Graphical Procedure Writing Software User Guide v3.
YOU SHOULD CAREFULLY READ THE FOLLOWING TERMS AND CONDITIONS OF THIS LICENSE AGREEMENT BEFORE OPENING THIS PACKAGE. IF YOU DO NOT AGREE WITH THESE TERMS AND CONDITIONS, PLEASE PROMPTLY RETURN THIS PACKAGE FOR A FULL REFUND. LICENSE AGREEMENT Brady Worldwide, Inc. (hereafter "Brady") hereby grants you a non-exclusive, nontransferable license to use this software and the accompanying documentation according to the following terms: 1.
Contents Getting Started Key Functions..................................................................................................................................... 1-2 Floating Licenses ............................................................................................................................... 1-4 User Permission Levels..................................................................................................................... 1-5 How to Start the Application .............
Creating or Editing Procedures Choosing the Correct Form............................................................................................................... 5-2 Long Form ..................................................................................................................................... 5-2 Short Form..................................................................................................................................... 5-2 Combined Form...............................
Copyright This manual is copyrighted with all rights reserved. No portion of this manual may be copied or reproduced by any means without the prior consent of Brady Worldwide, Inc. While every precaution has been taken in preparation of this document, Brady assumes no liability to any party for any loss or damage caused by errors or omissions or by statements resulting from negligence, accident, or any other cause.
Getting Started CHAPTER 1 Welcome to LOCKOUT-PROTM Graphical Procedure Writing Software from Brady Corporation! The LOCKOUT-PROTM application provides all the tools you need to create an effective, compliant energy-control program with easy-to-follow standardized procedures. Lockout tags and labels can be printed for each energy source and are cross-referenced to the procedure, making lockout activities virtually foolproof.
Key Functions With LOCKOUT-PROTM Graphical Procedure Writing Software, you can perform the following key functions, all of which are explained in detail in this User Guide: Use simple, powerful templates to create OSHA-compliant lockout/tagout procedures Includes 3 types of procedure layouts to accommodate the varying needs of different procedures. For any given procedure, you determine whether a Long Form, Short Form, or Combined Form template is best.
Train employees and track assessment scores online. Includes an extensive training outline and printable materials that cover all aspects of a typical energy control program. In addition, the built-in Device Guide provides video training clips on how to use most of Brady Corporation’s lockout devices. (See Chapter 3: Employee Training on page 3-3 and Chapter 3: Device Guide on page 3-4 for details.) Use the on-screen tutorial to learn the main LOCKOUT-PROTM functions.
Floating Licenses LOCKOUT-PROTM Graphical Procedure Writing Software uses “floating licenses” for enterprise-wide installations. Here’s how floating licenses work: • Your organization purchases a specific number of “floating licenses” that are not assigned to specific individuals or computers. • You install LOCKOUT-PROTM Graphical Procedure Writing Software on an unlimited number of computers in your organization.
User Permission Levels The LOCKOUT-PROTM application incorporates 3 permission levels, each with their own set of allowed functions. The network administrator assigns permission levels when registering users. The following chart summarizes the functions you can perform based on your assigned permission level.
How to Start the Application Your local or remote administrator will install the LOCKOUT-PROTM application on your computer. For specific details on how to complete installation locally, see your network administrator. You must be registered as a user before the LOCKOUT-PROTM application will open. If your user account has been created on the server, your administrator can pre-register you before you first open the application.
Connections Settings for Working Online & Offline When the LOCKOUT-PROTM application is installed on your PC, a connection is established with the enterprise server where all of the data and procedure files are stored. By default, the application is set up for you to work online, however, you can choose to work offline instead. When you work offline, the procedures you work on are temporarily stored in a specified folder on your local drive.
Working Offline Working offline offers a convenient option when: • You are away from your office and relying on a slower Internet connection to access the LOCKOUT-PROTM server at work. • Your regular network is disrupted. To switch to working offline: 1. From the main window, click File>Disconnect. The status icon in the top-right corner of the LOCKOUT-PROTM window will change to reflect your choice. Any procedures you have open will be saved to your local drive while working offline.
Getting Help The LOCKOUT-PROTM application provides several ways of learning and getting help: • Online Tutorial • Online Help • LOCKOUT-PROTM ENTERPRISE User Guide • Brady Corporation Technical Support Online Tutorial When you first start the LOCKOUT-PROTM application, a window opens on the right side of the screen containing the Online Tutorial.
User Guide The User Guide is installed onto your computer when you install the LOCKOUT-PROTM application. You can view the User Guide by opening it on your computer. You can also print any or all pages of the guide. To view the User Guide: 1. Open My Computer and browse to the folder where the application was installed. The default location is in C:\Program Files\Brady. 2. Open the Lockout PRO folder. 3. Open the folder titled Documentation. 4. Locate the LOP_Ent UserGuide.
