Brady Lockout Pro 3.0 User Manual
User Guide
LOCKOUT-PROTM Graphical Procedure Writing Software
v3.0 Desktop Version
YOU SHOULD CAREFULLY READ THE FOLLOWING TERMS AND CONDITIONS OF THIS
LICENSE AGREEMENT BEFORE OPENING THIS PACKAGE. IF YOU DO NOT AGREE WITH
THESE TERMS AND CONDITIONS, PLEASE PROMPTLY RETURN THIS PACKAGE FOR A
FULL REFUND.LICENSE AGREEMENT
Brady Worldwide, Inc. (hereafter "Brady") hereby grants you a non-exclusive, nontransferable license to
use this software and the accompanying documentation according to the following terms:
1. LICENSE GRANT: You may 1) install the software on only one computer at a time, and 2) make one
(1) copy of the software in machine readable form solely for backup purposes.
2. LICENSE RESTRICTIONS: You may not: 1) transmit the software over a network without an
additional license; 2) modify, adapt, translate, reverse engineer, decompile, disassemble, create
derivative works based on, or copy (except for the backup copy) this software or the accompanying
documentation; 3) rent, transfer or grant any rights in the software or accompanying documentation
without the prior, express written consent of Brady; or 4) remove any proprietary notices, labels, or marks
on the software and accompanying documentation.
3. NATURE OF THIS AGREEMENT: This license is not a sale. License fees paid by you, if any, are in
consideration of the licenses granted under this Agreement. Title and copyrights to the software,
accompanying documentation, and any copy made by you, remain the property of Brady or its suppliers.
Unauthorized copying of the software or the accompanying documentation, or failure to comply with the
above restrictions, shall automatically terminate this license, without further notice, and terminate your
rights to use the software, and Brady shall, in addition to its other legal remedies, be entitled to its
reasonable attorney fees.
4. LIMITED WARRANTY: Brady warrants that, for a period of ninety (90) days from the date of delivery
to you as evidenced by a copy of your receipt, the software, as furnished, under normal use, will perform
without significant errors that make it unusable. Brady's entire liability and your exclusive remedy under
this warranty (which is subject to you returning the software to Brady) will be, at the option of Brady, to
attempt to correct or help you around errors, to replace the software with functionally equivalent software
or diskettes, or to refund the license fee of the software and terminate this Agreement.
EXCEPT FOR THE ABOVE EXPRESS LIMITED WARRANTY, BRADY MAKES AND YOU RECEIVE
NO WARRANTIES, EXPRESS, IMPLIED, STATUTORY OR IN ANY COMMUNICATION WITH YOU,
AND BRADY SPECIFICALLY DISCLAIMS ANY IMPLIED WARRANTY OF MERCHANTABILITY OR
FITNESS FOR A PARTICULAR PURPOSE. BRADY DOES NOT WARRANT THAT THE OPERATION
OF THE PROGRAM WILL BE UNINTERRUPTED OR ERROR FREE.
Some states do not allow the exclusion of implied warranties so the above exclusions may not apply to
you. This warranty gives you specific legal rights. You may also have other rights which vary from state
to state.
5. LIMITATION OF LIABILITY: IN NO EVENT WILL BRADY BE LIABLE FOR ANY DAMAGES,
INCLUDING LOSS OF DATA, WHEN LOADING THIS SOFTWARE OR OTHERWISE, OR LOST
PROFITS, COST OF COVER OR OTHER SPECIAL, INCIDENTAL, CONSEQUENTIAL OR INDIRECT
DAMAGES ARISING FROM THE USE OF THE PROGRAM OR ACCOMPANYING
DOCUMENTATION, HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY. THIS
LIMITATION WILL APPLY EVEN IF BRADY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH
DAMAGE.
Some states do not allow the limitation or exclusion of liability for incidental, or consequential damages,
so the above limitation may not apply to you.
6. GENERAL: This Agreement shall be governed by, and interpreted under, the laws of the State of
Wisconsin, USA. You acknowledge that U.S. law and regulations may restrict the export/re-export of the
software. You agree not to export/re-export the software or portions thereof in any form without the
appropriate U.S. and foreign government licenses. This obligation shall survive and continue after this
Agreement terminates. This Agreement is the entire agreement between the parties and supersedes any
other communications or advertising with respect to the software and accompanying documentation. If
any provision of this Agreement is held invalid, the remainder of this Agreement shall continue in full
force and effect.
