EN 17975:2025

SLOVENSKI STANDARD
01-september-2025
Vzdrževanje - Procesi obvladovanja tveganj za energijska in fluidna tveganja pri
vzdrževalnih dejavnostih - Napotki
Maintenance - Risk control processes of energies and fluids risks in maintenance
activities - Guidance
Instandhaltung - Verfahren zur Kontrolle der Risiken von Energien und Fluide bei
Instandhaltungsaufgaben - Leitfaden
Maintenance - Processus de maîtrise des risques liés aux énergies et fluides lors
d’opérations de maintenance - Recommandations
Ta slovenski standard je istoveten z: EN 17975:2025
ICS:
03.080.10 Vzdrževalne storitve. Maintenance services.
Upravljanje objektov Facilities management
13.100 Varnost pri delu. Industrijska Occupational safety.
higiena Industrial hygiene
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

EN 17975
EUROPEAN STANDARD
NORME EUROPÉENNE
May 2025
EUROPÄISCHE NORM
ICS 03.080.10; 13.100
English Version
Maintenance - Risk control processes of energies and
fluids risks in maintenance activities - Guidance
Maintenance - Processus de maîtrise des risques liés Instandhaltung - Verfahren zur Kontrolle der Risiken
aux énergies et aux fluides au cours des opérations de von Energien und Fluide bei Instandhaltungsaufgaben -
maintenance - Recommandations Leitfaden
This European Standard was approved by CEN on 7 April 2025.

CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this
European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references
concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN
member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by
translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management
Centre has the same status as the official versions.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,
Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Türkiye and
United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION

EUROPÄISCHES KOMITEE FÜR NORMUNG

CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2025 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN 17975:2025 E
worldwide for CEN national Members.

Contents Page
European foreword . 5
Introduction . 6
1 Scope . 7
2 Normative references . 7
3 Terms, definitions, and abbreviations . 7
3.1 Terms and definitions related to items and activities . 8
3.2 Terms and definitions related to energies & fluids lockout . 8
3.3 Terms and definitions related to risks and hazardous phenomena .11
3.4 Terms and definitions related to organization .12
3.5 Terms and definitions related to people .13
3.6 Abbreviations .14
4 Links between securing energies & fluids and maintenance processes .14
4.1 Boundaries and interfaces .14
4.2 Place of securing energies & fluids within maintenance processes .15
4.3 Interactions with other safety mitigation in maintenance .16
4.4 Equipment design and modification .16
4.5 Relation to severe hazard and emergency response management .16
4.6 Boundaries between maintenance and operating activities .17
5 Risk analysis .19
5.1 General issue: Systematic risk analysis mindset .19
5.2 Risk analysis methodology when applied to maintenance tasks .19
5.3 Specificities of risk analyses related to energies & fluids within maintenance tasks 20
5.3.1 Maintenance risk control methodology for energies & fluids within maintenance
tasks .20
5.3.2 Main elements to be considered when analysing maintenance activity .22
5.3.3 Impact of safety device technology .22
5.3.4 Effects of items configurations .23
5.4 Sources of the main hazards to be considered (energies & fluids, products that are
sources of dangerous phenomena) .23
5.5 Design and methodology for selecting an energies & fluids lockout process .24
5.5.1 Introduction – energies & fluids risk control process .24
5.5.2 Flowchart of risk analysis .24
5.5.3 Process application table .25
5.5.4 Risk prioritization and mitigation .27
5.5.5 Application to degraded (abnormal) situations .27
5.6 Updating energies & fluids specific risk analysis .28
5.6.1 Updating the risk analysis during a maintenance activity .28
5.6.2 Updating the risk analysis before applying Standard Operating Procedures (SOP) .28
6 Energies & fluids safety processes .29
6.1 Energies & fluids lockout process .29
6.1.1 General .29
6.1.2 Reinforced Isolation by lockout/tagout of energies & fluids (RI) .30
6.1.3 Standard Isolation (by lockout of energies & fluids) .33
6.1.4 Neutralization of energies & fluids by the control systems . 36
6.1.5 Specific Provisions for activities involving energies & fluids (SP) . 38
6.2 Lockout/Tagout and safety check. 41
6.2.1 Energies & fluids source control . 41
6.2.2 Type . 42
6.2.3 Location . 43
6.2.4 Identifiers and markers . 43
6.2.5 Maintenance . 43
6.3 Compensatory measures and Specific Provisions . 44
6.4 Securing steps . 45
6.4.1 Technical steps – Reinforced and Standard Isolation steps flowchart. 45
