Isolation of Plant and Equipment

STANDARD OPERATING PROCEDURE

Isolation Of Plant And Equipment

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Uncontrolled when Printed

OVERVIEW

The purpose of this Standard Operating Procedure (SOP) is to specify the processes to be followed for the isolation of plant and equipment to ensure positive isolation is achieved to protect personnel from the risk of an uncontrolled release of energy.

Contents

1. INTRODUCTION ................................................................................................................................................ 3

2. ISOLATION OVERVIEW .................................................................................................................................... 8

3. ISOLATION HARDWARE ................................................................................................................................ 11

4. ISOLATION PROCESS ................................................................................................................................... 16



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5. ISOLATION PROTOCOL IN EMERGENCIES ................................................................................................ 23

6. ISOLATION BREACHES ................................................................................................................................. 24

7. FLOWCHARTS ................................................................................................................................................ 25

8. ISOLATION SYSTEM MANAGEMENT ........................................................................................................... 28

9. DOCUMENT CONTROL .................................................................................................................................. 30



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1. INTRODUCTION

This SOP covers the minimum requirements and methods used by CBH to isolate all sources of hazardous energy that have the potential to cause:

• injury to persons

• damage the environment

• damage equipment

Contractors systems shall only be used if formally agreed via the Contractor Management Group Procedure and Interface Agreement process.

Note: This SOP does not cover HV Access or Switching. Refer to Permit to Work Group Procedure (HV Access) and SOP Electrical LV/HV for specific permitting processes.

Objectives

To detail the processes involved for isolation, lock out and tagging activities conducted by CBH Group employees, contractors and visitors when maintaining, repairing, inspecting, testing, modifying or cleaning fixed and mobile equipment.

References

Table 1: External References

Reference

Government of Western Australia Department of Mines, Industry Regulation and Safety Building and Energy Code of Practice for Persons working on or near energised electrical installations (2017).

Government of Western Australia Department of Commerce, Guidance Note Isolation of Plant 2010

Table 2: CBH References

Reference STORE ID

SOP Electrical LV and HV Works STORE-1473931053-792

SOP Barricading and Physical Separation STORE-1473931053-244104

Simple Isolation List STORE-1473931053-244067

Isolation Permit Hard Copy Ref CBH1697A

Roles & Responsibilities

Title Responsibilities

Head of Health, Safety and Environment

▪ Ensuring currency and validity of this SOP is maintained.

Responsible Line Manager – Area Manager, Terminal

▪ Implementation and compliance with the requirements of this SOP or delegation of this responsibility.

▪ Approving (or delegating the responsibility) the risk assessed procedure and associated documentation to follow in ‘exceptional

https://cbh4.sharepoint.com/sites/store365/_layouts/15/DocIdRedir.aspx?ID=STORE-1473931053-792





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Manager or Maintenance Superintendent

▪ Ensuring sufficient resources are on hand to maintain compliance with this SOP.

▪ Reporting isolation incidents in SHARE and investigating accordingly.

▪ Authorising the forced removal of padlocks.

▪ Identifying and upon successful completion of training, authorising personnel to hold the position of Authorised Isolator.

▪ Approving new isolation plans to be added as a controlled document.

▪ Designating Authorised Isolators and Permit Holders for isolation purposes related to site needs.

▪ Ensuring sufficient hardware is available for the purpose of isolation.

Isolation Permit Holder

▪ Shall have completed CBH Permit Holder training

▪ Cross checking as required that all isolations are in place against those listed on an isolation permit (Complex Isolation) once all hazardous energy has been controlled.

▪ Placing their own personal danger tag and padlock onto a lockbox.

▪ Communicating isolation controls in place to Work Team Members and ensuring they place their red personal padlocks on the lockbox correctly.

▪ On completion of work, ensure both workplace and equipment are left tidy and safe to return to service.

Authorised Isolator – Simple

▪ Shall only perform Simple Isolations and shall not Isolate for others or perform Complex Isolations

▪ Identifying all energy sources associated with work task.

▪ Only isolating plant and equipment they are qualified to isolate.

▪ Isolating equipment by placing their red personal locks and personal danger tags to all isolation points prior to placement of personal danger tags and padlocks by the Work Team Members.

▪ Checking for zero energy once isolations are in place (test for dead).

▪ Communicating state of isolated plant to Work Team Members once completed.

▪ Ensuring Work Team Members place their personal padlocks and personal danger tags correctly to isolation points

▪ Can cross check Complex isolations

Authorised Isolator - Complex

▪ Can perform Simple, Simple – For others and Complex isolations.

▪ Identifying all energy sources associated with work task.

▪ Only isolating plant and equipment they are qualified to isolate.

▪ Designing isolation plans and permits for the task to be undertaken when required.

▪ Reviewing isolation plans completed by other Authorised Isolators.

▪ Isolating equipment by placing isolation tags and isolation padlocks to isolation points prior to placement of personal danger tags and padlocks by the Work Team Members.

▪ Checking for zero energy once isolations are in place (test for dead).

▪ Securing isolation padlock keys in lockbox with the green lockbox padlock for Complex Isolations

▪ Communicating state of isolated plant to Isolation Permit Holder and/or Work Team Members once completed.

Grain Protection Co-ordinator or Officer (GPO)

▪ Isolating fumigation enclosures to prevent escape of fumigant products and prevent access to the enclosure.

▪ Using orange padlocks and appropriate tag to secure fumigation isolations.

▪ Operating in accordance with grain protection isolation protocols and this procedure.

Health and Safety Advisors

▪ Auditing area or site isolation process to ensure compliance to this SOP.

▪ Providing support to ensure hazard identification, risk assessment and mitigation are suitable and sufficient for task.

▪ Facilitating investigations into isolation incidents.



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Work Team Leader

▪ Ensuring that personnel working on the task understand the controls that have been put in place and that they are trained and competent to undertake the work.

▪ When required, with the Work Team Members completing a JSA for the activity and ensuring all hazards and energy sources are identified and have appropriate controls in place.

▪ If they are not the Authorised Simple Isolator on a Simple Isolation task they must have a face to face discussion with the Authorised Simple Isolator to ensure they understand the boundary of the isolation and the hazard controls that are in place prior to attaching their red personal lock and personal danger tag to a lockbox

▪ If they are the Authorised Simple Isolator on a task they shall comply with the responsibilities as listed for that role in this table.

▪ Ensuring any task risk assessment is re-evaluated at any time there is a change to the scope of the work

Work Team Members (Personal Lock Holder)

(all personnel working on the task, including contractors).

▪ Ensuring they have read, understood and signed the risk assessment required to complete the job.

▪ Placing their personal danger tag and personal red or white padlock at the required isolation point

▪ Seeking assistance from their Work Team Leader or a Responsible Line Manager where doubt arises.

