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

•

LOCKOUT-PROTM DESKTOP USER GUIDE

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

1–8

2–5

2–8

2–10

1–1

1–3

1–4

1–5

1–6

1–8

2–1

2–2

2–4

2–8

2–9

2–10

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

•

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

4–3

4–4

4–5

4–6

4–7

4–8

4–11

4–12

4–16

4–17

4–18

4–22

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

5–1

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

6–3

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

•

7–1

7–2

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

8–3

8–8

•

LOCKOUT-PROTM DESKTOP USER GUIDE 3

•

Copyright

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.

www.bradycorp.com

•

LOCKOUT-PROTM DESKTOP USER GUIDE

HAPTER

• • • • • •

Welcome to LOCKOUT-PROTM Graphical Procedure Writing Software from Brady Corporation!

ETTING

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

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

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

•

Create procedures in minutes using built-in defaults.

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

•

ETTING STARTED

•

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.)

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

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.

•

LOCKOUT-PROTM DESKTOP USER GUIDE GETTING STARTED 1- 3

•

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

Graphical Procedure Writing Software

installation CD for user to install if not already on user's system.

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.)

printers only: Updated driver is required. First,

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.

•

ETTING STARTED

•

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

, Surf on SignsTM, or any

To install the Standard Version:

Close all programs that are currently running, including any email or anti-virus programs

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:

When the installer window appears, select the menu option:

Install Lockout PRO Desktop

When requested, select the language you want to use in the application.

When the “Welcome” screen appears, click the choice to install LOCKOUT-PRO

Read and check the option that you agree to the license agreement.

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.

Graphical Procedure Writing Software.

CD.

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.

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:

Insert the LOCKOUT-PROTM CD into your computer’s CD-ROM drive.

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:

Install Lockout PRO Viewer

LOCKOUT-PROTM DESKTOP USER GUIDE GETTING STARTED 1- 5

My Computer

Lockout PRO 3.0 Installer.exe

folder.

•

When requested, select the language you want to use in the application.

When the “Welcome” screen appears, click the choice to install the LOCKOUT-PRO

Read and check the option that you agree to the license agreement.

You will be asked to verify the directory in which LOCKOUT-PROTM

Viewer.

will be installed. It is recommended that you use the default installation directory.

Uninstalling LOCKOUT-PRO

To remove LOCKOUT-PRO from your system:

From the

Programs

In the entry in the list of programs.

Click the

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

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

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

1-6

•

ETTING STARTED

•

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:

Click the

Next, Back,

or other prompts at the bottom of each tutorial

window to move forward or backward.

To close the tutorial window:

By default, the tutorial opens whenever you open LOCKOUT-PROTM Graphical Procedure Writing Software. To close the tutorial window

temporarily, click the

To change the default so the tutorial does not open every time you open LOCKOUT-PRO

, 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:

Click the

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

window.

Online Help

The online help within LOCKOUT-PROTM offers detailed information about every aspect of the application.

To access online help:

Click the

Help

menu item on the LOCKOUT-PROTM main menu.

at the

Click

Help Topics

LOCKOUT-PROTM DESKTOP USER GUIDE GETTING STARTED 1- 7

from the submenu.

•

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.

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

application. You can view the

User Guide

by opening

To view the

Open

My Computer

User Guide

and browse to the folder where LOCKOUT-PROTM

was installed. The default location is in

Open the

Open the folder titled

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

With the window.

Choose the options for printing.

Click the

User Guide

button.

open, click the

Contacting Technical Support

C:\Program Files\Brady

File>Print

menu in the

User Guide

’s

1-8

•

ETTING STARTED

•

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

•

LOCKOUT-PROTM DESKTOP USER GUIDE GETTING STARTED 1- 9

•

1-10

•

ETTING STARTED

•

LOCKOUT-PROTM DESKTOP USER GUIDE

HAPTER

• • • • • •

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.

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

benefits you by:

•

LOCKOUT-PROTM DESKTOP USER GUIDE EXPLORING LOCKOUT-PRO 2- 1

•

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

•

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

•

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

2-2

•

XPLORING LOCKOUT

•

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.

-PRO LOCKOUT-PROTM DESKTOP USER GUIDE

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

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”.

•

LOCKOUT-PROTM DESKTOP USER GUIDE EXPLORING LOCKOUT-PRO 2- 3

•

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

window below. For

2-4

•

XPLORING LOCKOUT

•

-PRO LOCKOUT-PROTM DESKTOP USER GUIDE

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.

LOCKOUT-PROTM DESKTOP USER GUIDE EXPLORING LOCKOUT-PRO 2- 5

•

2-6

•

XPLORING LOCKOUT

•

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

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.)

procedure to

To Black & White TIFF To JPEG

(your recently opened files)

Open a recent file (the last four files opened in LOCKOUT-PRO

are listed)

Close Procedure Close the active procedure

Exit Close the LOCKOUT-PRO

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

-PRO LOCKOUT-PROTM DESKTOP USER GUIDE

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-

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

window to a tab

at the bottom on the screen

Normal Display the LOCKOUT-PRO

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

View version information for LOCKOUT-PRO

•

LOCKOUT-PROTM DESKTOP USER GUIDE EXPLORING LOCKOUT-PRO 2- 7

•

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

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

2-8

•

XPLORING LOCKOUT

•

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.

-PRO LOCKOUT-PROTM DESKTOP USER GUIDE

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

on the far right of the tab bar. If you are closing a

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

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

the image of the procedure is

each time you add or

•

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

. 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

2-10

•

XPLORING LOCKOUT

•

-PRO LOCKOUT-PROTM DESKTOP USER GUIDE

•

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

•

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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XPLORING LOCKOUT

•

-PRO LOCKOUT-PROTM DESKTOP USER GUIDE

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

•

Standards Used in This Guide:

This user guide supplies step-by-step instructions for performing functions in LOCKOUT-PRO

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

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

elements of the

lets

same name displayed on your screen or in a menu.

2-14

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-PRO LOCKOUT-PROTM DESKTOP USER GUIDE

HAPTER

• • • • • •

IEWING

& P

RINTING

ROCEDURES

This chapter includes step-by-step instructions for performing the following functions in LOCKOUT-PRO Software:



View existing lockout/tagout procedures in LOCKOUT-PROTM, both Standard and Viewer Version.



Print a lockout procedure, both Standard and Viewer Version.



Print lockout tags and energy labels for a procedure, both Standard and Viewer Version.



Save procedures in LOCKOUT-PROTM Standard Version.

Viewing an Existing Procedure

The following steps are for of LOCKOUT-PRO

To open and view an existing procedure:

both the Standard and Viewer Versions

Desktop.

Graphical Procedure Writing

From the main LOCKOUT-PROTM window, click the tab on the primary options toolbar.

- OR -

From the main menu, select

When the

open, then click the

Double-click the name of the file in the window.

Open

- OR -

NOTE:

window appears, click the name of the file you wish to

Open

If the procedure you wish to open does not appear on the

File>Open...

button.

list, click the drop-down arrow at the right of the

Open Procedure

Look in

box, and

then browse to the folder containing the procedure file you want.

•

LOCKOUT-PROTM DESKTOP USER GUIDE VIEWING & PRINTING PROCEDURES 3- 1

•

When opened, the procedure appears in the window’s display area, scaled to fit the display space. Several options on the text-editing toolbar are available while viewing procedures:

•

Zoom controls:

You can increase or decrease magnification of the document image by clicking the zoom-in (plus sign) and zoomout (minus sign) buttons just above the image.

•

Moving between pages:

When a procedure is longer than one page, icons on the text-editing toolbar allow you to move from page to page. To move ahead a page, click the down-arrow icon. To move back a page, click the up-arrow icon.

•

Scrolling on a single page:

If the image is enlarged such that it no longer fits in the window on your screen, scroll bars will appear on the right side and/or bottom so you can scroll to view the rest of the image.

Printing Procedures, Tags & Labels

You can print a procedure from either the Standard Version or Viewer Version of LOCKOUT-PRO The following steps are for

LOCKOUT-PRO

lets you easily print not just the lockout/tagout procedure, but also the secondary materials associated with the procedure: lockout tags and energy source labels.

Graphical Procedure Writing Software.

both the Standard and Viewer Versions

3-2

In addition, you can print these materials on both plain paper and specially designed label stock using either standard sheet-fed printers or Brady’s specialty printers, GlobalMark and HandiMark.

Options for Printers & Paper Stock

Printing procedures:

laser printers to print procedures on either plain paper or on Brady Sign & Label Blanks made of durable polyester with permanent, pressuresensitive adhesive backing for easy posting at lockout sites.

You can also use Brady’s GlobalMark printer and any of its industrialgrade, heavy-duty tapes to print procedures specially formatted for the 4-inch tape rolls that can be easily applied at equipment lockout sites.

•

IEWING

& P

•

RINTING PROCEDURES

You can use most standard sheet-fed inkjet or

LOCKOUT-PROTM DESKTOP USER GUIDE

Printing lockout tags:

Lockout tags can also be printed on either sheet-fed or GlobalMark printers using any of several sizes of Brady label or tag stock designed for use on and near machines.

Energy source labels:

Energy source labels can be printed on sheetfed and GlobalMark printers in several sizes, as well as on Brady’s HandiMark printer to create 2-by-4-inch labels.

The following table summarizes these printing options by type of printer and also lists the Brady stock number for the various tag and label stock.

Brady GlobalMark printer

Sheet-fed inkjet or laser printer

Brady HandiMark printer

Procedures • 4” roll GlobalMark tape • 8 1/2” X 11” plain paper

• 7” x 10” labels (Brady stock #12902)

Lockout tags

Energy source labels

• 3” or 4” roll GlobalMark tape

- and -

• 8” or 16” full-color paneled GlobalMark ribbons

• 3” or 4” roll GlobalMark tape

- and -

• 8” or 16” full-color paneled GlobalMark ribbons

• 2-tag sheet (Brady stock #12772)

• 6-tag sheet (Brady stock #12771)

• 8-tag sheet (Brady stock #12770)

• 1.75” x 2.5” labels (Brady stock #12834)

• 3.5” x 5” labels (Brady stock #12900)

N/A

• 2” tape (prints 2x4inch labels)

Printing a Procedure

To print a procedure:

With the procedure open in the display area of the main window:

Click the

Print Procedure

- OR -

From the main menu, select

When the

Print Procedure

want to use is the one listed in the arrow and select a different printer.

On the

Print Procedure

window with the correct printer displayed, make

any desired changes to the default options:

•

Print all the pages in the procedure, or enter one or a range of pages.

•

Choose the number of copies to print (default is 1).

LOCKOUT-PROTM DESKTOP USER GUIDE VIEWING & PRINTING PROCEDURES 3- 3

button in the primary options taskbar.

File>Print

window appears, verify that the printer you

Printer

box. If not, click the down-

•

In the

Offsets

section, enter a different number if you want to change the amount of horizontal ( the edge of the paper and where the printing starts.

•

To change any of the printer’s properties, click the to access your printer’s options.

Review the pages in the

•

Use the zoom in/out controls to change the magnification.

•

Use the up/down arrows to scroll to other pages in the procedure.

When you are finished, click the

Preview

X Offset

) or vertical (

area. If desired:

button in the lower right corner.

Y Offset

Properties...

) space between

button

NOTE:

the original settings in the

If you wish to discard all changes you made and return to

Print Procedure

window, click the

button.

When you are finished printing, click the

button to return to the

main window where your procedure is displayed.

Printing Lockout Tags

To print lockout tags:

With the procedure open in the display area of the main window:

Click the

Print Lockout Tags

- OR -

From the main menu, select

When the

Print Lockout Tags

want to use is the one listed in the arrow and select a different printer.

If you want to change any of your printer’s properties, click the

Settings

button to access your printer’s options.

button in the primary options taskbar.

File>Print Lockout Tags

window appears, verify that the printer you

Printer

box. If not, click the down-

Reset

3-4

NOTE:

Any changes you make in the following steps that affect how the lockout tag will print are reflected in updates to the tag’s image in the

Preview

With the correct printer displayed, make any desired changes to the

Supplies

•

Material

For

GlobalMark

From the drop-down list under the tape roll you’re using.

•

For

sheet-fed

From the drop-down list under sheet you’re using.

•

IEWING

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•

RINTING PROCEDURES

box.

options, depending on your printer:

printers:

Supplies

printers:

Material

, choose the

, choose the type of tag

LOCKOUT-PROTM DESKTOP USER GUIDE

Tape Width

The

Available Labels

sheet, based on the paper stock you chose. It allows you to uncheck boxes if you want to print fewer tags than the sheet contains.

In the

Offsets

section, enter a different number if you want to change the amount of horizontal ( space between the edge of the paper and where the printing starts.

In the

•

Lockout Information

The

Date Locked Out

date and time. Use the up and down arrows to change these to a different date and/or time.

•

In the

Lockout By

box, type the name of the person authorized to

remove the lockout.