Contacting Technical Support United States and other C/S countries Tel: 800-368-3362 Fax: 414-228-5799 Email: technical_support@bradycorp.com Canada Tel: 888-262-7576 Fax: 905-764-5557 Email: techsupportcanada@bradycorp.com Mexico Tel: 800-368-3362 Fax: 525-527-5586 Email: bradymexico@bradycorp.com Brazil Tel: (PABX): 55 11 3686-4720 Tel: (Direct): 55 11 3686-5697 Fax: 55 11 3686-5236 Email: brady_sevice_brazil@bradycorp.
Exploring the Application CHAPTER 2 Brady Corporation’s LOCKOUT-PROTM Graphical Procedure Writing Software lets you easily create and implement a thorough lockout/tagout program throughout your facility or organization. The automated features and built-in templates allow you to work faster and more efficiently than ever.
Energy-Control Programs The LOCKOUT-PROTM Graphical Procedure Writing Software provides simple tools for creating and printing lockout procedures, lockout tags, and energy labels. It also provides information that can help you create a comprehensive energy-control program throughout your organization. The LOCKOUT-PROTM software benefits you by: • Handling the format and structure of procedures and automating repetitive functions to make procedure-writing faster and easier.
Tools for Customizing Procedures Behind the simplicity of the procedure-writing capability in the LOCKOUT-PROTM software, lies a robust database engine with many easy-to-customize features to meet the specific needs of your organization. You can customize for a specific procedure, as well as for all procedures by changing the database of system defaults and by editing the templates. For a specific procedure, you can use these customization options to: • Replace default text with text you input.
Overall Energy-Control Program LOCKOUT-PROTM Graphical Procedure Writing Software includes more than just the lockout/tagout procedures. It provides tools and related information to help you with your overall energy-control plan. How the LOCKOUT-PROTM application supports your overall energy-control program: • Automatic dating of new procedures and revisions for use in a procedure-review program.
Main Window The main window provides access to all of the functions and options within the application. Becoming familiar with this window will help you get up to speed quickly. Overall Layout The main window is designed for speed and ease of use.
Main Menu The Main Menu consists of six items displayed across the top of the window: File, Edit, View, Admin, Window, and Help. • Menu Items: Click the menu name (e.g., File) to display the items in a drop-down list. • Submenus: A right arrowhead is displayed next to the name. Click the item to see its submenu. The following table shows the primary function of the menu and submenu options. FILE Menu 2-6 Primary Function New Start creating a new procedure.
EDIT Menu Primary Function Undo Undo the most recent action. Header/Footer Work with header and footer information for the active procedure. Energy Sources Work with energy source information for the active procedure (Short and Combined Forms only). Images Work with images for the active procedure (Short and Combined Forms only). General Info Work with the general information for the active procedure. Lockout Steps Work with the detailed lockout steps for the active procedure (Long Form only).
ADMIN Menu Group > Default New Group 1 New Group 2 (etc.) Choose the user group affected by changes made to templates and/or defaults. Edit Templates Modify the template for any of the three forms: Long, Short, or Combined. Set Defaults Add, delete, or modify any of the default data and graphical collections available for creating or revising procedures, and modify the source of related information. WINDOW Menu Primary Function Maximize Enlarge the window so it fills the screen.
Primary Options Taskbar The Primary Options Taskbar is located under the Main Menu bar. The taskbar provides quick access to the most frequently used functions in LOCKOUT-PROTM Graphical Procedure Writing Software. Instead of using menus to locate these options, you can simply click on the function you want. Primary Options Function Click to begin creating a new procedure. Click to open an existing procedure. Click to save the active procedure. Click to print the active procedure.
Procedure Sections Panel The Procedure Sections panel displays on the left side of the main window whenever a procedure is displayed. This panel displays clickable icons and the names for each main section of the type of procedure. The Procedure Sections icons are form-specific. Each form (Long, Short, and Combined) has different sections displayed. These functions are also found on the Main Menu.
Standard Interaction Features LOCKOUT-PROTM Graphical Procedure Writing Software uses the same interaction and navigation conventions that Microsoft® Windows® uses. If you have worked with other Windows-based software, the same type of operations apply. See the following for a quick reference to the more common interaction functions. Arrows (>) and Ellipses (. . .) If a menu item or button includes a right-arrow (>) or an ellipsis (...
Radio Buttons • Radio buttons are the small circles next to options. Radio buttons are used when you have two or more options to choose from, and you can only choose one. • To select a radio button, move your cursor to the circle in front of the option you want, and then click once with your mouse. A dot will display inside the circle to confirm your choice. Figure 2-4. Radio Button Example Checkboxes • Checkboxes are small squares next to a list of choices.