6.4.2 Means of checking the removal or neutralization of the energies & fluids . 47
6.4.3 Determining the “key points” . 47
6.4.4 Specific case related to the fitting of plugs . 48
6.5 Specific features of “PARENT/CHILD” energies & fluids lockout . 48
7 Organizational provisions . 49
7.1 Organizational prerequisites . 49
7.2 Organizational provisions . 49
7.3 Quality rules related to energies & fluids lockout . 50
7.4 Energies & fluids competences management and training . 50
7.4.1 Warning . 50
7.4.2 Principle . 50
7.5 LOCKOUT Administration . 51
7.5.1 Principle . 51
7.5.2 Lockout devices . 51
7.5.3 Secure access to handling devices . 51
7.5.4 Procedure for removing locked devices . 51
7.6 Use of tags and locks . 52
7.6.1 Tags memo . 52
7.6.2 Locks management . 53
7.7 Specific features – Design and modification of equipment . 53
7.8 Energies & fluids lockout device identification sheet . 53
7.8.1 General . 53
7.8.2 Content . 53
7.8.3 Validation . 54
7.8.4 Updating . 54
7.8.5 Exclusions . 54
Annex A (informative) Organizational provisions . 55
A.1 Organizational provision . 55
A.2 Organizational quality rules . 58
A.3 Energies & fluids lockout competences, training . 60
A.4 Example: designation of competent people for energies & fluids lockout and
maintenance operations . 62
Annex B (informative) Main elements to be considered when analysing maintenance activity
................................................................................................................................................................... 64
Annex C (informative) Non-exhaustive list of energies & fluids sources and phenomena . 67
C.1 General . 67
C.2 Unexhaustive list of energies and fluids. 67
Annex D (informative) Preparation of energies & fluids lockout steps .71
Annex E (informative) Example of isolation categories for pipes .73
E.1 Isolation categories for pipes .73
E.2 Selection of securing process given the existing setup .73
E.3 Category B types (reinforced isolation) .75
E.4 Category A types (standard isolation) .78
E.5 Examples of practical diagrams for category B (reinforced isolation) .79
E.6 Examples of practical diagrams for category A (standard isolation) .83
Annex F (informative) Mechanical energies & fluids lockout .85
F.1 General .85
F.2 Gravity-related mechanical risks .85
F.3 Mechanical risks caused by actuators .85
F.4 Ventilation-related mechanical risks .86
F.5 Mechanical risks caused by the effects of arching and walls.86
Annex G (informative) Specific rules for PARENT/CHILD energies & fluids lockout processes
....................................................................................................................................................................87
G.1 General .87
G.2 Specific rules for “PARENT/CHILD” .87
G.3 Removal of a “PARENT” energies & fluids lockout .88
G.4 “PARENT/CHILD” energies & fluids lockout .88
G.5 “PARENT” energies & fluids lockout .89
G.6 “CHILD” energies & fluids lockout .90
G.7 Dedicated software management of “PARENT/CHILD” energies & fluids lockout .90
G.8 Management of “PARENT/CHILD” energies & fluids lockout without dedicated
software .91
Annex H (informative) Document examples .92
H.1 Set of document example .92
H.2 LOTO form model example .94
H.3 Tag model example .95
Bibliography .97
European foreword
This document (EN 17975:2025) has been prepared by Technical Committee CEN/TC 319
“Maintenance”, the secretariat of which is held by UNI.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by November 2025, and conflicting national standards shall
be withdrawn at the latest by November 2025.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
Any feedback and questions on this document should be directed to the users’ national standards body.
A complete listing of these bodies can be found on the CEN website.
According to the CEN-CENELEC Internal Regulations, the national standards organisations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Croatia,
Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland,
Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of North
Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Türkiye and the United
Kingdom.
Introduction
Many occupational accidents are caused by a failure to manage energy & fluid sources during
maintenance activities and can result in serious impact on people, assets, and activities.
This standard is concerned with occupational safety and how to best control the risks related to energies
& fluids linked to maintenance activities.
The safety and health of workers prior to, and during, maintenance tasks on items involves a series of
practices and procedures aimed at controlling all energy & fluid sources. These practices and procedures
enable a worker to be sure that they can work on an item without any accidental reconnection of energies
or fluids and avoid being exposed to a hazardous working environment.
