Safety Guideline for Escalator & Travolator

1. AIM:
This procedure is aimed to guide the work in escalator/travolator or moving walkways in compliance with work
safety regulations.

2. SCOPE:
This procedure applies to all OTIS E&M Company Philippines INC. and its sub-contractor employees working in
the escalators/travolator.

1. DEFINITION:
The work area is defined to include the entry and exit floor plates and shall extend onto the floor space
area sufficient to perform the work and accommodate necessary tools and equipment.

4. GENERAL:

The general safety precaution consists of:

4.1 The mainline switch shall be locked out and tagged out prior entering the inner part (truss) of the
escalator/travolator.

4.2 A barricade shall be placed at both end of the escalator/travolator in order to prevent unauthorized
person using the escalator/travolator.

4.3 Considering the length of an escalator/travolator, voice or normal communication might be

4.4 The violation of this procedure is categorized as a major violation set forth in procedure no.
QP/EHSQ/019.

5. REFERENCE:

5.1 World Wide Job Site Safety Standard (WWJSSS) point 6.0
5.2 World wide job safety standards (WWJSSS) element 6.1,6.2,6.3 & 6.4

6. PROCEDURE:

6.1 Securing the job site

6.1.1 The method of removing an escalator/travolator from service is as follows:

6.1.1.1 Ensure that there are no persons on the escalator/travolator

6.1.1.2 Stop the escalator/travolator

6.1.1.3 Before work is begun, effective barriers shall be positioned at the entry and exit
points of the escalator/travolator which will warn and guard against unauthorized
persons from gaining access to the work area.

6.1.1.4 Appropriate safety signs shall be prominently displayed on the barrier. The
barriers shall be readily identifiable and shall be secured to guard against
unauthorized displacement. The barrier height is should be a minimum of 900
mm.
 6.1.2 Prior to beginning work, turn off the main line switch and other power sources to the
escalator/travolator, lock the main line switch in the “OFF” position (or otherwise secure
to prevent energy activation) and attach an appropriate lockout/tagout device to the main
line switch. Test and verify functionality of the lock out.

6.1.2.1 For each work activity which requires that power be maintained on the escalator
(such as chain lubrication), perform the job hazard analysis prior to work.

6.1.3 Always use effective barriers and warnings. When leaving a unit unattended with one or
more steps removed or brakes under repair, block the unit electrically and mechanically by
two independent means. The actuated machine and auxiliary brakes are acceptable
independent means to prevent movement.

6.2 Working in the Truss (Upper/Lower Landing and Inclined Section)

6.2.1 Never wear anything that could catch or tangle. Never carry tools in pockets

6.2.2 If the balustrade is not in place and a fall hazard exists, fall protection must be used.

6.2.3 Assure proper, safe footing. Be observant for grease or oil that may present a slipping
hazard.

6.2.4 All newly designed and currently manufactured escalators/travolator will be provided with
an emergency stop button and inspection controls. All such controls shall be provided
with direction and common buttons wired so that both the common and direction buttons
must be depressed to operate the escalator/travolator.

6.2.5 The escalator/travolator must be operated only by inspection controls, unless a risk
assessment has been formally documented and approved in accordance with Company
Policy. The motor cover must be in place before operating the escalator.

6.2.6 If steps are removed

6.2.6.2 Riding the escalator/travolator is not allowed.

6.2.6.3 Walking on step-axles is not allowed. Entry and exit from the truss frame must
be achieved by safe means such as temporary walkway or temporary work
platform.

6.2.7 The direction indication of escalator/travolator must be marked on the machine.

6.2.8 The step chain must be physically prevented from movement by LOTO of the main
line switch and mechanically blocked by two independent means (e.g. machine
brake and auxiliary brake) if work is being performed in the truss.

6.2.9 If the effort required to lift a removable floor plate exceeds 155N (35lbs) or exceeds 200N
(45 lbs) for a hinged floor plate, then an approved lifting tool must be used.

