User guide
5-
12
LOCKOUT-PRO
TM
ENTERPRISE User Guide
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.
- or -
From the Main Menu, select Edit>Header.
2. In the Identification section, enter or modify information in the following fields:
•
ID#:
The procedure identification number.
•
Facility:
Identification of facility housing the equipment.
•
Location:
Identification of the location of the equipment within the facility.
•
Description:
Identifying information about the equipment itself — e.g., name, serial number,
and/or other features.
3. In the Page Footers section, enter or modify:
•
Page Footer (left):
Text you want to display on the bottom
left
of every page.
•
Page Footer (center):
Text you want to display on the bottom
center
of every page.
Note: The application automatically inserts the current and total page numbers in the footer
on the bottom right side of the page.
4. In the Note section, enter additional information about the equipment. Select one of the 3 options:
•
None
: No additional information to add.
•
Predefined
: Choose from a list; click the down-arrow in the text box then click the desired text.
•
Custom
: To enter information that is not predefined; type the information into the text box, or
revise the existing text.
Note: The text you select or type in will display in the “NOTE” section of the procedure
header.
5. To add the header and footer information to your procedure, click OK. The window will close and
the procedure in the main window will be updated with the information you added.
Note: Click Cancel if you don’t want to add the new or modified information to your
procedure. Your changes will be discarded.