User guide

LOCKOUT-PRO
TM
ENTERPRISE User Guide 2- 3
Tools for Customizing Procedures
Behind the simplicity of the procedure-writing capability in the LOCKOUT-PRO
TM
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.
• Change the formatting of text — for example, to emphasize a warning statement.
• Insert, edit, title, and label photos and other graphics showing the specific equipment and energy
sources.
• Add your own special notes to the procedure.
For all procedures, you can customize the default data in the following ways:
• Add to the extensive built-in lists of data from which you select as you create procedures. Among
the default lists you can add to are:
- Energy source types
- Secondary descriptions of energy sources
- Options for notes to print on procedure headers
- Controls, and methods of applying and checking them
- Terms for identifying locations
- Lockout devices
- Lockout application and lockout release steps
• Change the description of any item on the default lists.
• Delete any item from the default lists.
• Change the format for the date and time stamps.
• Change the icons used to indicate type of energy sources.
• Choose the way graphic indicators of energy sources are displayed (icon or abbreviation).
Note: For details on customizing defaults, see Chapter 7: Setting & Changing Basic Data
Defaults on page 8.
Procedure templates can also be edited to:
• Change the text titles and labels that display automatically on a procedure.
• Use different logo graphics.
• Change the wording of the text that displays by default on each procedure.
• Change the formatting (font, size, color, emphasis, etc.) of any of the titles, labels, or other text
elements that display by default on each procedure.
Note: For details on editing procedure templates, see Chapter 8: Working with Templates.