Zoom In/Out Controls • Zoom controls change the magnification of the image in any window that displays the image of a graphic or document. • To increase the magnification detail, click on the zoom-in button with your cursor. Each time you click, the image will become larger. • To decrease the magnification detail, click on the zoom-out button with your cursor. Each time you click, the image will become smaller. Figure 2-7.
Document Conventions This user guide provides step-by-step instructions for performing functions in the LOCKOUT-PROTM Graphical Procedure Writing Software. The following conventions are used: Mouse Actions • Click: Click and release the left mouse button. • Double-click: Click the left mouse button twice in rapid succession. • Drag: Click and hold the left mouse button down, then move your cursor without releasing the mouse button until you have finished the move.
Related Information and Reports CHAPTER 3 In addition to the standard New, Open, Save and Print options in the Primary Options taskbar, LOCKOUT-PROTM Graphical Procedure Writing Software provides a Related Information option and a Tracking & Reporting feature. The Related Information option contains a reference information for creating a comprehensive energy-control program. The application also lets you change the source of any of the information to make it even more specific to your organization.
Related Information Related Information consists of HTML-based documentation that supports your energy-control program. Unlike the secondary materials (lockout tags and energy source labels), Related Information is not connected to any specific procedure; it is provided for reference only. Four types of related information are included: Regulations, Corporate Policy, Employee Training and Device Guide.
Employee Training The Employee Training section guides you through a thorough training program for employees and other personnel working in your facility. It includes an outline and more detailed information about recommended training topics, as well as materials that can be used during the training. When training is complete, the employee can take an assessment that is scored and tracked online. To take the online energy-control training: 1.
5. Read the “Who Gets Hurt” procedure, then click Next. 6. If prompted, enter the following, then click Login: • Company Name • Web Viewer Password 7. Complete the lockout/tagout quiz: a. Enter your Name, Employee ID, and Department information. b. Read each question and click the radio button next to the answer of your choice. c. Click Submit to indicate you are finished with the quiz. Your score and any further instructions will display. 8. When finished, close the Employee Training tab.
Device Guide The Device Guide presents information on the lockout devices available from your Brady distributor. For the most common devices, this section also includes training videos that clearly show the proper application of each device. To use the Device Guide: 1. On the Primary Options taskbar, click Related Information and choose Device Guide - or - click View>Device Guide. 2. To view the list of available Brady devices, click Click here to view the available devices. 3.
Tracking & Reporting Track reporting lets you view information about your procedures.
To work with reports: 1. Click the Tracking & Reporting tab. 2. Choose the type of report you want to run: • Procedure List • Lockout Activity Log • Training Log • Procedure History 3. Navigate to the procedure in the Folder window, or you can search the database by: • Date Created • Date Modified • Procedure ID • Created or Revised By • Sort By 4. Choose a Sort option, if desired: • Folder • Procedure ID • Created or Revised By 5. Click Run Report.
Viewing, Printing & Saving Procedures CHAPTER 4 This chapter includes step-by-step instructions for performing the following functions in the LOCKOUT-PROTM Graphical Procedure Writing Software: • View Existing Lockout/Tagout Procedures • Print Lockout Procedures • Print Lockout Tags and Energy Labels for a Procedure • Print Multiple Procedures in one Batch • Save Procedures LOCKOUT-PROTM ENTERPRISE User Guide 4-1
View Existing Procedures To open and view an existing procedure: 1. Open the procedure in the display area of the main window. 2. In the Primary Options taskbar, click Open Procedure. - or From the main menu, select File>Open... 3. From the submenu, select either From Server or Local, depending on where the procedure is stored. 4. In the Open Procedure window, click the name of the file you want to open, then click Open.
Printing Procedures, Tags & Labels LOCKOUT-PROTM Graphical Procedure Writing Software lets you easily print not just the lockout/tagout procedure, but also the secondary materials associated with the procedure: lockout tags and energy source labels. You can also print these materials on plain paper and specially-designed label stock using either standard sheet-fed printers, a Brady specialty GLOBALMARK® Industrial Label Maker or a HANDIMARK® Portable Label System printer.
Printing Procedures To print procedures: 1. Open the procedure in the display area of the main window. 2. In the Primary Options taskbar, click Print Procedure. - or From the Main Menu, select File>Print. 3. Make any desired changes to the default options: Note: The application updates the preview as necessary, mapping all items from the original procedure to the corresponding template for the selected printer. • Printer: Default = printer listed in the Printer box.
