How to Add Lock-out Procedures to Equipment Records

Path: Organization > Equipment > Records / Misc Tab

Lockout procedures are used when specific steps must be taken before work is performed. Use the Lockout feature when a specific procedure must be followed to prevent injury. For example, if work is being done on high-voltage equipment, a Lockout-tagout procedure is followed at the electrical panel to prevent other technicians from re-energizing the equipment while it is being worked on.

To specify a lock-out (or tag-out) procedure for the equipment item:

1. Locate the record.
2. Click the Misc. Tab.
3. Click Edit on the WebTMA toolbar.
4. Click the down arrow in the Lock-out Proc field.
5. Select the applicable procedure.
6. Click Save on the WebTMA toolbar.