▪ Removing their own and no other person’s personal danger tag and personal padlock when the work is complete or prior to leaving the site.

▪ At no point are Work Team Members to undertake their own isolations if not trained and authorised to do so

Definitions

Asphyxiant

▪ A substance, such as a toxic gas, or an event, such as drowning, that induces asphyxia - a condition in which an extreme decrease in the concentration of oxygen in the body accompanied by an increase in the concentration of carbon dioxide leads to loss of consciousness or death.

Authorised Isolator - Simple

▪ A person trained and assessed as competent to perform simple isolations.

Authorised Isolator – Complex

▪ A person trained and assessed as competent to perform simple – for others or complex isolations

Barricading ▪ A physical barrier set up around a work area to only allow authorised personnel to

enter. See the Guarding, Barricading and Separation Procedure for specific barricading requirements for work involving isolations and/or high-risk work.

Complex Isolation

▪ A documented and controlled process of isolating equipment from all sources of energy that provides a single point of personal isolation on a lockbox for the protection of all personnel working on the equipment. Undertaken by an Authorised Isolator when there are five or more isolation points as per an approved Isolation Permit.

De-energised (electrical)

▪ Electrical apparatus disconnected from all sources of supply by the removal or absence of conductors, to provide a visible break appropriate to the voltage and insulating medium and, not able to be made live by electrical operating work.

Electrical apparatus ▪ Any electrical equipment, including electric motors, transformers, switchboards,

overhead lines and underground cables, the conductors of which are live or can be made live.

Energised ▪ Connected to any source of potential hazardous energy.

Hazard ▪ Any source of potential damage, harm or adverse health effects on something or

someone under certain conditions at work.



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Hazard controls ▪ The elimination or minimisation of a risk associated with an identified hazard.

Isolate ▪ To disconnect hazardous energy from its source of supply.

Isolated ▪ Disconnected, proven and verified to be separated from its source of supply.

Isolation Permit ▪ A documented and approved method for performing complex isolations.

Isolation point ▪ The actual point at which isolated (circuit breakers, valves, etc.).

P & ID’s ▪ Piping and instrumentation diagram.

Positive isolation ▪ Separation of energy containment by physical disconnection of a pipe, cable, or the

racking out and earthing of HV circuit breakers.

Proven isolation ▪ When the effectiveness of isolation is proven through a testing process.

Simple Isolation ▪ A documented and controlled process of isolating equipment from all sources of

energy that provides protection for all personnel working on the equipment. Undertaken by an Authorised Isolator when there are four or less isolation points

Simultaneous Operations (SIMOPS)

▪ Is where worksites or activities overlap or are adjacent and may impact on one another

Suspended ▪ Documented notification by either e-signature advising that the issue of a

permit. and/or access to apparatus under a permit is temporarily relinquished.

Testing ▪ Non-intrusive activity that requires energy source/s to be temporarily re-instated in a

controlled manner for the purpose of testing of apparatus.

Work Team Member ▪ Any person working on a job were isolation is required. Work Team Members place

their personal padlock and personal danger tag onto either an isolation point (single point isolation) or a lockbox (simple – for others / complex isolation).

Information Management

System Description

SHARE SHARE (Safety Health Audit Risk and Environment) is the CBH online database for all Safety, Environmental and Quality recordings, and enables staff to view and report trends, active and inactive items, assign, escalate and share investigation responsibilities. Events may be entered as a Hazard, Incident or Action depending on specifics.

Communication

The document owner is responsible for communicating and making available this document to all stakeholders. The document is available to all staff on the company intranet.

Compliance Management

CBH are required to comply with international and national legislated requirements, accreditations and standards. To achieve this staff are required to comply with all Policies, Procedures and Work Instructions provided to them.

Regular reviews and audits will be performed by internal and external parties as required to ensure compliance is being achieved. If a non-compliance or breach is identified the Responsible Line Manager must be notified as soon as practically possible

Change Management

Changes to this document and forms shall be managed, reviewed and updated as described in the Document Control Content and Records Management Group Procedure.



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Users of this SOP can propose a change to this document, the activities which are required to complete the processes and the resources and equipment available to perform the task. Proposals should be given to Site and Area Managers who are responsible for initiating change.

All changes must be communicated to all participants in the isolation system through retraining where major changes have been enacted or at a toolbox update meeting for minor adjustments to this document and its processes.



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2. ISOLATION OVERVIEW

Risk Assessment

As part of the planning process for any task, a risk assessment of the task to be undertaken shall be completed in accordance with Hazard, Risk and Change Management Group Procedure.

Energy Source Identification

All energy sources and other hazards likely to place people carrying out work at risk must be identified and appropriate methods of isolating, containing or dissipating them planned for.

CBH Group plant and equipment energy sources can include but are not limited to:

▪ Electrical - (motors/drives, live electrical components, solar)

▪ Mechanical – (pinned valves, restrained arms)

▪ Hydraulic - (oil fluid pressure)

▪ Pneumatic - (compressed air/gas or steam pressure)

▪ Chemical - (corrosive, flammable, oxidising, toxic substances)

▪ Thermal - (heat/cold)

▪ Gravity – (conveyor gravity take-up units, suspended loads)

▪ Stored - (springs, gearbox wind up, electrical capacitors, residual energy)

Isolation Points

All plant/equipment that require an isolation should be designed with appropriate isolation points. It is important to identify all isolation points in a system as it may be necessary to use a local isolator to shut down a specific part of the machine such as a motor while the remainder of the plant remains in operation.

Clear identification markings or labels of the isolation points (if available) will assist the person isolating to select the correct isolation point.

Should the lockout mechanism on an isolation point be found broken or missing, a Hazard shall be raised in SHARE and where possible the lockout repaired immediately. Locks and tags shall not be placed on this point until repair. If work is to continue then the exceptional circumstances process detailed in Section 2.5.1 shall be followed.