Depending on the task, items and related risk analysis, the safety of workers is based on the individual or
combined implementation of the following specific processes for each energy & fluid:
— Reinforced Isolation by lockout/tagout of energies & fluids (RI);
— Standard Isolation by lockout of energies & fluids (SI);
— Neutralization of energies & fluids by the control systems (N);
— Specific Provisions for activities involving energies & fluids (SP).
On its own, reinforced isolation by lockout/tagout of energies & fluids ensures the full protection of
workers. However, the design of existing items or the type of operations does not always enable such an
approach to be applied, which therefore imposes use of one of the three alternative processes set out
below.
Various industrial sectors (for example: chemical, metallurgy, agrifood, energies & fluids production and
power distribution) have adopted their own “energies & fluids lockout” terminologies. Each industry has
defined a formal system for risk analysis and operating procedures for securing each of the energies &
fluids it works with. Depending on the sector, the terms used for “energies & fluids lockout” include, but
are not limited to:
— reinforced lockout/tagout,
— standard lockout/tagout,
— lockout of released energies & fluids,
— LOTO - Lock Out, Tag Out,
— LOTOTO - Lock Out, Tag Out, Try Out (see OSHA 29 CFR 1910.147),
— administrative lockout,
— etc.
1 Scope
This document provides users with guidance that help manage risks related to energies & fluids during
maintenance activities on items when in use. It is the responsibility of each employer, according to the
terms commonly used in the company, to:
— Set out the correlation between the processes described in this document and standard practices,
— Define the roles and responsibilities of the people involved in the energies & fluids lockout process.
This document refers to concepts, definitions, rules, recommendations, and best practices taken from
national and international documents (lockout/tagout – “administrative lockout” – Lockout/Tagout
(LOTO) – Safe isolation) that cover activities to ensure the safety of workers with respect to energies &
fluids.
This document deals with the prevention of energy & fluid (e.g. powders, gases, liquids, etc.) related risks;
it is noted that some are covered by specific regulations or standards, such as the electrical risk.
Environmental issues related to energies & fluids are not in the scope of this document. Danger associated
with energies & fluids can be direct (e.g. contact, absorption, etc.) or indirect by reaction (e.g. mixing,
heating, etc.). The scope includes all fluids because they can be intrinsically dangerous or become
dangerous.
The recommendations given in this document have been drawn up with a view to ensure the safety and
health of workers around hazardous energies & fluids, and situations when they are conducting actions
related to maintenance, settings or changing formats, regardless of the type of activity.
The recommendations relate to activities carried out on items. They are applied before, during and after
the operation to:
— The energies & fluids supplied, contained, transported, or released by items, products,
— Risks related to the presence of hazardous energies & fluids for the worker and the surrounding
personal.
This document is a methodological guideline within the maintenance standards.
NOTE Particular cases such as risks of lack of presence of vital elements for the worker (e.g. breathable air) are
in the scope but will not be detailed.
2 Normative references
The following documents are referred to in the text in such a way that some or all their content constitutes
requirements of this document. For dated references, only the edition cited applies. For undated
references, the last edition of the referenced document (including any amendments) applies.
EN 13306, Maintenance — Maintenance terminology
3 Terms, definitions, and abbreviations
For the purposes of this document, the terms and definitions given in EN 13306, and the following apply.
ISO and IEC maintain terminology databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https://www.iso.org/obp/
— IEC Electropedia: available at https://www.electropedia.org/
3.1 Terms and definitions related to items and activities
3.1.1
item
part, component, device, subsystem, functional unit, equipment or system that can be individually
described and considered
Note 1 to entry: In the context of this standard, we consider as items things that are commonly called installations,
process line, machinery, items, production line, plant, working equipment, etc.
[SOURCE: EN 13306:2017, 3.1, modified – modification of note to entry 1 and removal of notes to entry
2 and 3]
3.1.2
release
authorization for a temporary transfer of responsibility from the operating officer to the operation
manager within the scope indicated in the release document
Note 1 to entry: The release, for works, testing, etc. is an authorization given to a works officer, test officer, etc. in
order to work on disabled items or items in use.
3.2 Terms and definitions related to energies & fluids lockout
3.2.1
energies & fluids supplied to items
energies & fluids supplied to the items by external sources
Note 1 to entry: Energies and fluids can be necessary for items' operation.
