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newSchoolWorks.com › VoTechWorks › Transportation › Automotive Technology › Engine Systems: Theory, Diagnosis, and Overhaul › Lesson 2
TRN-AUTO19-02 · Lesson 2 · 10 clock hours · demo

Shop Safety for Engine Work: Hazardous Materials, Lifting, and Lockout/Tagout

Objective. Students will demonstrate correct lockout/tagout procedures, engine-hoist rigging, and safe handling of shop chemicals in accordance with OSHA 29 CFR 1910 general industry standards before any hands-on engine lab begins.

⚠ Pending professional review

This lesson, its worked examples and its practice questions has not yet been verified by a certified examiner or master technician in the trade or by a certification or approval body. It is a study draft and may contain errors. Do not use it as instructions for work on a job site or on live equipment. Always follow your instructor, your supervising professional, and current official references and regulations.

VoTechWorks program approval and accreditation are still in progress. Credentials are issued only by the certifying bodies named in each program, after their own exams.

Why Shop Safety Comes First

Before any engine is pulled, any bolt is cracked, or any chemical container is opened, every student must be able to control three categories of hazard: hazardous materials, mechanical lifting, and stored energy. OSHA 29 CFR 1910 general industry standards set the legal floor for these controls. Instructors will not allow a student into the engine lab until the skills on this page are demonstrated to a passing standard—zero critical errors.

Hazardous Materials and the Safety Data Sheet

Every chemical in the shop—motor oil, brake cleaner, parts-washer solvent, antifreeze/coolant—has a Safety Data Sheet (SDS) maintained by the manufacturer. Federal law (OSHA Hazard Communication Standard, 29 CFR 1910.1200) requires employers and training programs to keep SDS documents accessible to anyone who works with those materials.

An SDS follows a 16-section format standardized by the Globally Harmonized System (GHS). The sections most critical to daily shop work are:

Practical points for common engine chemicals:

Always check the SDS before using an unfamiliar product. The SDS binder is kept at the instructor station; a digital copy is on the program server.

Engine Hoist Safety and Rigging

A typical shop engine hoist (cherry picker) uses a hydraulic ram and a boom with load-chain attachment points rated for a specific capacity—commonly 1 ton or 2 tons. Never exceed the rated load. Before every use:

1. Inspect the load chain: look for twisted links, cracks, gouges, and stretched links. A stretched chain has a longer pitch than stamped on the hoist label. Remove any damaged chain from service.

2. Inspect the hooks: the hook latch must snap closed. A bent or cracked hook is out-of-service.

3. Inspect hydraulic hoses and fittings: no seeping fluid, no cracked hose.

4. Check the boom extension: use the shortest extension adequate for the job—every notch you extend reduces rated capacity.

Lifting procedure:

Steel-toe boots are mandatory: a dropped engine or component will not be stopped by canvas or leather alone without a reinforced toe cap.

Lockout/Tagout (LOTO)

Lockout/tagout is the procedure that prevents equipment from being accidentally energized while a technician is working on it. OSHA 29 CFR 1910.147 (Control of Hazardous Energy) governs LOTO in general industry. The goal is to bring every energy source to a zero-energy state before work begins.

For a shop vehicle before engine removal, the energy sources include:

LOTO sequence (program standard):

1. Notify all affected persons.

2. Identify all energy sources.

3. Shut down the equipment using normal stopping procedures.

4. Isolate each energy source (disconnect battery, close fuel shutoff if present).

5. Apply lock and tag to each isolation point.

6. Release or restrain stored energy (bleed fuel pressure, allow cooling, discharge capacitors if applicable).

7. Verify zero energy state before beginning work.

To restore energy, reverse the sequence: remove tools and personnel, remove tags and locks, notify affected persons, then re-energize.

Every student receives their own personal lock. A tag is never a substitute for a lock when a lock can be used.