6555 West Good Hope Road, P.O. Box 571, Milwaukee, Wisconsin 53201-0571, USA, tlf. +1 (414) 358-6600
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LOCKOUT-PROTM DESKTOP USER GUIDE
C
ONTENTS
• • • • • •
Getting Started 1
Exploring Lockout-PRO 2
Key Functions of LOCKOUT-PRO
Viewer Version of LOCKOUT-PRO
System Requirements
Installing LOCKOUT-PRO: Standard Version
Installing LOCKOUT-PRO: Viewer Version
Uninstalling LOCKOUT-PRO
Launching LOCKOUT-PRO
How to Get Help Using LOCKOUT-PRO
Online Tutorial
Online Help
User Guide
Contacting Technical Support
LOCKOUT-PRO & Energy-control Programs
Fast, Simple Procedure Generator
Powerful Tools to Customize Procedures
Information for a Complete Energy-Control Program
Getting to Know the Main LOCKOUT-PRO Window
Layout of the Main Window
Main Menu
Primary Options Taskbar
Window Tab Bar
Procedure Sections Panel
Display Area of the Main Window
Text Editing Toolbar
How to Use Standard Interaction Features
1–4
1–7
1–7
1–8
2–5
2–8
2–10
1–1
1–3
1–4
1–5
1–6
1–6
1–6
1–8
2–1
2–2
2–2
2–4
2–8
2–9
2–9
2–10
2–4
2–4
Viewing & Printing Procedures 3
Viewing an Existing Procedure
Printing Procedures, Tags & Labels
Options for Printers & Paper Stock
Printing a Procedure
Printing Lockout Tags
Printing Energy Source Labels
Saving a Procedure
LOCKOUT-PROTM DESKTOP USER GUIDE 1
3–7
3–3
3–4
3–1
3–2
3–6
3–2
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Creating/Revising Procedures 4
Choosing Which Form to Use for a New Procedure
When to Use a Long Form
When to Use a Short Form
When to Use a Combined Form
Comparing the Forms
Opening a LOCKOUT-PRO Procedure File
Starting a New Procedure from a Template
Opening an Existing Procedure
Long Form: Entering & Modifying Details
Header/Footer Information
General Information
Lockout Steps
Short Form: Entering & Modifying Details
Header/Footer Information
Energy Sources
Images
General Information
Combined Form: Entering & Modifying Details
Header/Footer Information
Energy Sources
Images
General Information
Lockout Application & Lockout Release Steps
Working with images in your procedure
Adding Images to Procedures
Editing Images in Procedures
Using Labels on Images
4–15
4–21
4–1
4–2
4–2
4–2
4–3
4–4
4–4
4–5
4–6
4–6
4–7
4–8
4–11
4–11
4–12
4–16
4–16
4–17
4–18
4–22
4–22
4–25
4–25
4–27
4–28
Using Related Information 5
Overview of LOCKOUT-PRO’s Related Information
Regulations
Corporate Policy
Employee Training
Device Guide
Viewing & Printing Related Information
5–1
5–2
5–2
5–2
5–2
5–1
Importing/Exporting Procedures 6
Importing LOCKOUT-PRO Procedures
Format Differences in Earlier Versions
Importing a Single Procedure
Importing Multiple Procedures
Exporting Procedures to Other Formats
6–1
6–2
6–2
6–3
6–3
Setting Defaults in Lockout PRO 7
How Defaults Work
Accessing System Defaults
Setting & Changing Energy Source Defaults
Change Energy Source Identifier Default
Change Energy Source Type Defaults
Energy Source Description Defaults
Setting & Changing Basic Data Defaults
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7–1
7–2
7–3
7–3
7–4
7–6
7–7
LOCKOUT-PROTM DESKTOP USER GUIDE
Header “Note” Defaults
Change Controls & Methods Defaults
Change Location Defaults
Change Lockout Device Defaults
Setting and Changing Lockout Step Defaults:
Change Lockout Step Defaults
Change Defaults for Energy Source Checks
Setting & Changing Procedure Defaults
Changing Section Settings Defaults
Working with Templates 8
Understanding LOCKOUT-PRO Templates
Templates vs. Defaults
Deciding How to Customize Templates
What Can Be Changed on a Template
What Cannot Be Changed on a Template
Illustration of Editable Areas on Templates
Editing a Procedure Template
7–8
(Combined Form only)
8–2
7–10
7–11
7–13
7–14
7–15
7–17
7–18
7–19
8–1
8–2
8–2
8–3
8–3
8–8
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LOCKOUT-PROTM DESKTOP USER GUIDE 3
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Copyright
This manual is copyrighted with all rights reserved. No portion of this
manual may be copied or reproduced by any means without the prior
consent of Brady Worldwide, Inc.
While every precaution has been taken in preparation of this document,
Brady assumes no liability to any party for any loss or damage caused
by errors or omissions or by statements resulting from negligence,
accident, or any other cause. Brady further assumes no liability arising
out of the application or use of any product or system described, herein;
nor any liability for incidental or consequential damages arising from
the use of this document. Brady disclaims all warranties of
merchantability or fitness for a particular purpose.
Brady reserves the right to make changes without further notice to any
product or system herein to improve reliability, function, or design.
Reproduction of this material, in part or whole, is strictly prohibited
without the written permission of Brady Worldwide, Inc.. For more
information, contact: Brady Worldwide, Inc. Signmark® Division, 2221
W. Camden Road, Milwaukee, WI 53209.
Disclaimer
Every effort h a s been made to m a k e this guide as accurate and complete
as possible. Brady Worldwide, Inc. is not responsible for inaccuracies
and omissions occurring during the use of this guide.
This manual is proprietary to Brady Worldwide, Inc. and may be revised
from time to time without notice. Brady Worldwide, Inc. disclaims any
understanding to provide you with revisions, if any.