Acceptable Isolation Points

Isolation Device Acceptable Types

Positive isolation devices ▪ Air gaps in electrical circuits (removal of conductors from terminal points

▪ Bus shutter locking

▪ Spool removal

▪ Cap installation

▪ Spade insertion (spades must meet engineering specifications)

Manual valves

(designed to provide proven separation from upstream energy source)

▪ Ball valves

▪ Plug valves

▪ Globe valves

▪ Gate valves

Note: Electrical wiring is not to be manipulated or tampered with by anyone other than an Authorised Licensed Electrician. Refer to SOP Electrical LV/HV



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Uncceptable Isolation Points

Isolation Device Unacceptable Types

Not primarily designed to separate upstream energy source from downstream energy use

▪ Emergency stop buttons

▪ Lanyard switches

▪ Control switches or stations

▪ Instrument air or pneumatic valves (unless the isolation is the valve itself)

▪ Check or non-return valves

▪ Relief valves

▪ Control valves (not designed for isolation purposes)

▪ Pneumatic or hydraulic activation isolation valves

▪ PLCs

Planning Isolations

Isolations are considered planned work unless in emergency situations. When planning an isolation, the Authorised Isolator shall:

▪ Consult relevant drawings (e.g. P&ID’s, electrical single-line drawings) associated with the equipment to identify energy sources and isolation points

▪ Physically inspect the work site

▪ Assess all energy sources to be isolated to establish the required isolation

▪ Consider all steps required to establish a proven isolation including isolation sequencing, testing, venting, draining, purging and/or flushing

▪ Consider all risks associated with the implementation of the isolation and determine the need for a JSA

▪ Consult with personnel competent with the relevant energy sources (e.g. a process worker identifies an electrical isolation is required outside their scope of competence shall consult an electrical worker qualified in the energy source)

▪ Have the isolation process checked by a second Authorised Isolator for Complex isolations.

Note: Conveyor belt isolations that require belt clamps MUST be undertaken using an approved process that ensures belt isolation clamps are rated for the conveyor and that the conveyer is secured from rolling backwards unexpectantly.

Each isolation must be risk assessed and the proper controls established before any isolating device is operated. The risk assessment must consider the energy source being controlled, the location of the isolation device, the hazards the Authorised Isolator will be exposed to and effect of the isolation activity on other workers. Specific consideration must be given to personal protective equipment (PPE) requirements to safely perform the isolation.

Work that involves contact with open and exposed electrical components, in a de-energised state, shall be considered as electrical intrusive work. Isolations for electrical intrusive work shall be carried out by an electrical Authorised Isolator.

Performing Isolations

Regardless of the energy type, all isolations involve the common steps of isolation listed below. The means of achieving each step will vary according to the equipment and energy source involved.

The person isolating shall ensure that when isolating plant or equipment the following steps are followed:

▪ Identify all energy sources and hazards.



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▪ Shutdown the plant.

▪ De-energise all energy sources.

▪ Isolate - isolations shall always be applied to the energy source and shall not rely on control circuitry. All hazardous energy sources shall be controlled/removed. If it is not possible to achieve a zero-energy state, then the isolation shall be considered an ‘exceptional circumstance’

▪ Control other potential hazards.

▪ Lock and tag - All isolations shall be secured to prevent the inadvertent de-isolation of the isolation point. If the use of a locking device (lock) is not feasible, then the isolation shall be considered an ‘exceptional circumstance’.

▪ Test by ‘trying’ to reactivate the plant - Note: no work can be carried out on the plant or equipment until this step has been completed and confirmed that isolations are in place and effective.

Remove locks and tags and reactivate plant or equipment. All isolations shall be proven to be effective by:

▪ Confirming zero energy by observing indications of de-energisation and de-pressurisation;

▪ Discharging stored energy;

▪ Securing mechanical movement;

▪ Flushing, draining, venting; and

▪ Trying to energise the isolated system (test try).

Prior to starting work any Work Team Member can request to be shown the isolation and prove the isolation is effective by having zero energy demonstrated to them.

Note: at all times the requirements of the Barricading and Physical Separation Procedure must be adhered to when undertaking isolations.

Exceptional Circumstances

Any isolation that cannot be completed in accordance with the common steps (i.e. stop, isolate - including relieving residual energy, lock out tag out, test for dead) shall be considered an exceptional circumstance.

An exceptional circumstance applies where any of the following conditions is not achievable:

▪ A zero-energy state to complete the task;

▪ A test / try of isolation is not possible; or

▪ Use of a locking device (padlock) is not feasible

Where an exceptional circumstance occurs, the isolation is considered incomplete and an alternative method of isolation should be investigated. A risk assessment shall be developed to provide a safe method of completing the task. The risk assessment/process needs to be approved and signed off by the Responsible Line Manager, typically an Area/Terminal/Project Manager, Maintenance Superintendent or their delegate.

Note: where an isolation cannot be proven or achieved, a JSA must be carried out to determine the residual risk rating of alternatives to current isolation techniques or controls. Where the isolation cannot be proven to be de-energised, the boundary of the isolation must be extended until effective isolation can be proven by demonstration or through a test. Depending upon circumstances this may mean the boundary is required to be extended to a full shutdown and de-energising of the site or part thereof or a designated stand by person is designated at the isolation location whilst a task is being performed to prevent re-energisation.



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3. ISOLATION HARDWARE

Padlocks

Type Image Use/Rule

Personal Padlock

Purpose: provides personal protection. Ensures equipment cannot be de-isolated placing worker in danger.

Description: red, keyed to differ with a single unique key. Owner identified by personal danger tag attached to padlock. May be issued with up to four red personal locks (sets will be keyed alike).

Must have successfully completed Work Team Member training to be issued a personal padlock. Must have completed Authorised Simple Isolator training if isolating for a Simple Isolation with red personal padlocks.

Security: padlock owner responsible for key and personal padlock.

Harvest Casual Padlock

Purpose: provides personal protection. Ensures equipment cannot be de-isolated placing worker in danger. (Note: Isolations are to be performed by an Authorised Isolator.

Description: white in colour, keyed to differ with a single unique key. Owner is identified by the personal danger tag attached to the padlock.

Security: padlock owner responsible for key and harvest casual padlock.

Isolation Padlock

Purpose: attached to equipment isolation points with an isolation tag by Authorised Isolators – Complex following isolation of equipment and prior to placement of personal padlocks and danger tags to indicate that the isolation points to which it is attached is in a state that prevents the flow of energy (i.e. is in an “off” or “closed” position).

Description: yellow, available in keyed-alike sets with each set keyed to differ.

Security: key secured in a lockbox/KCH/PCB

Note: Only Authorised Isolators - Complex will have control of the keys.

Lockbox Padlock

Purpose: secures a lockbox/KCH/PCB in closed position while an Isolation is active.

Description: green and keyed alike.

Security: key held by Authorised Isolator - Complex while isolation is active.

Note: Only Authorised Isolators - Complex will have control of the keys.



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Type Image Use/Rule

High Voltage (HV) Padlock

Purpose: locks out HV switching apparatus in the safe isolated position, undertaken by the HV switching operator who performed the HV switching as per the switching instruction.

Description: black and keyed alike. Keys issued to trained and authorised HV switching operators.

Security: HV switching operator responsible for their issued HV isolation padlock keys. Only HV switching operators, electrical inspectors and nominated electrical engineers may use HV isolation padlocks.

