Brady LOCKOUT PRO Enterprise 2.0 User's Guide

User Guidev3.1 Enterprise VersionGraphical Procedure Writing Software

LOCKOUT-PROTM ENTERPRISE User Guide 1-5 User Permission LevelsThe LOCKOUT-PROTM application incorporates 3 permission levels, each with their own set

7-18 LOCKOUT-PROTM ENTERPRISE User GuideChanging Section Setting DefaultsThe fifth tab on the Set Defaults window — Section Settings — lets you chang

LOCKOUT-PROTM ENTERPRISE User Guide 8-1 CHAPTER 8 Working with TemplatesOne of the key benefits of LOCKOUT-PROTM Graphical Procedure Writing Software

8-2 LOCKOUT-PROTM ENTERPRISE User GuideUnderstanding LOCKOUT-PRO TemplatesProcedure templates define how content is included and formatted, and deter

LOCKOUT-PROTM ENTERPRISE User Guide 8-3 Customizing TemplatesBefore you make change a template, it’s a good idea to look at the existing one and decid

8-4 LOCKOUT-PROTM ENTERPRISE User GuideFigure 8-1. Sample Short Form: Editable Template Areas

LOCKOUT-PROTM ENTERPRISE User Guide 8-5 Figure 8-2. Sample Long Form: Editable Template Areas

8-6 LOCKOUT-PROTM ENTERPRISE User GuideFigure 8-3. Sample Combined Form - Front Page: Editable Template Areas

LOCKOUT-PROTM ENTERPRISE User Guide 8-7 Figure 8-4. Sample combined Form - Back Page: Editable Template AreasPage Footer (left) Page Footer (center)

8-8 LOCKOUT-PROTM ENTERPRISE User GuideEditing a Procedure TemplateWhen you edit a LOCKOUT-PROTM application template, all future procedures using th

LOCKOUT-PROTM ENTERPRISE User Guide 8-9 7. To change the template, double-click the area on the preview that you want to change. Make the changes you

1-6 LOCKOUT-PROTM ENTERPRISE User GuideHow to Start the ApplicationYour local or remote administrator will install the LOCKOUT-PROTM application on y

Copyright 2008 Brady Worldwide, Inc.All Rights ReservedBRADY WORLDWIDE, INC.6835 Winnetka Circle, Brooklyn Park, MN 55428

LOCKOUT-PROTM ENTERPRISE User Guide 1-7 Connections Settings for Working Online & OfflineWhen the LOCKOUT-PROTM application is installed on your P

1-8 LOCKOUT-PROTM ENTERPRISE User GuideWorking OfflineWorking offline offers a convenient option when:• You are away from your office and relying on

LOCKOUT-PROTM ENTERPRISE User Guide 1-9 Getting HelpThe LOCKOUT-PROTM application provides several ways of learning and getting help:• Online Tutorial

1-10 LOCKOUT-PROTM ENTERPRISE User GuideUser GuideThe User Guide is installed onto your computer when you install the LOCKOUT-PROTM application. You

LOCKOUT-PROTM ENTERPRISE User Guide 1-11 Contacting Technical SupportUnited States and other C/S countriesTel: 800-368-3362Fax: 414-228-5799Email: tec

LOCKOUT-PROTM ENTERPRISE User Guide 2-1 CHAPTER 2 Exploring the ApplicationBrady Corporation’s LOCKOUT-PROTM Graphical Procedure Writing Software lets

2-2 LOCKOUT-PROTM ENTERPRISE User GuideEnergy-Control ProgramsThe LOCKOUT-PROTM Graphical Procedure Writing Software provides simple tools for creati

LOCKOUT-PROTM ENTERPRISE User Guide 2-3 Tools for Customizing ProceduresBehind the simplicity of the procedure-writing capability in the LOCKOUT-PROTM

ii LOCKOUT-PROTM ENTERPRISE User GuideYOU SHOULD CAREFULLY READ THE FOLLOWING TERMS AND CONDITIONS OF THIS LICENSE AGREEMENT BEFORE OPENING THIS PACK

2-4 LOCKOUT-PROTM ENTERPRISE User GuideOverall Energy-Control ProgramLOCKOUT-PROTM Graphical Procedure Writing Software includes more than just the l

LOCKOUT-PROTM ENTERPRISE User Guide 2-5 Main WindowThe main window provides access to all of the functions and options within the application. Becomin

2-6 LOCKOUT-PROTM ENTERPRISE User GuideMain MenuThe Main Menu consists of six items displayed across the top of the window: File, Edit, View, Admin,

LOCKOUT-PROTM ENTERPRISE User Guide 2-7 EDIT Menu Primary FunctionUndo Undo the most recent action.Header/Footer Work with header and footer informati