All brand or product names referenced in this manual are trademarks
or registered trademarks of their respective companies or organizations.
LOCKOUT-PRO, GlobalMark, and HandiMark are trademarks of
Brady Worldwide, Inc.
© 2006 Brady Worldwide, Inc. All rights reserved.
www.bradycorp.com
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LOCKOUT-PROTM DESKTOP USER GUIDE
C
HAPTER
G
• • • • • •
Welcome to LOCKOUT-PROTM Graphical Procedure Writing Software
from Brady Corporation!
1
ETTING
S
TARTED
LOCKOUT-PRO
compliant energy-control program with easy-to-follow standardized
procedures. Lockout tags and labels can be printed for each energy
source and are cross-referenced to the procedure, making lockout
activities virtually foolproof.
This chapter of the
An overview of LOCKOUT-PROTM’s primary functions
System requirements for installing LOCKOUT-PRO
How to install LOCKOUT-PROTM — both the
Viewer Version,
the
but not create or change them
How to launch LOCKOUT-PROTM after installation
How to get help using LOCKOUT-PRO
TM
provides all the tools you need to create an effective,
User Guide
which allows you to view and print procedures,
includes the following:
Key Functions of LOCKOUT-PRO
Standard Version
TM
TM
and
With LOCKOUT-PROTM, you can perform the following key
functions, all of which are explained in detail in this
User Guide
:
Use simple, powerful templates to create OSHA-compliant
lockout/tagout procedures.
different types of procedure layouts to accommodate the varying needs
of different types of procedures. For any given procedure, you determine
whether a Long Form, Short Form, or Combined Form template is best.
(See “Choosing Which Form to Use for a New Procedure” on page 4-1 for
details.)
LOCKOUT-PROTM DESKTOP USER GUIDE GETTING STARTED 1- 1
LOCKOUT-PROTM includes three
•
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•
Create procedures in minutes using built-in defaults.
TM
PRO
Graphical Procedure Writing Software comes with an extensive
LOCKOUT-
database of standard lockout procedural terminology that allows you to
simply click your choices from lists and have them formatted and placed
in the right places on the procedure. This ensures the accuracy of your
procedures and makes them fast and easy to create.
(See Chapter 4,
“Creating/Revising Procedures” for details.)
Customize templates and defaults to meed the needs of your
organization.
your standards. You can change the terminology on the templates that
determine the information that always appears on a procedure. You can
also add text of your own, which allows you to insert your custom text
into procedures with point-and-click efficiency.
Defaults in Lockout PRO” and Chapter 8, “Working with Templates” for
details.)
Edit any or all of the templates’ text and graphics to
(See Chapter 7, “Setting
Insert and edit images that clearly illustrate steps of the lockout
procedure.
procedures. With its built-in image editing features, you can crop,
rotate, adjust brightness and contrast, and even add and precisely place
multiple labels onto images to make them easy for employees to
understand.
for details.)
LOCKOUT-PROTM allows you to easily add images to your
(See “Working with images in your procedure” on page 4-25
Print procedures, lockout tags, and energy labels on your choice
of printer.
information from a particular procedure to print onto the lockout tags
and energy labels associated with it. You can use any standard sheetfed inkjet or laser printer, or you can simplify the printing process even
more by using the special templates for printing with Brady
Corporation’s GlobalMark or HandiMark printers.
Procedures, Tags & Labels” on page 3-2 for details.)
LOCKOUT-PROTM does the work of pulling relevant
(See “Printing
Make procedures readily available to all employees who need
them.
the software can be installed on any PC to give your employees quick
access to viewing and printing procedures, tags, and energy labels.
“Viewing & Printing Procedures” on page 3-1 for details.
Revise procedures on schedule.
time- and date-stamping of procedures to stay on top of revisions
schedules.
The free LOCKOUT-PROTM Viewer that comes packaged with
(See
)
Use LOCKOUT-PROTM’s automatic
1-2
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G
ETTING STARTED
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LOCKOUT-PROTM DESKTOP USER GUIDE
Use the built-in sample energy control policy to develop or revise
your own.
Graphical Procedure Writing Software is a sample of a corporate energy
control policy that satisfies OSHA regulations.
on page 5-2 for details.
Among the many support features of LOCKOUT-PROTM
(See “Corporate Policy”
)
Quickly access government standards for procedures.
clicks in LOCKOUT-PRO
the most up-to-date regulations.
details.)
TM
will take you directly to a website to view
(See “Regulations” on page 5-1 for
Train your employees on your energy control programs and
devices.
and printable materials that covers all aspects of a typical energy
control program. In addition, the built-in
training clips on how to use most of Brady Corporation’s lockout devices.
(See “Employee Training” on page 5-2 and “Device Guide” on page 5-2 for
details.)
LOCKOUT-PROTM includes an extensive training outline
Use the on-screen tutorial to learn the main LOCKOUT-PROTM
functions.
through the creation of a lockout/tagout procedure. This tutorial will
launch automatically the first time that you use the program, and is
always accessible from the Help menu.
LOCKOUT-PRO” on page 1-6 for details.)
