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Lockout and Tagout Energy Control Review

Updated: Oct 13, 2020

Scope, Application and Purpose

1. Normal production operations are covered by the OSHA standard 29 CFR 1910.147 (a) (2) (ii).

A. True

B. False


2. When is servicing and/or maintenance that takes place during normal production operations covered by the lockout/tagout standards?


3. Are you familiar with 1910.147 that discusses the control of hazardous energy sources (lockout/tagout)?


4. Are normal production operations covered by the standard?


5. If an employee is servicing a piece of equipment, and places their hands in the point of operation area, do the lockout/tagout provisions apply?

6. What is the purpose of a lockout/tagout program?


7. Do you have a lockout/tagout procedure in regards to the smog hog?


8.Before implementing energy control procedures or performing maintenance and/or servicing operations, you should know

A. The sources of hazardous energy

B. The magnitude and type of hazardous energy sources at the workplace

C. The procedures that control hazardous energy

D. All of the above


9. Maintenance and repair work are the only situations that require controlling a machine’s hazardous energies

A. True

B. False


10. The correct time to use LO/TO is whenever you are performing service or maintenance on any piece of machinery or equipment where you could be injured by an unexpected startup or release of stored energy.

A. True

B. False


11. In case the servicing and/or maintenance is performed by a group of employees, who is responsible for executing the tagout/lockout procedure?

A. A single authorized employee

B. Each employee working on the machine

C. The employer

D. A designated employee chosen by vote


12. The OSHA Standard that covers “The control of Hazardous Energy” is:

A. 1910.120

B. 1910.147

C. 1910.1001

D. 1926.145


13. Are you familiar with the provision in OSHA Standard 1910.147(f)(2)(i) that states “Whenever outside servicing personnel are to be engaged in activities covered by the scope and application of this standard, the plant or facility employer shall inform them of the lockout/tagout procedures used by the facility?”


14. Do you believe that XYZ as a service provider to ZXY should have a Lockout/Tagout policy for the purpose of protecting employees against unexpected release of energy ?


15. Do you believe that XYZ as a service provider to ZXY should train all its employees on Lockout/Tagout policies?


16. Which of the following activities are not considered servicing and/or maintenance?

A. Constructing, installing, setting up, adjusting, inspecting, modifying and maintaining and/or servicing machines or equipment

B. Lubrication, cleaning or unjamming of machines or equipment

C. Both of the above are considered servicing and/or maintenance


17. Before implementing energy control procedures or performing maintenance and/or servicing operations, you should know…

A. The sources of hazardous energy

B. The magnitude and type of hazardous energy sources at the workplace

C. The procedures that control hazardous energy

D. All of the above


18. Which of the following applications are not covered by the OSHA standard?

A. Normal production operations

B. Cord-and-plug-connected equipment where exposure can be controlled by the unplugging of the equipment and the plug kept under the exclusive control of the employee performing the servicing or maintenance

C. Hot tap operations

D. None of the above are excluded


19. Which of the following conditions would require servicing and or maintenance to be covered by the OSHA standard?

A. An employee being required to remove or bypass a guard or other safety device

B. An employee required to place any part of his or her body into an area on a machine or piece of equipment where work is actually performed

C. Both of the above


20. Minor tool changes and adjustments, and other minor servicing activities which take place during normal production operations are not covered by the OSHA standard if they are:

A. Routine, repetitive and integral to the use of the equipment

B. The work is performed using alternative measures which provide effective protection

C. A and B collectively (together) are exceptions


21. Which of the following activities are not considered servicing and/or maintenance?

A. Constructing, installing, setting up, adjusting, inspecting, modifying and maintaining and/or servicing machines or equipment

B. Lubrication, cleaning, or unjamming of machines or equipment

C. Both of the above are considered servicing and/or maintenance


22. The date that the OSHA Locking & Tagging Standard became effective was:

A. January 1, 1994

B. July 1, 1973

C. October 31, 1989


Definition of Lockout

23. A Lockout Device is a device that positively prevents a machine from being:

A. Started up

B. Becoming electrically energized

C. Turned on

D. All of the above


24. “Lockout” means “the placement of a tagout device on an energy-isolating device to indicate that the device and the equipment being controlled may not be operated until the tagout device is removed.”