6.3 Working in the Pit (Lower Landing)

6.3.1 All pits must be equipped with an emergency stop switch which is easily accessible from
the pit access and the pit floor. If more than one switch is present, they must be wired in
series.
 6.3.2 Adequate lighting must be provided to assure safe entry/exit and safe working conditions.
Control switches should be located close to each access point.

6.3.3 All lighting must be protected against mechanical damage and all lighting circuits must be
properly fused and grounded or double insulated.

6.3.4 Entry into a wet pit is not allowed when there is any source of electrical power present.
The fluid must be removed and the pit dried prior to the inspection or performance of any
work; lockout/tag out power prior to pit entry.

6.3.5 An electrical outlet should be readily available to accommodate the use of portable tools,
lights and cleaning equipment. Ground fault circuit protection is required.

6.4 Working in the machine room (upper landing)

6.4.1 Accurate electrical schematic diagrams for all installations must be available at the site.
Any subsequent approved modifications to any part of the electrical power and safety
circuits must be recorded on those diagrams by the person making the modifications.

6.4.2 A permanent means for emergency stopping must be provided.

6.4.3 When access to the machine room presents a fall hazard (more than 2 meters), the
access opening must be protected by a guardrail system.

6.4.4 A safe means of access to equipment must be provided. For newly designed and
currently manufactured escalators/travolator, safe working conditions shall be provided in
the pit and machine room areas to perform maintenance and repair operations.

6.4.5 Before working on the controller, remove it from the truss using a mechanical lifting device
and position at the floor level. If the effort required to remove the controller and attached
cables exceeds 110N (25 lbs.) then a lifting device is required and this requirement shall
be clearly indicated on the controller

 A clear path must be provided in front of the controller. The controller cabinet must be
secured to prevent it from tipping.

 For newly designed and currently manufactured escalators/travolator, the controller

 For installed equipment where the controller can not be removed, then the motor
cover and steps cover must be put in place and safe electrical work procedure must
be followed all times.

6.4.6 The motor/gearbox can reach high temperatures. Precautions must be taken to avoid contact
with this machinery under these conditions. Warning signs or other visual indications must
be placed on machinery that has the potential to reach high temperatures.

6.5 Escalator/travolator machine room/pit access procedure where the electrical power is not
required.

6.5.1 Verify emergency stop switch at the operation panel while escalator/travolator is in normal
operation. Wait for 10 seconds to ensure that the escalator/travolator is not moving.

6.5.2 Open the floor plate and place it safely.

6.5.3 Turn off the main switch or emergency switch (performed from landing), then insert the
key to the key switch and run the escalator/travolator in UP direction in 10 seconds. If the
escalator/travolator does not run then the main switch or emergency switch is verified.
 6.5.4 Insert the key to the key switch and run the escalator/travolator in DOWN direction in 10
seconds. If the escalator/travolator does not run then the main switch or emergency
switch is verified.

6.5.5 Enter the machine room/pit. Perform LOTO procedure and start work.

6.5.6 If the inspection button is provided, verify the function of inspection button prior to enter
the machine room/pit.

6.6 Escalator/travolator machine room/pit access procedure where it is required to run the
escalator/travolator.

Note: this procedure is required to solve the technical issue (such as searching for noise source) or
perform routine maintenance (such as manual chain step lubrication, axle lubrication etc).

6.6.1 Perform the steps described on point 6.5.1 to 6.5.4.

6.6.2 Enter the machine room/pit.

6.6.3 Ensure step cover fitted prior to run the escalator/travolator. The equipment is operated
only through key switch.

6.6.4 If the step cover is not fitted and the escalator/travolator is operative, perform the work
only from landing. It is forbidden to enter the machine room/pit.

6.6.5 If any body part has to be into the rotating part of equipment to accomplish the work, the
equipment must be locked and tagged.

6.6.6 Job hazard analysis must be performed if deviation found from what mentioned above.

7. RECORD: NIL

8. ATTACHMENT: NIL