Page 1: User Guide
User Guide LOCKOUT-PRO Graphical Procedure Writing Software v3.0 Enterprise Version...
Page 2 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.
Page 3: Table Of Contents
ONTENTS • • • • • • Getting Started 1 Key Functions of LOCKOUT-PRO 1–1 How LOCKOUT-PRO Uses Floating Licenses 1–3 User Permission Levels in LOCKOUT-PRO 1–4 How to Access LOCKOUT-PRO 1–5 Connections Settings for Working Online & Offline 1–6 Connection Settings 1–6 Working Offline...
Page 4 Creating/Revising Procedures 4 Choosing Which Form to Use for a New Procedure 4–1 When to Use a Long Form 4–2 When to Use a Short Form 4–2 When to Use a Combined Form 4–2 Comparing the Forms 4–3 Opening a LOCKOUT-PRO Procedure File 4–4 Starting a New Procedure from a Template 4–4...
Page 5 Setting & Changing Basic Data Defaults 7–7 Header “Note” Defaults 7–8 Change Controls & Methods Defaults 7–10 Change Location Defaults 7–11 Change Lockout Device Defaults 7–13 Setting and Changing Lockout Step Defaults: (Combined Form only) 7–14 Change Lockout Step Defaults 7–15 Change Defaults for Energy Source Checks 7–17...
Page 6 Brady Worldwide, Inc. While every precaution has been taken in preparation of this document, Brady assumes no liability to any party for any loss or damage caused by errors or omissions or by statements resulting from negligence, accident, or any other cause. Brady further assumes no liability arising out of the application or use of any product or system described, herein;...
Page 7: Getting Started
TARTED • • • • • • Welcome to LOCKOUT-PRO Graphical Procedure Writing Software from Brady Corporation! LOCKOUT-PRO provides all the tools you need to create an effective, 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.
Page 8 You can use any standard sheet- fed 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. (See “Printing Procedures, Tags &...
Page 9: How Lockout-Pro Uses Floating Licenses
LOCKOUT-PRO . In addition, the built-in Device Guide provides video 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.) Use the on-screen tutorial to learn the main LOCKOUT -PRO functions.
Page 10: User Permission Levels In Lockout-Pro
• It is a good practice to always exit out of LOCKOUT-PRO when you won’t be using it for a while, thus releasing a license for another user. • If you launch LOCKOUT-PRO when all the “floating licenses” are being used, you will receive a message that the maximum number of users has been reached.
Page 11: How To Access Lockout-Pro
FUNCTIONS ASSIGNED BY USER PERMISSION LEVELS Functions Admin Author Viewer Change default information Change sources of related information Transfer procedures between user groups How to Access LOCKOUT-PRO LOCKOUT-PRO will be installed on your computer by your organization’s LOCKOUT-PRO network administrator. For specific details on any steps you need to take to complete installation locally, see your network administrator.
Page 12: Connections Settings For Working Online & Offline
• If you click , LOCKOUT-PRO will open without transferring any file. When the file transfer process has been handled, the main LOCKOUT- window will appear, ready for use. Connections Settings for Working Online & Offline When LOCKOUT-PRO is installed on your PC, a connection is established with the enterprise server where all the data and procedure files are stored.
Page 13: Working Offline
When you are finished, click the button on the Configuration Settings window. If you accidentally change either of the online settings and/or NOTE: change your mind about the offline folder, click the button Cancel to restore the settings to what they were when you opened the window.
Page 14: Online Tutorial
• Online help • LOCKOUT-PRO ENTERPRISE User Guide • Brady Corporation Technical Support Online Tutorial When you first start LOCKOUT-PRO , a window opens on the right side of the screen containing the Online Tutorial. This tutorial includes: • A brief overview of the three forms •...
Page 15: User Guide
To view the User Guide: Open and browse to the folder where LOCKOUT-PRO My Computer was installed. The default location is in C:\Program Files\Brady Open the folder. Lockout PRO Open the folder titled Documentation Locate the file and double-click to open it.
Page 16: Contacting Technical Support
Contacting Technical Support 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 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 •...
Page 17: Exploring Lockout-Pro
-PRO XPLORING OCKOUT • • • • • • Brady Corporation’s LOCKOUT-PRO 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.
Page 18: Fast, Simple Procedure Generator
Fast, Simple Procedure Generator LOCKOUT -PRO Graphical Procedure Writing Software does much of the work of writing your procedures, using: • Color-coded, graphical formats that ensure procedures are easy to understand and apply • A database of graphics, terms, methods, controls, steps, and other energy-source information important to include on procedures •...
Page 19 For a specific procedure, you can use these customization options • 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.
Page 20: Information For A Complete Energy-Control Program