2-8 LOCKOUT-PROTM ENTERPRISE User GuideADMIN Menu Primary FunctionGroup >DefaultNew Group 1New Group 2(etc.)Choose the user group affected by chan

LOCKOUT-PROTM ENTERPRISE User Guide 2-9 Primary Options TaskbarThe Primary Options Taskbar is located under the Main Menu bar. The taskbar provides qu

2-10 LOCKOUT-PROTM ENTERPRISE User GuideProcedure Sections PanelThe Procedure Sections panel displays on the left side of the main window whenever a

LOCKOUT-PROTM ENTERPRISE User Guide 2-11 Standard Interaction FeaturesLOCKOUT-PROTM Graphical Procedure Writing Software uses the same interaction and

2-12 LOCKOUT-PROTM ENTERPRISE User GuideRadio Buttons• Radio buttons are the small circles next to options. Radio buttons are used when you have two

LOCKOUT-PROTM ENTERPRISE User Guide 2-13 Zoom In/Out Controls• Zoom controls change the magnification of the image in any window that displays the ima

LOCKOUT-PROTM ENTERPRISE User Guideiii ContentsGetting StartedKey Functions...

2-14 LOCKOUT-PROTM ENTERPRISE User GuideDocument ConventionsThis user guide provides step-by-step instructions for performing functions in the LOCKOU

LOCKOUT-PROTM ENTERPRISE User Guide 3-1CHAPTER 3 Related Information and ReportsIn addition to the standard New, Open, Save and Print options in the P

3-2 LOCKOUT-PROTM ENTERPRISE User GuideRelated InformationRelated Information consists of HTML-based documentation that supports your energy-control

LOCKOUT-PROTM ENTERPRISE User Guide 3-3Employee TrainingThe Employee Training section guides you through a thorough training program for employees and

3-4 LOCKOUT-PROTM ENTERPRISE User Guide5. Read the “Who Gets Hurt” procedure, then click Next.6. If prompted, enter the following, then click Login:

LOCKOUT-PROTM ENTERPRISE User Guide 3-5Device GuideThe Device Guide presents information on the lockout devices available from your Brady distributor.

3-6 LOCKOUT-PROTM ENTERPRISE User GuideTracking & ReportingTrack reporting lets you view information about your procedures. Track reporting metho

LOCKOUT-PROTM ENTERPRISE User Guide 3-7To work with reports:1. Click the Tracking & Reporting tab.2. Choose the type of report you want to run:• P

LOCKOUT-PROTM ENTERPRISE User Guide 4-1 CHAPTER 4 Viewing, Printing & Saving ProceduresThis chapter includes step-by-step instructions for perform

4-2 LOCKOUT-PROTM ENTERPRISE User GuideView Existing ProceduresTo open and view an existing procedure:1. Open the procedure in the display area of th

iv LOCKOUT-PROTM ENTERPRISE User GuideCreating or Editing ProceduresChoosing the Correct Form...

LOCKOUT-PROTM ENTERPRISE User Guide 4-3 Printing Procedures, Tags & LabelsLOCKOUT-PROTM Graphical Procedure Writing Software lets you easily print

4-4 LOCKOUT-PROTM ENTERPRISE User GuidePrinting ProceduresTo print procedures:1. Open the procedure in the display area of the main window.2. In the

LOCKOUT-PROTM ENTERPRISE User Guide 4-5 Printing Lockout TagsNote: You must be working online to print Lockout Tags.To print lockout tags:1. Open the

4-6 LOCKOUT-PROTM ENTERPRISE User GuidePrinting Energy Source LabelsTo print energy source labels:1. Open the procedure to the display area of the ma

LOCKOUT-PROTM ENTERPRISE User Guide 4-7 6. In the Layout section, you can add two additional pieces of data, along with its identifier and icon. Click

4-8 LOCKOUT-PROTM ENTERPRISE User GuidePrinting Batch ProceduresLOCKOUT-PROTM Graphical Procedure Writing Software lets you print multiple procedures

LOCKOUT-PROTM ENTERPRISE User Guide 4-9 2. In the Printer Information area, select a printer from the drop-down list. If a sheet-fed printer is select

4-10 LOCKOUT-PROTM ENTERPRISE User GuideViewing & Printing Procedures with a Web BrowserTo view an existing procedure from a browser:1. From any

LOCKOUT-PROTM ENTERPRISE User Guide 4-11 To save a procedure:1. To save the file:a. Click Save Procedure on the Primary Options taskbar (you can also

LOCKOUT-PROTM ENTERPRISE User Guide 5-1 CHAPTER 5 Creating or Editing ProceduresThe primary reason for using LOCKOUT-PROTM Graphical Procedure Writing

