Manage Lockouts

Create and manage Lockouts on Assets and Work Orders

Introduction

Lockouts are records created to ensure a safe work environment. A Lockout contains a list of Lockout Points, which is the safety equipment required in a work area before it is safe to start work on a work order.

Maintenance Managers create and manage Lockout Points and Lockouts. Technicians assigned to a Lockout lock and unlock the Lockout Points on the Lockout.

Prerequisites

Setup for Lockout is completed.

Audience
Lockout Manager, Lockout User, Maintenance Manager, Technician

Create a Lockout Point

A Lockout Point is a safety device you mount in a work area to ensure that maintenance work can be carried out in a safe way. Examples of Lockout Points are

  • Lockout hasp
  • Valve lockout
  • Circuit breaker lockout

Safe Work Managers can work with Lockouts from the Safe Work Role Center.

When you create a Lockout, you add the required Lockout Points to the Lockout. On a Lockout Point card, the Number of Lockouts field and fields in the Dates section are automatically updated when the Lockout Point is used on a Lockout. The user can add Assets and Asset Location on a Lockout Point card.

You can add a picture and documents to a Lockout Point. Pictures and documents are shown in FactBoxes to the right on a Lockout Point card. Select the "i" button to the right on the ribbon to see FactBoxes if they are not already visible. The handling of pictures and documents are very similar. You can take or import a picture. You can upload a document.

Refer to the test cases below for step-by-steps procedures on how to create a Lockout Point and import/change/take pictures on a Lockout Point card.

The screenshot below shows an example of a Lockout Point that is used on a Lockout.

Lockout Point
Lockout Point

Creating a Lockout Point

Data Requirements

  1. Number sequence for Lockout Points exists.
  2. The current user is set up as a Safe Work User.

Steps 5

  1. On your role center, search for "point".

  2. Select Lockout Points in the list.

  3. In the Lockout Points list, select New.

  4. Enter a name for the Lockout Point in the Description field.

  5. Optional: In the State field, select a state if states are available.

Expected

The user can create a Lockout Point.

Lockout Point Picture

Importing Lockout Point Picture

Data Requirements

  1. At least one Lockout Point exists (with specified description).
  2. An existing jpg/png file.
  3. A Lockout Point card is open.

Steps 5

  1. Find the Picture FactBox on the right side of the screen.

  2. Select the arrow next to Picture.

  3. Select Import.

  4. Select Choose.

  5. Select the file.

Expected

The user can add a picture to a Lockout Point.

Changing Lockout Point Picture

Data Requirements

  1. At least one Lockout Point (with picture) exists.
  2. An existing jpg/png file.
  3. A Lockout Point card is open.

Steps 6

  1. Find Picture in FactBoxes.

  2. Select the arrow next to Picture.

  3. Select Import.

  4. Select Yes.

  5. Select Choose...

  6. Select the file.

Expected

The user can change a picture on a Lockout Point.

Taking Lockout Point Picture

Data Requirements

  1. The user is using a mobile device with a camera.
  2. At least one Lockout Point exists in the database.
  3. A Lockout Point card is open.

Steps 5

  1. Find Picture in FactBoxes.

  2. Select the arrow next to Picture.

  3. Select Take.

  4. Take a picture.

  5. Select Use.

Expected

The user can take a picture with a mobile device and add it to a Lockout Point.

Lockouts List

The Lockouts list shows an overview of all Lockouts and displays some details for each record.

  • To open the Lockouts list, search for "lockout" on your role center, and select Lockouts.

Use the filter in the Lockouts list to show Lockouts with at specific status or Lockouts assigned to you. Refer to the test case below for a step-by-step procedure on how to select a filter in the list.

The screenshot below shows an example of the Lockouts list filtered by status "Pending Lock".

Lockouts list filtered by status
Lockouts list filtered by status "Pending Lock".

Selecting a Filter in the Lockouts List

Data Requirements

  1. At least one Lockout (with any status) exists.

Steps 3

  1. On your role center, search for "Lockouts".

  2. Select Lockouts in the list.

  3. In the Lockouts list, the filter is located in the upper-left corner, next to Lockouts: in the ribbon. The default selection is "All".