Printing Lockout Tags Note: You must be working online to print Lockout Tags. To print lockout tags: 1. Open the procedure in the display area of the main window: 2. In the Primary Options taskbar, click Print Lockout Tags, or, from the Main Menu, select File>Print Lockout Tags. 3. In the Print Lockout Tags window, verify that the printer you want to use is the one listed in the Printer box. If not, click the down-arrow and select a different printer. 4.
Printing Energy Source Labels To print energy source labels: 1. Open the procedure to the display area of the main window. 2. In the Primary Options taskbar, click Print Energy Labels. - or From the Main Menu, select File>Print Energy Labels. 3. In the Print Energy Source Labels window, verify that the printer you want to use is the one listed in the Printer box. If not, click the down-arrow and select a different printer. 4. To access and change your printer options, if desired, click Properties.
6. In the Layout section, you can add two additional pieces of data, along with its identifier and icon. Click the down-arrow to choose from the options in the Data Field 1 and Data Field 2. The options are the same in both fields: • ID# (procedure) • Facility • Location • Description (from procedure header) • Energy Source Description (related to the specific energy source) 7. If desired, review the pages in the Preview area: • Use the Zoom In/Out controls to change the magnification.
Printing Batch Procedures LOCKOUT-PROTM Graphical Procedure Writing Software lets you print multiple procedures, in a batch, to a single printer. The list of procedures in the batch is not saved. Note: To print batch procedures, the print driver and printer must be installed on the user’s PC. To add procedures to a batch print: 1. With the application open, select File>Batch Print Procedures.
2. In the Printer Information area, select a printer from the drop-down list. If a sheet-fed printer is selected: • Choose a Supply Material from the drop-down list. • Enter an X Offset and Y Offset value, if desired. 3. In the Location window, navigate to the location of the procedure file(s). 4. To add procedures to the print list: a. In the Available procedures window, double-click to select a single file.
Viewing & Printing Procedures with a Web Browser To view an existing procedure from a browser: 1. From any standard web browser, go to the LOCKOUT-PROTM web service on the enterprise server. Note: Contact your network administrator for details on accessing this service. 2. Double-click on the name of the procedure you want to view. The procedure will open in a PDF reader. 3. To print the procedure, use the print function on your browser.
To save a procedure: 1. To save the file: a. Click Save Procedure on the Primary Options taskbar (you can also click File>Save). b. In the Browse or Save As window, navigate to the directory where you want to save the file, or - accept the default location. c. Click Save. 2. To save a file to a different location: a. From the Main Menu, select File>Save As>To Server (to save the file to the server) - or File>Save As>Local (to save the file to your local drive). b.
Creating or Editing Procedures CHAPTER 5 The primary reason for using LOCKOUT-PROTM Graphical Procedure Writing Software is the ability to create and revise procedures. This chapter provides step-by-step instructions for generating and editing effective and professional procedures.
Choosing the Correct Form The LOCKOUT-PROTM application saves time and repetitive work otherwise involved in writing procedures by providing three pre-designed forms (templates) for a variety of procedures. When creating a new lockout/tagout procedure, your first step is to choose which of these forms to use: • Long Form • Short Form • Combined Form Long Form The Long Form is the most flexible of the forms.
Combined Form The Combined Form is a combination of features from each of the other two forms. It consists of two different page layouts: • Front page: Usually the first page, but can extend to additional pages. Displays summary information similar to the Short Form, except that the Combined Form can accommodate up to three images on the summary page. • Back pages: Consist of all procedure pages that follow the front page.
Comparing the Forms The following table summarizes the differences between the forms: Standard Features Long Form Short Form Combined Form as many pages as needed typically 1page typically 2 pages Lockout/tagout procedure ID number 3 3 3 Facility, location, and description of the equipment to which the procedure applies 3 3 3 Procedure creation and revision dates 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 Length Author Name Revisor’s Name Auditor’s name and date of next audit Number of lo
Opening a Procedure File • To create a new procedure: Open a blank template and enter your data. • To revise an existing procedure or use one as the basis for creating a new procedure: Open an existing procedure and change the data it contains. Start a New Procedure from a Template When you start with a template, you choose which of the three forms to use (Long Form, Short Form, or Combined Form), then save it as a procedure with its own name. To create a new procedure from a blank template: 1.
Open an Existing Procedure You will typically open an existing procedure when you want to revise it or to use it as the basis for a new procedure. To open an existing procedure: 1. From the Primary Options taskbar, click Open Procedure. - or From the Main Menu, select File>Open... 2. In the Open window, click the name of the file you want to open, then click Open. - or Double-click the name of the file. The procedure will display in the main window.