3.2.2
contained energies & fluids
internal, stored, residual or converted energies & fluids
3.2.3
lockout/tagout
LOTO
lockout/tagout is a process which contains different steps of securing energies & fluids
placement of a lockout device on an energies & fluids isolating device, in accordance with an
established procedure, ensuring that the energies & fluids isolating device and the equipment being
controlled cannot be operated until the lockout device is removed
placement of a tagout device on an energies & fluids isolating device, in accordance with an
established procedure, to indicate that the energies & fluids isolating device and the equipment being
controlled should not be operated until the tagout device is removed
[SOURCE: OSHA CPL 02-00-147]
3.2.4
lockout/tagout/try-out
LOTOTO
LOTO improvement highlighting the phase of verification of absence of energies & fluids (Try-Out step)
before any intervention
3.2.5
process
set of interrelated or interacting activities that use inputs to deliver an intended result
Note 1 to entry: In the context of this standard, items perform processes that use energies & fluids.
[SOURCE: EN ISO 9000:2015, 3.4.1]
3.2.6
energies & fluids lockout
all activities and measures related to energies & fluids, hazardous products or the removal of vital
elements that ensure the safety of maintenance workers during their activities on, or near to, items or
within their working environment
Note 1 to entry: Securing should combine various processes that are specific to each energy & fluid listed in this
document, through:
— Reinforced isolation by lockout/tagout of energies & fluids (RI);
— Standard isolation by lockout of energies & fluids (SI);
— Neutralization of energies & fluids by the control systems (N);
— Specific provisions for activities involving energies & fluids (SP).
In addition to the processes listed above, collective, and individual protections or organizational measures
(procedures, requirements, working methods, permits-to-work, etc.) enable the maintenance worker to carry out
activities whilst controlling the risks.
Note 2 to entry: See the list of energies in Annex C “Non-exhaustive list of energies & fluids sources and
phenomena”.
3.2.7
reinforced isolation by lockout/tagout of energies & fluids
RI
process that results in the removal – by separation or by a combination of isolating and opening devices
(e.g. valve, tap, etc.) – of all energies & fluids where the presence, accidental retention, unintended
appearance does not have hazardous consequences for workers, the environment, and items
Note 1 to entry: Depending on the energies & fluids present, bleed, discharge, release, clean-up, or mechanical
blocking activities could be necessary.
Note 2 to entry: The RI process involves all the activities and provisions that enable an item to be secured and kept
secure, so that the workers can conduct their maintenance activities.
3.2.8
standard isolation by lockout of energies & fluids
SI
process that results in the removal – by locking in position a single or double isolating device – of all
energies & fluids where the presence, accidental retention, unexpected appearance does not have
hazardous consequences for workers, the environment, and items
Note 1 to entry: Depending on the energies & fluids present, bleed, discharge or release activities should be
necessary.
Note 2 to entry: The SI process involves all the activities and provisions that enable an item to be secured, so that
the workers can conduct their maintenance activities.
Note 3 to entry: It is important to monitor the efficiency of isolation throughout the intervention (no leaks or leaks
controlled).
3.2.9
neutralization of energies & fluids by the control systems
N
process that, through design of the control systems, shuts down an item of equipment so that a list of pre-
determined tasks can be conducted in safety
Note 1 to entry: The control systems fulfilling safety functions meet reliability requirements, considering the risk
of failures. The design rules are defined in the design standards (EN 60204-1, EN ISO 13849-1 and EN IEC 62061).
Note 2 to entry: Based on risk assessments, various performance levels are determined with control system
architectures adapted to the level of risk.
Note 3 to entry: Securing through control systems addresses risks related to the energies & fluids supplied to the
item. Additional measures should be implemented to interrupt or reduce contained energies & fluids.
3.2.10
specific provisions for activities involving energies & fluids
SP
process that results in the implementation of organizational or technical measures enabling observation,
diagnostics, testing activities and work on settings for the item in service to be carried out safely, with
energies & fluids present
3.2.11
separate
action of creating an interruption through a combination of systems, specific systems, or the temporary
removal of an element of the system to permanently guarantee a lack of energies & fluids between the
item and each of the energies & fluids present
Note 1 to entry: Terminology related to the process of reinforced isolation by lockout/tagout of energies & fluids.
Note 2 to entry: Shared terminology, applicable to all energies & fluids.
3.2.12
isolate
action of creating an interruption through an action and/or a system to manage a lack of energies & fluids
between the item and each of the energies & fluids present for a given period
Note 1 to entry: Terminology related to the process of standard isolation by lockout of energies & fluids.