• Recommended employee training program and materials • Training videos on how to use lockout devices manufactured by Brady Corporation For more information on these additional tools, see NOTE: Chapter 5, “Using Related Information”. Getting to Know the Main LOCKOUT-PRO Window...
Page 21: Main Menu
In the pages that follow, each area of the main window, as well as its purpose and features are described in more detail. Online/offline status Text Editing Toolbar Main Menu Bar Primary Options Taskbar Window Tab Bar Display Area Procedure Sections Panel Example of main application window of LOCKOUT-PRO v3.0 Main Menu...
Page 22 To open any menu, simply click on the menu name (e.g., ), and the File 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. The following chart shows each menu and submenu, and the primary function of all menu options.
Page 23 View employee training materials and take online employee assessment Device Guide View text and video guides to lockout/tagout devices offered by Brady Corporation Tracking & Reporting View and print reports (Procedure List, Lockout- Tagout Application, Online Training Log, Procedure History) Language >...
Page 24: Primary Options Taskbar
WINDOW Menu Items: Primary function: Maximize Enlarge the LOCKOUT-PRO 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...
Page 25: Procedure Sections Panel
Here’s how the Window Tab Bar works: • Each time you create or open a procedure, a tab for that procedure is displayed in the tab bar. If you leave that procedure open and then open another, a second tab will appear. •...
Page 26: Display Area Of The Main Window
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, the image of the procedure is displayed here. • As you make changes to a procedure, each time you add or modify information, your changes are reflected in the procedure’s image.
Page 27 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.
Page 28: Radio Buttons
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.
Page 29 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.
Page 30 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-PRO quickly depress the left-side button of the mouse once, and then release it.
Page 31: Viewing & Printing Procedures
HAPTER & P IEWING RINTING ROCEDURES • • • • • • This chapter includes step-by-step instructions for performing the following functions in LOCKOUT-PRO Graphical Procedure Writing Software: View existing lockout/tagout procedures using LOCKOUT-PRO Print lockout procedures. Print lockout tags and energy labels for a procedure. View and print existing procedures using a web browser.
Page 32: Printing Procedures, Tags & Labels
Printing procedures: You can use most standard sheet-fed inkjet or laser printers to print procedures on either plain paper or on Brady Sign & Label Blanks made of durable polyester with permanent, pressure- sensitive adhesive backing for easy posting at lockout sites.
Page 33: Printing Procedures
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...
Page 34: Printing Lockout Tags
• To change any of the printer’s properties, click the button Properties... to access your printer’s options. Review the pages in the area. If desired: Preview • 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 button in the lower right corner.
Page 35: Printing Energy Source Labels
In the section, enter a different number if you want to Offsets change the amount of horizontal ( ) or vertical ( X Offset Y Offset space between the edge of the paper and where the printing starts. In the section: Lockout Information •...
Page 36 If you want to change any of your printer’s properties, click the More button to access your printer’s options. Settings Any changes you make in the following steps that affect how NOTE: the printed energy label will look are reflected in updates to the label’s image in the box.
Page 37: Viewing & Printing Procedures With A Web Browser
If you wish to discard all the changes you entered on this NOTE: window, click the button in the lower left corner. The Reset window will refresh and display the default information. When you are ready to print, click the button in the lower right Print corner.
Page 38 The following chart outlines when you would use a given method for saving a procedure: If you want to: You must be Use this save method: working: File>Save • Save a server file back to the Online server. • Save a local file back to the local Online or File>Save directory.
Page 39 • Type in the reason for the change, or other Reason/Comment: comment. Click to continue saving the procedure, or to stop the save. Cancel If you used the method, the file is now saved. File>Save If you used the method, another window will open allowing File>Save As you to navigate to the directory in which you wish to save the file.
Page 40 • • • 3-10 & P LOCKOUT-PRO ENTERPRISE U • IEWING RINTING ROCEDURES UIDE • •...
Page 41: Creating/Revising Procedures
HAPTER REATING EVISING ROCEDURES • • • • • • The ability to create and revise procedures is the primary reason for using LOCKOUT-PRO Graphical Procedure Writing Software. This chapter provides the step-by-step instructions for generating and effective and professional procedures in LOCKOUT-PRO , and modifying existing ones.
Page 42: When To Use A Long Form
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: •...