A. True

B. False


Outside Personnel and Contractors

25. Which of the following is considered to be a safe alternative to LO/TO?

A. Only allow an outside contractor to repair the equipment.

B. Fail-safe method

C. Inch-safe service method

D. Both a & c


26. If outside servicing personnel will be engaged in activities covered by the scope and application of the OSHA standard then:

A. The on-site employer must inform the outside servicing personnel of their lockout or tagout procedures

B. The outside employer must inform the on-site employer of their lockout or tagout procedures

C. Both of the above


27. The on-site employer that their employees understand and comply with the restrictions and prohibitions of the outside employer's energy control program

A. True

B. False


28. Whenever outside service personnel are to be engaged in activities covered by lockout-tagout standards, the on-site and outside employer shall inform each other of respective lockout or tagout procedures. This applies to:

A. Contractors performing maintenance and repair on affected equipment

B. Janitorial work

C .Food and drink services

D. Contractors providing incidental services that do not influence process safety


29. Which of the following is true of ‘Outside Contractors’?

A. Must know and understand your company’s policies of LO/TO as well as their own.

B. Do not have to lock or tag anything out since they are not employees of your company.

C. Must perform LO/TO if the situation/procedures require.

D. Both A & C


General

30. Locks must be specifically purchased for lockout applications.

A. True

B. False


31. Locks do not need to be individually keyed and identified.

`A. True

B. False


32. Locks/tags can be used for a purpose other than personal protection.

A. True

B. False


33. What tagging/locking features should be incorporated when a Machine, Equipment, Process is Out- of-Service?


34. Do you agree that some airborne substances cannot be identified and may provide no warning with regard to their presence?


35. Containments that may impair an employees judgment with regard to the task at hand include which of the following?

A. Carbon Monoxide

B. Nitrogen

C. Both of the above


36. LO/TO devices must be durable enough to withstand the environmental elements to which they are exposed.

A. True

B. False


37. Locks are the only approved means for locking out a machine.

A. True

B. False


38. What are the four basic characteristics both tags and locks must have in order to be used for LO/TO?

A. Durable, red, substantial, readable

B. Durable, standardized, substantial, identifiable

C. Affordable, reliable, substantial, durable

D. Traceable, durable, standardized, magnetic


39. Which of the following is true of locking out equipment?

A. Whether you lock or tag is up to you.

B. Tagout is preferred over lockout because it’s more flexible.

C. Lockout must be performed if the equipment and situation allow it.

D. Any available strong lock can be used for locking out.


40. LO/TO devices must have the following characteristic/s:

A. Durable

B. Standardized

C. Substantial

D. All of the above


41. Situations that may require LO/TO are:

A. Minor tool changes

B. Minor servicing that is routine, repetitive and integral to the use of the equipment

C. Where the power source is within arms reach.

D. Extensive disassembly


42. Multiple lockout locks can be keyed alike.

A. True

B. False


43. Lockout devices shall indicate the identity of the employee.

A. True

B. False


44. Lockout locks must be standardized by color, shape or size.

A. True

B. False


45. All lockout devices must be approved by your company.

A. True

B. False


46. Lockout devices should be standardized within the facility by using the same

A. Color

B. Shape

C. Size

D. Any one of the above


47. Locks are the only approved means for locking out a machine.

A. True

B. False


48. Are locks, tags, or both locks and tags placed on primary energy disconnects?


49. Are you familiar with lockout/tagout procedures?


50. Are you familiar with a lockout device?


51. Would you consider the following to be an appropriate definition of a lockout device: A device that utilizes a lock and key to hold an energy isolating device in the safe position?


