e.g., oil, water, other fluids in piping),
February 2014
February 2014
Pdm30205.doc
Critical Procedures
Energy Isolation and Lock-Outs
Implementing the lock-out and tag-out activities within this procedure, this includes
but is not limited to, the proper use of the locks and their tags, the proper placement
of the locks and their tags, and understanding the repercussions associated with any
deviations from the procedures.
The proper maintenance of their locks as well as the administration of the tag-out
program.
Energy isolations are required when energy sources need to be isolated from equipment
which will be worked on. Energy isolations are done to avoid any inadvertent change in
the energy state of the equipment which needs to be worked on. Along with energy
isolations, equipment is tagged and locked-out to inform others of the work which is
being completed, and to avoid unintentional operation of the equipment
Equipment is locked out when work needs to be completed and controls are used to
keep the service of equipment fixed, and allow work to progress. Equipment is locked
out using appropriate controls which will avoid an inadvertent switch from the required
February 2014
February 2014
Pdm30205.doc
Critical Procedures
Energy Isolation and Lock-Outs
Kinetic
Shafts
Fin-fans
A swinging load
A grinding wheel
Any moving object
Potential
Process fluids
A coiled spring
A vehicle at the top of a hill (gravitational
energy)
A head of liquid
A stressed furnace tube
Misaligned pipework
Wires or ropes under tension
Suspended loads
Counter-balances
Radiant/Radioactive
Electromagnetic
Radioactive sources, devices and isotopes
(including NORM)
Radio transmissions
UV emissions
Before beginning work determine the nature, scope and likely duration of the work
to be performed.
Determine whether or not the equipment is in-situ, and determine how the
equipment will be removed.
February 2014
Determine how the equipment will be flushed or purged, de-pressured and drained
prior to blinding and work commencing. Determine how this activity will affect the
location of energy isolating devices. Isolate equipment at nearest point to
mechanical work.
o Note: Convenience, past practices, etc. do not meet this criteria
Determine whether or not the energy isolating devices need to be removed and
reinstalled during the course of the work to allow the task to progress. If this is the
case ensure an approved plan is in place to manage this.
All inlets and outlets must be disconnected and plugged or blanked at the
connection closest to the vessel for vessel entry.
All valves open/closed for isolation must be locked out and tagged.
Where double block valves are used for isolation, they must be locked out in the
closed position, and the bleed valve between them locked out in the open position.
Refer to PDM 03-08-21 (Opening Process Equipment) for more information.
February 2014
Pdm30205.doc
Critical Procedures
Energy Isolation and Lock-Outs
PLC controlled valves shall only be allowed to be used when isolation from the PLC
can be proven.
Valves not acceptable as energy isolating devices:
Control valves with minimum stops
Non-return or check valves
Air-to-close valves
Hydraulically driven valves without position control locking system
Pressure relief valves/devices
Isolation with block valves is further detailed in PDM 03-08-21 (Opening Process
Equipment) under the Isolation standards subsection. This document should be
reviewed prior to commencing any isolation work.
2.4 Electrical Isolation
The steps for completing electrical isolation includes the following elements and
actions, and shall be performed in the following sequence (see PDM 03-02-34 when
working on electrical equipment).
Before an authorized person turns off a machine or equipment, they shall have
knowledge of the type and magnitude of the energy, the hazards of the energy, and
the method or means to isolate the energy
The machine or equipment shall be turned off or shut down using the operating
procedures established for the machine or equipment. An orderly shutdown shall be
utilized to avoid additional or increased hazard(s) to personnel as a result of the
equipment stoppage
All devices that are needed to isolate 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 electrical source(s)
Authorized Persons shall affix lock Lockout devices and tag-out devices to each
electrical Energy Isolating Device
February 2014
If an electrical Energy Isolating Device is not capable of being locked-out, the site
shall develop a JSEP to utilize only a tag-out system. The JSEP must be approved
by the Energy Isolation T1BP SME.
Electrical Lock-Out Devices and Tag-Out Devices shall be standardized within the
facility in at least one of the following criteria: Color, shape, or size, and
additionally, in the case of Tag-Out Devices, print and format shall be standardized.
Critical Procedures
Energy Isolation and Lock-Outs
3. With the breaker locked and tagged open, disconnect the power supply wire on the
equipment to be worked on.
4. Tape the exposed power supply wire. Attach Tag "Danger, Voltage Present" on
exposed wiring.
5. Close breaker, energizing remaining equipment.
6. Test to ensure on de-energized equipment, local and/or remote operation is
disabled.
7. Lock out and tag local on/off switch.
2.7 Isolation for Multiple Power Sources Supplying to One or More
Equipment
The following steps are to be used where a single piece of equipment, which is to be
worked on, is powered by multiple power sources (breakers or starters) and is used in
conjunction with general lockout procedures.
1. Determine the number of power sources supplying to the single piece of equipment.
2. Determine what other equipment they are supplying to.
3. If the multiple breakers or starters are supplying to one equipment, open both
breakers and install lockouts and Do Not Operate/Lockout tags.
4. With the breakers or starters locked and tagged open, disconnect the power supply
wire on the equipment to be worked on.
5. Tape the exposed power supply wire. Attach Tag "Danger, Voltage Present" on
exposed wiring.
NOTE: Where the other equipment on the breakers or starters must remain
energized, the following steps are performed by qualified personnel:
6. Close the breakers or starters, energizing remaining equipment.
7. Test to ensure on de-energized equipment, that local and/or remote operation is
disabled.
8. Lock out and tag local on/off switch.
The following are examples of signage and tags that can be used to ensure workers are
informed of this situation:
February 2014
Figure 2.7a
Figure 2.7b
Critical Procedures
Energy Isolation and Lock-Outs
February 2014
Obtain master key (if available) and remove the lock. There should be no reason to
cut a company lock off a lockout device.
February 2014
Pdm30205.doc
Critical Procedures
Energy Isolation and Lock-Outs
February 2014
February 2014
Pdm30205.doc
Before working on the equipment, apply your locks and tags (if applicable, Do Not
Operate/Lockout tag may have previously been installed) to the multiple lockout
devices.
Verify that the equipment has been isolated. Complete section B in the Equipment
Lockout Record (form 0302F07). If more than a single energy isolation point is
locked out, verify the list of equipment in section G, as required. Initial the worker
On column indicating that each point is isolated.
Critical Procedures
Energy Isolation and Lock-Outs
The last lock(s) removed must be the on-site workers/ job supervisors.
Check to ensure that work is complete. Complete work area inspection with
worker.
Complete additional verification that all vents and drains are closed.
Confirm all worker locks have been removed. If applicable, consult/update
Lockout Record in decommissioning/commissioning plan.
Remove your lock(s) and the multiple lockout devices in preparation for equipment
to be commissioned/flooded/pressurized.
When applicable, leave electrical isolation and electrical lock-outs in place until
all equipment has been flooded, vented, and prepared for operation.
Open/close any manual valves that had been used for isolation and depressurizing.
Complete equipment flooding and venting, using lock-out record to ensure all
required valves are positioned as required for safe commissioning activities.
Complete a thorough inspection of the equipment and the work site before starting
up the equipment. To ensure safety, this must be done by the on-site worker/ job
supervisor.
When equipment is verified to be ready for operation, remove electrical isolation
lock(s)
Inform the Operations Control Centre and/or other third-party facility owners that
work is complete.
Tests equipment to ensure it is working properly.
The last lock(s) removed must be the on-site workers/ job supervisors.
Complete section D and G, if applicable, on the Equipment Lockout Record (form
0302f07).
February 2014
February 2014
Pdm30205.doc