User guide

LOCKOUT-PRO
TM
ENTERPRISE User Guide iii
Contents
Getting Started
Key Functions..................................................................................................................................... 1-2
Floating Licenses ............................................................................................................................... 1-4
User Permission Levels..................................................................................................................... 1-5
How to Start the Application ............................................................................................................. 1-6
Connections Settings for Working Online & Offline ....................................................................... 1-7
Connection Settings ...................................................................................................................... 1-7
Working Offline .............................................................................................................................. 1-8
Getting Help ........................................................................................................................................ 1-9
Online Tutorial ............................................................................................................................... 1-9
Online Help.................................................................................................................................... 1-9
User Guide .................................................................................................................................. 1-10
Contacting Technical Support ..................................................................................................... 1-11
Exploring the Application
Energy-Control Programs ................................................................................................................. 2-2
Procedure Generator..................................................................................................................... 2-2
Tools for Customizing Procedures ................................................................................................2-3
Overall Energy-Control Program ................................................................................................... 2-4
Main Window ...................................................................................................................................... 2-5
Overall Layout ............................................................................................................................... 2-5
Main Menu..................................................................................................................................... 2-6
Primary Options Taskbar............................................................................................................... 2-9
Window Tab Bar ............................................................................................................................ 2-9
Procedure Sections Panel ........................................................................................................... 2-10
Display Area ................................................................................................................................ 2-10
Text Editing Toolbar .................................................................................................................... 2-10
Window Status Bar ...................................................................................................................... 2-10
Standard Interaction Features ........................................................................................................ 2-11
Document Conventions ................................................................................................................... 2-14
Related Information and Reports
Related Information............................................................................................................................ 3-2
Regulations.................................................................................................................................... 3-2
Corporate Policy ............................................................................................................................ 3-2
Employee Training......................................................................................................................... 3-3
Device Guide ................................................................................................................................. 3-4
Viewing & Printing Related Information ......................................................................................... 3-4
Tracking & Reporting......................................................................................................................... 3-5
Viewing, Printing & Saving Procedures
View Existing Procedures ................................................................................................................. 4-2
Printing Procedures, Tags & Labels................................................................................................. 4-3
Printers & Paper Stock .................................................................................................................. 4-3
Printing Procedures ....................................................................................................................... 4-4
Printing Lockout Tags.................................................................................................................... 4-5
Printing Energy Source Labels ...................................................................................................... 4-6
Printing Batch Procedures ................................................................................................................ 4-8
Viewing & Printing Procedures with a Web Browser.................................................................... 4-10
Saving Procedures........................................................................................................................... 4-11