•

GlobalMark printers only:

None

. If you wish to add the picture of the person named in the

Lockout By

click the

•

In the

box, click the radio button next to the empty box, and then

Select

button to locate and insert the photo.

Remarks

box, type in any additional information you wish to

print on the tags.

•

In the

Expected Completion

energization process should be finished.

Review the lockout tag in the

•

Use the zoom in/out controls to change the magnification.

•

Use the up/down arrow controls to scroll if the entire tag does not fit in the window.

section shows how many tags will print on a

X Offset

) or vertical (

Y Offset

section:

and

Time Locked Out

The

Employee Picture

boxes display the current

section defaults to

box, enter the time when the re-

Preview

area.

)

NOTE:

window, click the

If you wish to discard all the changes you entered on this

Reset

button in the lower left corner. The

window will refresh and display the default information.

When you are ready to print:

Click the

NOTE:

button in the lower right corner.

The

Print Lockout Tags

window remains open until you close it, so you can check your printed tags and make any changes to them, or print more, without having to re-take the steps above.

When finished, click the where your procedure is displayed

LOCKOUT-PROTM DESKTOP USER GUIDE VIEWING & PRINTING PROCEDURES 3- 5

button to return to the main window

•

Printing Energy Source Labels

To print energy source labels:

With the procedure open in the display area of the main window:

Click the taskbar.

From the main menu, select

When the printer you want to use is the one listed in the the down-arrow and select a different printer.

If you want to change any of your printer’s properties, click the

Settings

button to access your printer’s options.

Print Energy Source Labels

- OR -

File>Print Energy Labels

Print Energy Source Labels

button in the primary options

window appears, verify that the

Printer

box. If not, click

NOTE:

Any changes you make in the following steps that affect how the printed energy label will look are reflected in updates to the label’s image in the

With the correct printer displayed, make any desired changes to the options listed on the left side of the window. These options vary according to the printer you chose.

•

For

GlobalMark

From the drop-down list under depending on the type of tape you are using.

In the print all energy source labels associated with that procedure, or select the specific label (e.g., E-1, C-1, etc.) from the list displayed.

•

For

In the wish to print. (You can print only one label at a time with this printer.)

•

For

From the drop-down list under stock you’re using.

The sheet, based on the paper stock you chose. It allows you to uncheck boxes if you want to print fewer labels than the sheet contains.

In the print all energy source labels associated with that procedure, or select the specific label (e.g., E-1, C-1, etc.) from the list displayed.

In the change the amount of horizontal ( space between the edge of the paper and where the printing starts.

Print Label

HandiMark

Print Label

sheet-fed

Available Labels

printers:

Print Label

Offsets

section, enter a different number if you want to

Preview

box.

printers:

Shape/Size

, select your choice,

section, select the label(s) to print. Select

printers:

section, select the energy source whose label you

Material

, choose the type of label

section shows how many labels will print on a

section, select the label(s) to print. Select

X Offset

) or vertical (

Y Offset

All

)

3-6

•

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•

RINTING PROCEDURES

LOCKOUT-PROTM DESKTOP USER GUIDE

In the

Layout

section, you can pull from the procedure two additional pieces of data to add to the label, along with its identifier and icon. Click the down-arrow in the text boxes for

Data Field 1

and

Data Field 2

choose. The options are the same in both fields. You can select from the following data for either field:

•

ID# of the procedure

•

Facility

•

Location

•

Description from the procedure header

•

Energy source description related to the specific energy source

Review the pages in the

•

Use the zoom in/out controls to change the magnification.

•

Use the up/down arrows to view all the labels.

Preview

area. If desired:

NOTE:

window, click the window will refresh and display the default information.

When you are ready to print, click the corner.

NOTE:

you close it so you can check your printed labels and make any changes to them, or print more, without having to re-take the steps above.

When finished, click the window to return to the main window where your procedure is displayed.

Saving a Procedure

You can save a new or existing procedure only with the Standard Version of LOCKOUT-PRO

TIP: It’s a good practice to save a NEW procedure when you first begin entering data into it. This avoids the loss of work in the event of a problem with the computer or its power source. LOCKOUT-PRO you to save the procedure before you exit.

If you wish to discard all the changes you entered on this

Reset

button in the lower left corner. The

button in the lower right

The

Print Energy Source Labels

button in the lower right corner of the

Graphical Procedure Writing Software.

window remains open until

will also prompt

To save a procedure:

Click the

From the main menu, select

LOCKOUT-PROTM DESKTOP USER GUIDE VIEWING & PRINTING PROCEDURES 3- 7

Save Procedure

- OR -

button on the primary options taskbar.

File>Save.

•

If this is an

existing procedure

, the file is now saved.

If this is a standard Windows

•

If this is your first time using LOCKOUT-PROTM Graphical

new procedure

Save As

that hasn’t been previously saved, the

window will appear.

Procedure Writing Software, the window will display the directory

\My Lockout Procedures.

•

If you have used this installation of LOCKOUT-PROTM before, the window will display the last-used directory.

In either case, ensure this is the directory you wish to save the procedure to. If it is not, use the Windows browse function to find the directory for saving procedures.

NOTE:

After saving one procedure, LOCKOUT-PROTM will go to

the same directory for future saves unless you change the directory.

Enter the name of the procedure into the

Click

Save

. The file is now saved under the name entered.

File Name

box.

3-8

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•

RINTING PROCEDURES

LOCKOUT-PROTM DESKTOP USER GUIDE

HAPTER

• • • • • •

REATING

EVISING

ROCEDURES

The ability to create and revise procedures is the primary reason for using LOCKOUT-PRO chapter provides the step-by-step instructions for generating and effective and professional procedures in LOCKOUT-PRO modifying existing ones. This chapter explains how to:



Choose which form (Long, Short, or Combined) to use for a new lockout procedure.



Enter or revise the details of a lockout procedure for all three forms, including header/footer information, energy sources, general and specific lockout steps, and images.



Insert, modify, and delete images in a procedure.



Change the text formatting for a procedure.

Graphical Procedure Writing Software. This

, and

Choosing Which Form to Use for a New Procedure

Through its templated forms, LOCKOUT-PROTM saves a lot of time and repetitive work otherwise involved in writing procedures. Because of the variety of procedures, three different template forms are provided. When creating a new lockout/tagout procedure, your first step is to choose which of these forms to use:

•

Long Form

•

Short Form

•

Combined Form

•

LOCKOUT-PROTM DESKTOP USER GUIDE CREATING/REVISING PROCEDURES 4- 1

•

When to Use a Long Form

The

Long Form

is the most flexible of the forms. It can include as many pages as needed to accommodate the images and text required to document the lockout steps.

Consider using a Long Form when:

• You have a procedure that involves many energy sources and

images, and requires detailed lockout steps.

• You want to create a comprehensive document with all of the

information required for a particular lockout/tagout procedure.

• You want a single document to describe a complete procedure

that you can use as a backup reference for shorter procedures that describe the different steps of the overall procedure.

When to Use a Short Form

The

Short Form

a single page, though it will expand to as many pages as needed for the information entered. You can insert up to two images in this form.

is the most compact and concise form. It typically is

Consider using a Short Form when:

• You want to document a relatively short procedure that requires

only one or two images for clarity.

• You want to summarize the key steps of a longer procedure for

posting as a quick reference near the lockout site.

• You want to create separate documents for each segment of a

longer procedure that you can post separately at the lockout location.

When to Use a Combined Form

The

Combined Form

from each of the other two forms. It consists of two different page layouts:

•

The

front page

additional pages, displays summary information similar to the Short Form, except that the Combined Form can accommodate up to three images on this summary page.

•

The

back pages

front page, display the detailed lockout steps similar to the Long Form, but for both lockout application and lockout release steps.

is, as its name implies, a combination of features

, which is usually the first page, but can extend to

, which consist of all procedure pages that follow the

4-2

•

REATI NG/REVISING PROCEDURES

•

LOCKOUT-PROTM DESKTOP USER GUIDE

Consider using a Combined Form when:

• You want to create a procedure that gives employees access to

BOTH a summary and a detailed version in one place.

• You want to document and illustrate a short procedure on a

single page but you need to include more images than the two accommodated by the Short Form layout.

• You want to have in one document both the concise procedure

summary and the step-by-step detailed version.

Comparing the Forms

The following table summarizes the differences among the forms:

COMPARISON OF FEATURES OF THREE FORM TYPES

STANDARD FEATURES: Long

Form

Length

Lockout/tagout procedure ID number

Facility, location, and description of the equipment the procedure applies to

Procedure creation and revision dates

Name of author

Name of revisor

Auditor’s name and date of next audit

Number of lockout points involved

General lockout application process

Energy source types and descriptions

Location of energy sources

as many pages as

needed

333

Short Form

typically

1page

Combined Form

typically

2 pages

Methods to disable energy sources

Lockout devices to use

Steps to check a lockout is enabled

Detailed table of lockout steps

LOCKOUT-PROTM DESKTOP USER GUIDE CREATING/REVISING PROCEDURES 4- 3

333

•

COMPARISON OF FEATURES OF THREE FORM TYPES (Continued)

STANDARD FEATURES: Long

Form

Detailed list of lockout application and release steps with option for images

Summary table of energy sources and their lockout methods

Images

General lockout removal process

Specific lockout release steps

Emergency contact information

Procedure change notification steps

Customizable fields for notes and footer information

1 per step up to 2

333

Short Form

Combined Form

up to 3 on first page; 1 per step on subsequent

pages

Opening a LOCKOUT-PRO Procedure File

If you are creating a new procedure

Graphical Procedure Writing Software, you will open a blank template and enter your data.

If you are revising an existing procedure or using another procedure as the basis for creating a new one

existing procedure and change the data it contains.

Starting a New Procedure from a Template

When you start with a template, you choose which of the three forms to use (Long Form, Short Form, or Combined Form), then save it as a procedure with its own name.

file in LOCKOUT-PROTM

, you will open an

4-4

•

REATI NG/REVISING PROCEDURES

•

LOCKOUT-PROTM DESKTOP USER GUIDE

To create a new procedure from a blank template:

From the main window: Click the

New Procedure

button on the primary options taskbar.

- OR -

From the main menu, select

When the

Select Template

File>New...

window appears, click the image of the form

you wish to use (Combined, Long, or Short).

Click OK. The window will close and a blank form will appear in the main window.

TIP: To minimize the risk of losing any data, you should immediately save this file under its new name, as well as saving it frequently as you work on it.

Next, you will enter the details of the new procedure. Follow the steps for the specific type of form you’re working with:

•

“Long Form: Entering & Modifying Details” on page 4-6

•

“Short Form: Entering & Modifying Details” on page 4-11

•

“Combined Form: Entering & Modifying Details” on page 4-16

Opening an Existing Procedure

You will typically open an existing procedure when you want to revise it or to use it as the basis for a new procedure.

To open an existing procedure:

From the main window: Click the

Open Procedure

button on the primary options taskbar.

- OR -

From the main menu, select

When the

Open

window appears:

Click the name of the file you wish to open, then click the

File>Open...

Open

button.

- OR -

Double-click the name of the file. The procedure will appear in the main window.

NOTE:

list, click the drop-down arrow at the right of the

If the procedure you wish to open does not appear on the

Look in

box, and

then browse to the folder containing the procedure file you want.

Your next step is to modify the procedure. For details on revising the procedure, follow the steps for the type of form you’re working with:

•

“Long Form: Entering & Modifying Details” on page 4-6

•

“Short Form: Entering & Modifying Details” on page 4-11

•

“Combined Form: Entering & Modifying Details” on page 4-16

•

LOCKOUT-PROTM DESKTOP USER GUIDE CREATING/REVISING PROCEDURES 4- 5

•

Long Form: Entering & Modifying Details

As the icons in the

Procedure Sections

panel show, a Long Form displays

lockout information in three main sections:

•

Header/Footer

•

General Information

•

Lockout Steps

Following are the specific steps for working with each of these sections in LOCKOUT-PRO

Graphical Procedure Writing Software.

Header/Footer Information

In this section, you can add or modify the content of the header and footer areas of all pages of the procedure.

To enter or modify header/footer information for a Long Form procedure:

Click on the

From the main menu, select

In the modify information in the following fields:

• ID#:

• Facility:

equipment

• Location:

the facility

• Description:

example, its name, serial number, and/or other feature

Header/Footer

icon

in the

Procedure Sections

- OR -

Identification

Edit>Header

section of the

Edit Header/Footer

window, enter or

The identification number for this procedure

Information that identifies the facility housing the

Information that identifies the equipment’s location within

Identifying information about the equipment itself — for

panel.

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•

REATI NG/REVISING PROCEDURES

•

In the

Page Footers

section of the

Edit Header/Footer

window, you can

enter or modify:

• Page Footer (left):

Any text you wish to appear on the bottom left of

every page

• Page Footer (center):

Any text you wish to appear on the bottom

center of every page

NOTE:

LOCKOUT-PROTM automatically inserts the current and total page numbers in the footer on the bottom right side of the page.

