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  Back Safety & Lifting Techniques

Introduction

Back pain and injuries related to lifting and material handling are some of the most frequent types of injuries, both on and off the job. While some factors that contribute to the potential for injury cannot be controlled, others can be reduced or minimized. Poor physical fitness, obesity, smoking, poor posture, and medical/physical deficiencies are personal factors that may contribute to back pain. Workplace factors may include inadequate workplace design, improper or defective material handling equipment, improper manual or mechanical handling methods, and inadequate training. Investing time in an effective Back Care Program yields improved productivity, morale, and reduces potential lost work time due to injury.

Scope and Application

The Occupational Safety and Health Administration (OSHA) applies the General Duty Clause to workplace conditions likely to cause back injuries. Departments that have jobs or tasks that require frequent handling of packages, objects, or materials are responsible for ensuring that adequate controls and procedures are in place to minimize the possibility of back injuries.

Purpose:

 It is the responsibility of department heads and supervisors to ensure that these policies are implemented and communicated to persons involved in any type of lifting and/or carrying.  It is the responsibility of everyone to follow safe work practices and comply with these rules regarding work practices.  The effectiveness of the back safety plan depends upon the active support and involvement of all persons affected. 

Program Description

Back pain may appear suddenly, but is often the result of numerous small abuses to the back involving improper sitting or lifting over a long period of time. While no approach has been found for totally eliminating back injuries, a back care program can minimize their occurrence by identifying back injury risk factors and developing means of reducing their impact.

Workplace Layout

Several factors should be considered in work station design. The height of the work to be performed should allow workers to sit or stand erect, rather than leaning forward. Leaning forward for long periods may cause fatigue, increasing the likelihood of pain or injury. Long-term standing places excessive stress on the back and legs. Where long-term standing is necessary, a footrest or rail, resilient floor mats, height-adjustable chairs or stools, and opportunities for workers to change positions should be provided. Where workers are seated for long periods, chairs used should be fully adjustable, support the lower back, and be equipped with arm rests. When seated, knees should be supported slightly higher that hips for good circulation. A foot rest may be used for added height.

The height of materials to be lifted should be carefully considered. Lifting that occurs below knee level or above shoulder height is more strenuous than lifting between these limits. Adjusting the height of a shelf or pallet, or providing a warehouse ladder, may be necessary to achieve better lifting conditions.

Mechanical Aids

Mechanical aids should be installed where necessary. Pneumatic lifts, conveyors, and automatic material handling equipment are examples of mechanical aids that can be used to reduce the amount of lifting workers may be expected to do.

Training

Individuals who engage in lifting and material handling as a part of their work should receive training which includes the following:

  • Performing stretching exercises and warm-ups prior to lifting,
  • Using the right personal protective equipment (e.g. gloves, safety shoes, etc.)
  • Taking time to size up the load (e.g. too large or heavy for one person to lift, is the lift necessary, etc.)
  • Using proper lifting techniques (e.g. good grasp, object close to the body, back straight, lift with legs, etc.)
  • Techniques to use for difficult lifting jobs (e.g. oversized loads, lifts over the shoulders or below the knees, etc.)
  • Individuals who are expected to perform manual lifting should also be encouraged to maintain their fitness level by regularly exercising and controlling their weight.

Back Belts

Back belts are a controversial addition to the techniques used in the prevention of back pain. The goal of back belts is to impose a fixed posture on the wearer, making it difficult or impossible to bend or twist when lifting. There is significant disagreement on the use of back belts, however, with much contradictory evidence regarding their effectiveness. Back belts are not considered personal protective equipment by OSHA and are not specifically covered by existing regulations. 

Departments that choose to allow their workers to use back belts should develop a policy on back belt use while considering the following:

  • Back belts are not needed if workers understand and use back care methods, proper lifting techniques, and stay physically fit;
  • Information on the pros and cons of back belts should be made available to workers prior to purchasing the belt;
  • Participation in any back belt program should be strictly voluntary;
  • Back belt use should be permitted only after the worker has received and understood training in back care, safe lifting, exercise, and belt use.

Roles and Responsibilities

Department

  • Identify operations involving lifting or material handling that may place individuals at risk for back injuries.  Institute appropriate engineering controls to reduce injury potential.
  • Provide worker training in proper material handling methods and techniques.
  • Provide workers with personal protective equipment.
  • Establish back belt use policy.