Entering or Modifying Procedure Details Long Form: Entering & Modifying Details A Long Form displays lockout information in three main sections: • Header/Footer • General Information • Lockout Steps Following are the specific steps for working with each of these sections. Header/Footer Information In this section, you can add or modify the content of the header and footer areas of all pages of the procedure. To enter or modify header/footer information: 1.
General Information “General Info” is the term for the general steps involved in both the lockout process and the lockout removal process. These steps are not specific to an energy source lockout point, but must be taken to ensure the safety of the entire process. Steps in the lockout process display in the header, while steps of the lockout process display in the footer. To add or modify the general information steps for a Long Form procedure: 1. In the Procedure Sections panel, click General Info.
Lockout Steps In the lockout step section, you can: • Define each energy source to be locked out and describe the specific methods and devices for doing so. • Add or modify images that illustrate the lockout points or other equipment features relevant to the procedure. • Add lockout steps in any order, rearrange them, and delete them. To add lockout steps to a Long Form procedure: 1. In the Procedure Sections panel, click Lockout Steps. - or From the Main Menu, select Edit>Lockout Steps. 2.
8. Info: Indicate whether you want additional text, an image, or neither to display in the “Info” column of the procedure. • To add text, click the Text radio button and type in the text in the box. • To use a photo, drawing, or other type of image, click the Image radio button and then click the Select button to locate and insert your image. Note: For specific details on adding, editing and labeling images, see Working with images on page 5-27. 9. When finished, click OK. 10.
To rearrange lockout steps on a Long Form: 1. In the Procedure Sections panel, click the Lockout Steps. - or From the Main Menu, select Edit>Lockout Steps. The Procedure Steps window will display, with a tab displayed for each of the existing steps in the order they will be printed. 2. Click Arrange Procedure Steps. 3. When the Arrange Energy Sources window displays, click to select the step to move, then click the Up or Down button to move it. Repeat the procedure until the steps are in the desired order.
Short Form: Entering & Modifying Details The Shot Form involves working with data in 4 main sections: • Header/Footer • Energy Sources • Images • General Information Following are the specific steps for working with each of these sections. Header/Footer Information In this section, you can add or modify the content of the header and footer areas of the procedure. To enter or modify header/footer information: 1. In the Procedure Sections panel, click Header/Footer.
Energy Sources In this section, you can define or revise each energy source to be locked out, and identify the methods and devices for doing so. You can also rearrange the order of energy sources and delete energy sources from the procedure. To add energy sources to a Short Form procedure: 1. In the Procedure Sections panel, click Energy Sources. - or From the Main Menu, select Edit>Energy Sources.
To revise one or more energy sources: 1. In the Procedure Sections panel, click Energy Sources. - or From the Main Menu, select Edit>Energy Sources. The Energy Sources window opens with a tab for each of the existing energy sources. 2. Click the tab of the energy source you want to revise. The details for that step will display in the Energy Sources window. 3. Make your changes to the information on the screen. 4. When finished, click OK.
To remove an energy source: 1. In the Procedure Sections panel, click Energy Sources. - or From the Main Menu, select Edit>Energy Sources. The Energy Sources window opens with a tab for each of the existing energy sources. 2. Click the tab (E-1, H-1, etc.) for the energy source you want to remove. 3. When the information for the energy source displays, click Remove Energy Source. 4. When prompted, click Yes if you want to delete the energy source, or No if you want to keep it.
Images In this section, you can add 1 or 2 images to the Short Form. They will display above the table of energy sources. You can also label the images to indicate control points or other features. To add an image: 1. In the Procedure Sections panel, click Images. - or From the Main Menu, select Edit>Images. 2. In the Edit Image window, click the tab at the top (Image 1 or Image 2) for the image you want to add. Note: If no images have been added, the window will default to Image 1 with no content. 3.
General Information “General Info” is the term for the general steps involved in both the lockout process and the lockout removal process. These steps are not specific to an energy source lockout point, but must be taken to ensure the safety of the entire process. Steps in the lockout process display in the header, while steps of the lockout process display in the footer. To add or modify the general information steps: 1. In the Procedure Sections panel, click General Info.
Combined Form: Entering & Modifying Details A Combined Form uses information in 6 main sections: • Header/Footer • Energy Sources • Images • General Information • Lockout Application Steps • Lockout Release Steps You can access and complete the first four sections when a Front Page is displayed on your screen. You can access and complete the two lockout-step sections only when a Back Page is displayed. The Header/Footer and General Information sections are accessible at any time.
5. In the Author section, the dates are automatically displayed. • Creating a new procedure: The Created Date shows the current date and the Next Audit Date shows the current date plus the audit interval specified in the system’s defaults. The Revised Date field is blank. Only the Next Audit Date can be changed. • Revising an existing procedure: The Revised Date shows the current date. The other dates are those generated when the procedure was created. Only the Next Audit Date can be changed. 6.