Fumigation Padlock

Purpose: secures all entry doors or potential entry points of an area under fumigation. It is attached to a lock out device and is placed with a fumigation tag.

Description: orange, keyed alike with several keys issued to trained and authorised GPOs / Authorised Fumigators.

Security: Only GPOs / Authorised Fumigators Grain Protection Officers and/or Authorised Fumigators may use fumigation padlocks and they are responsible for the padlock key.

Internally Sealed Padlock

Purpose: placed on all storage doors that have been internally sealed. Affixed with an information tag noting date, person and method of internal seal. Padlock may only be removed when internal seal has been removed.

Description: purple, keyed alike with several keys issued to trained and authorised GPOs / Authorised Fumigators.

Security: keys are allocated by CBH Operations Division. Only GPOs / Authorised Fumigators may use internally sealed padlocks and they are responsible for their issued padlock and keys.



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Tags – Type of Tags and Use

Type Image Use/Rule

Personal Danger Tag

Purpose: identifies the person working on isolated equipment. This tag shall be placed in conjunction with a red individually keyed, personal padlock.

Security: must only be removed by person who placed the tag when the job is complete, when leaving the job to attend to other tasks, at the end of each shift or when leaving site. Single use tags shall be destroyed after use.

Isolation Tag

Purpose: attached to a yellow isolation padlock must be attached on every isolation point. It indicates that the isolation point to which it is attached is in a state that prevents the flow of energy. Placed by Authorised Isolators following isolation of equipment, and prior to the placement of personal padlocks and danger tags.

Description: black print on orange / white striped background.

Process: Authorised Isolator shall clearly and legibly complete the isolation tag using indelible ink with the following information:

Full name of Authorised Isolator placing tag and padlock

Plant or equipment being isolated

Date tag and padlock placed

Commissioning Tag

Purpose: indicates a piece of plant or equipment is being worked on in an energised state and provides information around exclusive control of the equipment. Can be placed on main supply switches, valves or other source of energy supply. These control devices may be in the “on”, “open” or “energised” position or the “off, “closed” or “de-energised” position. Local control switches or stations in the field will also require tag attached to ensure all personnel are aware the equipment is energised and under local or manual control. These control points may be operated by appropriately trained and authorised persons whilst the tag is still attached. These tags may only be used if the equipment can be operated in a controlled and safe manner.

Description: purple and white.

Note: Commissioning Tags do not provide personal protection.



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Type Image Use/Rule

Out of Service Tag

Purpose: placed at the isolation point to alert personnel that equipment is not available for service and should NOT be used. It is used to warn others of the following:

Equipment is defective

Equipment has a fault that could cause injury to persons or damage to equipment if operated

Repairs and testing to the equipment are incomplete or equipment has been left unattended in an unsafe condition

An isolation has been left in a suspended state

Reason the equipment is out of service

Description: yellow background with black print.

Process:

Ensure plant is powered off and isolated where possible. Out of service tags should, where applicable, be placed on devices which isolate energy sources, only when those devices are set in the ‘off’ or ‘safe’ position.

Tags must be securely applied and clearly visible

Security: May only be removed after the item has been repaired by a person trained and authorised in affecting the repair or an isolation suspension is being lifted by an Authorised Isolator.

Information Tag

Purpose: communicates important health and safety information (e.g. placed on danger or caution tape/barricades). May be placed by anyone in the work environment.

Description: white background with blueprint.

Note: This tag must not under any circumstances be used as a substitute for a personal danger tag or an out of service tag.

Fumigation Tag

Purpose: indicates fumigation is in progress and entry into the area may result in exposure to a gas used for fumigation purposes. Attached and removed only by Authorised Grain Protection Officer and / or Authorised Fumigator. The fumigation tags relate to the fumigant being applied.

Contains the following information:

The fumigant (Phosphine or Nitrogen) being used

Identification of the Pest Control Officer who placed the tag

Date and time the tag was placed.

Process: When fumigation is in progress tag must be:

attached to a lock out device where fumigation tag is placed on all entry doors or potential entry points of storage being fumigated;



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Type Image Use/Rule

attached to all relevant equipment such as conveyors, fans, valves vents etc. isolated to contain the fumigant.

Note: In addition to the fumigation tags, “Danger Fumigation in Progress” signage must be positioned at exit / entry doors of the storage and at intervals along the storage length.

Other Devices

Type Image Use/Rule

Hasp

Steel scissor clip with multiple lockout points that cannot be removed until final padlock is removed.

Purpose: allows for multi-person lockout at a common isolation point. Multiple lockout points allow for an isolation padlock to be placed.

Lockbox

(Permit Control Board, Mobile lockbox or key capture hasp)

Captures the key to isolation padlocks, stores Isolation Permit and other permit associated documents.

Purpose: allows work team members to have direct control over the key to the isolation padlocks securing the energy sources to the equipment to be worked upon.

Security: secured by a green lockbox lock.

Commissioning Tag

Purpose: indicates a piece of plant or equipment is being worked on in an energised state and provides information around exclusive control of the equipment. Can be placed on main supply switches, valves or other source of energy supply. These control devices may be in the “on”, “open” or “energised” position or the “off, “closed” or “de-energised” position. Local control switches or stations in the field will also require tag attached to ensure all personnel are aware the equipment is energised and under local or manual control. These control points may be operated by appropriately trained and authorised persons whilst the tag is still attached. These tags may only be used if the equipment can be operated in a controlled and safe manner.

Description: purple and white.

Note: Commissioning Tags do not provide personal protection.



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4. ISOLATION PROCESS

Determination of Isolation Type

This flowchart shows the main decision process that must be undertaken to determine which type of isolation to put in place.

Simple Isolation

A Simple Isolation is used when the following criteria is met:

▪ There are four (4) or less isolation points

▪ The Authorised Isolator is part of the Work Team and is competent in the area where the isolation is to be performed

▪ They only involve a single work team with a single scope of work

Raising a Simple Isolation

The following steps describe the process required:

▪ The Authorised Isolator obtains approval to take the equipment out of service from the Responsible line Manager/control room or authority on site ensuring conflicting work fronts/simultaneous operations or open permits will not be affected

Work assigned with isolation

requirement

Complex Isolation

Yes

5 or more isolation points?

More than one work team or

scope?

No

Authorised Isolator part of Work

Team?

No

Yes

Yes

Simple Isolation NoSimple Isolation – For Others

NoYes



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▪ The Authorised Isolator shall risk assess the task - Work is undertaken utilising a Take 5 Minimum - that lists isolation points, methods and order of isolation

▪ Follow the common steps of isolation and locking each isolation point with one of their red personal padlocks (maximum of four) and attaching a completed personal danger tag to each padlock.