LOCKOUT-PROTM features a tutorial that will walk you
Viewer Version of LOCKOUT-PRO
A couple of
Device Guide
provides video
(See “How to Get Help Using
As with previous versions, LOCKOUT-PROTM Desktop v3.0 comes with
a Viewer Version that allows you to:
•
Open, view, and print lockout procedures.
•
Print lockout tags, and energy source labels.
•
View and print the related information (regulations, policies,
training, device guides).
The Viewer Version is designed for users who need to reference the
lockout procedures and/or print them, but who lack the organizational
authority to write or modify procedures.
The LOCKOUT-PRO
TM
Viewer is provided as a separate executable file
that is installed separately from the full version, but from the same
installation CD as the full-featured application. It requires no license
and can be installed on as many PCs as you need.
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LOCKOUT-PROTM DESKTOP USER GUIDE GETTING STARTED 1- 3
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For detailed information on viewing and printing procedures and
secondary materials, see
For information on viewing and printing related information, see
Chapter 5, “Using Related Information”
System Requirements
LOCKOUT-PRO
Requirement: Minimum: Recommended:
Processor 1.2 GHz or better Same
Display Resolution 800x600 or better 1024x768 or higher
Memory (RAM) 512 MB Same
Disk Space 500 MB Same
Operating System Windows 2000/XP Same
Internet Explorer v5.0 or higher v6.0 or newer
.NET framework v1.1 or higher Provided on LOCKOUT-PRO
Printer Drivers for the printer(s) you will use with LOCKOUT-PRO
should be installed. At least one printer must be installed to
run the application. See your printer’s documentation for
information on installing your printer.
Chapter 3, “Viewing & Printing Procedures”
.
SYSTEM REQUIREMENTS FOR
TM
Graphical Procedure Writing Software
installation CD for user to install if not
already on user's system.
TM
.
TM
1-4
GlobalMark
uninstall the printer from your computer. Install the new
GlobalMark
installation CD. (NOTE: This driver has not been tested or
validated to work with MarkWare
other Brady software.)
TM
printers only: Updated driver is required. First,
TM
driver included on the LOCKOUT-PROTM
Installing LOCKOUT-PRO: Standard Version
Installing LOCKOUT-PROTM is a short, simple process during which
the application will be set up on your computer.
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G
ETTING STARTED
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NOTE:
copy of Microsoft Internet Explorer 5.01 or newer installed on your
system. If not, install a copy of Internet Explorer before continuing.
The latest version of Internet Explorer can be downloaded for free
or ordered on CD from www.microsoft.com
Before you install LOCKOUT-PROTM you must first have a
LOCKOUT-PROTM DESKTOP USER GUIDE
TM
, Surf on SignsTM, or any
.
To install the Standard Version:
1
Close all programs that are currently running, including any email or
anti-virus programs
2
Insert the LOCKOUT-PROTM CD into your CD-ROM drive. The
installation program will launch automatically. If it does not open after
a short while, you can manually launch it by taking these steps:
•
Open your
•
Double-click on your CD drive to open the LOCKOUT-PROTM CD
contents.
•
Locate and double-click on the file:
3
When the installer window appears, select the menu option:
Install Lockout PRO Desktop
4
When requested, select the language you want to use in the application.
5
When the “Welcome” screen appears, click the choice to install
LOCKOUT-PRO
6
Read and check the option that you agree to the license agreement.
7
When requested, enter the serial number of your LOCKOUT-PROTM
copy. The serial number can be found on a label attached to the CD case
containing your LOCKOUT-PRO
My Computer
Lockout PRO 3.0 Installer.exe
folder.
.
TM
Graphical Procedure Writing Software.
TM
CD.
8
You will be asked to verify the directory in which LOCKOUT-PROTM
will be installed. It is recommended that you use the default installation
directory.
9
When the registration page appears, follow the instructions on your
screen to register your copy of the software.
Installing LOCKOUT-PRO: Viewer Version
To install the Viewer Version:
1
Insert the LOCKOUT-PROTM CD into your computer’s CD-ROM drive.
2
The installation program will launch automatically from the CD. If it
does not open after a short while, you can manually launch it by taking
these steps:
•
Open your
•
Double-click on your CD drive to open the LOCKOUT-PROTM CD
contents.
•
Locate and double-click on the file:
When the installer window appears, select the menu option:
3
Install Lockout PRO Viewer
LOCKOUT-PROTM DESKTOP USER GUIDE GETTING STARTED 1- 5
My Computer
Lockout PRO 3.0 Installer.exe
folder.
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4
When requested, select the language you want to use in the application.
5
When the “Welcome” screen appears, click the choice to install the
LOCKOUT-PRO
6
Read and check the option that you agree to the license agreement.
7
You will be asked to verify the directory in which LOCKOUT-PROTM
TM
Viewer.
will be installed. It is recommended that you use the default installation
directory.
Uninstalling LOCKOUT-PRO
To remove LOCKOUT-PRO from your system:
1
From the
Programs
2
In the
entry in the list of programs.
3
Click the
4
Follow the prompts during the uninstall process.
Start
menu, select
.
Add/Remove Programs
Add/Remove
button.