Energy Sources In this section, you can define or revise each energy source to be locked out and identify the methods and devices for doing so. You can also rearrange the order of energy sources and delete energy sources from the procedure. To add energy sources: 1. In the Procedure Sections panel, click Energy Sources. - or From the Main Menu, select Edit>Energy Sources. The Energy Sources window opens.
8. To add the next energy source, click Add Energy Source and repeat steps 2-8. 9. When finished, click OK. You will return to the main window, where the energy sources you added will display on the procedure. Note: Click Cancel if you don’t want to add the energy sources to your procedure. Your changes will be discarded. To revise one or more energy sources: 1. In the Procedure Sections panel, click Energy Sources. - or From the Main Menu, select Edit>Energy Sources.
To rearrange energy sources: 1. the Procedure Sections panel, click Energy Sources. - or From the Main Menu, select Edit>Energy Sources. The Energy Sources window displays with a tab for each of the existing energy sources, in the order they will be printed. 2. Click Arrange Energy Sources. 3. In the Arrange Energy Sources window, click to select the step to move, and then click the Up or Down button to move it. Repeat the procedure until the energy sources are in the order you want. 4.
Images In this section, you can add up to 3 images to the Combined Form. They will display above the table of energy sources. You can add labels to the images to indicate control points or other features. To add an image: 1. In the Procedure Sections panel, click Images. - or From the Main Menu, select Edit>Images. 2. In the Edit Image window, click the tab at the top (Image 1, Image 2, or Image 3) for the image you want to add.
Lockout Application & Lockout Release Steps The Combined Form provides a format for listing the specific steps needed in both applying the lockout and releasing it. The template for this procedure includes default steps for both processes. However, you can add to or modify the default text, select new default text, type in your own text, add steps, delete steps, and rearrange steps.
To revise a lockout application (or release) step: 1. In the Procedure Sections panel, click Lockout Application Steps -or- Lockout Release Steps. - or From the Main Menu, select Edit>Lockout Application Steps -or- Lockout Release Steps. The Lockout Application (or) Release Steps window displays with a tab for each of the existing steps. 2. Click the tab of the step you want to revise. The details for that step will be displayed in the window. 3.
To remove a lockout application (OR release) step: 1. In the Procedure Sections pane, click Lockout Application Steps -or- Lockout Release Steps. - or From the Main Menu, select Edit>Lockout Application Steps -or- Lockout Release Steps. The Lockout Application -or- Release Steps window will display with a tab for each of the existing steps, displayed in the order they will print. 2. Click the tab (Step #1, Step #2, etc.) for the step you want to remove. 3.
Working with images All three forms in LOCKOUT-PROTM Graphical Procedure Writing Software allow you to insert photos, drawings, or other images to help illustrate the steps in the procedure. Although the location and number of images varies according to the form, the procedure for inserting and editing an image is the same for all forms. Adding Images to Procedures You can insert any image with one of these file types into a procedure: • Bitmap (file type extension: .bmp) • TIFF (file type extension: .
Editing Images in Procedures LOCKOUT-PROTM Graphical Procedure Writing Software includes several built-in image-editing functions to ensure your image is clear and informative. These functions display on the right side of the Edit Image window and let you: • Make the entire image darker or lighter. • Increase or decrease the contrast between the light and dark areas of the image. • Crop the photo to display only the area you want to include. • Rotate the image as much as you want.
Using Labels on Images LOCKOUT-PROTM Graphical Procedure Writing Software lets you add energy source labels or text labels to the images in your procedures. You can use labels to pinpoint the control points or to direct attention to another part of the photo. To add labels to an image: 1. After adding the image to the procedure (see Adding Images to Procedures on page 5-27), access the image in the Edit Image window. 2. To open the Label Image window, click Label Image.... 3.
Convert a Procedure to a Different Language One of the features of LOCKOUT-PROTM Graphical Procedure Writing Software is the ability to automatically convert the standard phrases in a LOCKOUT-PROTM procedure from one language to another. In this section, a procedure is created in the user’s native language (e.g., English), using the standard LOCKOUT-PROTM phrases. Using the Convert Procedure Language option, the user converts the file to another language (e.g.
Importing/Exporting Procedures CHAPTER 6 LOCKOUT-PROTM Graphical Procedure Writing Software can easily convert lockout/tagout procedures created in all earlier versions of the application by using its import function. It can also export files created in or converted to LOCKOUT-PROTM to a variety of other formats for use in other applications. This chapter explains how to: • Import and convert earlier versions of LOCKOUT-PROTM files.