LOCKOUT-PROTM ENTERPRISE User Guidev CopyrightThis manual is copyrighted with all rights reserved. No portion of this manual may be copied or reproduc

5-2 LOCKOUT-PROTM ENTERPRISE User GuideChoosing the Correct FormThe LOCKOUT-PROTM application saves time and repetitive work otherwise involved in wr

LOCKOUT-PROTM ENTERPRISE User Guide 5-3 Combined FormThe Combined Form is a combination of features from each of the other two forms. It consists of t

5-4 LOCKOUT-PROTM ENTERPRISE User GuideComparing the FormsThe following table summarizes the differences between the forms:Standard Features Long For

LOCKOUT-PROTM ENTERPRISE User Guide 5-5 Opening a Procedure File•To create a new procedure: Open a blank template and enter your data.•To revise an ex

5-6 LOCKOUT-PROTM ENTERPRISE User GuideOpen an Existing ProcedureYou will typically open an existing procedure when you want to revise it or to use i

LOCKOUT-PROTM ENTERPRISE User Guide 5-7 Entering or Modifying Procedure DetailsLong Form: Entering & Modifying DetailsA Long Form displays lockout

5-8 LOCKOUT-PROTM ENTERPRISE User GuideGeneral Information“General Info” is the term for the general steps involved in both the lockout process and t

LOCKOUT-PROTM ENTERPRISE User Guide 5-9 Lockout StepsIn the lockout step section, you can:• Define each energy source to be locked out and describe th

5-10 LOCKOUT-PROTM ENTERPRISE User Guide8. Info: Indicate whether you want additional text, an image, or neither to display in the “Info” column of t

LOCKOUT-PROTM ENTERPRISE User Guide 5-11 To rearrange lockout steps on a Long Form:1. In the Procedure Sections panel, click the Lockout Steps.- or -F

LOCKOUT-PROTM ENTERPRISE User Guide 1-1 CHAPTER 1 Getting StartedWelcome to LOCKOUT-PROTM Graphical Procedure Writing Software from Brady Corporation!

5-12 LOCKOUT-PROTM ENTERPRISE User GuideShort Form: Entering & Modifying DetailsThe Shot Form involves working with data in 4 main sections:• Hea

LOCKOUT-PROTM ENTERPRISE User Guide 5-13 Energy SourcesIn this section, you can define or revise each energy source to be locked out, and identify the

5-14 LOCKOUT-PROTM ENTERPRISE User GuideTo revise one or more energy sources:1. In the Procedure Sections panel, click Energy Sources.- or -From the

LOCKOUT-PROTM ENTERPRISE User Guide 5-15 To remove an energy source:1. In the Procedure Sections panel, click Energy Sources.- or -From the Main Menu,

5-16 LOCKOUT-PROTM ENTERPRISE User GuideImagesIn this section, you can add 1 or 2 images to the Short Form. They will display above the table of ener

LOCKOUT-PROTM ENTERPRISE User Guide 5-17 General Information“General Info” is the term for the general steps involved in both the lockout process and

5-18 LOCKOUT-PROTM ENTERPRISE User GuideCombined Form: Entering & Modifying DetailsA Combined Form uses information in 6 main sections:• Header/F

LOCKOUT-PROTM ENTERPRISE User Guide 5-19 5. In the Author section, the dates are automatically displayed. •Creating a new procedure: The Created Date

5-20 LOCKOUT-PROTM ENTERPRISE User GuideEnergy SourcesIn this section, you can define or revise each energy source to be locked out and identify the

LOCKOUT-PROTM ENTERPRISE User Guide 5-21 8. To add the next energy source, click Add Energy Source and repeat steps 2-8.9. When finished, click OK. Yo

1-2 LOCKOUT-PROTM ENTERPRISE User GuideKey FunctionsWith LOCKOUT-PROTM Graphical Procedure Writing Software, you can perform the following key functi

5-22 LOCKOUT-PROTM ENTERPRISE User GuideTo rearrange energy sources:1. the Procedure Sections panel, click Energy Sources.- or -From the Main Menu, s

LOCKOUT-PROTM ENTERPRISE User Guide 5-23 ImagesIn this section, you can add up to 3 images to the Combined Form. They will display above the table of

5-24 LOCKOUT-PROTM ENTERPRISE User GuideLockout Application & Lockout Release StepsThe Combined Form provides a format for listing the specific s

LOCKOUT-PROTM ENTERPRISE User Guide 5-25 To revise a lockout application (or release) step:1. In the Procedure Sections panel, click Lockout Applicati

5-26 LOCKOUT-PROTM ENTERPRISE User GuideTo remove a lockout application (OR release) step:1. In the Procedure Sections pane, click Lockout Applicatio