Settings > Control Panel > Add/Remove
dialog box select the
Brady Lockout PRO
5
Restart your computer if prompted.
Launching LOCKOUT-PRO
Once you’ve installed LOCKOUT-PROTM
PRO: Standard Version” on page 1-4)
usual Windows program-launching methods:
•
Open your PC’s
Start
menu
Programs
shortcut, and click on it.
•
Find the LOCKOUT-PROTM shortcut on your PC’s desktop, and
- OR -
double-click on it.
- OR -
•
From an open folder window displaying LOCKOUT-PROTM
procedures, double-click on a procedure.
(see “Installing LOCKOUT-
, you can launch it by any of the
, locate the LOCKOUT-PRO
How to Get Help Using LOCKOUT-PRO
LOCKOUT-PROTM provides several ways of learning and getting help
with the application.
•
Online tutorial
TM
3
1-6
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G
ETTING STARTED
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LOCKOUT-PROTM DESKTOP USER GUIDE
•
Online help
•
LOCKOUT-PROTM DESKTOP User Guide
•
Brady Corporation Technical Support
Online Tutorial
When you first start LOCKOUT-PROTM, a window opens on the right
side of the screen containing the Online Tutorial. This tutorial includes:
•
A brief overview of the three forms
•
Tips for using LOCKOUT-PRO
•
Basic instructions for creating new procedures
•
Steps for saving procedures
•
Steps for printing procedures, lockout tags, and energy source labels
To navigate through the tutorial:
1
Click the
Next, Back,
or other prompts at the bottom of each tutorial
window to move forward or backward.
To close the tutorial window:
TM
1
By default, the tutorial opens whenever you open LOCKOUT-PROTM
Graphical Procedure Writing Software. To close the tutorial window
Close
temporarily, click the
2
To change the default so the tutorial does not open every time you open
LOCKOUT-PRO
TM
, click to uncheck the box by
button at the bottom of the tutorial window.
Show on Startup
bottom of the tutorial window.
To open the tutorial window:
1
Click the
2
Select the
of the main LOCKOUT-PRO
Help
menu on the LOCKOUT-PROTM main menu.
Show Tutorial
option. The tutorial will open on the right side
TM
window.
Online Help
The online help within LOCKOUT-PROTM offers detailed information
about every aspect of the application.
To access online help:
1
Click the
Help
menu item on the LOCKOUT-PROTM main menu.
at the
2
Click
Help Topics
LOCKOUT-PROTM DESKTOP USER GUIDE GETTING STARTED 1- 7
from the submenu.
•
•
•
•
•
•
3
The online help will open to the table of contents and first page. Click
the item on the table of contents that you want to view.
4
To close online help, click the X in the top right corner of its window.
User Guide
This
User Guide
LOCKOUT-PRO
it on your computer, and you can also print any or all pages of the guide.
is installed onto your computer when you install the
TM
application. You can view the
User Guide
by opening
To view the
1
Open
My Computer
User Guide
:
and browse to the folder where LOCKOUT-PROTM
was installed. The default location is in
2
Open the
3
Open the folder titled
4
Locate the
Lockout PRO
LOPuserguide.pdf
NOTE:
You will need to have the free Adobe Acrobat Reader
folder.
Documentation
file and double-click to open it.
installed on your computer to open the user guide.
To print the
1
With the
window.
2
Choose the options for printing.
3
Click the
User Guide
User Guide
Print
button.
:
open, click the
Contacting Technical Support
C:\Program Files\Brady
.
File>Print
menu in the
.
User Guide
’s
1-8
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G
ETTING STARTED
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Technical Support Numbers
United States and other C/S countries
Tel: 800-368-3362
Fax: 414-228-5799
Email: technical_support@bradycorp.com
Canada
Tel: 888-262-7576
Fax: 905-764-5557
Email: techsupportcanada@bradycorp.com
LOCKOUT-PROTM DESKTOP USER GUIDE
Mexico
Tel: 800-368-3362
Fax: 525-527-5586
Email: bradymexico@bradycorp.com
Brazil
Tel (PABX): 55 11 3686-4720
Tel (Direct): 55 11 3686-5697
Fax: 55 11 3686-5236
Email: brady_sevice_brazil@bradycorp.com
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LOCKOUT-PROTM DESKTOP USER GUIDE GETTING STARTED 1- 9
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1-10
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ETTING STARTED
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LOCKOUT-PROTM DESKTOP USER GUIDE
C
HAPTER
E
• • • • • •
Brady Corporation’s LOCKOUT-PROTM Graphical Procedure Writing
Software allows you to create and implement a thorough lockout/tagout
program throughout your facility or organization with ease. The
automated features and built-in templates allow you to work faster and
more efficiently than ever.
2
XPLORING LOCKOUT
-PRO
This chapter of the
familiarizes you with its overall functions, how you interact with it, and
how to navigate around the application. This chapter talks about:
LOCKOUT-PROTM’s role in an organization’s overall energy-control
program, and specifically in generating lockout/tagout procedures
How to find the functions you want on the main application window
How to easily navigate around and interact with LOCKOUT-PRO
User Guide
offers a tour of LOCKOUT-PROTM that
LOCKOUT-PRO & Energy-control Programs
LOCKOUT-PROTM is a graphical procedure-writing application that
provides simple tools for creating and printing lockout procedures,
lockout tags, and energy labels. In addition, it provides information that
can help you create a comprehensive energy-control program
throughout your organization.