3.2.13
lockout
placement of a lockout device on an energies & fluids isolating device, in accordance with an established
procedure, ensuring that the energies & fluids isolating device and the equipment being controlled cannot
be operated until the lockout device is removed
3.2.14
lockout device
strong mechanical element used to maintain the energies & fluids lockout components in a given position
Note 1 to entry: The removal of the lockout device should only be performed as part of a removal procedure by an
authorized person.
Note 2 to entry: To remove the device, dedicated equipment defined in the procedure shall be used (example: a key
or another equivalent system).
3.2.15
tagout
placement of a tagout device on an energies & fluids isolating device, in accordance with an established
procedure, to indicate that the energies & fluids isolating device and the equipment being controlled
should not be operated until the tagout device is removed
3.2.16
try-out
actions related to the verification of the absence of energy or fluids
3.3 Terms and definitions related to risks and hazardous phenomena
3.3.1
hazard and hazardous phenomena
potential source of harm
[SOURCE: EN ISO 12100:2010, 3.6, modified – removal of notes to entry]
Note 1 to entry: Although the occupational risk is the main stake, risks to consider might be also damages to
population, assets, and environment.
3.3.2
risk
combination of the probability of occurrence of harm and the severity of that harm
[SOURCE: EN ISO 12100:2010, 3.12]
3.3.3
risk analysis
process implemented to understand the type of a risk and to determine the level of risk
Note 1 to entry: The risk analysis provides the foundation for assessing the risk and the decisions related to dealing
with the risk.
Note 2 to entry: The risk analysis includes an estimation of the risk.
[SOURCE: ISO 31000:2009, 2.21]
3.3.4
risk assessment
process comparing the results of the risk analysis with risk criteria, in order to determine if the risk
and/or its scale are acceptable or tolerable
Note 1 to entry: The risk assessment helps with decision-making on how to deal with the risk.
Note 2 to entry: Risk control, used in this standard, is defined below.
[SOURCE: ISO 31000:2009, 2.24]
3.3.5
risk control
risk control processes are operational steps that control the risks « on the field »
Note 1 to entry: The standard is not explaining more general risk management issues – it would duplicate risk
management systems standards.
3.4 Terms and definitions related to organization
3.4.1
lockout procedure
organizational procedure setting out the rules for fitting and removing component lockout devices as part
of energies & fluids lockout
3.4.2
energies & fluids lockout device identification sheet
document identifying the energies & fluids and the energies & fluids lockout devices for the items in
question
Note 1 to entry: It lists all the energies & fluids of the item in question (supplied, contained and residual energies
& fluids).
Note 2 to entry: It lists the energies & fluids separation, isolation and dissipation devices marked beforehand using
tags (see Annex F).
Note 3 to entry: It lists the energies & fluids separation, isolation, and dissipation activities with the reference of
the relevant handling sheet.
3.4.3
operating procedure for energies & fluids control
document determining the type and order of the various states and handling activities involved
neutralising energies & fluids during an operation on an item
Note 1 to entry: The operating procedure considers all the energies & fluids and defines, as per requirements, the
initial state and expected final state of the position of the valves.
Note 2 to entry: Depending on the complexity of the items, it should refer to the application of several handling
operation sheets.
3.4.4
handling operation sheet
document, specific to a type of energies & fluids that indicates the type, the state and order of the actions
to be carried out for the process of reinforced isolation by lockout/tagout of energies & fluids or standard
isolation by lockout of energies & fluids
Note 1 to entry: Several handling operation sheets should be grouped together within a single document.
3.4.5
work-permit
document issued by the employer providing formal authorization to carry out an operation, after a risk
analysis and definition of the prevention and protection measures
Note 1 to entry: Work-permit is also commonly known as work authorization.
3.4.6
energies & fluids lockout certificate
document delivered before work begins formalising the securing of all the energies & fluids for an item
3.4.7
energies & fluids lockout proficiency certificate
document through which the employer formally recognised an employee's ability to secure the energies
& fluids of an item
3.4.8
degraded situations
abnormal use of equipment, caused by a technical, human, or organizational failure or deviation
(e.g. incorrect use of standard operating procedure)
3.5 Terms and definitions related to people
3.5.1
employer
person or legal entity who employs members of staff and has authority over them
3.5.2
plant manager
person who is responsible for an operating site, and is accountable of the whole site safety (responsible
authority)
Note 1 to entry: This responsibility can be subdivided and delegated.