Importing Procedures In most cases, importing a previous version of a LOCKOUT-PROTM application file is fast and easy. However, there are some differences that may require you to make a choice or adapt the procedure once it is converted. In addition to converting a single procedure, you can use a batch process to convert multiple procedures. Format Differences in Earlier Versions Note: These format differences apply only to procedures saved under LOCKOUT-PROTM software versions prior to v3.0.
Importing a Single Procedure To import a single procedure: 1. With the application open, click File>Import> Procedure File v1.x v2.x Note: When the Windows Open dialog box displays, it displays the files in the default directory for the LOCKOUT-PROTM application. 2. Select the file to import and click Open. The application will begin converting the file. Note: If the file to convert is in a different directory, use the Open dialog box functions to locate the directory and display the file. 3.
Exporting Procedures to Other Formats One of the benefits of LOCKOUT-PROTM Graphical Procedure Writing Software is that you can export procedures you’ve already created into formats that can be used by other applications, such as CMMS systems. To export a procedure to another format: 1. Open the procedure and make sure it is displayed as the active tab. 2. Select File>Export Procedure. 3. Choose the format into which you want the procedure exported: • PDF (*.pdf) • Color TIFF (*.
Setting Defaults CHAPTER 7 One of the powerful features of LOCKOUT-PROTM Graphical Procedure Writing Software is its built-in structure of data and text defaults that can save countless hours of entering repetitive data every time you create or revise a procedure. You can also customize the data to match your own group or organization’s terminology, equipment, and other lockout/tagout data. When you customize the defaults, your changes will display whenever you use the program.
How Defaults Work The process of generating a lockout/tagout procedure involves compiling information into a format that is accurate, easy to understand, and in compliance with regulations. Brady Corporation has already programmed the LOCKOUT-PROTM application with information that is frequently used by numerous companies to create effective lockout/tagout procedures. These information “defaults” automatically display in the windows and dialog boxes used to create or edit a procedure.
Accessing System Defaults If you have Admin-level permissions, you can change any of the system defaults in the LOCKOUT-PROTM application — whether for all user groups, or only some — via the Admin option on the Main Menu. You must be working online to change defaults. To access the system defaults: 1. From the Main Menu, click Admin. 2. From the submenu, select either: • All Groups: To change defaults for all user groups enterprise-wide.
Setting & Changing Energy Source Defaults When the Set Defaults window first opens, the information in the Energy Sources tab is on top. From this tab, you can: • Indicate how the energy source identifier should display on the procedure (icon or abbreviation format). • Add, change, or remove types of energy sources. • Add, change, or remove energy source descriptions. Following are the step-by-step instructions for making changes to any of these 3 default types.
Change Energy Source Type Defaults Energy Source Name Abbreviation Electrical E Pneumatic P Hydraulic H Water W Gas G Steam S Chemical C Kinetic K Thermal T Valve V Note ! Icon Color To add an energy source type to the default list: 1. In the Set Defaults window, select the Energy Sources tab. 2. Under the box that displays the energy source types already defined, click New. 3. In the Add/Edit Energy Source Type window, enter the name of the energy source in the Energy Type box. 4.
To edit an energy source type on the default list: 1. In the Set Defaults window, select the Energy Sources tab. 2. In the box displaying the energy source types, click the one you want to change, then click Edit. 3. In Add/Edit Energy Source Type window with all the current information displayed for that type, make the changes you want in these fields: • Energy Type: Enter changes to the name of the source. • Abbreviation: Enter changes to the abbreviation • Color: Change the color by clicking Select.
Energy Source Description Defaults The follow list are the default descriptions for energy source labels. Default Energy Source Descriptions Primary Feed Secondary Feed xx volts xx psi Inlet Discharge Supply Return To add an energy source description to the default list: 1. In the Set Defaults window, select the Energy Sources tab. 2. Under the Descriptions box displaying the current list of defaults, click New. 3. In the Add/Edit Descriptions window, enter the description in the Name box. 4. Click OK.
Setting & Changing Basic Data Defaults As you create a lockout/tagout procedure, you will find “shortcuts” for adding text to the procedure via lists of words or phrases that you can click to insert. These lists include information for header notes, energy source locations, controls, and lockout devices. You can customize these lists by adding, modifying, or deleting items.
To add a note to the default list: 1. In the Set Defaults window, select the Basic Data tab. 2. In the Notes (Procedure Header) section, click New. 3. In the Add/Edit Notes window, enter the short name of the note in the Name box. Note: When you are creating the header of a procedure, the list of default notes will display only these names — not the full text of the note. 4. Type in the full text of the note as you want it to display on the procedure in the Text box. 5. Click OK.