    Open the drop-down list and select a filter.

Expected

The user can filter the view in the Lockouts list.

Create a Lockout

A Lockout is a record that describes the safety measures required to ensure that maintenance work can be carried out in a safe way on machinery and other types of equipment. Lockout examples are

  • Cut off power
  • Secure gas valve
  • Secure fluid valve
  • Lock down a work center

When you create a Lockout, you add the required Lockout Points to the Lockout. The Lockout status is automatically updated, depending on the actions taken on the Lockout. Here is a status overview:

Status Description / related action
Draft The lockout is created.
Pending Lock The lockout is approved.
Pending Unlock All Lockout Points are marked "Locked" meaning they are installed in the work area.
Finished All Lockout Points are marked "Unlocked" meaning maintenance work in the secured area is completed.

Refer to the test case below for a step-by-step procedure on how to create a Lockout.

It is possible to copy a Lockout record if it is approved. This is useful if you want to use the same Lockout for another maintenance job.

  1. On the Lockouts list, open the Lockout card you want to copy.
  2. Select Process > Copy Lockout.
  3. Confirm copy. The following source information is copied: Description, Assigned To, and Lockout Points.

The screenshot below shows an example of a Lockout.

Note: When you select a Lockout Point in the Lockout Points section on a Lockout, detailed information is shown in the Lockout Point FactBox.

Example of a Lockout with one Lockout Point
Example of a Lockout with one Lockout Point

Creating a Lockout

Data Requirements

  1. Number sequence for Lockouts exists.
  2. Lockout Points have been created.

Steps 10 expand

Expected

The user can create a Lockout and add Lockout Points to the Lockout.

Approve a Lockout

When a Lockout is created and the required data and Lockout Points have been added, you can approve it.

  1. Open a Lockout from the Lockouts list.
  2. On the Lockout card, select Process > Approve.
  3. Confirm Approval. The Status field is updated to "Pending Lock".

If you want to revert the Lockout to status "Draft", that can only be done as long as no Lockout Points have been locked. To change the Lockout status back to "Draft", select Process > Change To Draft, and confirm the change. This procedure may be relevant if, for example, you want to change the planned start/end dates.

When you have approved a Lockout, next step is to mount the Lockout Point(s) in the work area and update the status.

Mount/Lock a Lockout Point

When a Lockout is approved, and the planned start date approaches, next step is to physically mount Lockout Points in the work area. When the Lockout Points are mounted, you mark them on the Lockout as "Locked" to indicate that maintenance work can start in the work area.

The user selected in the Assigned To field can lock the Lockout Points.

  1. Open the Lockout from the Lockouts list.
  2. On the Lockout card > Lockout Points section, select the Locked check box for the Lockout Points you have mounted in the work area.
  3. Confirm that Lockout Points have been locked.
  4. When all Lockout Points are locked, the Status field on the Lockout is updated to "Pending Unlock", and the Actual Start Date field is filled out.

When maintenance work is completed in the secured work area, next step is to unlock the Lockout Points.

Remove/Unlock a Lockout Point

When maintenance work is completed in the work area that you created a Lockout for, you remove the Lockout Points from the work area and unlock them on the Lockout.

The user selected in the Assigned To field can unlock Lockout Points.

  1. Open the Lockout from the Lockouts list.
  2. On the Lockout card > Lockout Points section, select the Unlocked check box for the Lockout Points you have removed from the work area.
  3. Confirm that Lockout Points have been unlocked.
  4. When all Lockout Points are unlocked, the Status field on the Lockout is updated to "Finished", and the Actual End Date field is filled out.

The Lockout is completed.

Event Log

The Event Log gives you an overview all the registrations made on a Lockout.

  1. Open a Lockout from the Lockouts list.
  2. On the Lockout card, select History > Show Log.
  3. The Event Log contains all registrations and updates made on the Lockout.

Note: On your role center, you can search for "safe work" and select Safe Work Event Log. That log contains all registrations created on all modules that are included in the Dynaway Safe Work app.

Example of a Lockout and the related Event Log
Example of a Lockout and the related Event Log
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