▪ Showing the Work Team Members where to place their red personal padlocks and personal danger tags onto each isolation point and clearly explaining the boundaries of the isolation and the hazard controls in place.

Refer to flowchart 7.1 Simple Isolation Process

Simple Isolation – For Others

A Simple Isolation – For Others is used when the following criteria is met:

▪ There are four (4) or less isolation points

▪ The CBH or Contractor Team Leader is not an Authorised Isolator or familiar/permitted into the work area isolations are to be performed i.e. MCC rooms at Terminals

▪ They only involve a single work team with a single scope of work

Note: When the Authorised Isolator is handing over control of the isolation to a CBH or Contractor Work Team Leader, a formalised isolation validation and hand over to commence work and formalised de-isolation authorisation after work is complete shall be undertaken using the relevant sections on the Simple Isolation List:

Refer to flowchart 7.2 Simple Isolation – For Others

Raising a Simple Isolation – For Others

The following steps describe the process required:

▪ The Authorised Isolator confirms the specific scope of work/plant to be worked on with the CBH or Contractor Work Team Leader

▪ The Authorised Isolator obtains approval to take the equipment out of service from the Responsible line Manager or authority on site ensuring conflicting work fronts/simultaneous operations or open permits will not be affected

▪ The Authorised Isolator shall risk assess the task using a Take 5 and Simple Isolation list (max 4 points)

▪ The Authorised Isolator applies the isolations by following the common steps of isolation (as per Section 3.5 of this SOP) and locks each isolation point with an isolation padlock and attaches a completed isolation tag to each padlock.

▪ The key to the isolation padlock (and any spare padlocks) is placed into a lockbox and secured with a green lockbox lock. The Authorised Isolator maintains the security of the lockbox lock key.

▪ Authorised Isolator shall sign the Validation section of the Simple Isolation list and hand over to the CBH or Contractor Work Team Leader

▪ The Work Team Leader places their red personal padlock and personal danger tag on the lockbox

▪ All the rest of the Work Team Members lock onto the lockbox with their red personal padlock and personal danger tag.



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Complex Isolation

A Complex Isolation is used when the task meets one of the following criteria:

▪ There are five (5) or more isolation points

▪ An Isolation Permit deemed necessary by a Responsible Line Manager (e.g. due to work risk or the risk of interacting work)

▪ There are multiple work groups and/or multiple scopes of work

Raising a Complex Isolation

Work that is identified as meeting the criteria for Complex Isolation is assigned to an appropriately qualified Authorised Isolator and the following steps are followed:

▪ The Isolation Permit Holder and the Work Team Members complete a JSA.

▪ The Isolation Permit Holder reviews the JSA for the activity and ensure all hazards and energy sources are identified and have appropriate controls in place.

▪ The Authorised Isolator obtains approval to take the equipment out of service from the Responsible line Manager or authority/control room on site ensuring conflicting work fronts/simultaneous operations or open permits will not be affected

▪ The Authorised Isolator accesses a document controlled, pre-approved Isolation Permit if there is one and checks it is appropriate for the task. If there isn’t one the Authorised Isolator shall draft one have it checked by a second Authorised Isolator

▪ The Authorised Isolator then performs the isolation following the common steps of isolation and locks each isolation point with an isolation padlock and completed isolation tag.

▪ The Authorised Isolator signs against each isolation on the Isolation Permit as it is completed.

▪ The Authorised Isolator then tests for zero energy. The work site cannot be handed over to the Isolation Permit Holder until this step has been completed and confirmed that isolations are in place and effective.

▪ Each of the isolations shall be crossed checked (i.e. visually verified) by the Isolation Permit Holder or a second Authorised Isolator if one is available to confirm the correct isolation points are secured.

Note: in some instances, there may be both electrical and mechanical Authorised Isolators who are placing isolations. The Isolation Permit cannot be issued for use until all line items on the permit are signed against as having been completed. The Authorised Isolator who completes the final isolations will sign the Isolation Permit over to the Isolation Permit Holder.

▪ The Authorised Isolator puts the key/s from the isolation lock set/s and any surplus locks from the set/s into the lockbox, securing it with the (green) lockbox lock. The Isolation Permit is inserted into the document holder on the lockbox door. The key to the lock box lock is retained by the Authorised Isolator.

▪ The Work Team Members and the Isolation Permit Holder then have a toolbox meeting to discuss the scope of work and the isolations that are in place.

▪ The Isolation Permit Holder then secures their personal lock and personal danger tag on the lockbox. The key to their red personal lock is retained by Isolation Permit Holder.

▪ Then every person working on the job then secures their red personal lock and personal danger tag to the lock box and signs onto the Isolation Permit. The key to each of the red personal locks is retained by each member of the Work Team.

Refer to flowchart 7.3 Complex Isolation



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Mobile Equipment

Mobile equipment isolation presents unique challenges. Energy isolation may require unusual solutions such as physical disconnection of energy sources, restraint of raised machinery parts and prevention of machine movement. This includes all physical isolation requirements, such as, but not limited to:

▪ Parked on flat stable ground;

▪ Engine switched off and park brake applied;

▪ Chocking or trenching to prevent vehicle movement;

▪ Battery isolators;

▪ Securing a raised bucket of a front-end loader to prevent collapse when the hydraulic circuit is penetrated;

▪ Wire roping or placement of pins on raised truck trays;

▪ Ground engaging gear lowered to ground; and

▪ Release of stored pneumatic or hydraulic pressure.

Where there is work that requires partial or complete energisation for fault finding or calibration (assessing alternators, testing hydraulic pumps, accumulator pressures) a risk assessment and adequate controls shall be implemented to PREVENT EXPOSURE to the hazardous energies involved, rather than prevent the release of those energies.

Only competent and authorised persons should undertake this work

Control Systems – Graphical User Interfaces (GUI Lockouts)

There may be circumstances where inspections are carried out in and around fixed plant at the ports (e.g. flow path inspections by DAFF).

In such circumstances, when inspections are carried out, control systems (graphical user interface lock outs) may be used as a control to prevent system start up. In any such event, an approved procedure must be developed (in consultation with work teams) and approved by the Terminal Manager.

Note: if work is to be conducted on equipment, isolation procedures must be followed.

Mechanical Interlocks and Guarding Removal

Plant, equipment and machinery shall be isolated if safeguards and interlocks are to be removed or deactivated. Where a safeguard is removed it shall be replaced on completion of the works prior to de-isolation.

High Voltage Isolations

High Voltage (HV) isolations can only be completed by electricians with a current HV licence, black HV padlocks are used to secure the isolated apparatus.

