User guide

LOCKOUT-PRO

ENTERPRISE User Guide 7-

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. To simplify the process of adding steps to a procedure, the

LOCKOUT-PRO

application includes the steps and their specific instructions in default lists from

which to choose.

Unlike the other default lists, the lockout application and release step defaults have two layers of

functioning: 1) the list itself, and 2) checkboxes to include a step automatically or manually. You can

customize both the contents of the lists, as well as which ones are automatically included in a

procedure.

You can change these defaults in the Set Defaults window by going to the Lockout Steps tab where

you can:

• Add, change, or remove

lockout application steps

and

lockout release steps

on the

default list.

• Indicate which steps should display automatically by default and which ones display only if

manually selected for a procedure.

• Add, change, or remove items on a list of

checks

for ensuring an energy source is fully de-

energized.

Following are the step-by-step instructions for making changes to these defaults.