Building Lockout Procedures
Excluding/including elements to print on Lockout procedure
Similar questions: How to exclude the deficiencies page? How not to print the last page since we’re using our proper cover sheet? How not to print images within device steps? How to prevent attached images and/or documents from printing? When in ...
Indicating employee position required for handling certain energy sources
Similar questions: How do I indicate that an employee of certain position is required to perform a specific Lockout step? Where can I indicate that electrician/mechanic/supervisor or another specialist is needed for performing a lockout step? Certain ...
Status watermark on printed LOTO procedure
Similar questions: How to indicate a LOTO status on the procedure? How to inform final user that procedure is not in Approved status or has Expired? Within go to tab and open the Lockout workflow that you wish to activate Watermark function for ...
Setting up the list of Lockout procedures
Similar questions: How to add or remove a column from the displayed list of LOTO files? How to move columns in the list of procedures? How to add information to the list of lockout file showing date when the procedure was last used? Adding or ...
How to reassign a user to a certain status withing the Lockout workflow of the procedure?
Similar questions: How to replace a user responsible for certain step in Lockout file verification or approval? How to assign an additional user to a certain status of the LOTO procedure review process? Functionality to assign a user to a certain ...
How to access my LOTO files in case of network outage?
Similar questions: How to arrange a daily backup of LOTO procedures? Can I have copies of my Lockout Procedures on my company server? Contingency Plan feature is not available by default – it is activated after client’s request only. It allows to ...
How to duplicate the lockout procedure?
Similar questions: How to create a copy of the lockout file? How to create similar LOTO procedures without having to re-create all steps each time? Similar pieces of equipment or parts of the same machine might have lockout Procedures that are very ...
How to view the Lockout File history
Similar questions: Where to see who created, verified or approved the file? Where to see the date and name of the user that changed the LOTO procedure status? Once in the module in tab select the Identifier of the file that you wish to look at the ...
* START HERE * Lockout module Onboarding
Similar questions: Which sequence to follow when reviewing articles during Lockout Onboarding Process? What is the order of actions to set up and start using the Lockout Module? 1. Initial CONFORMiT Setup When implementing CONFORMiT, several ...
Three tools for adding the instruction in the Lockout procedure
Similar questions: How to add an instruction in the Lockout Procedure without switching to General Settings? How to add instruction to the reference list from the Lockout Procedures’ tab? How to create a “one time” instruction without “polluting” the ...
How to print a lockout procedure?
Printing the Procedure Similar questions: Where to view the status on the printed lockout procedure? How to preview the procedure before printing it? Lockout may be printed regardless of its current Status. The status will be visible on each printed ...
How to select a different workflow?
How to select a different workflow? Similar questions: When is it possible to select a Lockout workflow different than the default one? Workflow may be changed only when the Procedure is on the first stage and no Status changes have been made yet. ...
Changing the Status of the procedure
How to change the Status of the procedure? Similar questions: How to do the Status Transition for a procedure? How to move procedure to the next step? Where to view the Workflow in the procedure before selecting the correct transition? Status changes ...
Creating and editing Return to service steps
Creating Return to service instructions Similar questions: How to add Return to service steps? How to add an instruction for return to service without device? By default, Return to service steps are arranged in the reverse order of steps implying ...
Editing an isolation step instruction
Editing an isolation step instruction Similar questions: How to edit device position in the isolation step? In the module within section select the procedure that you wish to edit isolation steps for or find it in the list if you have just created ...
Adding an isolation step
Adding an isolation step Similar questions: How to add an isolation instruction? How to add an isolation step that implies a device? In the module within section select the procedure that you wish to describe isolation steps for or find it in the ...
Editing a shutdown step with a device
Editing shutdown steps implying a device Similar questions: How to change an instruction for the shutdown step? How to edit device position in the stop step? For steps without devices (instructions only) it may be edited by selecting a different ...
Describing shutdown steps of the procedure
Describing shutdown steps of the procedure Similar questions: How to add a machine stop step? How to edit a shutdown step instruction? In the module within section select the procedure that you wish to describe shutdown steps for or find it in the ...
Creating a new lockout procedure.
How to create a new lockout procedure? Similar questions: How to create a new ECP (energy control procedure)? Creating new lockout procedures can be done by users having relevant right according to their role in the software. For those not having ...