52. What is an energy isolating device?


53. Please give me an example of an energy isolating device.


Energy Control Program

54. A hot tap is:

A. A procedure used in repair, maintenance and service activities which involves welding on a piece of equipment under pressure

B. A procedure of tying into an energized electrical system

C. Either of the above


55. The elements of an energy control program include:

A. Procedures for locking and tagging out equipment

B. Employee training

C. Periodic inspections of lockout/tagout activities

D. All of the above


56. Where are regulation locks and tags stored, and how do you get them when you need them?


57. What are the limitations of tags used without lockout devices?


Program Requirements

58. Each facility shall develop a written hazardous energy control policy, which incorporates the following elements:

A. Principles

B. Protective appliances

C. Risk assessment

D. Responsibilities

E. All of the above


59. Which of the following are the requirements for an employer in complying with the OSHA locking and tagging standard?

A. Establishing a program and utilizing procedures for affixing appropriate lockout or tagout devices

B. Establishing a program and utilizing procedures to otherwise disable machines or equipment to prevent unexpected energization, start up or release of stored energy in order to prevent injury to employees

C. Both A and B


60. OSHA requires that employers establish a “written energy control program.”

A. True

B. False


61. Which of the following are exceptions for excluding the documentation of a required procedure for a particular machine or equipment?

A. The machine or equipment has no potential for stored or residual energy

B. The machine or equipment has a single energy source which can be readily identified and isolated.

C. The isolation and locking out of that energy source will completely de-energize and deactivate the machine or equipment

D. The machine or equipment is isolated from that energy source and locked out during service or maintenance

E. A single lockout device will achieve a locked out condition

F. The lockout device is under the exclusive control of the authorized employee performing the servicing or maintenance

G. The servicing or maintenance does not create hazards by the employees

H. The employer in utilizing this exception has had no accidents involving the unexpected activation or re-energization of the machine or equipment during servicing or maintenance

I. All of the above must be met


62. All workplaces need to have a written lockout/tagout program in place.

A. True

B. False


63. Which of the following means are considered part of a full employee protection program that is necessary where tagouts are used in lieu of lockouts?

A. Removal of an isolating circuit element

B. Blocking of a controlling switch

C. Opening of an extra disconnecting device

D. Removal of a valve handle

E. All of the above are additional means


64. If an energy isolating device is not capable of being locked out, the employer's energy control program must include:

A. Hot tap procedure

B. Tagout system

C. Lockout device


Authorized, Affected, and All Other Employees

65. Who may remove the lock from the machine?

A. An affected employee

B. The security manager

C. The person who applied the lock

D. The employee who sees the person apply the lock


66. Are you aware that OSHA requires that there be a mutual understanding between the authorized representative of XYZ and ZXY as to what procedures and what devices would be used for the lockout/tagout procedure?


67. What is the difference between an authorized employee and an affected employee?


68. “Affected employees” are those responsible for implementing the energy-control procedures or performing the service or maintenance activities.

A. True

B. False


69. LOTO devices must be labeled to identify the specific employees authorized to apply & remove them.

A. True

B. False


70. Employers must provide LOTO training specific to the needs of four types of employees: “Certified,” “Authorized,” “Affected,” and “Other”.

A. True

B. False


71. Which of the following is the correct definition for an authorized employee?

A. An employee whose job requires him/her to operate or use equipment on which servicing or maintenance is being performed.

B. A person who locks or implements a lockout system procedure on machines or equipment.


72. Who is an “authorized employee” in a lockout/tagout program?

A. The employee responsible for executing energy control procedures

B. The employee that locks out or tags out a machine in order to improve, clean, or service it

C. Both a and b

D. The employee that locks the doors after work


73. Affected employees in a lockout/tagout are those who…

A. Operate the machinery that is being maintained or repaired

B. Perform servicing and maintenance activities on the machinery

C. Both a and b

D. Are affected by improper lockout procedure


74. Who (under normal conditions) is the only person that can remove a LO/TO device?

A. The ‘other’ employee.

B. The ‘significant other’ employee.

C. The ‘significant other’ employee.

D. The ‘authorized employee’.


75. Only authorized and affected employees are permitted to perform lockout procedures and maintenance on energized equipment.

A. True

B. False


76. If an authorized employee who applied a lockout or tagout device is not available to remove it, then that device may be removed:

A. Under the direction of any other authorized employee

B. Under the direction of two affected employees

C. Under the direction of the employer, provided that specific procedures and training where such removal has been developed, are documented and incorporated into the employer's energy control program


77. Lockout or tagout devices may be affixed to energy isolating devices by:

A. Affected employees

B. Any employee

C. Authorized employees


78. Were either Ms. XX or her co-worker classified as an authorized employee by XYZ?


79. What three classes does OSHA divide employees into as they pertain to LO/TO?

A. Authorized, Committed, Other

B. Authorized, Infected, Other

C. Authorized, Affected, Other

D. Authorized, Affected, Older


80. Only authorized employees may remove a lockout device that must be removed when the person who installed it cannot be located.