In the additional information about the equipment. Select one of the three options:

Note

section of the

Edit Header/Footer

LOCKOUT-PROTM DESKTOP USER GUIDE

window, you can enter

• None

• Predefined

, if you have no additional information to add.

, if you are choosing from a list; if so, click the down-arrow

in the text box, and then click the text to use.

• Custom

, if you intend to enter information that is not predefined. Just

type the information into the text box, or revise the existing text.

NOTE:

The text you select or type in will appear in the “NOTE”

section of the procedure header.

Click OK to add the header and footer information to your procedure. The window will close and the procedure in the main window will be updated with the information you added.

NOTE:

to your procedure, click the

If you

don’t

want to add the new or modified information

Cancel

button instead. Your changes

will be discarded.

General Information

“General Info” is the term for the general steps involved in both the lockout process and the lockout removal process. These steps are not specific to an energy source lockout point, but must be taken to ensure the safety of the entire process. Steps in the lockout process appear in the header, while steps of the lockout process appear in the footer.

To add or modify the general information steps for a Long Form procedure:

Click the

General Info

icon in the

Procedure Sections

panel.

- OR -

From the main menu, select

The

General Information

Edit>General Info

window that appears will display standard steps for both the application and removal processes. In this window, you may:

•

Use the text already shown in either or both boxes.

•

Modify the text in either or both boxes.

•

Delete the existing text and enter your own.

When done, click OK. The window will close and the procedure in the main window will be updated with the information you added.

NOTE:

to your procedure, click the

If you

don’t

want to add the new or modified information

Cancel

button. Your changes will be

discarded.

•

LOCKOUT-PROTM DESKTOP USER GUIDE CREATING/REVISING PROCEDURES 4- 7

•

Lockout Steps

In the lockout step section, you can:

•

Define each energy source to be locked out and describe the specific methods and devices for doing so.

•

Add or modify images that illustrate the lockout points or other equipment features relevant to the procedure.

•

Add lockout steps in any order, rearrange them, and delete them.

To add lockout steps to a Long Form procedure:

Click on the

From the main menu, select

On the

•

If the window displays fields, proceed to the next step.

•

If the window displays

appears

button.

Lockout Steps

- OR -

Procedure Steps

in the fields for

icon in the

Edit>Lockout Steps.

Procedure Sections

window, take either of these actions:

only

Step #1

tab, and no data appears in its

tabs for several steps and/or information

Step #1

, first click the

panel.

Add Procedure Step

TIP: Before you enter new information into a field, be sure to double-check that you are not accidentally overwriting existing data or otherwise making unwanted changes to a procedure.

Choose the energy type for the step by clicking the down-arrow in the text box under

Energy Type

, and then click your selection from the drop-

down list. An icon for that energy source will appear below the name,

Action

and text containing its abbreviation will later appear in the

field

after you have entered the location.

Choose the energy source description by clicking the down-arrow in the box under

Description

, and then click the description you want to use. Or, type your own description into the box. The description you’ve chosen or entered will be added to the energy source box.

NOTE:

Some descriptions (such as volts and psi) display “xx” to remind you to enter a specific number. When this occurs, click on the x’s, delete them, and type in the actual number.

TIP: The Lockout Step section lets you pull together and/or enter specific instructions for the lockout step. You can type your own text into any of the text boxes, and it will appear on the procedure. However, built-in default text can make your work much easier. Simply click the down-arrow in each box to see the options. Click an option and the text will appear in the text box on this window and on the actual procedure.

4-8

•

REATI NG/REVISING PROCEDURES

•

LOCKOUT-PROTM DESKTOP USER GUIDE

If these default lists do NOT contain the text or terms you often use, can easily add them. See Chapter 7, “Setting Defaults in Lockout PRO” for details.

In the on the machine. The location is then added to the text in the

In the

Location

Control

box, choose or type in the location of the energy source

Action

box, choose or type in the method to use to disconnect the energy source for the step. The control method is then inserted into the text in the

In the energy source for this step. The device type is then added to the

Action

box.

Device

box, choose or type in the lockout device to use on the

Action

box.

The

Info

section of this window lets you indicate whether you want additional text or an image (or neither) to appear in the “Info” column of the procedure.

•

To add text, click the

Text

radio button and type in the text in the box

available.

•

To use a photo, drawing, or other type of image, click the

Select

button and then click the

button to locate and insert your

Image

radio

image.

box.

NOTE:

For specific details on adding, editing, and labeling images,

see “Working with images in your procedure” on page 4-25.

When you are finished, click OK.

For each additional lockout step in the procedure, click the

Procedure Step

When you are finished adding lockout steps, click OK. You will return to

button and repeat steps 2-9.

Add

the main window, where the steps you added will appear on the procedure.

NOTE:

click the

If you

Cancel

don’t

want to add the new steps to your procedure,

button instead. Your changes will be discarded.

To revise one or more lockout steps on a Long Form:

Click on the

From the main menu, select

The

Procedure Steps

for each of the existing steps.

Click the tab of the step you wish to revise. The details for that step will be displayed in the

Lockout Steps

- OR -

window will appear, with a tab displayed at the top

Procedure Steps

icon in the

Edit>Lockout Steps.

window.

Procedure Sections

panel.

Make your changes to the information on the screen.

•

LOCKOUT-PROTM DESKTOP USER GUIDE CREATING/REVISING PROCEDURES 4- 9

•

When finished, click

OK.

You will return to the main window, where the

changes you made will appear on the procedure.

NOTE:

click the

To rearrange lockout steps on a Long Form:

Click on the

If you

don’t

Cancel

Lockout Steps

button instead. Your changes will be discarded.

want to add the revisions to your procedure,

icon in the

Procedure Sections

- OR -

From the main menu, select

The

Procedure Steps

window will appear, with a tab displayed at the top

Edit>Lockout Steps.

for each of the existing steps, in the order they will appear on the printed procedure.

Click on the

When the step to move, and then click the

Arrange Procedure Steps

Arrange Energy Sources

button.

window appears, click to select the

Down

button to move it. Repeat

the procedure until the steps are in the order you wish.

NOTE:

tab until you return to the

Each step’s original number will remain on the list and the

Procedure Steps

window, where the

steps will appear in the new order.

When finished, click OK.

When you are finished with the will return to the main window, where the changes you made will appear on the procedure.

Procedure Steps

window, click OK. You

panel

4-10

•

REATI NG/REVISING PROCEDURES

•

NOTE:

the

If you

Cancel

don’t

want to use the rearranged order of steps, click

button instead. Your changes will be discarded.

To remove lockout steps from a Long Form:

Click on the

From the main menu, select

The

Procedure Steps

for each of the existing steps.

Click the tab (

When the step appears in the window, click the button.

A dialog box will appear asking if you are sure. Click delete the step, or

Lockout Steps

- OR -

window will appear, with a tab displayed at the top

Step #1, Step #2

if you want to keep it.

icon in the

Edit>Lockout Steps.

Procedure Sections

, etc.) for the step you wish to remove.

LOCKOUT-PROTM DESKTOP USER GUIDE

panel

Remove Procedure Step

Yes

if you want to

NOTE:

If you answer

Yes

, the step and all of its information will be deleted from the procedure, and the steps that follow it will be renumbered.

When you are finished with the will return to the main window, where the changes you made will appear on the procedure.

Procedure Steps

window, click OK. You

NOTE:

Cancel

If you want to

restore

the step(s) you deleted, click the

button instead. Your changes will be discarded.

Short Form: Entering & Modifying Details

As the icons in the involves working with data in four 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.

Procedure Sections

panel show, the Show Form

To enter or modify header/footer information for a Short Form procedure:

Click on the

From the main menu, select

In the modify information in the following fields:

• ID#:

• Facility:

equipment

• Location:

the facility

• Description:

example, its name, serial number, and/or other feature

In the enter or modify:

LOCKOUT-PROTM DESKTOP USER GUIDE CREATING/REVISING PROCEDURES 4- 11

Header/Footer

icon

in the

Procedure Sections

- OR -

Identification

Edit>Header

section of the

Edit Header/Footer

window, enter or

The identification number for this procedure

Information that identifies the facility housing the

Information that identifies the equipment’s location within

Identifying information about the equipment itself — for

Page Footers

section of the

Edit Header/Footer

window, you can

panel.

•

• Page Footer (left):

Any text you wish to appear on the bottom left of

every page

• Page Footer (center):

center of every page

Any text you wish to appear on the bottom

NOTE:

LOCKOUT-PROTM Graphical Procedure Writing Software automatically inserts the current and total page numbers in the footer on the bottom right side of the page.

In the

Note

section of the

Edit Header/Footer

window, you can enter additional information about the equipment. Select one of the three options:

• None

• Predefined

, if you have no additional information to add.

, if you are choosing from a list; if so, click the down-arrow

in the text box, and then click the text to use.

• Custom

, if you intend to enter information that is not predefined. Just

type the information into the text box, or revise the existing text.

NOTE:

The text you select or type in will appear in the “NOTE”

section of the procedure header.

Click OK to add the header and footer information to your procedure. The window will close and the procedure in the main window will be updated with the information you added.

NOTE:

to your procedure, click the

If you

don’t

want to add the new or modified information

Cancel

button instead. Your changes

will be discarded.

4-12

•

REATI NG/REVISING PROCEDURES

•

Energy Sources

In this section, you can define or revise each energy source to be locked out, and identify the methods and devices for doing so. You can also rearrange the order of energy sources and delete energy sources from the procedure.

To add energy sources to a Short Form procedure:

Click on the

From the main menu, select

The

Energy Sources

•

If the fields are blank, you can proceed to the next step.

•

If the window displays the

Energy Sources

- OR -

window will open.

Energy Sources

Add Energy Source

window displays only the tab

icon in the

Edit>Energy Sources.

Procedure Sections

New Source

panel.

tabs for one or more energy sources,

button to open a window without existing data.

LOCKOUT-PROTM DESKTOP USER GUIDE

and all

click

TIP: Before you enter new information into a field, be sure to double-check that you are not accidentally overwriting existing data or otherwise making unwanted changes to a procedure.

Choose the energy type by clicking the down-arrow in the text box under

Energy Type,

and then click your selection from the drop-down list. An icon for that energy source appears below the name, and its label will be added to the

Choose the energy source description by clicking the down-arrow in the box under

Location

Description

text box when you enter the location.

, and then click the description you want to use. Or, type your own description into the box. The description you’ve chosen or entered will be added to the energy source box.

NOTE:

Some descriptions (such as volts and psi) display “xx” to remind you to enter a specific number. When this occurs, click on the x’s, delete them, and type in the actual number.

TIP: The Lockout Process section of the Energy Sources window lets you pull together and/or enter specific instructions for the lockout step. You can type your own text into any of the text boxes, and it will appear on the procedure. However, built-in default text can make your work much easier. Simply click the down-arrow in each box to see the options. Click an option and the text will appear in the text box on this window and on the actual procedure.

If these default lists do NOT contain the text or terms you often use, can easily add them. See Chapter 7, “Setting Defaults in Lockout PRO” for details.In the source on the machine.

In the disconnect the energy source.

In the energy source.

To add the next energy source, click the repeat steps 2-6 above.

Location box, choose or type in the location of the energy

Control/Method

Device

box, choose or type in the lockout device to use on the

box, choose or type in the method to use to

Add Energy Source

button and

When finished, click OK. You will return to the main window, where the energy sources you added will appear on the procedure.

NOTE:

procedure, click the

If you

don’t

want to add the energy sources to your

Cancel

button instead. Your changes will be

discarded.

•

LOCKOUT-PROTM DESKTOP USER GUIDE CREATING/REVISING PROCEDURES 4- 13

•

To revise one or more energy sources on a Short Form:

Click on the

From the main menu, select

The

Energy Sources

each of the existing energy sources.

Click the tab of the energy source you wish to revise. The details for that step will be displayed in the

Make your changes to the information on the screen.

When finished, click OK. You will return to the main window, where the revisions you made will appear on the procedure.

Energy Sources

- OR -

window will open, with a tab displayed at the top for

icon in the

Edit>Energy Sources.

Energy Sources

Procedure Sections

window.

panel.

NOTE:

If you

don’t

want to keep the revisions, click the

button instead. Your changes will be discarded.

To rearrange energy sources on a Short Form:

Click on the

From the main menu, select

The

Energy Sources

for each of the existing energy sources, in the order they will appear on the printed procedure.

Click on the

When the step to move, and then click the the procedure until the energy sources are in the order you wish.

Click OK to close the

When finished, click OK on the main window, where the revisions you made will appear on the procedure.

Energy Sources

icon in the

- OR -

Edit>Energy Sources.

window will appear, with a tab displayed at the top

Arrange Energy Sources

Energy Sources

Procedure Sections

panel.

button.

window appears, click to select the

Down

button to move it. Repeat

window.

window. You will return to

Cancel

4-14

•

REATI NG/REVISING PROCEDURES

•

NOTE:

If you

don’t

want to keep the revisions, click the

button instead. Your changes will be discarded.

