Configurations
Creating a printed format specific to organization unit
Similar questions: How to create a unit-specific template of the lockout procedure? How to customize a printed format for certain organizational unit only? How to make different lockout forms for different facilities within the same tenant? ...
Top 5 procedure uses by status
Similar questions: Where to see which users use lockout files the most? Where to see the number of uses for top 5 users? Within the module click on the tab and the section “Top 5 uses” will show per user and per status: By clicking on the Status ...
Lockout Procedures distribution by Status
Similar questions: Where to see the proportion of approved and unapproved procedures? Where to see percentage and number of expired procedures? Within the module click on the tab and the Procedure status section will show the distribution of all ...
Editing printed procedure format
Similar questions: How to rename fields and columns of the printed Lockout file? Where to increase the number of lines in Seal # section? Where to disable printing the Return to service section? How to add or remove a column from the printed ...
Roles assignment to the Workflow status
Similar questions: How to restrict users with certain roles to the Workflow Status? How to make it mandatory to assign at least one user to certain Workflow Status? For the first status of the Workflow (draft or new procedure status) it is not ...
Defining possible actions for each status of the Lockout Workflow
Similar questions: How to limit the possibility to edit, print or use of the procedure that has not been approved yet? Where to indicate whether Lockout Procedure may be edited being at a certain Status of the Workflow? In case the possibility to ...
Creating instructions for the reference list in lockout procedures
Similar questions: How to add an instruction to the reference list in Lockout settings? How to modify an instruction in the reference list for lockout procedures in General Settings? Adding an instruction to the reference list in Settings for Lockout ...
Setting up the validity period of an approved procedure
Similar questions: Where to indicate a date after which procedure has to be reviewed? Where to see that procedure has expired? Different workflows might have different expiry time set for procedures having Approved status. This allows to set a ...
How to create or modify a Workflow status?
How to create or modify a Workflow status? Similar questions: How to set up the time allotted for a certain status? How to rename the Status? Creating and editing workflows can be performed by users having relevant rights in their Users and rights ...
How to create a new Lockout workflow?
Creating new Lockout workflow? Similar questions: How to select a default workflow for Lockout procedures? How to rename the workflow? Creating and editing workflows can be performed by users having relevant rights in their Users and rights according ...