User guide

iv LOCKOUT-PRO
TM
ENTERPRISE User Guide
Creating or Editing Procedures
Choosing the Correct Form............................................................................................................... 5-2
Long Form ..................................................................................................................................... 5-2
Short Form..................................................................................................................................... 5-2
Combined Form............................................................................................................................. 5-3
Comparing the Forms.................................................................................................................... 5-4
Opening a Procedure File.................................................................................................................. 5-5
Start a New Procedure from a Template ....................................................................................... 5-5
Open an Existing Procedure.......................................................................................................... 5-6
Entering or Modifying Procedure Details.........................................................................................5-7
Long Form: Entering & Modifying Details ...................................................................................... 5-7
Short Form: Entering & Modifying Details ................................................................................... 5-12
Combined Form: Entering & Modifying Details............................................................................ 5-18
Working with images ....................................................................................................................... 5-27
Adding Images to Procedures .....................................................................................................5-27
Editing Images in Procedures...................................................................................................... 5-28
Using Labels on Images .............................................................................................................. 5-29
Convert a Procedure to a Different Language ............................................................................... 5-30
Importing/Exporting Procedures
Importing Procedures ........................................................................................................................ 6-2
Format Differences in Earlier Versions..........................................................................................6-2
Importing a Single Procedure ........................................................................................................ 6-3
Importing Multiple Procedures....................................................................................................... 6-3
Exporting Procedures to Other Formats.......................................................................................... 6-4
Setting Defaults
How Defaults Work............................................................................................................................. 7-2
Accessing System Defaults .............................................................................................................. 7-3
Setting & Changing Energy Source Defaults................................................................................... 7-4
Change Energy Source Identifier Default ...................................................................................... 7-4
Change Energy Source Type Defaults .......................................................................................... 7-5
Energy Source Description Defaults..............................................................................................7-7
Setting & Changing Basic Data Defaults..........................................................................................7-8
Header “Note” Defaults.................................................................................................................. 7-8
Change Controls & Methods Defaults ......................................................................................... 7-10
Change Location Defaults ........................................................................................................... 7-11
Change Lockout Device Defaults ................................................................................................ 7-12
Combined Form: Setting and Changing Lockout Step Defaults.................................................. 7-13
Change Lockout Step Defaults....................................................................................................7-14
Changing which Lockout Steps Display Automatically ................................................................ 7-15
Change Defaults for Energy Source Checks............................................................................... 7-16
Setting & Changing Procedure Defaults ........................................................................................ 7-17
Changing Section Setting Defaults................................................................................................. 7-18
Working with Templates
Understanding LOCKOUT-PRO Templates...................................................................................... 8-2
Templates vs. Defaults .................................................................................................................. 8-2
Customizing Templates ..................................................................................................................... 8-3
What can be Changed on a Template........................................................................................... 8-3
What cannot be Changed on a Template...................................................................................... 8-3
Editable Areas on Templates ........................................................................................................ 8-3
Editing a Procedure Template........................................................................................................... 8-8