Page 43: Comparing The Forms
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.
Page 44: Opening A Lockout-Pro Procedure File
COMPARISON OF FEATURES OF THREE FORM TYPES (Continued) STANDARD FEATURES: Long Short Combined Form Form Form Detailed list of lockout application and release steps with option for images Summary table of energy sources and their lockout methods 1 per step up to 2 Images up to 3 on...
Page 45: Opening An Existing Procedure
To create a new procedure from a blank template: From the main window: Click the button on the primary options taskbar. New Procedure - OR - From the main menu, select File>New... When the window appears, click the image of the form Select Template you wish to use (Combined, Long, or Short).
Page 46: Long Form: Entering & Modifying Details
Long Form: Entering & Modifying Details As the icons in the panel show, a Long Form displays Procedure Sections 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.
Page 47: General Information
• , if you have no additional information to add. None • , if you are choosing from a list; if so, click the down-arrow Predefined in the text box, and then click the text to use. • , if you intend to enter information that is not predefined. Just Custom type the information into the text box, or revise the existing text.
Page 48: Lockout Steps
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.
Page 49 If these default lists do NOT contain the text or terms you often use, a LOCKOUT-PRO user with Admin permissions can easily add them. See Chapter 7, “Setting Defaults in Lockout PRO” for details. In the box, choose or type in the location of the energy source Location on the machine.
Page 50 When finished, click You will return to the main window, where the changes you made will appear on the procedure. If you don’t want to add the revisions to your procedure, NOTE: click the button instead. Your changes will be discarded. Cancel To rearrange lockout steps on a Long Form: Click on the...
Page 51: Short Form: Entering & Modifying Details
If you answer , the step and all of its information will be NOTE: deleted from the procedure, and the steps that follow it will be renumbered. When you are finished with the window, click . You Procedure Steps will return to the main window, where the changes you made will appear on the procedure.
Page 52: Energy Sources
• Any text you wish to appear on the bottom left of Page Footer (left): every page • Any text you wish to appear on the bottom Page Footer (center): center of every page LOCKOUT-PRO Graphical Procedure Writing Software NOTE: automatically inserts the current and total page numbers in the footer on the bottom right side of the page.
Page 53 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 and then click your selection from the drop-down list.
Page 54 To revise one or more energy sources on a Short Form: Click on the icon in the panel. Energy Sources Procedure Sections - OR - From the main menu, select Edit>Energy Sources. window will open, with a tab displayed at the top for Energy Sources each of the existing energy sources.
Page 55: Images
Click the tab ( , etc.) for the energy source you wish to remove. When the information for the energy source appears in the window, click the button. Remove Energy Source A dialog box will appear asking if you are sure. Click if you want to delete the energy source, or if you want to keep it.
Page 56: General Information
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.
Page 57: Header/Footer Information
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 icon...
Page 58: Energy Sources
In the section, the dates are automatically displayed. Author • If you are creating a new procedure, the shows the Created Date current date, and the shows the current date plus the Next Audit Date audit interval specified in the system’s defaults. The Revised Date field is blank.
Page 59 Choose the energy type by clicking the down-arrow in the text box under and then click your selection from the drop-down list. An Energy Type, icon for that energy source appears below the name, and its label will be added to the text box when you enter a location.
Page 60 To revise one or more energy sources on a Combined Form: Click on the icon in the panel. Energy Sources Procedure Sections - OR - From the main menu, select Edit>Energy Sources. window will open, with a tab displayed at the top for Energy Sources each of the existing energy sources.
Page 61: Images
Click the tab ( , etc.) for the energy source you wish to remove. When the information for the energy source appears in the window, click the button. Remove Energy Source A dialog box will appear asking if you are sure. Click if you want to delete the energy source, or if you want to keep it.
Page 62: General Information
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 first Back Page of the form •...
Page 63 To add a lockout application OR lockout release step to a Combined Form procedure: Click the icon Lockout Application Steps Lockout Release Steps panel. Procedure Sections - OR - From the main menu, select Edit>Lockout Application Steps Lockout Release Steps. (or) window will open with the Lockout Application...