Change Controls & Methods Defaults Name Disconnect Breaker Plug Ball Valve Globe/Gate Valve Dump Valve Text Description of Method Turn Disconnect to the off position and lock out. Turn Breaker to the off position and lock out. Unplug and apply lockout device. Turn Valve to the off position and lock out. Turn Globe/Gate Valve to the off position and lock out. Turn Dump Valve to the off position and lock out. To add a control and its method to the default list: 1.
Change Location Defaults Name North Front South Back East Infeed West Discharge Top Left Bottom Right To add a location to the default list: 1. In the Set Defaults window, select the Basic Data tab. 2. In the Locations section, click New. 3. In the Add/Edit Locations window, enter the location in the Name box. 4. Click OK to add the location to the list of locations in the Set Defaults window. 5. In the Set Defaults window, click OK to save your changes or Cancel to discard them.
Change Lockout Device Defaults Name Ball valve lockout Lock Cable lockout Lock and chain Chain Lock and hasp Circuit breaker lockout Pneumatic disconnect lockout Electrical plug lockout Universal ball valve lockout Fuse blockout Wall switch lockout Gas cylinder lockout Die block Gate valve lockout Pin To add a lockout device to the default list: 1. In the Set Defaults window, select the Basic Data tab. 2. In the Devices section, click New. 3.
Combined Form: Setting and Changing Lockout Step Defaults The Back Page(s) of a Combined Form displays the steps involved in both applying the lockout and releasing it. These steps are essential for including on the procedure so employees are reminded to follow them. However, they are usually described in general terms that are applicable to most lockout/tagout procedures.
Change Lockout Step Defaults Although the defaults for lockout application steps and lockout release steps consist of two different lists, the process for setting and changing these defaults is identical. You can use the procedures that follow for either list. Name Notify Employees Notify all affected employees that the machine or equipment will be shutdown and locked out.
To add a lockout step to either default list: 1. In the Set Defaults window and select Lockout Steps. 2. In the Application or Lockout Release Steps section, click New. 3. In the Add/Edit Lockout Application -or- Release Steps window, enter the short version of the step in the Name box. 4. In the Text box, enter the full text of the step as you want it to display on the procedure. 5. Click OK to add the step.
Change Defaults for Energy Source Checks The Combined Form provides space to include a method for checking whether a given energy source is fully locked out after completion of a step. You can select from a default list of common checks. You can also add to the list, edit the existing checks, or remove checks from the list. Text for Checks Attempt to restart at control panel. Open drain valve to dissipate pressure. Verify gauge pressure reads zero. Verify zero voltage reading with meter.
Setting & Changing Procedure Defaults The fourth tab on the Set Defaults window — Procedure Defaults — lets you change the default settings for two additional pieces of data: • Audit Interval - length of time before the procedure next needs to be audited • Date Format - how date and time will be displayed on procedures.
Changing Section Setting Defaults The fifth tab on the Set Defaults window — Section Settings — lets you change the source of the four sets of related information available from the View menu or the Related Information shortcut on the primary options taskbar. The LOCKOUT-PROTM application provides these supplementary materials to support your overall energy-control program. (For more information about these materials, see Chapter 3: Related Information and Reports on page 3-1.
Working with Templates CHAPTER 8 One of the key benefits of LOCKOUT-PROTM Graphical Procedure Writing Software is the ability to use templates when creating lockout/tagout procedures. Templates let you create procedures faster and ensure that they contain all the information needed for safety and regulatory purposes. For each of the three forms — Long, Short, and Combined — templates are designed for both sheetfed printers and the Brady GLOBALMARK® printer, which prints the procedure onto a tape roll.
Understanding LOCKOUT-PRO Templates Procedure templates define how content is included and formatted, and determine what content is standard. For example, they also control the titles, text, colors, and layout and warnings or messages that need to be on every procedure. Using templates helps ensure that your employees know exactly where to look for a specific type of information and that the information is presented clearly.
Customizing Templates Before you make change a template, it’s a good idea to look at the existing one and decide changes will best meet your needs. What can be Changed on a Template In general, the following changes can be made to templates: • The content of text that displays automatically on procedures and the format (e.g., size, font, bold, italics, color). • The format of text that will be added to the procedure when it is written. • Graphics can be replaced with other graphics.
Figure 8-1.
Figure 8-2.
Figure 8-3.
Page Footer (left) Page Footer (center) Figure 8-4.
Editing a Procedure Template When you edit a LOCKOUT-PROTM application template, all future procedures using that template will be changed according to the edits you make. Existing procedures will retain the template format in which they were created. Each template can be edited separately. Changes to one will not display on another, even in areas that are identical, such as the header. The general steps for editing templates are similar for all templates.
7. To change the template, double-click the area on the preview that you want to change. Make the changes you want as follows: • Change or delete text: Place your cursor in the text and use standard word-processing functions to delete and type text.
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