A. True

B. False


81. Where the system or procedure described in the previous question is used, then the primary responsibility is vested in:

A. An authorized employee for a set number of employees working under the protection of a group lockout

B. All employees are equally responsible and accountable

C. Any of the above procedures are acceptable


82. Lockout/tagout must be performed by authorized employees.

A. True

B. False


83. What is the difference between an authorized employee and an affected employee?


84. Who is authorized to perform an equipment lockout?


85. Who is held responsible for making certain that proper lockout and energy control procedures are followed?


86. When you are about to lockout equipment, who must be informed?


87. Did you or anyone else from ZXY provide a copy of ZXY’s lockout/tagout procedure to an authorized representative of XYZ?


88. Affected employees in a lockout/tagout are those who…

A. Operate the machinery that is being maintained or repaired

B. Perform servicing and maintenance activities on the machinery

C. Both a and b

D. Are affected by improper lockout procedure


Training

89. Your employer must retrain you when there is a change in…

A. Work assignments

B. Process or machinery, either of which poses a new hazard

C. Energy control procedures

D. All of the above


90. Re-training must be provided under which of the following conditions?

A. Whenever there is a change in job assignments

B. Upon change in machine, equipment or processes that present a new hazard

C. When there is a change in the energy control procedures

D. Upon termination of employment

E. A, B and C

F. All of the above


91. Do you know whether Ms. XX had been trained by XYZ to lockout the gas feed to the xxx?


92 The employees that need LO/TO Training are:

A. Authorized Employees

B. Affected Employees

C. Other employees

D. All of the Above

93. Affected employees must be trained on:

A. Electrical troubleshooting

B. Basic wiring techniques

C. The importance of not tampering with lockout/tagout devices.

D. Ohm’s law


94. Which classification of employee must be instructed on the OSHA standard and procedures developed, how to recognize hazardous energies and the type of magnitude of the energy available and the means and methods of energy isolation and how to conduct periodic inspections?

A. Authorized

B. Affected

C. All other

D. All of the above


Group Lockout

95. If an on-site employer and outside contractor are on the same project, then:

A. Each must inform the other of their respected lockout or tagout procedures

B. The on-site employer must inform the contractor of the procedures required for that activity C. The outside contractor takes precedence with his plan over the on-site plan


96. You can ignore or remove someone else’s lock or tag from a disconnect only if….

A. The person gives you permission

B. You know that the person is clear of the machine

C. You know that the person is not at work that day

D. None of the above answers is correct


97. If multiple people are servicing equipment, only one lock and tag is required.

A. True

B. False


98. All workers in an affected area do not have to be notified before a lockout is applied.

A. True

B. False


99. During a lockout procedure, one person can attach a single lock for an entire work crew.

A. True

B. False


100. When a worker is not present to remove his/her lock, any other coworker can remove that lock as long as it is safe to do so.

A. True

B. False


101. Which of the following is not true of ‘Group Lockout/Tagout’?

A. A supervisor may attach a lock for an entire work crew.

B. Each person working on the equipment must be represented by a lock or tag.

C.A supervisor should be the first/last person to attach a lock or tag.

D. Each employee working on the equipment is also an “authorized employee.”


102. A procedure where servicing or maintenance is performed by a crew or group that is in lieu of individual lockouts in known as:

A. System lockout

B. Group lockout or tagout

C. Either of the above


103. In case the servicing and/or maintenance is performed by a group of employees, who is responsible for executing the tagout/lockout procedure?

