Manage Tagouts
Introduction
Tagout is used to ensure that maintenance work can be carried out in a safe way. You can create Tagout records and add Assets, Work Orders, and Locations to a Tagout.
- Prerequisites
Setup for Tagout is completed.
- Audience
- Tagout Manager, Tagout User, Maintenance Manager, Technician
Create a Tagout
A Tagout is a safety measure to ensure that maintenance work can be carried out in a safe way on machinery and other types of equipment.
Tagout examples:
- Place barriers around a work area to restrict access
- Block access to high-energy sources
- Block access to spaces containing hazardous material
- Mount signs around a work area to restrict access
Safe Work Managers can work with Tagouts from the Safe Work Role Center.
When you create a Tagout, you can attach Work Orders, Assets, and Asset Locations to it.
The Tagout status is automatically updated, depending on the actions taken on the Tagout. Here is a status overview:
| Status | Description / related action |
|---|---|
| Draft | The Tagout is created. |
| Awaiting | The Tagout is approved. |
| Active | The Tagout is mounted in the work area. |
| Finished | The Tagout is removed from the work area. |
Refer to the test case below for a step-by-step procedure on how to create a Tagout.
It is possible to copy a Tagout. This is useful if you want to use the same Tagout for another maintenance job.
- On the Tagouts list, open the Tagout card you want to copy.
- Select Process > Copy.
- Confirm copy. The following source information is copied: Assigned To and the Tagout lines in the Lines section.
The screenshot below shows an example of a Tagout.
Note: When you select a line in the Lines section on a Tagout, detailed information about the line is shown in the Tagout Details FactBox.
Creating a Tagout
Data Requirements
- Number sequence for Tagouts exists.
Steps 12 expand
On your role center, search for "tagout".
Select Tagouts in the list.
In the Tagouts list, select New.
Enter a name for the Tagout in the Description field.
In the Assigned To field, select the user or user group that is responsible for tagging and removing tags on the Assets / Work Orders / Locations selected on the Tagout.
In the Valid From field, select date and time from which the Tagout should be available.
In the Valid To field, select date and time from which the Tagout is expect to be removed from the work area, depending on completion of the maintenance work to be done.
In the Remarks field, which is visible when you select the Show more button, you can enter notes about the Tagout.
In the Lines section, select the Type field on an empty line, and select type "Asset" or "Work Order" or "Location".
In the No. field, select an Asset or a Work Order or a Location, depending on your selection in the Type field. The Description field on the line is automatically filled out.
If you want to add more lines to the Tagout, select Manage > New Line in the Lines section, and repeat steps 9-10.
If you want to change the order of two or more lines in the Lines section, select a line, then select Manage > Move Up or Move Down button.
Expected
The user can create a Tagout with Asset / Work Order / Asset Location lines.
If the user creates two or more lines on a Tagout, the order of the lines can be changed.
Tagouts List
The Tagouts list shows an overview of all Tagouts and displays some details for each record.
- To open the Tagouts list, search for "tagout" on your role center, and select Tagouts.
Use the filter in the Tagouts list to show Tagouts with a specific status or Tagouts 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 Tagouts list filtered by status "Active". When you select a Tagout in the list, related statistics are shown in the Tagout Statistics section.
Selecting a Filter in the Tagouts List
Data Requirements
- At least one Tagout (with any status) exists.
Steps 3
On your role center, search for "Tagouts".
Select Tagouts in the list.
In the Tagouts list, the filter is located in the upper-left corner, next to Tagouts: 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 Tagouts list.
Approve a Tagout
When a Tagout is created and the required Tagout lines have been added, you can approve it.
- Open a Tagout from the Tagouts list.
- On the Tagout card, select Process > Approve. The Status field is updated to "Awaiting".
Note: If you want to revert the Tagout to status "Draft", that can only be done as long as no lines have been tagged out. To revert the Tagout status to "Draft", select Process > Change To Draft. This procedure may be relevant if, for example, you want to change the Valid From / Valid To dates.
When you have approved a Tagout, next step is to physically mount Tagout(s) in the work area, then update the Tagout.
Mount a Tagout
When a Tagout is approved, and start date for the related work approaches, next step is to physically mount the Tagout in the work area. When the Tagout is mounted, you mark the lines on the Tagout as "Tagged Out" to indicate that maintenance work can start in the work area.
The user selected in the Assigned To field can mark lines on a Tagout as "Tagged out".
- Open the Tagout from the Tagouts list.
- On the Tagout card > Lines section, select the Tagged Out check box for the Asset / Work Order / Location you have secured.
- When you tag out the last line, confirm that status can be updated to "Active".
- The Status field on the Tagout is updated to "Active", and the Tagged and Tagged By fields for all lines are updated in the Tagout Details FactBox.
When maintenance work is completed in the secured work area, next step is to physically remove the Tagout(s) from the work area, then update the Tagout.
Remove a Tagout
When maintenance work is completed in the work area that you created a Tagout for, you physically remove the Tagout(s) from the work area, then update the Tagout.
The user selected in the Assigned To field can mark lines on a Tagout as "Tagout Removed".
- Open the Tagout from the Tagouts list.
- On the Tagout card > Lines section, select the Tagout Removed check box on each line.
- When you remove tagout on the last line, confirm that status can be updated to "Finished".
- The Status field on the Tagout is updated to "Finished", and the Tagout Removed and Tagout Removed By fields for all lines are updated in the Tagout Details FactBox.
The Tagout is completed.
Pending Tagouts List
The Pending Tagouts list gives you an overview of open Tagout lines. You can use this list as a tool for Tagout planning.
- To open the list, search for "pending tag" on your role center, and select Pending Tagouts.
- To open a Tagout from the list, select the Tagout No. link on a line > Open.
The Pending Tagouts list contains Tagouts with status "Awaiting" or "Active", which means those Tagouts are in progress, but not yet finished. The Tagouts have one of the following characteristics:
- No lines or some lines on a Tagout are tagged out, but not all lines are tagged out yet (status on the Tagout is "Awaiting")
- All lines on the Tagout are tagged out, but "Tagout Removed" is pending on at least one line on the Tagout (status on the Tagout is "Active")
Event Log
The Event Log gives you an overview all the registrations made on a Tagout.
- Open a Tagout from the Tagouts list.
- On the Tagout card, select History > Show Log.
- The Event Log contains all registrations and updates made on the Tagout.
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.