PPE Summary for Engine Lab

| Hazard | Minimum PPE |

|---|---|

| Flying debris, chemical splash | ANSI-rated safety glasses |

| Chemical handling | Nitrile gloves |

| Dropped components | Steel-toe boots |

| Overhead work, grinding | Face shield over glasses |

Key terms8

Safety Data Sheet (SDS)A standardized 16-section document required by OSHA's Hazard Communication Standard that provides hazard, handling, PPE, and emergency information for a chemical product.
Globally Harmonized System (GHS)An international framework that standardizes the classification and labeling of chemicals, including the 16-section SDS format and pictogram system adopted by OSHA in the US.
Lockout/Tagout (LOTO)A set of procedures required by OSHA 29 CFR 1910.147 to isolate equipment from all hazardous energy sources and verify zero-energy state before servicing.
Zero-Energy StateThe condition of a machine or system in which all energy sources have been isolated and any stored energy (pressure, charge, gravity) has been released or restrained so that no unexpected movement or release can occur.
HaspA multi-hole locking device that allows several technicians to each apply their own personal lock to a single energy-isolation point so that power cannot be restored until every lock is removed.
Load ChainThe chain on an engine hoist that transmits the load from the hook to the lifting mechanism; must be inspected for cracks, twists, gouges, and stretch before each use.
Lifting Plate (Engine Plate)A rigid bar or plate that bolts to designated threaded lift points on the engine, distributing the hoist load evenly and preventing damage to accessories.
Fuel Rail Pressure BleedThe procedure to safely depressurize the fuel delivery system—typically by disabling the fuel pump and running the engine until it stalls—before loosening any fuel fitting.
In class: Instructor demonstration of engine-hoist setup, load-chain inspection, and safe engine lifting with a student acting as spotter; students then repeat the lift sequence in pairs while instructor evaluates technique. · SDS review exercise: students locate and interpret SDS sheets for motor oil, brake cleaner, parts washer solvent, and coolant, then complete a chemical hazard summary card for each. · Lockout/tagout drill: students identify energy sources on a shop vehicle (battery, cooling system pressure, fuel rail pressure), apply locks and tags following the program LOTO procedure, and verbally explain each step before energy is restored.
Materials: Engine hoist, load chains, lifting plates, SDS binder, LOTO kit (locks, tags, hasps), PPE (safety glasses, nitrile gloves, steel-toe boots), OSHA poster, program LOTO written procedure
Check: Instructor-observed LOTO skill check using a signed competency checklist; all critical steps must be performed correctly—zero critical errors allowed before student proceeds to engine lab.

Practice check8

Answer each question, then check it. Nothing is recorded; this is your own practice.

ASE A1 – Engine Repair (shop safety foundation)
1. Which section of an SDS tells you what type of gloves and eye protection are required when handling a chemical?
ASE A1 – Engine Repair
2. Before loosening a fuel line fitting on a port-injected engine, what must the technician do first?
ASE A1 – Engine Repair (OSHA 1910.147)
3. A student is performing lockout/tagout on a shop vehicle. After shutting down the engine and disconnecting the battery, what is the NEXT required step according to the LOTO sequence?
ASE A1 – Engine Repair
4. When inspecting an engine hoist load chain before use, which condition requires the chain to be removed from service immediately?
ASE A1 – Engine Repair
5. Why should the spotter during an engine lift stand to the side rather than directly under the suspended engine?
ASE A1 – Engine Repair
6. A technician uses a longer boom extension on the engine hoist to reach a difficult position. What is the effect of extending the boom to a longer setting?
ASE A1 – Engine Repair (Hazard Communication)
7. Brake cleaner is being used to degrease a valve cover in the shop. Which combination of PPE and work-area condition is required at minimum?
ASE A1 – Engine Repair (OSHA 1910.147)
8. When a hasp is used at a LOTO isolation point, what is the purpose of having multiple technicians each attach their own personal lock?
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