Where an isolation is applied to HV supplied plant the HV isolation shall be performed and each switching apparatus secured in the isolated position by the HV switching operator applying a scissor clip and a black HV padlock to the apparatus isolating device. The Authorised Isolator shall apply the isolation by placing a yellow isolation padlock onto the scissor clip of each HV apparatus that is isolated with a black HV padlock as one of the steps on the Isolation Permit.

Alternatively, to limit the access of personnel to HV apparatus after the HV switching operator has secured the black HV padlock they can take the key to the Authorised Isolator who will place it in the lockbox with the isolation padlock key and secure it with the lockbox lock. If this process is followed the HV Operator



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must place their red personal lock and personal danger tag onto the lockbox so that they will be alerted to when the task is going to be de-isolated and they will be available to retrieve the HV padlock key.

Note: Refer to Permit to Work Group Procedure – HV Access & Electrical LV/HV process for more detailed information on the high voltage isolation, switching processes and Arc Flash

Fumigation

CBH Group Grain Protection Officers are responsible for isolating personnel from areas of the workplace which may expose them to fumigation products i.e. fumigation lockers, sealed storages, bulkheads and tunnel areas. All necessary isolation steps to positively isolate the plant and equipment to make the area safe must be identified in a task specific Simple Isolation List or Isolation Permit.

Only Grain Protection Officers can use orange padlocks and fumigation tags to secure fumigation isolations. Grain Protection isolation protocols must be followed in accordance with this SOP and SOP Protect Grain.

Fault Finding, Testing and Commisioning Plant

For Electrical Fault finding it should first be attempted in a de-energised environment using de-energised testing methods. If work needs to take place on or near energised equipment, then it shall be in accordance with the Government of Western Australia Department of Mines, Industry Regulation and Safety Building and Energy Code of Practice for Persons working on or near energised electrical installations (2017).

Before commencing any testing or fault finding in an energised environment the following (as detailed in the SOP Electrical LV and HV Works) shall apply:

▪ Ensure all requirements of the Code of Practice are complied with

▪ Application of commissioning tags in accordance with this procedure

▪ Identify exposed conductive parts that are or could become energised while using test instruments

▪ Use temporary or fixed barriers to prevent electrical workers from inadvertently contacting exposed conductive parts

▪ Use only appropriate insulated and rated tools, test instruments and test probes

▪ Carry out checks to ensure the test instruments to be used are appropriate and functioning correctly

▪ Use only appropriately rated PPE, including arc flash PPE

▪ Use a safety observer, if required by the risk assessment conducted for the work

▪ Ensure that only authorised persons may enter the immediate area where the work is to be carried out

▪ Carry out a regular review of the work situation to ensure that no new hazards are created during the process

▪ When testing or fault finding is completed, circuits and equipment must be restored to a safe condition

Where isolations must be removed to ‘test’ equipment to inspect and ensure the maintenance activity was successful the de-isolation for testing process must be followed.

It also refers to electrical work, by qualified electricians, on ‘live’ ‘energised’ electrical apparatus. Testing is the activity of proving a piece of equipment or plant is fit for operation or duty. There is often a need to test equipment, particularly following the installation, modification, and/or change to operating circumstances or equipment repair, e.g. direction testing motors and function testing equipment.

Inching may also be required with a need to rotate or reposition an item of equipment during maintenance activities e.g. conveyor maintenance.



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Mechanical testing or inching of equipment shall only be performed when all permits associated to the Isolation Permit are put on HOLD (suspended). Prior to undertaking testing or inching the Authorised Isolator shall review any other permits associated to the Isolation Permit to ensure the testing and inching activity will not adversely affect the tasks currently in progress.

Equipment requiring testing shall have the following steps included in the JSA:

▪ How and where a barricade testing perimeter will be established.

▪ The requirement for all personnel working under the isolation to stop work remove their personal danger tags and padlocks from the lock box (or key capture hasp or PCB) and clear the test area.

▪ The requirement of the Authorised Isolator to remove the isolation tag(s) and isolation padlocks from the required points and place commissioning tag/s on isolation points, and control switches where practicable, that will require re-energising.

▪ Formalised communication protocol and GUI lockout established with Control Room operator where applicable.

▪ How the test will be performed.

▪ Upon completion of testing /commissioning the Authorised Isolator shall re-isolate the isolation point(s) and replace the commissioning tag(s) with the original isolation tag(s) or de-isolate the equipment if testing completes the job.

▪ If work is continuing the key to the isolation padlocks is placed back into the lockbox and the lockbox lock is reapplied by the Authorised Isolator.

▪ The requirement for all personnel working on the task to re-attach their personal danger tags and padlocks.

If equipment isolated under a Complex Isolation requires testing or re-positioning during the progress of work, then the following shall apply:

▪ A testing JSA shall be developed by the Work Team Leader or it may have been included in the original JSA steps as part of the job activity. If the isolation is part of a high-risk work activity that has a permit involved with it the Permit Issuer of that permit will take responsibility for developing the testing JSA.

▪ When the testing/commissioning is to proceed, the Work Team Leader shall instruct all personnel working under the isolation to cease work and remove their personal danger tags and padlocks from the lockbox.

▪ If working under a permit the Isolation Permit Holder of that high-risk work shall return the permit to the person who issued it.

▪ The Work Team Leader shall advise the Authorised Isolator of the activity and conditions.

▪ The Isolation Permit Holder shall sign the permit suspension section of the particular high risk permit they are working under indicating that reason as testing/commissioning (if applicable).

▪ The key for the isolation padlocks is removed from the lockbox.

▪ The Authorised Isolator shall remove the isolation tag(s) and isolation padlocks from the required points. A commissioning tag will be placed on each isolation point which will be energised.

▪ The defined isolation point(s) are temporarily re-energised by the Authorised Isolator in order to carry out testing / commissioning requirements.

▪ All testing shall be undertaken with the Work Team Leader in attendance.

▪ Upon completion of testing /commissioning the Authorised Isolator shall re-isolate the point(s) and replace the commissioning tag(s) with the original isolation tag(s).

▪ The key to the isolation padlocks is then placed back into lockbox.

▪ The green lockbox padlock is re-applied to the lockbox by the Authorised Isolator and

▪ If work is to continue all work team members re-attach their personal danger tags and padlocks.



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Utility Service Locations

The isolation shall be performed by the service provider using their isolation processes and CBH isolation padlocks and isolation tags will be used to secure the service provider’s isolation points.

Isolation Suspension

Only Simple Isolation – For Others and Complex Isolations can be suspended.

Isolations can be suspended for the following reasons:

▪ End of shift

▪ Parts not available

▪ Specialist assistance required

▪ Plant or equipment testing

▪ Work re-scope

▪ Environmental conditions

▪ Site or area emergency

If a Simple Isolation – For Others (utilising isolation locks) is to be suspended all personal padlocks and personal danger tags are to be removed from the lockbox and an out of service tag is placed on the green lockbox padlock stating the reason for the suspension.