To remove an energy source on a Short Form:

Click on the

From the main menu, select

The

Energy Sources

each of the existing energy sources.

Energy Sources

- OR -

window will open, with a tab displayed at the top for

icon in the

Edit>Energy Sources.

LOCKOUT-PROTM DESKTOP USER GUIDE

Procedure Sections

Cancel

panel.

Click the tab (

When the information for the energy source appears in the window, click the

A dialog box will appear asking if you are sure. Click delete the energy source, or

E-1, H-1

Remove Energy Source

, etc.) for the energy source you wish to remove.

button.

if you want to keep it.

Yes

if you want to

NOTE:

If you answer

Yes

, the energy source and all of its related

information will be deleted from the procedure.

When finished, click OK on

Energy Sources

window. You will return to the main window, where the revisions you made will appear on the procedure.

NOTE:

click the

If you want to

Cancel

button instead. Your changes will be discarded.

restore

the energy source(s) you deleted,

Images

In this section, you can add one or two images to the Short Form. They will appear above the table of energy sources. You can also label the images to indicate control points or other features.

To add an image to a Short Form procedure:

Click on the

From the main menu, select

When the

or Image 2

Images

icon

in the

Procedure Sections

- OR -

Edit>Images.

Edit Image

window appears, click the tab at the top (

) for the image you want to add.

panel.

Image 1

Click the

NOTE:

Image 1

If no images have been added, the window will default to

with no content.

Browse...

button to browse to the folder where your images are

stored.

When you locate your image, double-click on it. It will be copied into the

Edit Image

window.

NOTE:

To edit and label the image, follow the steps in the procedure below, “Working with images in your procedure” on page 4-25.

To add another image, click the next image tab and repeat steps 3-4.

When you are finished, click OK to return to the main window.

•

LOCKOUT-PROTM DESKTOP USER GUIDE CREATING/REVISING PROCEDURES 4- 15

•

General Information

To add or modify the general information steps for a Short Form procedure:

Click the

From the main menu, select

The steps for both the application and removal processes. In this window, you may:

•

Use the text already shown in either or both boxes.

•

Modify the text in either or both boxes.

•

Delete the existing text and enter your own.

When done, click OK. The window will close and the procedure in the main window will be updated with the information you added.

General Info

icon in the

- OR -

General Information

Procedure Sections

Edit>General Info

panel.

window that appears will display standard

NOTE:

to your procedure, click the

If you

don’t

want to add the new or modified information

Cancel

button. Your changes will be

discarded.

Combined Form: Entering & Modifying Details

As the icons in the uses information in six main sections:

•

Header/Footer

•

Energy Sources

•

Images

•

General Information

•

Lockout Application Steps

•

Lockout Release Steps

You can access and complete the first four sections when a Front Page is displayed on your screen. You can access and complete the two lockout-step sections only when a Back Page is displayed. The Header/Footer and General Information sections are accessible at any time.

Procedure Sections

panel show, a Combined Form

4-16

•

REATI NG/REVISING PROCEDURES

•

LOCKOUT-PROTM DESKTOP USER GUIDE

Following are the specific steps for working with each of the Combined Form’s six sections.

Header/Footer Information

In this section, you can enter or change the information that appears in the header and footer areas of the procedure.

To enter or modify header/footer information for a Combined Form procedure:

Click on the

From the main menu, select

In the modify information in the following fields:

• ID#:

• Facility:

equipment

• Location:

the facility

• Description:

example, its name, serial number, and/or other feature

Header/Footer

icon

in the

Procedure Sections

- OR -

Identification

Edit>Header

section of the

Edit Header/Footer

window, enter or

The identification number for this procedure

Information that identifies the facility housing the

Information that identifies the equipment’s location within

Identifying information about the equipment itself — for

panel.

In the

Note

section of the

Edit Header/Footer

window, you can enter additional information about the equipment. Select one of the three options:

• None

• Predefined

, if you have no additional information to add.

, if you are choosing from a list; if so, click the down-arrow

in the text box, and then click the text to use.

• Custom

, if you intend to enter information that is not predefined. Just

type the information into the text box, or revise the existing text.

NOTE:

The text you select or type in will appear in the “NOTE”

section of the header on the Front Page.

In the

Page Footers

section of the

Edit Header/Footer

window, you can

enter or modify:

• Page Footer (left):

Any text you wish to appear on the bottom left of

every page

• Page Footer (center):

Any text you wish to appear on the bottom

center of every page

NOTE:

LOCKOUT-PROTM Graphical Procedure Writing Software automatically inserts the current and total page numbers in the footer on the bottom right side of the page.

•

LOCKOUT-PROTM DESKTOP USER GUIDE CREATING/REVISING PROCEDURES 4- 17

•

In the

•

Author

If you are creating a new procedure, the current date, and the

section, the dates are automatically displayed.

Created Date

Next Audit Date

shows the current date plus the audit interval specified in the system’s defaults. The field is blank. Only the

Next Audit Date

If you are revising an existing procedure, the

can be changed.

Revised Date

shows the

Revised Date

shows the current date. The other dates are those generated when the procedure was created. Only the

In the three name fields —

Created by, Revised by,

Next Audit Date

can be changed.

and

Next Audit by

you can either type in a name or select one from the drop-down list that displays when you click the down-arrow in the box. If you enter a name not on the list, it will be automatically added to the list for future selection.

Click OK to add the header and footer information to your procedure. The window will close and the procedure in the main window will be updated with the information you added.

—

NOTE:

to your procedure, click the

If you

don’t

want to add the new or modified information

Cancel

button instead. Your changes

will be discarded.

Energy Sources

To add energy sources to a Combined Form procedure:

Click on the

From the main menu, select

The

Energy Sources

•

If the fields are blank, you can proceed to the next step.

•

If the window displays the

Energy Sources

- OR -

window will open.

Energy Sources

Add Energy Source

window displays only the tab

icon in the

Edit>Energy Sources.

Procedure Sections

New Source

tabs for one or more energy sources,

button to open a window without existing data.

panel.

and all

click

4-18

•

REATI NG/REVISING PROCEDURES

•

TIP: Before you enter new information into a field, be sure to double-check that you are not accidentally overwriting existing data or otherwise making unwanted changes to a procedure.

LOCKOUT-PROTM DESKTOP USER GUIDE

Choose the energy type by clicking the down-arrow in the text box under

Energy Type,

and then click your selection from the drop-down list. An icon for that energy source appears below the name, and its label will be added to the

Choose the energy source description by clicking the down-arrow in the box under

Location

Description

text box when you enter a location.

, and then click the description you want to use. Or, type your own description into the box. The description you’ve chosen or entered will be added to the energy source box above.

NOTE:

Some descriptions (such as volts and psi) display “xx” to remind you to enter a specific number. When this occurs, click on the x’s, delete them, and type in the actual number.

If these default lists do NOT contain the text or terms you often use, can easily add them. See Chapter 7, “Setting Defaults in Lockout PRO” for details.In the source on the machine.

In the on the machine.

In the disconnect the energy source.

In the energy source.

Location box, choose or type in the location of the energy

Location

Control/Method

Device

box, choose or type in the location of the energy source

box, choose or type in the method to use to

box, choose or type in the lockout device to use on the

In the

Check

box, choose or type in the method for checking to ensure

that the energy source is, indeed, locked out.

To add the next energy source, click the

Add Energy Source

button and

repeat steps 2-8 above.

When finished, click OK. You will return to the main window, where the energy sources you added will appear on the procedure.

NOTE:

procedure, click the

If you

don’t

want to add the energy sources to your

Cancel

button instead. Your changes will be

discarded.

•

LOCKOUT-PROTM DESKTOP USER GUIDE CREATING/REVISING PROCEDURES 4- 19

•

To revise one or more energy sources on a Combined Form:

Click on the

From the main menu, select

The

Energy Sources

each of the existing energy sources.

Click the tab of the energy source you wish to revise. The details for that step will be displayed in the

Make your changes to the information on the screen.

When finished, click OK. You will return to the main window, where the revisions you made will appear on the procedure.

Energy Sources

- OR -

window will open, with a tab displayed at the top for

icon in the

Edit>Energy Sources.

Energy Sources

Procedure Sections

window.

panel.

NOTE:

If you

don’t

want to keep the revisions, click the

button instead. Your changes will be discarded.

To rearrange energy sources on a Combined Form:

Click on the

From the main menu, select

The

Energy Sources

for each of the existing energy sources, in the order they will appear on the printed procedure.

Click on the

When the step to move, and then click the the procedure until the energy sources are in the order you wish.

Click OK to close the

When finished, click OK on the main window, where the revisions you made will appear on the procedure.

Energy Sources

icon in the

- OR -

Edit>Energy Sources.

window will appear, with a tab displayed at the top

Arrange Energy Sources

Energy Sources

Procedure Sections

button.

window appears, click to select the

Down

button to move it. Repeat

window.

window. You will return to

Cancel

panel.

4-20

•

REATI NG/REVISING PROCEDURES

•

NOTE:

If you

don’t

want to keep the revisions, click the

button instead. Your changes will be discarded.

To remove an energy source on a Combined Form:

Click on the

From the main menu, select

The

Energy Sources

each of the existing energy sources.

Energy Sources

- OR -

window will open, with a tab displayed at the top for

icon in the

Edit>Energy Sources.

Procedure Sections

LOCKOUT-PROTM DESKTOP USER GUIDE

Cancel

panel.

Click the tab (

When the information for the energy source appears in the window, click the

A dialog box will appear asking if you are sure. Click delete the energy source, or

E-1, H-1

Remove Energy Source

, etc.) for the energy source you wish to remove.

button.

if you want to keep it.

Yes

if you want to

NOTE:

If you answer

Yes

, the energy source and all of its related

information will be deleted from the procedure.

When finished, click OK on

Energy Sources

window. You will return to the main window, where the revisions you made will appear on the procedure.

NOTE:

click the

If you want to

Cancel

button instead. Your changes will be discarded.

restore

the energy source(s) you deleted,

Images

In this section, you can add up to three images to the Combined Form. They will appear above the table of energy sources. You can add labels to the images to indicate control points or other features.

To add an image to a Combined Form procedure:

Click on the

From the main menu, select

When the

Image 2

Images

- OR -

Edit Image

, or

Image 3

icon

in the

Edit>Images.

Procedure Sections

panel.

window appears, click the tab at the top (

) for the image you want to add.

Image 1

Click the

NOTE:

Image 1

If no images have been added, the window will default to

with no content.

Browse...

button to browse to the folder where your images are

stored.

When you locate your image, double-click on it. It will be copied into the

Edit Image

window.

NOTE:

To edit and label the image, follow the steps in the procedure below, “Working with images in your procedure” on page 4-25.

To add another image, click the next image tab and repeat steps 3-4.

When you are finished, click OK to return to the main window.

•

LOCKOUT-PROTM DESKTOP USER GUIDE CREATING/REVISING PROCEDURES 4- 21

•

General Information

The “General Info” for the Combined Form consists of information you can enter to display in these areas of the procedure:

•

Emergency contact information, which is displayed at the bottom of the Front Page

•

Notes that are displayed on the top of the

•

Procedure change information, which is displayed at the bottom of the

last

Back Page

To add or modify the general information for a Combined Form procedure:

Click the

From the main menu, select window will appear.

In the information, which will appear in a box at the bottom of the Front Page.

In the in a box at the top of the first Back Page.

General Info

icon in the

- OR -

Edit>General Info

Emergency Contact Information

Notes

text b o x, ent e r or mo d ify t h e infor matio n , whic h will a ppear

text box, enter or modify the

first

Back Page of the form

Procedure Sections

. The

General Information

panel.

In the

Procedure Change Notification

text box, enter or modify the information, which will appear in a box at the bottom of the last Back Page.

When done, click OK. The window will close and the procedure in the main window will be updated with the information you added.

NOTE:

to your procedure, click the

If you

don’t

want to add the new or modified information

Cancel

button. Your changes will be

discarded.

Lockout Application & Lockout Release Steps

The Combined Form provides a format for listing the specific steps to take in both this procedure includes default steps for both processes. However, you can add to or modify the default text, select new default text, type in your own text, add steps, delete steps, and rearrange steps.

The process for adding and modifying Steps and the Lockout Release Steps is the same, with these exceptions:

•

You click on

•

The windows and buttons for each type are l appropriate name (

applying

the lockout and

different icons

either “Application” or “Lockout

releasing

both

the Lockout Application

it. The template for

or menu items for the two types.

abeled

with their

”).

4-22

•

REATI NG/REVISING PROCEDURES

•

LOCKOUT-PROTM DESKTOP USER GUIDE

To add a lockout application OR lockout release step to a Combined Form procedure:

Click the the

From the main menu, select

Release Steps.

The default steps appearing as tabs across the top. The window will display all the default information for the step whose tab is active.