LOCKOUT-PROTM ENTERPRISE User Guide 5-27 Working with imagesAll three forms in LOCKOUT-PROTM Graphical Procedure Writing Software allow you to insert

5-28 LOCKOUT-PROTM ENTERPRISE User GuideEditing Images in ProceduresLOCKOUT-PROTM Graphical Procedure Writing Software includes several built-in imag

LOCKOUT-PROTM ENTERPRISE User Guide 5-29 Using Labels on ImagesLOCKOUT-PROTM Graphical Procedure Writing Software lets you add energy source labels or

5-30 LOCKOUT-PROTM ENTERPRISE User GuideConvert a Procedure to a Different LanguageOne of the features of LOCKOUT-PROTM Graphical Procedure Writing S

LOCKOUT-PROTM ENTERPRISE User Guide 6-1 CHAPTER 6 Importing/Exporting ProceduresLOCKOUT-PROTM Graphical Procedure Writing Software can easily convert

LOCKOUT-PROTM ENTERPRISE User Guide 1-3 Train employees and track assessment scores online. Includes an extensive training outline and printable mater

6-2 LOCKOUT-PROTM ENTERPRISE User GuideImporting ProceduresIn most cases, importing a previous version of a LOCKOUT-PROTM application file is fast an

LOCKOUT-PROTM ENTERPRISE User Guide 6-3 Importing a Single ProcedureTo import a single procedure:1. With the application open, click File>Import>

6-4 LOCKOUT-PROTM ENTERPRISE User GuideExporting Procedures to Other FormatsOne of the benefits of LOCKOUT-PROTM Graphical Procedure Writing Software

LOCKOUT-PROTM ENTERPRISE User Guide 7-1 CHAPTER 7 Setting DefaultsOne of the powerful features of LOCKOUT-PROTM Graphical Procedure Writing Software i

7-2 LOCKOUT-PROTM ENTERPRISE User GuideHow Defaults WorkThe process of generating a lockout/tagout procedure involves compiling information into a fo

LOCKOUT-PROTM ENTERPRISE User Guide 7-3 Accessing System DefaultsIf you have Admin-level permissions, you can change any of the system defaults in the

7-4 LOCKOUT-PROTM ENTERPRISE User GuideSetting & Changing Energy Source DefaultsWhen the Set Defaults window first opens, the information in the

LOCKOUT-PROTM ENTERPRISE User Guide 7-5 Change Energy Source Type DefaultsTo add an energy source type to the default list:1. In the Set Defaults wind

7-6 LOCKOUT-PROTM ENTERPRISE User GuideTo edit an energy source type on the default list:1. In the Set Defaults window, select the Energy Sources tab

LOCKOUT-PROTM ENTERPRISE User Guide 7-7 Energy Source Description DefaultsThe follow list are the default descriptions for energy source labels.To add

1-4 LOCKOUT-PROTM ENTERPRISE User GuideFloating LicensesLOCKOUT-PROTM Graphical Procedure Writing Software uses “floating licenses” for enterprise-wi

7-8 LOCKOUT-PROTM ENTERPRISE User GuideSetting & Changing Basic Data DefaultsAs you create a lockout/tagout procedure, you will find “shortcuts”

LOCKOUT-PROTM ENTERPRISE User Guide 7-9 To add a note to the default list:1. In the Set Defaults window, select the Basic Data tab. 2. In the Notes (P

7-10 LOCKOUT-PROTM ENTERPRISE User GuideChange Controls & Methods DefaultsTo add a control and its method to the default list:1. In the Set Defau

LOCKOUT-PROTM ENTERPRISE User Guide 7-11 Change Location DefaultsTo add a location to the default list:1. In the Set Defaults window, select the Basic

7-12 LOCKOUT-PROTM ENTERPRISE User GuideChange Lockout Device DefaultsTo add a lockout device to the default list:1. In the Set Defaults window, sele

LOCKOUT-PROTM ENTERPRISE User Guide 7-13 Combined Form: Setting and Changing Lockout Step DefaultsThe Back Page(s) of a Combined Form displays the ste

7-14 LOCKOUT-PROTM ENTERPRISE User GuideChange Lockout Step DefaultsAlthough the defaults for lockout application steps and lockout release steps con

LOCKOUT-PROTM ENTERPRISE User Guide 7-15 To add a lockout step to either default list:1. In the Set Defaults window and select Lockout Steps. 2. In th

7-16 LOCKOUT-PROTM ENTERPRISE User GuideChange Defaults for Energy Source ChecksThe Combined Form provides space to include a method for checking whe

LOCKOUT-PROTM ENTERPRISE User Guide 7-17 Setting & Changing Procedure DefaultsThe fourth tab on the Set Defaults window — Procedure Defaults — let