As you’ll see in this section, LOCKOUT-PRO
•
Handling the format and structure of procedures and automating
repetitive functions to make procedure-writing faster and easier
•
Incorporating powerful tools for customizing the data and text
formatting of procedures
•
Providing related information that covers all key aspects of an
energy-control program
TM
benefits you by:
TM
•
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LOCKOUT-PROTM DESKTOP USER GUIDE EXPLORING LOCKOUT-PRO 2- 1
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Fast, Simple Procedure Generator
LOCKOUT-PROTM Graphical Procedure Writing Software does
much of the work of writing your procedures, using:
•
Color-coded, graphical formats
to understand and apply
•
A
database
energy-source information important to include on procedures
•
Three
•
A clear and thorough process that
elements of an effective lockout/tagout procedure
•
Lockout-tag and energy-label formats
directly from the procedure for fast and easy printing of
supplemental or related materials to use in your energy-control
program
•
A
built-in image editor
of graphics, terms, methods, controls, steps, and other
templated forms
to handle virtually any size procedure
that makes the application self-contained
When it’s time to write a procedure, you:
•
Make selections specific to the identity and location of the equipment
and energy sources involved.
•
Optionally select images to insert, and add any additional notes, if
desired.
•
Print the procedure, fully laid out and incorporating your selections
and notes.
•
Print lockout tags and energy labels, which pull their data from the
procedure just created.
that ensure procedures are easy
prompts you
that pull information
through all
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NOTE:
For details on how to write procedures in LOCKOUT-
PROTM, see Chapter 4, “Creating/Revising Procedures”.
Powerful Tools to Customize Procedures
Behind the simplicity of LOCKOUT-PROTM’s procedure-writing
capability 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.
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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 da t a from w hich y o u sele c t as yo u
create procedures. Among the default lists you can add to are:
-
Energy source types
-
Secondary descriptions of energy sources
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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
Defaults in Lockout PRO”.
Procedure templates can also be edited to:
•
Change the text titles and labels that appear automatically on a
procedure.
•
Use different logo graphics.
•
Change the wording of the text that appears by default on each
procedure.
•
Change the formatting (font, size, color, emphasis, etc.) of any of the
titles, labels, or other text elements that appear by default on each
procedure.
NOTE:
For details on editing procedure templates, see Chapter 8,
“Working with Templates”.
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Information for a Complete Energy-Control Program
LOCKOUT-PROTM Graphical Procedure Writing Software includes
more than just the lockout/tagout procedures. It provides tools and
related information to help you with your overall energy-control plan.
Ways in which LOCKOUT-PROTM supports your overall energycontrol program include:
•
Automatic dating of new procedures and revisions for use in a
procedure-review program
•
Ability to export procedures in other formats so they can be used with
systems such as CMMS, ERP, and other document management
systems
•
Direct access to OSHA standards for lockout/tagout procedures
•
A sample corporate lockout/tagout policy following OSHA guidelines,
which you can edit to fit your organization
•
Recommended employee training program and materials
•
Training videos on how to use lockout devices manufactured by
Brady Corporation
NOTE:
For more information on these additional tools, see
Chapter 5, “Using Related Information”.
Getting to Know the Main LOCKOUT-PRO Window
LOCKOUT-PROTM opens in a window that provides access to all of the
functions and options within the application. Becoming familiar with
this window will help you get up to speed quickly in LOCKOUT-PRO
Layout of the Main Window
The main window is designed for speed and ease of use. Take a look at
the illustration of the main LOCKOUT-PRO
illustration purposes, the major divisions of the window are highlighted
by boxes, and labeled as follows:
•
Main Menu Bar
•
Primary Options Taskbar
•
Window Tab Bar
•
Procedure Sections Panel
•
Display Area
•
Text Editing Toolbar
TM
window below. For
TM
.
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In the pages that follow, each area of the main window, as well as its
purpose and features are described in more detail.
Main Menu Bar Primary Options Taskbar Window Tab Bar
Text Editing Toolbar
Procedure Sections Panel Display Area
Example of main application window of LOCKOUT-PROTM DESKTOP v3.0
Main Menu
The LOCKOUT-PROTM Graphical Procedure Writing Software Main
File
Menu consists of six items displayed across the top of the window:
Edit, View, Admin, Window
To open any menu
, and
Help
.
, simply click on the menu name (e.g.,
File
), and the
items on that menu will appear in a drop-down list.
If any item has a submenu,
you will see a right arrowhead displayed
next to the name. Click on the item to see its submenu.
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The following chart shows each menu and submenu, and the primary
function of all menu options.