Click the next higher step number will be added, and the fields in the

Application

Type the description of the step in the of default steps by clicking the down-arrow in the text box click the text from the drop-down list.

In the text box under step.

The want additional text or an image (or neither) to appear in the “Additional Info” column of the step.

•

To add text, click the available.

•

To use a photo, drawing, or other type of image, click the button and then click the image.

Lockout Application Steps

Procedure Sections

- OR -

Lockout Application

Add Lockout Application

(or)

Release Steps

Additional Info

section of this window lets you indicate whether you

panel.

Edit>Lockout Application Steps

(or)

Release Steps

window will be blank.

Instructions

Text

radio button and type in the text in the box

Select

Lockout Release Steps

icon in

window will open with the

(or)

Release Step

Step

tex t box, o r c h o os e f r om a list

button. A tab with the

Lockout

and then

, enter the detailed instructions for the

Image

button to locate and insert your

Lockout

radio

NOTE:

For specific details on adding, editing, and labeling images,

see “Working with images in your procedure” on page 4-25.

When you are finished, click OK.

For each additional lockout step in the procedure, click the

(or)

Application

When you are finished adding steps, click OK. You will return to the

Release Step

button and repeat steps 3-6.

Add Lockout

main window, where the steps you added will appear on the procedure.

NOTE:

click the

If you

Cancel

don’t

want to add the new steps to your procedure,

button instead. Your changes will be discarded.

To revise a lockout application (OR release) step on a Combined Form:

Click on the in the

From the main menu, select

LOCKOUT-PROTM DESKTOP USER GUIDE CREATING/REVISING PROCEDURES 4- 23

Lockout Application Steps

Procedure Sections

- OR -

Lockout Release Steps

panel.

Edit>Lockout Application Steps

icon

Lockout

•

Release Steps.

The

Lockout Application

(or)

Release Steps

window will appear, with a tab

displayed at the top for each of the existing steps.

Click the tab of the step you wish to revise. The details for that step will be displayed in the window.

Make any changes you wish to the information on the screen, using the details outlined in the procedure above

OR lockout release step to a Combined Form procedure”)

When finished, click

OK.

You will return to the main window, where the

(“To add a lockout application

changes you made will appear on the procedure.

NOTE:

click the

If you

Cancel

don’t

want to add the revisions to your procedure,

button instead. Your changes will be discarded.

To rearrange lockout application (OR release) steps on a Combined Form:

Click on the in the

From the main menu, select

Release Steps.

The

Lockout Application

displayed at the top for each of the existing steps, appearing in the order they will appear on the printed procedure.

Click on the

When the step to move, and then click the the procedure until the steps are in the order you wish.

Lockout Application Steps

Procedure Sections

panel.

Lockout Release Steps

- OR -

Edit>Lockout Application Steps

(or)

Release Steps

Arrange Lockout Application

Arrange Energy Sources

NOTE:

Each step’s original number will remain on the list and the

tab until you return to the

Steps

window, where the steps will appear in their new order.

window appears, click to select the

Arrange Lockout Application

window will appear, with a tab

(or

Release) Steps

Down

button to move it. Repeat

icon

(or)

Lockout

Release

4-24

•

REATI NG/REVISING PROCEDURES

•

When you are finished with the

Arrange Energy Sources

window, click OK. You will return to the main window, where the changes you made will appear on the procedure.

NOTE:

the

If you

Cancel

don’t

want to use the rearranged order of steps, click

button instead. Your changes will be discarded.

LOCKOUT-PROTM DESKTOP USER GUIDE

To remove a lockout application (OR release) step from a Combined Form:

Click on the in the

From the main menu, select

Release Steps.

The

Lockout Application

displayed at the top for each of the existing steps, appearing in the order they will appear on the printed procedure.

Click the tab (

When the information for that step appears in the window, click the

Remove Lockout Application

A dialog box will appear asking if you are sure. Click delete the step, or

Lockout Application Steps

Procedure Sections

- OR -

(or)

Step #1, Step #2

if you want to keep it.

Lockout Release Steps

pane.

Edit>Lockout Application Steps

Release Steps

window will appear, with a tab

, etc.) for the step you wish to remove.

(or)

Release Step

button.

Yes

icon

if you want to

Lockout

NOTE:

If you answer

Yes

, the step and all of its information will be deleted from the procedure, and the steps that follow it will be renumbered.

When you are finished with the

window, click

. You will return to the main window, where the

Lockout Application

changes you made will appear on the procedure.

NOTE:

Cancel

If you want to

restore

the step(s) you deleted, click the

button instead. Your changes will be discarded.

Working with images in your procedure

All three forms in LOCKOUT-PROTM Graphical Procedure Writing Software allow you to insert photos, drawings, or other images that help illustrate the steps in the procedure. Although the location and number of images varies according to the form, the procedure for inserting and editing an image is the same for all forms.

Adding Images to Procedures

(or)

Release Steps

You can insert any image with one of these file types into a procedure:

•

Bitmap (file type extension:

•

TIFF (file type extension:

•

JPEG (file type extension:

•

Portable Network Graphics (file type extension:

LOCKOUT-PROTM DESKTOP USER GUIDE CREATING/REVISING PROCEDURES 4- 25

.tif

.jpg

.bmp

)

.png

)

•

To add an image to a procedure, or to replace an existing image:

With your procedure open and displayed in the main window, access the

Edit Image

with.

window according to the type of procedure you’re working

For a Short Form or the front page of a Combined Form:

•

Click on the

From the main menu, select

•

When the the image you wish to work with:

Energy Sources

OR -

Edit Image

icon in the

Edit>Images.

Procedure Sections

window appears, click the appropriate tab for

Image 1

Image 2

(or

the Combined Form).

For a Long Form or the back page(s) of a Combined Form:

•

Click on the appropriate

Sections

•

When when the

panel.

Procedure Step

Lockout Steps

window opens, click the tab for the

icon in the

lockout step you wish to add or replace an image in.

•

Click the radio button for

Image

, then click

Select

. The

window will open with the option for only one image.

NOTE:

Long Form procedures and the back pages of a Combined Form procedure can incorporate multiple images, but only one per lockout step.

Click the stored.

Browse...

button to browse to the folder where your images are

panel,

Image 3

Procedure

Edit Image

, for

4-26

•

REATI NG/REVISING PROCEDURES

•

When you locate your image in the Windows

Open

and then click the file. The image will be copied into the

NOTE:

If you are replacing an existing image, the new image will

button, OR simply double-click on the image

Edit Image

Open

dialog box, click on it

window.

overwrite the existing one at this point.

Enter or modify the title you want to assign the image by typing it into the

Image Title

the list.

box or clicking the down-arrow and selecting one from

LOCKOUT-PROTM DESKTOP USER GUIDE

Editing Images in Procedures

LOCKOUT-PROTM Graphical Procedure Writing Software includes several built-in image-editing functions to ensure your image is clear and informative. These functions, whose controls appear on the right side of the

•

Make the entire image darker or lighter.

•

Increase or decrease the contrast between the light and dark areas of the image.

•

Crop the photo to display only the area you want to include.

•

Rotate the image as much as you wish.

Each adjustment you make to the image will be reflected in the preview window as soon as you make it. In addition, you can also dynamically change the magnification level of the image to see a close-up or more distant view. Simply click on the zoom-in or zoom-out buttons in the editing controls section of the window.

To edit an image in a procedure:

Open the image in the

Edit Image

window, allow you to:

Edit Image

window:

NOTE:

When you add an image to a procedure, a

copy

of the image you are using is created and stored with the procedure. As a result, you can crop and otherwise modify an image for the procedure without affecting the original image file.

Adjust moving it to the left to make the picture lighter, or to the right to make it darker.

Adjust mo v i n g i t to t he l eft to reduce the contrast, or to the right to increase the contrast.

To crop the image:

•

To rotate the image, click the

Rotate

If you do not want to keep the editing changes you have made, click the

Reset

the preview window will look as it did when you first opened it.

Brightness

Contrast

Click the

by clicking and holding your cursor on the slider and

Crop

button.

Drag your cursor to outline the area of the image you want to keep. The mouse will draw a rectangle where you move it.

Release the mouse button to crop the area outside the rectangle.

Rotate

button once. Each time you click

, the image rotates 90 degrees clockwise.

button. All edits you have made will be undone, and the image in

•

LOCKOUT-PROTM DESKTOP USER GUIDE CREATING/REVISING PROCEDURES 4- 27

•

NOTE:

The

Reset

button only cancels the edits you make before you click OK. If you edit an image, close this window, and then come back, the edits you made previously can no longer be reset.

Using Labels on Images

LOCKOUT-PROTM Graphical Procedure Writing Software offers the capability of adding energy source labels or text labels to the images in your procedures. You can use labels to pinpoint the control points or to direct attention to another part of the photo.

To add labels to an image:

After adding the image to the procedure

Procedures” on page 4-25)

Click the

To add an energy source label (e.g., E-1, H-1), select the energy source

Label Image...

, access the image in the

button to open the

from the list of sources in the box to the right of the image. Then click the

< Add to Image

button. The energy source abbreviation appears in a box in the upper left corner of the image. Follow the same steps to add other energy sources from the list.

(see “Adding Images to

Edit Image

Label Image

window.

In the the image, and click the

To move each label to its appropriate location on the image, click on the

Custom Text

box, enter any text you want to appear in a label on

< Add to Image

button beneath it.

label and drag it to the correct place on the image.

If you want to remove a label you’ve added, click on the label itself, where it appears on the image, and then click the

When you are done adding and placing labels, click OK.

Remove Label

button.

4-28

•

REATI NG/REVISING PROCEDURES

•

LOCKOUT-PROTM DESKTOP USER GUIDE

HAPTER

SING

ELATED INFORMATION

• • • • • •

LOCKOUT-PROTM Graphical Procedure Writing Software provides a range of related information for reference in creating a comprehensive energy-control program. These related materials include:

•

OSHA regulations

•

A corporate lockout/tagout policy template

•

Employee training

•

Video and text guides for using Brady lockout devices

In addition, LOCKOUT-PRO information to make it even more specific to your organization.

lets you change the source of any of the

Overview of LOCKOUT-PRO’s Related Information

LOCKOUT-PROTM’s documentation that supports your energy-control program. Unlike the secondary materials (lockout tags and energy source labels), related information is not connected to any specific procedure; it is provided for reference only. Four types of related information are included:

Related Information

consists of HTML-based

Regulations

The

Regulations

OSHA regulation that requires lockout/tagout,

1910.147 - The control of hazardous energy

This feature lets you quickly access the regulations that affect your entire energy control program.

LOCKOUT-PROTM DESKTOP USER GUIDE USING RELATED INFORMATION 5- 1

section provides a direct link to the full text of the

OSHA regulation

(lockout/tagout).

•

Corporate Policy

The second item of related information consists of a sample generic

Corporate Policy

on lockout/tagout and other features of an energycontrol program. You can use this fully editable document as a template for your own company’s policy by clicking on the link provided in the sample policy.

Employee Training

The

Employee Training

section guides you through a thorough training program for employees and other personnel working in your facility. It includes an outline and more detailed information about recommended training topics, as well as materials that can be used during the training.

Device Guide

The

Device Guide

from your Brady distributor. For the most common devices, this section also includes training videos that clearly show the proper application of each device.

presents information on the lockout devices available

TIP: You can easily change the sources used in Related Information. For example, you may want to link the Corporate Policy section to your own organization’s policy. You can make these changes using the Edit Defaults function of LOCKOUT-PRO Settings Defaults” on page 7-19.

. For details on how, see “Changing Section

Viewing & Printing Related Information

You can view and print any of these materials from either LOCKOUT-

PRO

To v ie w R e la te d I n f o r m a t i o n :

From the main window, click the down-arrow on the shortcut on the primary options taskbar.

Click

Standard Version of Viewer Version.

-OR-

View

on the main menu.

Related Information

5-2

•

SING RELATED INFORMATION

•

LOCKOUT-PROTM DESKTOP USER GUIDE

From either drop-down menu, click the item you wish to view.

The HTML document containing the information will appear in the main window, and a tab for it will be added to the window tab bar.

To access information from the main page of the information, click on any link.

To print Related Information:

With the page you want to print displayed in the main window, click from the main menu.

Click

from the drop-down menu.

In the

Click the

window that opens, select your options.

button.

File

•

LOCKOUT-PROTM DESKTOP USER GUIDE USING RELATED INFORMATION 5- 3

•

5-4

•

SING RELATED INFORMATION

•

LOCKOUT-PROTM DESKTOP USER GUIDE

HAPTER

• • • • • •

Through its import function, LOCKOUT-PROTM Graphical Procedure Writing Software v3.0 has the ability to easily convert lockout/tagout procedures created in all earlier versions of LOCKOUT-PRO

It also can export files created in or converted to LOCKOUT-PRO to a variety of other formats for use in other applications. This chapter explains how to:



MPORTING

Import and convert earlier versions of LOCKOUT-PROTM files to LOCKOUT-PRO

Export a LOCKOUT-PROTM v3.0 file to any of four other file formats:

•

PDF document (file type *.pdf)

•

Color TIFF graphic (file type *.tif)

•

Black and white TIFF graphic (file type *.tif)

•

JPEG graphic (file type *.jpg)

XPORTING

v3.0.

