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Energy Isolation

Energy Isolation

Lockout/tagout procedures protect workers from unexpected releases of energy such as electrical, hydraulic, pneumatic or mechanical. These procedures help workers safely isolate energy sources before starting work. For more detailed information on the energy isolation and other safety practicescheck out API WorkSafe training and relevant API safety standards.

Download/Print Rules to Live By Booklet

  • Follow LOCK OUT/TAG OUT procedures to safely isolate or discharge energy sources protecting you from unexpected releases of energy.
  • Energy sources that need to be locked and tagged include:
    • Process fluids
    • Hydraulic
    • Pneumatic
    • Thermal
    • Chemical
    • Electrical
    • Mechanical systems
    • Radiation
  • Before work starts, do an initial evaluation to identify potential exposures and properly isolate them on the equipment.
  • Locks or tags should be removed by the person who installed them. If the worker who installed the lock or tag is not available, then the supervisor should check the equipment for complete repairs and assume full responsibility to remove the lock or tag.
  • Before returning the equipment to normal operations, notify the worker responsible for the area.
  • An inspection of lockout/tagout procedures should be conducted at least annually to ensure that the requirements are being followed.
  • Assure those involved are authorized, trained and competent.

Lock, Tag, Clear, Try

LOCK Potential presence of oil, gas and other petroleum products produced at worksite.

TAG the lock with a dated and signed tag the includes a “DANGER, DO NOT OPERATE” statement and the reason for the lockout.

CLEAR the area of personnel and tools prior to attempting to start the equipment.

TRY to energize the equipment locally to ensure the proper circuit is de-energized and an override does not exist.