Appendix A - Definitions - Energy Control Program (Lockout/Tagout)

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  • Affected employee - An employee whose job requires him/her to operate or use a machine or equipment on which servicing or maintenance is being performed under lockout or tagout, or whose job requires him/her to work in an area in which such servicing or maintenance is being performed.
  • Authorized employee - A person who locks or implements a tagout system procedure on machines or equipment to perform servicing or maintenance. An authorized employee and an affected employee may be the same person when the affected employee's duties also include performing maintenance or service on a machine or equipment which must be locked or tagged out.
  • "Capable of being locked out" - An energy isolating device will be considered to be capable of being locked out either it if is designed with a hasp or other attachment or integral part to which, or through which, a lock can be affixed, or if it has a locking mechanism built into it. Other energy isolating devices will also be considered to be capable of being locked out, if lockout can be achieved without the need to dismantle, rebuild, or replace the energy isolating device or permanently alter its energy control capability.
  • Energized - Connected to an energy source or containing residual or stored energy.
  • Energy isolating device - 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 slide gate; a slip blind; a line valve; a block; and any similar device used to block or isolate energy. The term does not include a push button, selector switch, and other control circuit type devices.
  • Energy source - Any source of electrical, mechanical, hydraulic, pneumatic, chemical, thermal, or other energy.
  • Lockout - The placement of a lockout device on an energy isolating device, in accordance with an established procedure, ensuring that the energy isolating device and the equipment being controlled cannot be operated until the lockout device is removed.
  • Lockout device - A device that utilizes positive means such as a lock, either key or combination type, to hold an energy isolating device in the safety position and prevent the energizing of a machine or equipment.
  • Normal production operations - The utilization of a machine or equipment to perform its intended production function.
  • Servicing and/or maintenance - Work place activities such as constructing, installing, setting up, adjusting, inspecting, modifying, and maintaining and/or servicing machines or equipment. These activities include lubrication, cleaning or unjamming of machines or equipment and making adjustments or tool changes, where the employee may be exposed to the unexpected energization or startup of the equipment or release of hazardous energy.
  • Setting up - Any work performed to prepare a machine or equipment to perform its normal production operation.
  • Stored energy - Energy that is available and may cause movement even after energy sources have been isolated. Stored energy may be in the form of compressed springs, elevated equipment components, hydraulic oil pressure, pressurized water, air, steam, or gas, or rotating flywheels, shafts or cams.
  • Tagout - The placement of a tagout device on an energy isolating device, in accordance with an established procedure, to indicate that the energy isolating device and the equipment being control-led may not be operated until the tagout device is removed.
  • Tagout device - A prominent warning device, such as a tag and a means of attachment, which can be securely fastened to an energy isolating device in accordance with an established procedure, to indicate that the energy isolating device and the equipment being controlled may not be operated until the tagout device is removed.

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