ROCEDURES

v3.0

Importing LOCKOUT-PRO Procedures

In most cases, importing a previous version of a LOCKOUT-PROTM file is fast and easy. However, there are some differences that may require you to make a choice or adapt the procedure once it is converted.

In addition to converting a process to convert

LOCKOUT-PROTM DESKTOP USER GUIDE IMPORTING/EXPORTING PROCEDURES 6- 1

multiple

single

procedure, you can use a batch

procedures.

•

Format Differences in Earlier Versions

Format of energy source identifier:

LOCKOUT-PROTM Graphical Procedure Writing Software v3.0 initially sets the icon as the default way of representing an energy source. The format of a converted procedure will automatically default to whatever default has been set in v3.0. You can also change the format after conversion.

default itself, see “Change Energy Source Type Defaults” on page 7-4)

Number of images in Short Form:

With the addition of the

(To change the

Combined Form in v3.0, it is no longer necessary to try to accommodate slightly longer procedures with the Short Form. As a result, the Short Form now supports only two images, whereas earlier versions permitted additional images on subsequent pages if the procedure exceeded a single page. When you import a Short Form with more than two images, LOCKOUT-PRO

Custom energy types:

will prompt you to select the two images to leave in.

If you are importing a procedure that contains a custom energy type you added to the system defaults in v2.x, the converted procedure will keep that custom energy type. However, the import process will not add the custom energy type to the system defaults in v3.0. If you want the custom energy type to be available for other procedures in v3.0, you will need to add it to the defaults.

(See

“Setting & Changing Energy Source Defaults” on page 7-3).

Energy source legend:

Version 1.0 included a static legend line identifying the energy source abbreviations used on the procedure form. This area was eliminated in v2.x and is not present in the v3.0 templates either, so that element is discarded from procedures converted from v1.0.

“Control panel” label:

Version 1.0 included a “control panel” image label, in addition to the energy source labels supported in v2.x and v3.0. When you convert v1.0 procedures to v3.0, these labels are changed to custom text labels and remain on the image in the imported procedure.

Importing a Single Procedure

To import a single procedure into LOCKOUT-PRO v3.0:

With LOCKOUT-PROTM v3.0 open, click

Procedure File (v1.x & v2.x)

When the Windows

Open

dialog box appears, it displays the files in the default directory for LOCKOUT-PRO click

Open

. LOCKOUT-PROTM will begin converting the file to v3.0.

File>Import>

. Select the file to import and

6-2

•

MPORTING/EXPORTING PROCEDURES

•

LOCKOUT-PROTM DESKTOP USER GUIDE

NOTE:

If the file to convert is in a different directory, use the

dialog box functions to locate the directory and display the file.

When the procedure appears in the main display area, it has been converted, and you can make any changes to it that you wish

“Creating/Revising Procedures” on page 4-1)

the

Save Procedure

The Windows

button on the primary options taskbar.

Save As

dialog box will open. Type in the name you want

the procedure saved as. The conversion process is complete.

. When you are done, click

(see

Open

NOTE:

If you use the same name as the v1.x or v2.x procedure, the

v3.0 procedure will automatically overwrite the earlier one.

Importing Multiple Procedures

You can import multiple v1.x or v2.x procedures into v3.0 in one batch process, as long as the procedures to be imported are all located in the same directory.

To import multiple procedures into v3.0:

With LOCKOUT-PROTM v3.0 open, click

Convert v1.x Files

Convert v2.x Files

earlier files were created in.

In the

Batch Convert

window that appears, make sure the directory containing the files to be converted appears in the directory where the converted files are to be saved appears in the

Destination

box.

NOTE:

You can use the

Browse

correct directories for both fields.

File>Import

and then either

, depending on which version your

Source

box, and the

function to find and display the

With the correct directories displayed, click the During the conversion process, LOCKOUT-PRO

•

Place a checkmark next to each file as it is converted.

•

If necessary, prompt you to choose images for Short Form procedures

Start Conversion

will:

button.

containing more than two.

When the conversion is done, you can browse to another directory containing more files you want to convert, or you can close the

Convert

window and return to the main LOCKOUT-PROTM window.

Batch

Exporting Procedures to Other Formats

One of the benefits of LOCKOUT-PROTM is that you can export procedures you’ve already created into formats that can be used by other applications, such as CMMS systems.

•

LOCKOUT-PROTM DESKTOP USER GUIDE IMPORTING/EXPORTING PROCEDURES 6- 3

•

To export a v3.0 procedure to another format:

In LOCKOUT-PROTM, open the procedure to export, making sure it is displayed as the active tab.

From the

Select the format you want to export the procedure to:

• PDF

• Color TIFF

• Black & White TIFF

• JPEG

The standard Windows you wish to use for the exported file.

File

menu, select

(file type *.pdf)

(file type *.tif)

(file type *.jpg)

Export Procedure.

(file type *.tif)

Save As

dialog box will appear. Type in the name

NOTE:

If the correct directory is not displayed, use the Windows

browse function to access that directory.

Click the format, making it accessible from the application you wish to use it with.

Save

button. The procedure will be saved in your chosen

6-4

•

MPORTING/EXPORTING PROCEDURES

•

LOCKOUT-PROTM DESKTOP USER GUIDE

HAPTER

• • • • • •

One of the powerful features of LOCKOUT-PROTM Graphical Procedure Writing Software is its built-in structure of data and text defaults that can save countless hours of entering repetitive data every time you create or revise a procedure.

ETTING

EFAULTS IN LOCKOUT

PRO

In addition, you can customize the data in LOCKOUT-PRO your own organization’s terminology, equipment, and other lockout/tagout data. When you customize the defaults, your changes will appear whenever you use the program.

This chapter explains how you can:



Add a new energy source type to the list of sources.



Add or modify basic data, such as header notes, energy source locations, controls, and lockout device selections.



Add or modify the default lockout application steps and lockout release steps.



Modify date formats.



Change the content of related information.

How Defaults Work

to match

The process of generating a lockout/tagout procedure in LOCKOUT-

PRO easy to understand, and in compliance with regulations.

Brady Corporation has already programmed into LOCKOUT-PRO information that is frequently used by numerous companies to create effective lockout/tagout procedures. These information “defaults” automatically appear in the windows and dialog boxes used to create or edit a procedure.

LOCKOUT-PROTM DESKTOP USER GUIDE SETTING DEFAULTS IN LOCKOUT PRO 7- 1

involves compiling information into a format that is accurate,

•

In addition, LOCKOUT-PROTM Graphical Procedure Writing Software provides the flexibility to create your own defaults and to modify or delete the ones included with the application. As a result, you can customize the application to meet your specific needs in terms of images and text that appear on a procedure.

When you make any changes to the default lists, those changes will appear every time you work in LOCKOUT-PRO

Accessing System Defaults

You can change any of LOCKOUT-PROTM’s system defaults from the

Admin

option on the main menu.

To access the system defaults:

From the main menu, click

Click

Set Defaults

The

Set Defaults

for each category of defaults. Click the category tab for the settings you wish to change.

Follow the specific steps listed below for working with each type of default:

•

Energy source defaults

•

Basic data defaults

•

Lockout step defaults

•

Procedure defaults

•

Section settings defaults

from the submenu.

window will open, displaying five tabs at the top — one

Admin

from that point on.

7-2

•

ETTING DEFAULTS IN LOCKOUT

•

When you are done working with the defaults, click the OK button on the

Set Defaults

TIP: When changing a default, be sure to verify that your changes are correct before you click the can restore the existing defaults by clicking the

Defaults window. The window will close, and your changes will be discarded.

PRO LOCKOUT-PROTM DESKTOP USER GUIDE

window to return to the main LOCKOUT-PROTM window.

OK button. If you make an error or change your mind, you

Cancel button on the Set

Setting & Changing Energy Source Defaults

When the

Sources

•

Indicate how the energy source

Set Defaults

window first opens, the information in the

tab is on top. From this tab, you can:

identifier

should appear on the

procedure (icon or abbreviation format).

•

Add, change, or remove

•

Add, change, or remove energy source

types

of energy sources.

descriptions

Following are the step-by-step instructions for making changes to any of these three default types.

Change Energy Source Identifier Default

When an energy source is displayed graphically, LOCKOUT-PROTM Graphical Procedure Writing Software automatically inserts either an

icon

or an

these options to set as the default.

To set the default for energy source identifiers:

Access the

In the description of how you want energy sources to appear visually on procedures:

•

The option to example, for electrical energy sources).

•

The option to

abbreviation

sources).

abbreviation

Set Defaults

Identifier

as an identifier. You can determine which of

window and select the

Energy Sources

tab.

section of the window, click the radio button next to the

Show energy source icon

Show energy source identifier

as the default (for example,

sets

icons

as the default (for

sets the

E-1

letter-number

for electrical energy

Energy

In the

Set Defaults

window, click OK to save your changes or

Cancel

discard them.

•

LOCKOUT-PROTM DESKTOP USER GUIDE SETTING DEFAULTS IN LOCKOUT PRO 7- 3

•

Change Energy Source Type Defaults

BUILT-IN OPTIONS FOR ENERGY SOURCE TYPES

Name: Abbre-

Icon: Color:

viation:

Electrical E

Pneumatic P

Hydraulic H

Water W

Gas G

Steam S

Chemical C

Kinetic K

Thermal T

Valve V

Note !

To add an energy source type to the default list:

7-4

•

ETTING DEFAULTS IN LOCKOUT

•

Access the

Click the types already defined in LOCKOUT-PRO

Set Defaults

New

button under the box that displays the energy source

window and select the

Graphical Procedure

Energy Sources

tab.

Writing Software.

In the of the energy source in the

In the

Add/Edit Energy Source Type

Energy Type

Abbreviation

box, enter the abbreviation to use (usually one or two

window that appears, enter the name

box.

letters or other characters).

Choose a color to represent the new energy source type by clicking the

Select

button to the right of the

When the click

To associate an icon with this new energy source, click the to the right of the

When the

Color

window appears, click the color you want to use and then

. The color will appear in the

Icon

box.

Select Energy Source Icon

your choice, and then click

PRO LOCKOUT-PROTM DESKTOP USER GUIDE

Color

box.

Color

box.

window appears, click the icon of

. The icon will appear in the

Select

Icon

button

box.

When finished, click OK in the return to the

In the

Set Defaults

window, click OK to save your changes or

Add/Edit Energy Source Type

window.

window to

Cancel

discard them.

To edit an energy source type on the default list:

Access the

In the box displaying the energy source types, click the one you want to change. Then click the

The

Add/Edit Energy Source Type

information displayed for that type. Make the changes you wish in these fields:

• Energy Type:

• Abbreviation:

• Color:

color in the

• Icon:

box. Then click the new icon in the and click

Set Defaults

window and select the

Edit

button under the box.

window will appear with all the current

Enter changes to the name of the source.

Enter changes to the abbreviation

Change the color by clicking the

Color

window, and then click OK.

Change the icon by clicking the

Select Energy Source Icon

Energy Sources

Select

button. Click the new

Select

button to the right of the

tab.

window

In the

Set Defaults

window, click OK to save your changes or

Cancel

discard them.

To remove an energy source type from the default list:

Access the

In the box displaying the energy source types, click the energy source

Set Defaults

window and select the

Energy Sources

tab.

you want to remove.

Click the

Remove

button. The energy source type will be removed from

the display.

NOTE:

You cannot remove the “Note” type from the list of energy

source types.

In the discard them.

Set Defaults

window, click OK to save your changes or

Cancel

•

LOCKOUT-PROTM DESKTOP USER GUIDE SETTING DEFAULTS IN LOCKOUT PRO 7- 5

•

Energy Source Description Defaults

BUILT-IN DEFAULT OPTIONS FOR ENERGY SOURCE DESCRIPTIONS

Name:

Primary Feed

Secondary Feed

xx volts

xx psi

Inlet

Discharge

Supply

Return

To add an energy source description to the default list:

Access the

Set Defaults

window and select the

Energy Sources

tab.

Under the the

New

In the in the

Click OK. The

Descriptions

box displaying the current list of defaults, click

button.

Add/Edit Descriptions Name

box.

Add/Edit Descriptions

window that appears, enter the description

window will close, and the

description will be added to the bottom of the list.

In the

Set Defaults

window, click OK to save your changes or

discard them.

To modify an energy source description on the default list:

Access the

In the

Edit

button under the box.

In the the

Name

Click OK. The description will appear in the list.

In the discard them.

Set Defaults

Descriptions

Add/Edit Descriptions

window and select the

box, click the one you want to change. Then click the

box.

