Setup

Setup required for working with Lockout

Introduction

This section describes the setup tasks to be completed before you can use Lockouts in your maintenance department.

Lockout is a safety procedure to ensure that maintenance work can be carried out in a safe way in a work area. In our Lockout module you can maintain tasks and workflows related to this kind of safety work.

When you purchase the Dynaway Safe Work app, the Lockout module is included in the Dynaway Safe Work license. The Safe Work app fully integrates with EAM-BC.

Prerequisites

You have installed and set up Enterprise Asset Management (EAM-BC) for Business Central.

You have downloaded the Dynaway Safe Work app from Microsoft AppSource.

Audience
Sysadmin, Partner Consultant

Set Up Number Series

You must set up number sequences for automatic numbering of Lockouts and Lockout Points.

  1. On your role center, search for "safe work" and select Safe Work Setup.
  2. In the Lockout Point Nos. field, select a number sequence for Lockout Points.
  3. In the Lockout Nos. field, select a number sequence for Lockouts.

Set Up States for Lockout Points

This setup is optional. You can set up states to be used on your Lockout Points, if required. You update states manually on a Lockout Point.

Examples of Lockout Point States:

  • Available
  • In use
  • Out of order
  • Scrapped

Refer to the test case below for a step-by-step procedure on how to set up a Lockout Point State.

Setting up a Lockout Point State

Data Requirements

  1. The Dynaway Safe Work app is installed in EAM-BC.

Steps 6

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

  2. Select Lockout Point States in the list.

  3. Select New.

  4. Enter a Code for the state.

  5. Enter a Description for the state.

  6. Optional: If a selected state should no longer be used, select the Blocked check box for that state.

Expected

The user can create a Lockout Point State.

If a state is blocked, it cannot be selected on a Lockout Point record.

Setup Lockout Automation

With Lockout Automation, Safe Work helps you remember when Work Orders need Lockout activities. The idea is to improve safety on the site by automating the Lockout creation process.

Lockout Automation Setup entries trigger when a new Work Order is created.

Lockout Automation allows you to trigger Lockouts in these scenarios:

  • Work Order Category triggers Lockout on the specified category ("Electrical work") so that Lockout will be required for any Work Order with the specified Work Order Category.
  • Asset triggers Lockout on the specified Asset ("Conveyor belt") so that Lockout will be required for any Work Order on the specified Asset.
  • Asset Category triggers Lockout on the specified Asset Category ("Pumps") so that Lockout will be required for any Work Order on the specified Asset Category.
  • Asset Location triggers Lockout on the specified Asset Location ("Production Hall 1") so that Lockout will be required for any Work Order performed in the specified area.

What happens when a Work Order Plan triggers Lockout Automation? When a Work Order Plan matches criteria set on the Lockout Automation page, then one or many Lockouts with proper Lockout Points will be generated. Work Order No. is visible on the Lockout card.

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