A. A single authorized employee

B. Each employee working on the machine

C. The employer

D. A designated employee chosen by vote


104. Two exceptions to LO/TO requirements are:

A. Minor servicing/maintenance and extensive disassembly

B. Minor servicing/maintenance and solar eclipses

C. Minor servicing/maintenance and set up activities

D. Minor servicing/maintenance and roller removal by two people


Tagout

105. Which are characteristics of an employee tag?

A. Used only for personnel protection

B. Clearly distinguishable from caution tags

C. Includes a legend such as “DO NOT START; DO NOT OPERATE” that informs employees not to start up equipment

D. All of the above


106. Which are characteristics of a caution tag?

A. Does not indicate that the applier is currently exposed to the unexpected release or transmission of hazardous energy

B. Indicates that the applier is currently exposed to the unexpected release or transmission of hazardous energy

C. Used only for personnel protection

D. None of the above


107. Locks/tags must be standardized throughout the facility.

A. True

B. False

108. Locks used for personnel protection shall be accompanied by:

A. Employee tags

B. Caution tags

C. Danger tags

D. Warning tags


109. Locks used to protect against hazards shall be accompanied by:

A. Employee tags

B. Caution tags

C. Danger tags

D. Warning tags


110. A device that is capable of being locked out can be tagged out as an alternative?

A. True

B. False


111. The placement of a prominent warning device such as a tag and a means of attachment is a definition of a:

A. Lockout

B. Tagout

C. Either of the above

D. Neither of the above


112. Which of the following criteria is not a required characteristic of a tag attachment device?

A. Minimum strength of 50 pounds strength.

B. Self-locking

C. Non-reusable

D. Requires a special tool.


113. When you cannot lockout the energy isolating device of a machine, you must still attach the tagout device to it, and complete the tagout procedures.

A. True

B. False


114. A “tagout device” is a device that uses a positive means such as a lock to hold an energy-isolating device in a safe position and prevent the energizing of a machine or equipment.

A. True

B. False


115. When you cannot lockout the energy isolating device of a machine, you must still attach the tagout device to it, and complete the tagout procedures.

A. True

B. False


116. Tags must be attached securely enough to withstand _______________ pounds of force.

A. 5

B. 50

C. 500


117. Tags are considered to be…

A. Physical restraints

B. Warning devices

C. Used instead of locks

D. Not likely to evoke a false sense of security.


118. The quality of the tagout device is vital in a lockout tagout procedure.

A. True

B. False


119. Tagout devices are permitted to be/must be:

A. Reusable if they are self-locking

B. Non-reusable


120. Which of the following are appropriate legends for placing on a tagout device?

A. Do not start

B. Do not open

C. Do not close

D. Do not energize

E. Do not operate

F. All of the above are appropriate legends

G. None of the above are appropriate legends


121. Which of the following is true of tagout?

A. When a device or piece of equipment cannot be locked out, then the only alternative is to tagout.

B. Tagout is preferred to lockout since it doesn’t cause a ‘false sense of security’.

C. Tags are applied by hand and are meant to serve only as a warning and not as a physical restraint.

D. Both b & c


122. Which of the following are strengths of a tagout system?

A. It is unlikely to be removed or bypassed

B. It is always legible and understandable by all authorized employees

C. It is easily attached to an energy isolating device so it cannot be inadvertently or accidentally attached.

D. None of the above


123. Which of the following is a correct sequence for implementation of a lockout or tagout procedure?

A. Machine or equipment shutdown, preparation for shutdown, machine or equipment isolation, lockout or tagout device application

B. Preparation for shutdown, machine or equipment shutdown, lockout or tagout device application, machine or equipment isolation

C. Preparation for shutdown, machine or equipment shutdown, machine or equipment isolation, lockout or tagout device application

D. Preparation for shutdown, machine or equipment isolation, machine or equipment shutdown, lockout or tagout device application


124. Where tagout devices are used with energy isolating devices designed with the capability of being locked, the tag must be fastened:

A. At the same point at which the lock would have been attached

B. As close as safely possible to the energy isolating device

C. Either of the above


125. What is the minimum unlocking strength specified for a tagout device?

A. 15 lbs.

B. 200 Newtons

C. 50 lbs.


126. Tagouts are permitted to be used until what time frame?

A. Until major replacement, repair, renovation or modification is performed

B. Whenever new machines or equipment are installed

C. Either of the above


127. A tagout device must-

A. Warn employees with instruction such as “Do Not Start,” “Do Not Open,” “Do Not Close,” “Do Not Energize,” or “Do Not Operate.”

B. Be labeled to identify employees authorized to apply and remove it.

C. Be durable enough to withstand workplace conditions.

D. Be substantial enough to minimize likelihood of premature or accidental removal.

E. Have all the above characteristics.


128. Which statement is true concerning tagout devices?

A. Tags are only warning devices