If a Complex Isolation is to be suspended, the Permit shall be formally suspended and handed back to the Permit Issuer (Authorised Isolator) for subsequent reissue.

If isolation points on a current Isolation Permit need to change (i.e. for operational reasons a conveyor within the boundary of the isolation is to be reinstated), the Permit Holder shall formally suspend the Permit with the Permit Issuer (Authorised Isolator), the Authorised Isolator shall strike through the isolation points that require reinstatement, and note the reason for reinstatement in the isolation permit comments section. Once isolations have been restored, the Authorised Isolator shall create a new line on the Permit, have the isolation point/s cross checked and the steps of isolation followed to ensure the isolation is tested for dead. The Permit can then be formally handed back the Permit Holder for works to continue.

Permit Transfer

When there is a change of Permit Holder the out-going and in-coming Permit Holders shall meet face to face where practical and complete the permit transfer section of the Isolation Permit. The incoming Permit Holder taking over the responsibility for the job will ensure they are fully aware of what equipment is being worked on, via a worksite visit and sighting of the isolated equipment. Both the incoming and out-going Permit Holders shall review the risk assessment, any associated permits and the Isolation Permit to ensure that the new Permit Holder is fully aware of the scope of work, the hazards and required controls.

Both Permit Holders shall sign the permit transfer section of the Isolation Permit. The out-going Permit Holder prints the date and time of transfer, their name and places their signature.

If Work Team Members are still locked on to the relevant lockbox (or key capture hasp, or PCB), the in-coming Permit Holder shall apply their red personal lock and personal danger tag to the lockbox (or key capture hasp, or PCB) before the out-going Permit Holder removes their red personal lock and tag.

The Permit Holder taking over a job where work is still in progress shall then immediately inform all current Work Team Members that they have taken over responsibility.

Sometimes after a break in work there may also be a change of Permit Holders. This may mean that the last Permit Holder may not be available to hand over to the in-coming Permit Holder.



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In this instance the Permit Issuer (Authorised Isolator) shall identify to the new Permit Holder the equipment to be worked on, via a worksite visit. Both shall review the risk assessment, any associated permits and the Isolation Permit to ensure that the new Permit Holder is fully aware of the scope of work, the hazards and required controls prior to personnel locking back onto the relevant lockbox (or key capture hasp or PCB).

De-Isolation

No isolation shall be de-isolated until the equipment and area is made for reinstatement

This includes ensuring all tools and equipment are removed from the area and guards, covers and other components replaced and secured.

Simple Isolations

If the Simple Isolations have been placed by the Work Team Leader (as the Authorised Isolator) with their red personal locks and danger tags the following de-isolation process shall be followed:

▪ The Work Team Leader shall confirm the plant area or equipment is ready to be made operational.

▪ All personnel shall remove their personal danger tags and personal padlocks from each of the isolation points.

▪ The Work Team Leader shall ensure that there are no personal danger tags and personal locks left on the isolation points before removing their own red personal locks and personal danger tags, returning the isolation points to their normal position.

Simple Isolation – For Others & Complex Isolations

De-isolation of a Simple – For Others or Complex Isolation shall be carried out by an Authorised Isolator as follows:

▪ At the completion of the works all personnel shall remove their personal danger tag and personal padlock from the lockbox.

▪ For Simple Isolations – For others the Authorised Isolator shall ensure the Work Team Leader has signed the de-isolation authorisation section

▪ For Complex Isolations under a permit, the Authorised Isolator (Permit Issuer) shall ensure the Permit Holder has signed the Permit Closure section.

▪ The Authorised Isolator shall ensure that there are no personal danger tags and personal locks on the lockbox. The lock box lock shall be removed, and the key retrieved.

▪ The Authorised Isolator shall confirm the plant area or equipment is ready to be made operational and remove the isolation locks and isolation tags from the isolation points, returning the isolation points to their normal position.

▪ For Complex isolations under a permit, there is a de-isolation section to sign for each point on before signing the permit closure section

If the equipment is in a state where it cannot be returned to service, an out of service tag must be applied to the lockbox lock and the isolation suspended.

5. ISOLATION PROTOCOL IN EMERGENCIES

Responders may require direct access to plant or equipment under isolation in an emergency. If this should occur, the designated Incident Controller/On Scene Commander will contact the Isolation Permit Holder to assume control of and suspend all permits and tasks associated with the relevant equipment. This will allow safe and efficient access to the area and ensure inherent risks to the emergency



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responders are understood, particularly if access is required to equipment that is partly isolated or live at the time of the emergency.

6. ISOLATION BREACHES

Incident Reporting Requirements

If an isolation breach is identified, the Work Team Leader for the task and Isolation Permit Holder shall be immediately notified. An isolation breach shall be recorded as an incident in SHARE and investigated in line with the CBH Incident Management Group Procedure. Breaches such as the below will be subject to investigation and may result in disciplinary action.

▪ Failure to place personal danger tag and/or personal padlock on an isolation point before commencing an operation that requires the equipment to be isolated

▪ Failure to use the appropriate tags while commissioning plant or equipment

▪ Failure to remove personal danger tags and/or personal padlocks at the completion of work

▪ Unauthorised removal of a method of isolation, deliberately circumventing an isolation or operating plant or equipment which has an out of service or commissioning tag attached

▪ Unauthorised removal of another person’s personal danger tag and personal padlock.

Forced Padlock Removal

Forced padlock removal may be necessary when an individual has left their personal padlock and personal danger tag on the isolation point at the end of their shift or when equipment is required to be de-isolated, and it cannot be removed due to the key being lost or being unable to immediately locate the responsible person to remove their tag and lock. Every effort needs to be made to contact the person involved and request them to return to site and remove their tag, but if this is not possible, the Responsible Line Manager in charge is to be contacted and the process below is to be followed:

▪ Management shall use all reasonable means to attempt to locate a person. If the person is contacted and has left the work area, they shall return and remove their padlock and tag personally. A legitimate reason is required if the person is unable to return to the work area.

▪ Management must be satisfied the person is not in any danger should the tag be removed by speaking with them. Any telephone conversation with the individual shall be witnessed.

▪ Should the person not be contactable and their location unknown, management must undertake a full search of the area to ensure the person is not on site or in danger.

▪ If the key for the padlock has been misplaced, the Work Team Leader shall take all reasonable means to confirm the key cannot be located by physically searching the work areas covered by the isolation.

▪ The plant and equipment shall be inspected by a person who is knowledgeable on the isolated equipment to ensure all work is complete, machinery guards are in place, and all protective devices are functional and reset where required.