MAIN MENU ITEMS AND THEIR FUNCTIONS
FILE Menu Items: Primary Function:
New Start creating a new procedure
Open Open an existing procedure
Save Save the active procedure
Save As Save the active procedure under a different
name
Print Lockout Tags Print lockout tags related to the active
procedure
Print Energy Labels Print energy labels related to the active
procedure
Import >
Convert v1.x Files
Convert v2.x Files
Convert procedures from earlier versions of
LOCKOUT-PRO
TM
Graphical Procedure Writing
Software, either individually or in a batch
Procedure File (v1x &
v2.x)
Export Procedure >
To P D F
To Color TIFF
Save the active LOCKOUT-PRO
one of four other formats to use with other
applications (ERP, CMMS, etc.)
TM
procedure to
To Black & White TIFF
To JPEG
(your recently opened
files)
Open a recent file (the last four files opened in
LOCKOUT-PRO
TM
are listed)
Close Procedure Close the active procedure
Exit Close the LOCKOUT-PRO
TM
application
EDIT Menu Items: Primary Function:
Undo Undo the most recent action taken
Header/Footer Work with header and footer information for the
active procedure
Energy Sources Work with energy source information for the
active procedure (Short and Combined Forms
only)
Images Work with images for the active procedure
(Short and Combined Forms only)
General Info Work with the general information for the active
procedure
Lockout Steps Work with the detailed lockout steps for the
active procedure (Long Form only)
Lockout Application
Steps
Lockout Release Steps Work with the lockout release steps for the
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Work with the lockout application steps for the
active procedure (Combined Form only)
active procedure (Combined Form only)
VIEW Menu Items: Primary Function:
Regulations Access OSHA regulations that apply to your
energy-control program
Corporate Policy View an editable template for a corporate
lockout/tagout policy
Employee Training View employee training materials
Device Guide View text and video guides to lockout/tagout
devices offered by Brady Corporation
Language > Change the language used byLOCKOUT-
TM
PRO
Graphical Procedure Writing Software
(a list of available languages displays)
ADMIN Menu Items: Primary Function:
Edit Templates Modify the template for any of the three forms:
Long, Short, or Combined
Set Defaults Add, delete, or modify any of the default data
and graphical collections available for creating
or revising procedures, and modify the source
of related information
WINDOW Menu Items: Primary function:
Maximize Enlarge the LOCKOUT-PROTM window so it fills
the screen
Minimize Reduce the LOCKOUT-PRO
TM
window to a tab
at the bottom on the screen
Normal Display the LOCKOUT-PRO
TM
window at its
default size
HELP Menu Items: Primary function:
Help Topics Access help on how to use LOCKOUT-PRO
Show Tutorial Toggle the tutorial panel on
About LOCKOUT-PRO
TM
View version information for LOCKOUT-PRO
TM
TM
•
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Primary Options Taskbar
Directly under the Main Menu Bar is the
Primary Options Taskbar
The taskbar provides quick access to the most frequently used functions
TM
in LOCKOUT-PRO
Graphical Procedure Writing Software. Instead of
using menus to locate these options, you can simply click on the function
you want.
PRIMARY OPTIONS AND THEIR FUNCTIONS
Primary Option: Function:
Click to begin creating a new procedure
Click to open an existing procedure
Click to save the active procedure
Click to print the active procedure
Click to open the lockout tag print window for the
active procedure
Click to open the energy source labels print
window for the active procedure
Click the drop-down arrow and select an option
to open related information
.
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Window Tab Bar
Directly beneath the row of Primary Options is the
This feature allows you to open multiple procedures and documents,
and easily switch back and forth between them.
Here’s how the Window Tab Bar works:
•
Each time you create or open a procedure
procedure is displayed in the tab bar. If you leave that procedure open
and then open another, a second tab will appear.
•
If you open one of the related information documents
(regulations, policy, etc.), a tab is also added for that.
•
To display the procedure or document associated with a tab,
simply click on that tab.
The tab for the active window is
highlighted, and its label appears in bolder type. The labels on the
other, inactive tabs are grayed-out.
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Window Tab Bar
, a tab for that
.
•
If you have opened more procedure and information
windows than there is space to display their tabs,
you can click
the right and left arrows on the right side of the tab bar to scroll to
the additional tabs.
•
To close a procedure or document window without exiting
from LOCKOUT-PROTM Graphical Procedure Writing Software,
simply click the tab to display that procedure or document, and then
click the
procedure that has not been saved, LOCKOUT-PRO
X
on the far right of the tab bar. If you are closing a
TM
will prompt
you to save it first.
TIP: When you have more than one procedure open, remember that
whatever you do to a procedure affects the active one. Be sure you’ve clicked
the tab of the procedure you wish to work with before performing a function.
Procedure Sections Panel
The
Procedure Sections
TM
LOCKOUT-PRO
window whenever a procedure is displayed. This
panel displays clickable icons and the names for each main section of the
type of procedure.
panel appears on the left side of the main
The Procedure Sections icons are form-specific. Thus, each form (Long,
Short, and Combined) have different sections displayed here. The
functions represented here are also found on the Main Menu. However,
these icons provide single-click shortcuts to each section’s editing
window where you enter or revise the information for that section.
TIP: When creating a new procedure, you can use the Procedure Sections
Panel icons as an outline of all the information you will need to include in the
procedure. Many users access the sections in the order shown in the panel,
thus ensuring they enter all the necessary information.