Page 64 Release Steps. (or) window will appear, with a tab Lockout Application Release Steps 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 (“To add a lockout application OR lockout release step to a Combined Form procedure”).
Page 65: Working With Images In Your Procedure
To remove a lockout application (OR release) step from a Combined Form: Click on the icon Lockout Application Steps Lockout Release Steps in the pane. Procedure Sections - OR - From the main menu, select Edit>Lockout Application Steps Lockout Release Steps. (or) window will appear, with a tab Lockout Application...
Page 66 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 window according to the type of procedure you’re working Edit Image with. For a Short Form or the front page of a Combined Form: •...
Page 67: Editing Images In Procedures
Editing Images in Procedures LOCKOUT-PRO 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 window, allow you to: Edit Image • Make the entire image darker or lighter.
Page 68: Using Labels On Images
button only cancels the edits you make before NOTE: Reset you click . 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-PRO Graphical Procedure Writing Software offers the capability of adding energy source labels or text labels to the images in your procedures.
Page 69: Using Related Information
A corporate lockout/tagout policy template • Employee training • Video and text guides for using Brady lockout devices In addition, LOCKOUT-PRO lets you change the source of any of the information to make it even more specific to your organization.
Page 70: Corporate Policy
Device Guide presents information on the lockout devices available 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. Viewing & Printing Related Information...
Page 71: Taking The Online Training
Click from the drop-down menu. Print In the window that opens, select your options. Print Click the button. Print Taking the Online Training To take the online energy-control training: From the main window, click the down-arrow on the Related Information shortcut on the primary options taskbar.
Page 72 • • • LOCKOUT-PRO ENTERPRISE U • SING ELATED NFORMATION UIDE • •...
Page 73: Importing/Exporting Procedures
HAPTER MPORTING XPORTING ROCEDURES • • • • • • Through its import function, LOCKOUT-PRO Graphical Procedure Writing Software v3.0 has the ability to easily convert lockout/tagout procedures created in all earlier version of LOCKOUT-PRO It also can export files created in or converted to LOCKOUT-PRO v3.0 to a variety of other formats for use in other applications.
Page 74: Format Differences In Earlier Versions
Format Differences in Earlier Versions Format of energy source identifier: LOCKOUT-PRO 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.
Page 75: Importing Multiple Procedures
If the file to convert is in a different directory, use the NOTE: Open 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 (see “Creating/Revising Procedures”...
Page 76: Exporting Procedures To Other Formats
Exporting Procedures to Other Formats One of the benefits of LOCKOUT-PRO is that you can export procedures you’ve already created into formats that can be used by other applications, such as CMMS systems. To export a v3.0 procedure to another format: In LOCKOUT-PRO , open the procedure to export, making sure it is displayed as the active tab.
Page 77: Setting Defaults In Lockout Pro
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”...
Page 78: Accessing System Defaults
In addition, LOCKOUT-PRO 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.
Page 79: Setting & Changing Energy Source Defaults
TIP: When changing a default, be sure to verify that your changes are correct before you click the button. If you make an error or change your mind, you can restore the existing defaults by clicking the Cancel button on the Defaults window.
Page 80: Change Energy Source Type Defaults
Change Energy Source Type Defaults BUILT-IN OPTIONS FOR ENERGY SOURCE TYPES Name: Abbre- Icon: Color: viation: Electrical Pneumatic Hydraulic Water Steam Chemical Kinetic Thermal Valve Note To add an energy source type to the default list: Access the window and select the tab.
Page 81 When finished, click in the window to Add/Edit Energy Source Type return to the window. Set Defaults In the window, click to save your changes or Set Defaults Cancel discard them. To edit an energy source type on the default list: Access the window and select the tab.
Page 82: Energy Source Description Defaults
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 window and select the tab.
Page 83: Setting & Changing Basic Data Defaults
To remove an energy source description from the default list: Access the window and select the tab. Set Defaults Energy Sources In the box, click the description you want to remove. Descriptions Click the button. The description will be removed from the Remove display.
Page 84: Header "Note" Defaults
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- Graphical Procedure Writing Software provides a display box on procedure headers where that information can be inserted.
Page 85 Click to add the note. The name you entered will be added to the list on the window. Set Defaults In the window, click to save your changes or Set Defaults Cancel discard them. To modify a header note on the default list: Access the window and select the tab.