Add/Edit Descriptions

Set Defaults

window, click OK to save your changes or

Energy Sources

window that appears, enter your changes in

window will close, and the revised

Cancel

tab.

Cancel

7-6

•

ETTING DEFAULTS IN LOCKOUT

•

PRO LOCKOUT-PROTM DESKTOP USER GUIDE

To remove an energy source description from the default list:

Access the

In the

Click the display.

Set Defaults

Descriptions

Remove

window and select the

Energy Sources

box, click the description you want to remove.

button. The description will be removed from the

tab.

NOTE:

button on the

If you accidentally remove a description, click the

Set Defaults

window. The window will close, and

when you return, the description will be restored.

In the

Set Defaults

window, click OK to save your changes or

discard them.

Setting & Changing Basic Data Defaults

As you create a lockout/tagout procedure, you will find “shortcuts” to adding text to the procedure via lists of words or phrases that you can click to insert into the procedure. These lists include information for header notes, energy source locations, controls, and lockout devices.

You can customize these lists by adding, modifying, or deleting items. From the

•

Add, modify, or remove items on a list of statement to use in the “

Note

•

Add, modify, or remove items on a list of

Basic Data

” section of a header.

instructions.

•

Add, modify, or remove items on a list of machine insert into lockout instructions.

•

Add, modify, or remove items on a list of in lockout instructions.

tab in the

Set Defaults

window, you can:

controls

lockout devices

Cancel

to use in lockout

location points

to specify

Following are the step-by-step instructions for making changes to any of these default lists.

•

LOCKOUT-PROTM DESKTOP USER GUIDE SETTING DEFAULTS IN LOCKOUT PRO 7- 7

•

Header “Note” Defaults

A lockout/tagout procedure often requires special notes, such as warnings, information about a machine feature, or other communication that is not part of a specific lockout step. LOCKOUT-

PRO procedure headers where that information can be inserted. To speed up the process, LOCKOUT-PRO from which you can select — or you can customize the list to meet your specific needs.

Graphical Procedure Writing Software provides a display box on

also provides a list of common notes

BUILT-IN OPTIONS FOR TEXT “NOTES” IN HEADERS

Name: Text That Will Appear on Procedure:

Capacitor This machine has internal capacitors. You must ensure

they are fully discharged before proceeding.

Chiller This machine is capable of generating extremely cold

temperatures. Allow it to return to room temperature before proceeding.

Flywheel This machine has an internal flywheel. You must ensure

that it has come to a complete stop before proceeding.

Heater This machine is capable of generating extremely high

temperatures. Allow it to return to room temperature before proceeding.

Molding Press You must ensure the internal capacitors are fully

discharged before proceeding. This procedures does not deenergize the external electrical outlets.

Injection Molder Machine generates extreme heat and pressure. Ensure

pressure has vented and press is room temperature before proceeding.

To add a note to the default list:

Access the

In the

Set Defaults

Notes (Procedure Header)

window and select the

Basic Data

tab.

section of the window, click the

button.

When the note in the

Add/Edit Notes

Name

box.

NOTE:

When you are creating the header of a procedure, the list

window appears, enter the short name of the

of default notes will display only these names — not the full text of the note.

New

7-8

•

ETTING DEFAULTS IN LOCKOUT

•

In the

Text

box, type in the full text of the note as you want it to appear

on the procedure.

PRO LOCKOUT-PROTM DESKTOP USER GUIDE

Click OK to add the note. The name you entered will be added to the list

on the

In the

Set Defaults

window.

window, click OK to save your changes or

Cancel

discard them.

To modify a header note on the default list:

Access the

In the wish to edit, then click the

When the

Set Defaults

Notes (Procedure Header)

Add/Edit Notes

window and select the

Edit

window appears, enter your changes to either

Basic Data

tab.

section of the window, click the note you button.

or both the short name and the full text of the note.

When finished, click OK to return to the

In the

Set Defaults

window, click OK to save your changes or

Set Defaults

window.

Cancel

discard them.

To remove a header note from the default list:

Access the

In the the list that you wish to remove.

Set Defaults

Notes (Procedure Header)

window and select the

Basic Data

tab.

section of the window, click the note on

With the note’s name highlighted, click the

NOTE:

the

If you accidentally remove a note, click the

Set Defaults

window. The window will close, and when you

return, the note will be back on the list.

In the discard them.

Set Defaults

window, click OK to save your changes or

Remove

button.

Cancel

button on

Cancel

•

LOCKOUT-PROTM DESKTOP USER GUIDE SETTING DEFAULTS IN LOCKOUT PRO 7- 9

•

Change Controls & Methods Defaults

BUILT-IN OPTIONS FOR CONTROLS AND METHODS

Name: Text Description of Method:

Disconnect Turn Disconnect to the off position and lock out.

Breaker Turn Breaker to the off position and lock out.

Plug Unplug and apply lockout device.

Ball Valve Turn Valve to the off position and lock out.

Globe/Gate Valve Turn Globe/Gate Valve to the off position and lock out.

Dump Valve Turn Dump Valve to the off position and lock out.

To add a control and its method to the default list:

Access the

In the

When the control in the

Set Defaults

Controls

section of the window, click the

Add/Edit Controls

Name

window and select the

window appears, enter the name of the

box.

Basic Data

New

button.

tab.

In the

Text

box, enter the description of the method used to apply the

control, just as you want it to appear on the procedure.

Click OK to add the control and return to the

Set Defaults

window, where

the control will be added to the list.

In the

Set Defaults

window, click OK to save your changes or

Cancel

discard them.

To modify a control and/or method on the default list:

Access the

In the then click the

When the either or both the name of the control and the description of its method.

Click OK to save the changes and return to the

In the discard them.

Set Defaults

Controls

Set Defaults

section of the window, click the control you wish to edit,

Edit

button.

Add/Edit Controls

window and select the

Basic Data

tab.

window appears, enter your changes to

Set Defaults

window, click OK to save your changes or

window.

Cancel

7-10

•

ETTING DEFAULTS IN LOCKOUT

•

PRO LOCKOUT-PROTM DESKTOP USER GUIDE

To remove a control from the default list:

Access the

In the you wish to remove.

With the control’s name highlighted, click the

Set Defaults

Controls

window and select the

section of the window, click the control on the list that

Basic Data

Remove

button.

tab.

NOTE:

on the

If you accidentally remove a control, click the

Set Defaults

window. The window will close, and when you

return, the control will be restored.

In the

Set Defaults

window, click OK to save your changes or

discard them.

Change Location Defaults

BUILT-IN OPTIONS FOR SPECIFYING LOCATIONS

Name:

North Front

South Back

East Infeed

West Discharge

Top Left

Cancel

button

Bottom Right

To add a location to the default list:

Access the

In the

When the

Name

Click OK to add the location. It will be added to the list of locations in the

Set Defaults

In the discard them.

LOCKOUT-PROTM DESKTOP USER GUIDE SETTING DEFAULTS IN LOCKOUT PRO 7- 11

Set Defaults

Locations

section of the window, click the

Add/Edit Locations

box.

window.

Set Defaults

window and select the

Basic Data

New

button.

tab.

window appears, enter the location in the

window, click OK to save your changes or

Cancel

•

To modify a location on the default list:

Access the

In the then click the

When the

Name

Click OK to save the changes and return to the

In the

Set Defaults

Locations

section of the window, click the location you wish to edit,

Edit

Add/Edit Locations

text box.

Set Defaults

window and select the

button.

window appears, enter your changes in the

window, click OK to save your changes or

discard them.

To remove a location from the default list:

Access the

In the you wish to remove.

With the location’s name highlighted, click the

Set Defaults

Locations

window and select the

section of the window, click the location on the list that

Basic Data

Set Defaults

Basic Data

Remove

button.

tab.

window.

Cancel

tab.

In the discard them.

NOTE:

on the

If you accidentally remove a location, click the

Set Defaults

window. The window will close, and when you

return, the location will be restored.

Set Defaults

window, click OK to save your changes or

Cancel

button

7-12

•

ETTING DEFAULTS IN LOCKOUT

•

PRO LOCKOUT-PROTM DESKTOP USER GUIDE

Change Lockout Device Defaults

BUILT-IN DEFAULTS FOR LOCKOUT DEVICES

Name:

Ball valve lockout Lock

Cable lockout Lock and chain

Chain Lock and hasp

Circuit breaker lockout Pneumatic disconnect lockout

Electrical plug lockout Universal ball valve lockout

Fuse blockout Wall switch lockout

Gas cylinder lockout Die block

Gate valve lockout Pin

To add a lockout device to the default list:

Access the

In the

Set Defaults

Devices

window and select the

section of the window, click the

Basic Data

New

button.

tab.

When the the

Name

Click OK to add the device and return to the

In the

Add/Edit Devices

box.

Set Defaults

window appears, enter the lockout device in

window, click OK to save your changes or

discard them.

To modify a lockout device on the default list:

Access the

In the edit, then click the

When the

Name

Click OK to return to the

In the discard them.

Set Defaults

Devices

section of the window, click the device name you wish to

Add/Edit Devices

text box.

Set Defaults

window and select the

Edit

button.

window appears, enter your changes in the

Set Defaults

window.

window, click OK to save your changes or

Set Defaults

Basic Data

window.

Cancel

tab.

Cancel

•

LOCKOUT-PROTM DESKTOP USER GUIDE SETTING DEFAULTS IN LOCKOUT PRO 7- 13

•

To remove a lockout device from the default list:

Access the

In the list that you wish to remove.

With the lockout device’s name highlighted, click the

Set Defaults

Devices

window and select the

section of the window, click the name of the device on the

Basic Data

Remove

tab.

button.

NOTE:

on the

If you accidentally remove a device, click the

Set Defaults

window. The window will close, and when you

return, the device will be restored.

In the

Set Defaults

window, click OK to save your changes or

discard them.

Setting and Changing Lockout Step Defaults: (Combined Form only)

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 these steps to a procedure, LOCKOUT-PRO Procedure Writing Software includes the steps and their specific instructions in default lists for you to choose from.

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.

Graphical

Cancel

button

7-14

•

ETTING DEFAULTS IN LOCKOUT

•

You can change these defaults by going to the

Set Defaults

•

Add, change, or remove

release steps

•

Indicate which steps should appear automatically by default, and

window, where you can:

lockout application steps

on the default list.

Lockout Steps

and

tab in the

lockout

which ones appear 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.

PRO LOCKOUT-PROTM DESKTOP USER GUIDE

Change Lockout Step Defaults

Although the defaults for lockout

release

steps consist of two different lists, the process for setting and

application

steps and lockout

changing these defaults is identical. You can use the procedures that follow for

either

list.

BUILT-IN OPTIONS FOR LOCKOUT APPLICATION STEPS

Name: Text of Lockout Application Step:

Notify Employees Notify all affected employees that the machine or

equipment will be shutdown and locked out.

Review Procedure Ensure that each authorized employee

understands the type and magnitude of the energy present, the associated hazards and the proper methods of control.

Shutdown Equipment If the machine or equipment is operating, shut it

down by the normal stopping procedure.

Isolate Energy De-activate the energy isolating devices(s) so that

the machine or equipment is isolated from the energy source(s).

Lockout Controls Lockout the energy isolating device(s) as indicated

on the front of this procedure.

Dissipate Energy Dissipate any stored or residual energy as

indicated on the front of this procedure.

Verify Isolation Verify that the energy source has been isolated as

indicated on the front of this procedure.

BUILT-IN OPTIONS FOR DEFAULT LOCKOUT RELEASE STEPS

Name: Text of Lockout Release Step:

Inspect Equipment Check the equipment to ensure that the components

are operationally intact.

Check Area Check the immediate area to ensure that all

employees have been safely positioned, and that any nonessential items have been removed.

Check Neutral Verify that operating controls are in neutral.

Re-Energize Remove the lockout device(s) and activate the

energy isolating device(s) to re-energize the equipment.

Notify Employees Notify affected employees that the servicing or

maintenance is completed and the equipment is ready for use.

Startup Equipment Startup equipment and monitor for several operating

cycles to ensure it is functioning properly.

•

LOCKOUT-PROTM DESKTOP USER GUIDE SETTING DEFAULTS IN LOCKOUT PRO 7- 15

•

To add a lockout step to either default list:

Access the

In the the

New

When the appears, enter the short version of the step in the

In the on the procedure.

Click OK to add the step. The short version of the step you entered in the

Name

and the box next to it will be checked to appear automatically on the procedure.

Set Defaults

Application

window and select the

Lockout Release Steps

Lockout Steps

section of the window, click

button.

Add/Edit Lockout Application

Text

box, enter the full text of the step as you want it to appear

box will be added to the list of steps in the

(or)

Release Steps

window

Name

box.

Set Defaults

tab.

window,

NOTE:

If you do

not

want the new step to appear automatically on the procedure, click in the checkbox in front of it to remove the check.

In the

Set Defaults

window, click OK to save your changes or

Cancel

discard them.