Supervisors

  • Ensure workers are trained.
  • Ensure workers use proper lifting techniques.
  • Enforce back belt use policy.

Individual

  • Attend training.
  • Use proper lifting techniques.
  • Strengthen the back through regular exercise and good physical fitness.

Office of Safety and Fire Protection

  • Provide assistance in the evaluation of material handling tasks.
  • Perform evaluations of lifting or material handling operations.
  • Provide training when requested.

Safe Lifting Techniques

The following points outline good lifting practices and procedures, safe lifting techniques that may be taught to minimize the risk of back injury and pain. 

The basics of good lifting are: 

1.      Size up the load before you lift it.  Test by lifting one of the corners or pushing.  If it is heavy or feels too clumsy, get a mechanical aid or help from another person.  When in doubt, don't lift alone!

2.      BEND THE KNEES!  This is the single most important aspect of lifting.

3.      When performing the lift:

·        Place your feet close to the object and center yourself over the load.

·        Get a good handhold.

·        Lift straight up, smoothly and let your legs do the work, not your back!

·        Avoid overreaching or stretching to pick up or set down a load.

4.      Do not twist or turn your body once you have made the lift.

5.      Make sure beforehand that you have a clear pathway to carry the load.

6.      Set the load down properly.

7.      Always push, rather than pull, the object when possible.

8.      Change the lifting situation if possible to minimize a lifting hazard:

·        If it is a long load, get help.

·        Split the load into several smaller ones, when you can, to achieve manageable lifting weight.

·        Avoid lifts from below the knees or above the shoulders by using mechanical aids, positioning yourself so that the object to move is within an acceptable lifting range (between the shoulders and knees), and/or getting help with the lift. 

Alternative Materials-Handling Techniques 

Alternative materials-handling techniques for carrying or moving loads are to be used whenever possible to minimize lifting and bending requirements.  These alternative techniques include the use of: 

·        Hoists            ·    Carts

·        Forklifts         ·    Other mechanical devices

·        Dollies 

Other Safe Work Techniques

Work issues other than lifting are related to back pain or injury.  You can avoid them or improve work techniques related to them. 

1.      Catching Objects & Working Low---When catching falling or tossed objects, you feet should be firmly planted, with your back straight and your knees slightly bent.  Your legs should absorb the impact, not your back.  If you are working on something low, bend you knees.  Keep your back as straight as possible.  Bending from the waist can lead to back pain.  If you have to use your back, keep your knees bent and your back flat.  In both of these situations, frequent rest breaks are necessary to keep from getting back fatigue.

2.      Extending Sitting/Standing---Certain jobs require long hours of standing or sitting.  These conditions can create back troubles.  Get up and stretch frequently if you are required to sit for long periods.  If standing, ease the strain on your lower back by changing foot positions often, placing one foot on a rail or ledge.  However, keep you weight evenly balanced when standing.  Don't lean to one side.

3.      Other Materials Handling Tasks---Tasks such as lowering, pushing, pulling, and carrying can create hazards to the back as well.  If the task feels uncomfortable or unnatural, utilize the alternative materials-handling techniques listed in this Back Safety Plan.

4.      Housekeeping---Poor housekeeping:  slippery floors, crowded work conditions, tools or other hazards on the floor can create slip, trip or fall hazards that can result in back injury.

5.      Poor Posture at Work---Be aware of proper posture when sitting, standing, or reclining.  When sitting, your knees should be slightly higher than you hips and your shoulders and upper back should be straight.

6.      Poor Lighting---Poor lighting in the work area can lead to poor work practices that result in injuries of many types.  Make sure lighting is adequate for the task at hand, replace burned out light bulbs, and point out hazardous areas to your immediate supervisor.

Final Note

If you ever have back pain when working, inform your supervisor immediately with a description of the task you were performing before and during the occurrence of pain.  If you receive medical treatment of any kind for back pain or injury (whether work related or not), let your supervisor know that as well. 

(Safety Office personnel are available to conduct departmental or individual training relative to any of the listed safety topics upon request.  Please contact the safety office with your request or with any questions regarding information on the Safety Web Page.)