▪ The Responsible Line Manager shall authorise the removal of the padlock and tag and confirm with the Work Team Leader and Zone Safety Advisor the removal is going ahead and complete the lock removal authorisation form.

▪ The lock and tag shall then be removed by the Work Team Leader, and the work area left in a safe condition

▪ An incident notification shall be entered into SHARE for review and subsequent investigation. The individual shall be required to meet with the Work Team Leader to discuss the incident at the earliest possible time after the incident occurred.



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7. FLOWCHARTS

Simple Isolation Process



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Simple Isolation – For Others

Yes

Approval to take

equipment out of

service, risk

assess task,

Simple Isolation

List

No

Test for zero

energy

Isolations applied

as per the

isolation list

following steps of

isolation using

isolation padlocks

and isolation tags

Energy

discovered?

Commence work

Yes

No

Stop and follow

exceptional

circumstances process

Personal padlocks

removed by personnel

working under the

isolation detailed on

the risk assessment.

De-isolate the

equipment

Authorised

Isolator

Fit for

purpose?

Modify and have it

approved

Work assigned Work complete

and

Authorised

Isolator

Work

Group

Authorised

Isolator

Work Team

Leader

Place personal

padlock and

personal danger

tag onto kch/

lockbox and

and

Work

GroupWork Team

Leader

Work Team

Leader

and

Authorised

Isolator

Authorised

Isolator

De-Isolation

Authorisation hand

back to AIWork Team

Leader

and

Authorised

Isolator

Sign over Simple

Isolation List

Validation

and

Work Team

Leader

Inform Ops/

Control room

equipment can

return to serviceAuthorised

Isolator

Place key in KCH/

lockboxAuthorised

Isolator



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Complex Isolation

Pre Approved

Isolation Permit

(IP)?

Retrieve and

check IP

Work assigned

Risk assessment

reviewed

JSA fit for

purpose?

Yes

JSA developed for

the work

No

Modify risk

assessment and follow

approval process

No

Commence work

Develop IP

Check IP design

IP fit for

purpose?

Modify IP

Yes

Yes

No

2nd

Authorised

Isolator

Place personal

padlocks onto

lockbox and sign

onto the JSA

Toolbox meeting

held

Authorised

Isolator

Authorised

Isolator

and

Work

Group

Work

Group

Permit

Holder

and

Work

Group

and

Work

Group

Stop equipment

Isolate equipment

Lock and tag

isolation points

Authorised

Isolator

Authorised

Isolator

Authorised

Isolator

Place personal

padlock onto

lockbox and sign

onto the JSA

Authorised

Isolator

Permit

Holder

Permit

Holder

Permit

Holder

Permit

Holder

Permit

Holder

Energy

discovered?

No

Yes Stop and follow

exceptional

circumstances process

Authorised

PersonAuthorised

Isolator

and

Check isolation

points against

isolation permit

Place key to

isolation padlocks

and surplus

padlocks in a

lockboxAuthorised

Isolator

Secure lock box

with a green

lockbox padlockAuthorised

Isolator

or

2nd

Authorised

Isolator

Test/try equipment(test for dead/zero

energy)

Authorised

Isolator



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8. ISOLATION SYSTEM MANAGEMENT

Training and Competency

All persons performing work under this SOP must be trained and deemed competent. Training may need to be refreshed (as per table below) and all training records must be maintained in Success factors.

Isolation Training Matrix

Level Role Prerequisite Training Required Refresher Period

1 Work Team Member HSE Induction (including Take 5, JSA training and Work Team Member Isolation Awareness)

Three years

2 Authorised Isolator – Simple

*can only perform Simple Isolations and SHALL NOT isolate for others/complex isolate

▪ HSE induction

▪ Experience and understanding of the operational environment, plant and equipment they are performing isolations on

Simple Isolation training (online) + in field practical VOC

Three years

3 Authorised Isolator – Complex

*Can perform Simple Isolation, Simple

▪ Permit Issuer Training

▪ Authorised isolator – simple trained and competent

Complex Isolation training

(Delivered by HSE Advisor) + in field practical VOC

Three years



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Isolation – For others and Complex Isolations where a Lockbox, Permit Control Board or Key Capture Hasp is required

▪ Must be designated by manger

▪ Significant experience in area of operation and plant and equipment they are performing isolations on

Refresher Periods

Refresher training is theory based; however, a risk-based decision shall determine if a practical VOC is required at management discretion taking into consideration the following factors as per the Training, Awareness and Competency Group Procedure:

▪ The period since the equipment or task was last used or completed by the employee

▪ There has been a change to the employee/contractor work environment (e.g. change of location).

Work Team Members

There is a basic training package for personnel who are required to place their red personal padlock to work under supervision on an isolation. This training is part of the induction process for CBH. Upon successful completion of the training the participant will be issued a red personal padlock for use on site. Details of the recipient and the issued padlock will be entered into the site personal padlock register.

Contractors as Work Team Members

A Contractor (not fixed term contract or directly engaged labour hire employees) working in the capacity of a Work Team Member will be instructed on the requirements of applying a personal red lock and tag in compliance with this procedure by an Authorised Isolator (Complex or Simple) and be directly supervised in the performance of applying the lock.

A Contractor Work Team Member SHALL NOT perform their own isolations. They shall only apply lock and tag onto a confirmed hasp, lockbox or locking device.

Practical VOC

Area/Terminal Managers & Superintendents shall nominate and ensure practical VOCs are completed by employees that:

▪ Have significant experience in the site-specific equipment, processes and procedures being isolated in the performance of a VOC

▪ Have read and understood the latest version of the SOP Isolation of Plant and Equipment and before commencing

▪ Be current with the requisite level of isolation training

It is recommended that Zone HSE Advisors are present in the performance of a practical Complex Isolation VOC for process application and knowledge.

Registers

Registers of all locks and keys issued to Work Team Members and Authorised Isolators (Simple/Complex) shall be maintained at Zone, or where required, Site/Terminal level.

Auditing

The isolation system shall be audited on as part of the HSE audit process and schedule, this will include auditing of the procedure and its application.



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9. DOCUMENT CONTROL

Authorities

Approved By Head of Health, Safety and Environment

Approval Date 29/10/2020

Review Frequency

Annual Next Review Date 29/10/2021

Owner Head of Health, Safety and Environment

Custodian HSE Advisor - Systems

Division Operations Department Safety and Environment

Review History

Version Date Author Description of Revision

0.1 18/10/2020 HSE Advisor – Systems New document creation

0.2 20/10/2020 HSE Advisor – Systems Draft, issued for review, not published

0.3 22/10/2020 Head of Safety and Environment

Approved and issued for publish

1.0 29/10/2020 IMS Team Final, issued for use, published

Isolation of Plant and Equipment

Documents