Page 86: Change Controls & Methods Defaults
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.
Page 87: Change Location Defaults
To remove a control from the default list: Access the window and select the tab. Set Defaults Basic Data In the section of the window, click the control on the list that Controls you wish to remove. With the control’s name highlighted, click the button.
Page 88 To modify a location on the default list: Access the window and select the tab. Set Defaults Basic Data In the section of the window, click the location you wish to edit, Locations then click the button. Edit When the window appears, enter your changes in the Add/Edit Locations text box.
Page 89: Change Lockout Device Defaults
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...
Page 90: Setting And Changing Lockout Step Defaults: (Combined Form Only)
To remove a lockout device from the default list: Access the window and select the tab. Set Defaults Basic Data In the section of the window, click the name of the device on the Devices list that you wish to remove. With the lockout device’s name highlighted, click the button.
Page 91: Change Lockout Step Defaults
Change Lockout Step Defaults Although the defaults for lockout application steps and lockout release steps consist of two different lists, the process for setting and 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:...
Page 92 To add a lockout step to either default list: Access the window and select the tab. Set Defaults Lockout Steps In the section of the window, click Application Lockout Release Steps button. When the (or) window Add/Edit Lockout Application Release Steps appears, enter the short version of the step in the box.
Page 93: Change Defaults For Energy Source Checks
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.
Page 94: Setting & Changing Procedure Defaults
To modify a lockout check on the default list: Access the window and select the tab. Set Defaults Lockout Steps In the section of the window, click the button. Checks Edit When the window appears, enter your changes in the Add/Edit Checks text box.
Page 95: Changing Section Settings Defaults
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 window and select the tab.
Page 96 To change any of the section setting defaults: Access the window. Set Defaults Select the tab. The window displays four sections, one Section Settings for each item of related material. Except for the additional field in the section, the NOTE: Regulations functions for all four sections work identically.
Page 97: Working With Templates
For each of the three forms — Long, Short, and Combined — LOCKOUT-PRO provides templates designed for both sheet-fed 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 to both the needs of all users in your organization, or for specific groups of users.
Page 98: Templates Vs. Defaults
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-PRO Graphical Procedure Writing Software to make it work effectively for you, but they focus on different aspects.
Page 99: What Cannot Be Changed On A Template
• 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-PRO Graphical Procedure Writing Software procedures look like word-processed documents, but in fact are the output of a powerful database engine.
Page 100 SAMPLE SHORT FORM: EDITABLE TEMPLATE AREAS Page Footer (left) Page Footer (center) • • • LOCKOUT-PRO ENTERPRISE U • ORKING WITH EMPLATES UIDE • •...
Page 101 SAMPLE LONG FORM: EDITABLE TEMPLATE AREAS Page Footer (left) Page Footer (center) • • • LOCKOUT-PRO ENTERPRISE U 8- 5 • UIDE ORKING WITH EMPLATES • •...
Page 102 SAMPLE COMBINED FORM - FRONT PAGE: EDITABLE TEMPLATE AREAS Page Footer (left) Page Footer (center) • • • LOCKOUT-PRO ENTERPRISE U • ORKING WITH EMPLATES UIDE • •...
Page 103 SAMPLE COMBINED FORM - BACK PAGE: EDITABLE TEMPLATE AREAS Page Footer (left) Page Footer (center) • • • LOCKOUT-PRO ENTERPRISE U 8- 7 • UIDE ORKING WITH EMPLATES • •...
Page 104 Editing a Procedure Template When you edit a LOCKOUT-PRO Graphical Procedure Writing Software template, all future procedures that use that template will be changed according to the edits you make. Existing procedures will retain the template format in which they were created. Each template can be edited separately.
Page 105 The preview zoom factor is set to show the width of the NOTE: template. To change magnification, click the zoom in/out controls at the top of the window. If you zoom in so that the page no longer fits in the window, horizontal and vertical scrolls bars will appear so you can scroll to all areas of the template.
Page 106 If you need to restore a template to the factory default, contact Brady Technical Support for instructions. To exit the window, click the button.

Brady LOCKOUT PRO 3.0 User Manual

Getting Started

Exploring Lockout-PRO

Viewing & Printing Procedures

Creating/Revising Procedures

Images

Images

Using Related Information

Importing/Exporting Procedures

Setting Defaults in Lockout PRO

Header "Note" Defaults

Working with Templates

Quick Links

User Guide

Need help?

Questions and answers

Related Manuals for Brady LOCKOUT PRO 3.0

Summary of Contents for Brady LOCKOUT PRO 3.0

Table of Contents