Display Area of the Main Window
This large rectangle on the main window is the primary viewing and
working area of LOCKOUT-PRO
•
When you work with procedures,
displayed here.
•
As you make changes to a procedure,
modify information, your changes are reflected in the procedure’s
image.
LOCKOUT-PROTM DESKTOP USER GUIDE EXPLORING LOCKOUT-PRO 2- 9
TM
.
the image of the procedure is
each time you add or
•
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•
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•
•
•
When you view one of the Related Information documents
that document will be displayed in this area.
•
When a procedure or document exceeds the size of the display
area
, vertical and/or horizontal scroll bars will appear for ease of
moving around in the document.
Text Editing Toolbar
When you are creating or revising a procedure, the display area also
includes a ruler and a
Text Editing Toolbar
, as shown in the example.
This toolbar includes:
•
Functions to change the formatting of text in the procedure
•
Magnification controls that let you zoom in and zoom out on the
procedure
•
Arrows that let you display additional pages when a procedure is
longer than one page
How to Use Standard Interaction Features
,
LOCKOUT-PROTM Graphical Procedure Writing Software uses the
same interaction and navigation conventions that Microsoft Windows
uses. If you have worked with other Windows-based software, you will
find the same type of operations in LOCKOUT-PRO
TM
. Below is a quick
reference to the more common interaction functions.
Options with arrows (>) and ellipses (. . .)
When a menu item includes a right-arrow (>) or an ellipsis (...), or when
you see an ellipsis on a button, this indicates that you have additional
choices, as follows:
•
An arrowhead on a menu item means that item has a submenu from
which you can select additional options.
•
An ellipsis (...) on either a menu item or a button indicates that a
window will open allowing you to make further choices or add
information before continuing.
For example, the
ellipses.
•
As the following example shows,
submenus, allowing you to choose the type of file to import or export
to.
File
menu contains options with both arrows and
Import
and
Export Procedure
have
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On the same menu, the options for
Open...
and
Save As...
contain
ellipses, meaning that when you click on them, another window will
open in which you will further refine your choice.
Example of menu with arrows and ellipses
Example of button with ellipsis
Text boxes for entering information:
•
Text boxes, or fields as they are often called, are typically displayed
to the right of their labels.
•
To enter information, move your cursor into the box and click once to
activate it. Then type in your information using the keyboard.
Example of text boxes:
Radio buttons:
•
Radio buttons are the small circles next to options. They are used
when you have two or more options to select from, and you can only
choose one.
•
To make a choice among radio-button options, move your cursor to
the circle in front of the option you want, and then click once with
your mouse. A dot will appear inside the circle to confirm your choice.
•
•
LOCKOUT-PROTM DESKTOP USER GUIDE EXPLORING LOCKOUT-PRO 2- 11
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Example of radio buttons:
Checkboxes:
•
Checkboxes are the small squares next to a list of choices. They are
used when you have several options and can select any, all, or none.
•
To select checkbox options, move your cursor to the box by the option
you want, and then click once with your mouse. A checkmark will
appear in the box to confirm your choice.
Example of checkboxes:
Drop-down lists:
•
Drop-down lists are indicated by a down-arrow on the right edge of a
text box.
•
To select from a drop-down list, move your cursor to the down-arrow
and click once. A list will “drop down” from the text box. Place your
cursor on the option you want, and then click once with your mouse.
Example of drop-down list:
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Zoom in/out controls:
•
In any window that displays the image of a graphic or document, you
can change the magnification of the image by using these controls.
•
To increase the magnification to better see the image’s detail, click on
the zoom-in button with your cursor. The more times you click, the
more magnified the image will become.
•
To decrease the magnification to see all or a larger portion of the
image at once, click on the zoom-out button with your cursor. The
more times you click, the smaller the image will become.
Example of zoom controls:
Clickable buttons:
•
Buttons are labeled rectangles that initiate an action such as saving
or cancelling a function.
•
To use a button, simply move your cursor to the button, and then click
once on it with the left mouse button.
Example of clickable buttons:
•
•
LOCKOUT-PROTM DESKTOP USER GUIDE EXPLORING LOCKOUT-PRO 2- 13
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Standards Used in This Guide:
This user guide supplies step-by-step instructions for performing
functions in LOCKOUT-PRO
TM
Graphical Procedure Writing
Software. Terms and formatting used in this guide are defined
below.
•
When directed to
click
something in LOCKOUT-PROTM,
quickly depress the left-side button of the mouse once, and then
release it.
•
When directed to
double-click
, depress the left mouse button
twice in rapid succession.
•
When directed to
drag
, depress and hold the left mouse button
down, then move your cursor without releasing the mouse
button until you have finished the move.
•
To help distinguish between LOCKOUT-PROTM’s elements and
the instructions for using those elements, this guide uses a
different font style when naming the element. Some examples:
-
Click the
-
Click the
-
The
The bold type used for the words
you know that you will find LOCKOUT-PRO
File
menu to open it.
Save
button.
Label Image
window will open.
File, Save
, and
Label Image
TM
elements of the
lets
same name displayed on your screen or in a menu.
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