3.5.3
ordering party
person or legal entity that has the authority to contract a service provider to perform activities in relation
to an order
3.5.4
operations manager
person in charge of managing operating activities (operation, surveillance, maintenance, etc.) for an item
3.5.5
lockout/tagout officer
person capable of analysing the risks and defining the actions to be taken on the energies & fluids, in
order to carry out or have carried out the process of reinforced isolation by lockout/tagout of energies &
fluids or the process of standard isolation by lockout of energies & fluids
3.5.6
lockout officer
person capable of analysing the risks and defining the actions to be taken on the energies & fluids, in
order to carry out or have carried out the process of standard isolation by lockout of energies & fluids
3.5.7
lockout/tagout manager
person in charge of coordinating the actions of the lockout/tagout officer and the lockout officer and
ensuring that all the energies & fluids lockout devices have been put in place for an item
3.5.8
maintainer
person performing a maintenance activity
3.5.9
works officer
person in charge of managing works
3.5.10
activity officer
person in charge of managing interventions and, where appropriate, carrying them out
3.5.11
operator
person in charge of carrying out an operation
3.5.12
test officer
person in charge of managing tests; he/she takes the measures needed to ensure his/her own safety and
that of any third parties involved during tests
3.5.13
safety supervisor
person with the knowledge required to monitor one or more people during completion of an operation
in accordance with given instructions, as a compensatory measure
3.6 Abbreviations
ALARP As Low As Reasonably Practicable
ATEX Atmosphere Explosive
CMMS Computerized Maintenance Management System
HSE Health, Safety and Environment
SOP Standard Operation Procedure
UPS Uninterruptible Power Supply
4 Links between securing energies & fluids and maintenance processes
4.1 Boundaries and interfaces
This standard only applies to professional activities.
This standard interfaces with the notions of HSE (Health, Safety and Environment) risk control,
mentioned in EN 13460:2009, Annex B (work permit within work order).
This standard focuses on “Maintenance” activities, which will be defined and distinguished from design
and production management activities using EN 17007 and EN 13306.
Risks not directly related to energies & fluids during maintenance activities will not be considered, for
example: fall from height, level fall, handling cuts. Principle safety management issues are covered by
safety standards, this document covers the very specific risk analysis within maintenance activities,
related to hazardous energies & fluids.
This standard does not supersede existing standards that cover specific risks, in particular but not
exclusively:
— Operations on electrical structures and installations in the surrounding area (best covered by
EN 50110-1),
— Working in confined spaces,
— Radioactivity, ionising radiations,
— The design of equipment as defined in the “Machinery directive” 2006/42/EC and the “Pressure
Equipment Directive” 2014/68/EU.
This document has not been written to deal with items (reminder: item can be a set of items; item can be
a single equipment up to a whole item – see definition chapter) that are subject to very specific
requirements and are submitted to specific regulations or standards because of the major risks they may
present (e.g. nuclear item or viruses in a laboratory).
In the event of decommissioning of items, utilities, networks, or processes working equipment, etc., this
final stage of the service life of the item could require specific additional procedures not included in this
document.
4.2 Place of securing energies & fluids within maintenance processes
This standard focuses on the specific risks related to energies & fluids during maintenance tasks. This
standard relates to the maintenance processes described in EN 17007. It concerns more particularly the
following processes:
— “Ensure personal health and safety to individuals and preserve environment in maintenance”
(referenced as HSE process in EN 17007),
— The processes for carrying out the maintenance tasks; and more especially the process “Act
preventively and/or correctively on the items to maintain” (referenced as ACT process in EN 17007):
— Rank the events,
— Prepare for the tasks,
— Set in order the tasks,
— Schedule the tasks,
— Begin the scheduled tasks,
— Perform the maintenance tasks,
— Finish the tasks.
As shown in Figure 1, the core of this standard is the risk analysis step and the choice of the appropriate
risk control process (Reinforced isolation, standard isolation, neutralization etc. described later in this
document) for each energy & fluid.
Maintenance processes shall include activities dedicated to HSE risks control. It is then a support for HSE
risk control within maintenance processes.
It also relates with the maintenance workflow and work order information and purpose described
in EN 13460:2009, Annexes B and C.
4.3 Interactions with other safety mitigation in maintenance
An efficient and controlled maintenance activity (in terms of quality and HSE risks) shall be properly
planned. This planning shall identify and manage all the risks control related to the activity and define
the appropriate prevention and protection tasks.
The risk analysis phase related to maintenance activities, in the broadest sense, should integrate energies
& fluids issues. This is relevant because there are harmful i
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