To modify a lockout step on either default list:

Access the

In the the step you wish to edit, then click the

When the

Set Defaults

Application

Add/Edit Lockout Application

window and select the

Lockout Release Steps

Lockout Steps

tab.

section of the window, click

Edit

button.

(or)

Release Steps

window appears, enter your changes to either or both the short version of the step (in the

Click OK to save the changes and return to the

In the

Name

Set Defaults

box) or the long version (in the

Text

box).

Set Defaults

window, click OK to save your changes or

window.

Cancel

discard them.

To remove a lockout step from either default list:

7-16

•

ETTING DEFAULTS IN LOCKOUT

•

Access the

In the

Set Defaults

Application

window and select the

Lockout Release Steps

Lockout Steps

tab.

section of the window, click to

highlight the step you wish to remove.

With the step highlighted, click the

NOTE:

the

If you accidentally remove a step, click the

Set Defaults

window. The window will close, and when you

Remove

button.

Cancel

button on

return, the step will be restored to the list.

In the discard them.

Set Defaults

PRO LOCKOUT-PROTM DESKTOP USER GUIDE

window, click OK to save your changes or

Cancel

Changing which Lockout Steps Appear Automatically

When you are creating a procedure, the lockout application and release steps on the default list will either appear automatically on the procedure, or will show up in a list from which you can select. You determine which will happen by setting those defaults, as well.

To indicate the steps to appear automatically by default:

Access the

In the

•

Click to display a checkmark in empty boxes in front the steps you do want to be added automatically to procedures.

•

Click to remove the checkmark from any boxes of steps you want to be added automatically.

In the discard them.

Set Defaults

Application

Set Defaults

window and select the

Lockout Release Steps

Lockout Steps

section of the window:

window, click OK to save your changes or

tab.

do not

Cancel

Change Defaults for Energy Source Checks

The Combined Form provides space to include a method for checking whether a given energy source is fully locked out after completion of a step. You can select from a default list of common checks. You can also add to the list, edit the existing checks, or remove checks from the list.

BUILT-IN OPTIONS FOR DEFAULT CHECKS

Text for Checks:

Attempt to restart at control panel.

Open drain valve to dissipate pressure.

Verify gauge pressure reads zero.

Verify zero voltage reading with meter.

To add a lockout check to the default list:

Access the

In the

When the

Name

the

Click OK to add the check. It will be added to the list of checks in the

Defaults

Set Defaults

Checks

section of the window, click the

Add/Edit Checks

box.

window.

window and select the

Lockout Steps

New

button.

tab.

window appears, enter the check procedure in

Set

In the

Set Defaults

window, click OK to save your changes or

Cancel

discard them.

•

LOCKOUT-PROTM DESKTOP USER GUIDE SETTING DEFAULTS IN LOCKOUT PRO 7- 17

•

To modify a lockout check on the default list:

Access the

In the

When the

Name

Click OK to save the changes and return to the

In the

Set Defaults

Checks

section of the window, click the

Add/Edit Checks

text box.

Set Defaults

window and select the

window appears, enter your changes in the

window, click OK to save your changes or

discard them.

To remove a lockout check from the default list:

Access the

In the that you wish to remove.

With the check highlighted, click the

Set Defaults

Checks

window and select the

section of the window, click the lockout check on the list

Remove

Lockout Steps

Edit

button.

Set Defaults

Lockout Steps

button.

tab.

window.

Cancel

tab.

NOTE:

on the

If you accidentally remove a check, click the

Set Defaults

window. The window will close, and when you

return, the check will be restored.

In the

Set Defaults

window, click OK to save your changes or

discard them.

Setting & Changing Procedure Defaults

The fourth tab on the you change the default settings for three additional pieces of data:

•

The

length of time

•

How

the date and time will be displayed on procedures

Set Defaults window — Procedure Defaults — lets

before the procedure next needs to be audited

Cancel

button

7-18

•

ETTING DEFAULTS IN LOCKOUT

•

PRO LOCKOUT-PROTM DESKTOP USER GUIDE

BUILT-IN OPTIONS FOR PROCEDURE DEFAULTS

Data: Initially set to: Can change to:

Next audit date interval 12 months Any monthly interval

Date format Date without time Date with time

To change any of the procedure defaults:

Access the

Make changes as desired:

•

To change the

Set Defaults

window and select the

Next Audit Date Interval

, type in a different number or

use the up and down arrows to shorten or lengthen the interval.

•

To change the

Date Format

, click the radio button next to the format

you want to use.

In the

Set Defaults

window, click OK to save your changes or

discard them.

Changing Section Settings Defaults

Procedure Defaults

Cancel

tab.

The fifth tab on the

Set Defaults

window —

Section Settings

— lets you change the source of the four sets of related information available from the

View

menu or the

Related Information

shortcut on the primary

options taskbar.

LOCKOUT-PRO

Graphical Procedure Writing Software provides these supplementary materials to support your overall energy-control program.

“Using Related Information”.)

(For more information about these materials, see Chapter 5,

At any time you can change a section

setting to access a different HTML document.

•

LOCKOUT-PROTM DESKTOP USER GUIDE SETTING DEFAULTS IN LOCKOUT PRO 7- 19

•

To change any of the section setting defaults:

Access the

Select the for each item of related material.

Set Defaults

Section Settings

window.

tab. The window displays four sections, one

NOTE:

Except for the additional field in the

Regulations

section, the

functions for all four sections work identically.

In the

country, click the down-arrow in the text box for

Regulations

section only:

To link to the regulations for a different

Country

and click the country of your choice. The regulations for that country will now appear in the related information.

For all four sections:

radio button by

Enter the address of the new source in the text box.

•

If the document links to a website, type in the full URL.

TIP: You can also paste a URL you’ve copied from an Internet or intranet site. Simply open the desired page in your browser, select the address, and copy it. Then paste it into this field in LOCKOUT-PROTM.

•

If the document links to an HTML file on your computer or server, you can type in the address or click the

To link to a different HTML document, click the

Address (url)

in the section you are changing.

Browse...

button to find the

file in the customary way.

NOTE:

Only HTML documents can be used for the related

information links.

7-20

•

ETTING DEFAULTS IN LOCKOUT

•

Click the

Test

button for the section. A window will open with the new

document in it. If the document is the one you want displayed in

Information

In the

, close the window. If not, repeat step 5.

Set Defaults

window, click OK to save your changes or

Cancel

discard them.

PRO LOCKOUT-PROTM DESKTOP USER GUIDE

HAPTER

• • • • • •

ORKING WITH TEMPLATES

The ability to use templates when creating lockout/tagout procedures is one of the key benefits of LOCKOUT-PRO Writing Software. Templates let you create procedures faster and ensure that they contain all the information needed for safety and regulatory purposes.

For each of the three forms — Long, Short, and Combined — LOCKOUT-PRO printers and the Brady GlobalMark printer, which prints the procedure onto a tape roll.

You can also modify these templates in many ways to customize them for your particular needs. This chapter goes into detail on templates, explaining:



How templates are used to create procedures



How templates differ from defaults



What aspects of the templates can be customized



Step-by-step instructions for modifying the templates

provides templates designed for both sheet-fed

Graphical Procedure

Understanding LOCKOUT-PRO Templates

Procedure templates define how content is included and formatted, and determine what content is standard. They also control the titles, text, colors, and layout, for example, and warnings or messages that need to be on every procedure.

Using templates helps ensure that your employees know exactly where to look for a specific type of information and that the information is presented clearly. They also ensure that terms, descriptions, instructions, and so forth are used in a consistent manner.

•

LOCKOUT-PROTM DESKTOP USER GUIDE WORKING WITH TEMPLATES 8- 1

•

While the templates are designed by Brady’s lockout/tagout specialists to ensure compliance, they also provide you the flexibility to modify them to best meet your needs.

Templates vs. Defaults

Templates and defaults both customize LOCKOUT-PROTM Graphical Procedure Writing Software to make it work effectively for you, but they focus on different aspects.

•

Templates control the type and format of content that appears on a procedure

wording of choices for a given type of content.

, while defaults control the specific

For example:

Defaults offer a list of energy source types from which you can choose when creating a specific procedure. Templates, on the other hand, determines how that energy source type appears on the printed procedure.

•

Template changes, are specific to a certain form

or Combined — and printer — sheet-feed or GlobalMark, while changes to the lists of defaults apply to all three forms.

For example:

If you change the default so an energy source identifier uses an abbreviation vs. an icon, that default will show up on every procedure after changing it once. However, if you want to substitute the LOCKOUT-PRO

logo with one of yours on all procedures, you must make that change on all three templates for each type of printer, if you use both sheet-fed and GlobalMark printers.

For more on

defaults

and how to customize them, see Chapter 7,

“Setting Defaults in Lockout PRO”.

Deciding How to Customize Templates

— Long, Short,

8-2

•

ORKING WITH TEMPLATES

•

Before you make change a template, it’s a good idea to look at the existing one and decide changes will best meet your needs.

What Can Be Changed on a Template

In general, the following changes can be made to templates:

•

The content of text that appears automatically on procedures can be changed, and the format (e.g., size, font, bold, italics, color) can be modified.

LOCKOUT-PROTM DESKTOP USER GUIDE

•

The format of text that will be added to the procedure when it is written can be changed.

•

Graphics can be replaced with other graphics.

What Cannot Be Changed on a Template

LOCKOUT-PROTM Graphical Procedure Writing Software procedures look like word-processed documents, but in fact are the output of a powerful database engine. As a result, their templates cannot be changed as you might expect to change a word-processed document.

While LOCKOUT-PRO

offers a range of customization options, it does

not allow the following types of changes to templates:

•

Lines, rectangles, and other graphic elements cannot be deleted.

•

Boxes, the location of images, and other objects cannot be moved, resized, rotated, or deleted.

•

Additional graphics or text boxes cannot be added.

Illustration of Editable Areas on Templates

To help you identify your customization needs, look at the sample forms that follow. Although these examples utilize the templates for sheet-fed printers, the same items and areas exist on forms templated for GlobalMark printers.

NOTE:

The sample illustrations that follow are marked up to show how they can be changed. The following table explains the meaning of the marks.

KEY TO TEMPLATE CHANGES INDICATED ON SAMPLE FORMS

If the template area is: You can make these changes:

Outlined by a blue rectangle

Outlined by a rounded teal rectangle

Indicated by a dark-green arrow

• Edit any or all of the text contained in the template

• Change the formatting of the text

• Change the formatting of the text contained in the template

• Change the formatting of the procedurespecific text that will be added when the procedure is created or revised

• Replace the graphic

•

LOCKOUT-PROTM DESKTOP USER GUIDE WORKING WITH TEMPLATES 8- 3

•

SAMPLE SHORT FORM: EDITABLE TEMPLATE AREAS

8-4

•

ORKING WITH TEMPLATES

•

Page Footer (left) Page Footer (center)

LOCKOUT-PROTM DESKTOP USER GUIDE

SAMPLE LONG FORM: EDITABLE TEMPLATE AREAS

Page Footer (left) Page Footer (center)

•

LOCKOUT-PROTM DESKTOP USER GUIDE WORKING WITH TEMPLATES 8- 5

•

SAMPLE COMBINED FORM - FRONT PAGE: EDITABLE TEMPLATE AREAS

8-6

•

ORKING WITH TEMPLATES

•

Page Footer (left) Page Footer (center)

LOCKOUT-PROTM DESKTOP USER GUIDE

Brady Lockout Pro 3.0 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

User Guide

Copyright

Disclaimer

Key Functions of LOCKOUT-PRO

Viewer Version of LOCKOUT-PRO

System Requirements

Installing LOCKOUT-PRO: Standard Version

To install the Standard Version:

Installing LOCKOUT-PRO: Viewer Version

To install the Viewer Version:

Uninstalling LOCKOUT-PRO

To remove LOCKOUT-PRO from your system:

Launching LOCKOUT-PRO

How to Get Help Using LOCKOUT-PRO

Online help

Online Tutorial

To navigate through the tutorial:

To close the tutorial window:

To open the tutorial window:

To access online help:

User Guide

Contacting Technical Support

Technical Support Numbers

United States and other C/S countries

Canada

Mexico

Brazil

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

Options with arrows (>) and ellipses (. . .)

Text boxes for entering information:

Radio buttons:

Checkboxes:

Drop-down lists:

Zoom in/out controls:

Clickable buttons:

Viewing an Existing Procedure

To open and view an existing procedure:

Printing Procedures, Tags & Labels

Options for Printers & Paper Stock

Printing a Procedure

To print a procedure:

Printing Lockout Tags

To print lockout tags:

Printing Energy Source Labels

To print energy source labels:

Saving a Procedure

To save a procedure:

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

To create a new procedure from a blank template:

Opening an Existing Procedure

To open an existing procedure:

Long Form: Entering & Modifying Details

Header/Footer Information

To enter or modify header/footer information for a Long Form procedure:

General Information

To add or modify the general information steps for a Long Form procedure:

Lockout Steps

To add lockout steps to a Long Form procedure: