Creating Procedures; Procedure Layout - Brady LOCKOUT PRO Enterprise 2.0 User Manual

Content Section Settings
You can redirect the content sections to point to modified or preexisting documents created outside of Lockout PRO. You can link to
any HTML or PDF file that is accessible on the Intranet or Internet. Any changes that you make will be seen by everyone accessing the
system, though the desktop clients or the web viewer.
Select Section Settings in the Admin menu. You will be presented with a dialog showing each section and allowing you to enter a web
address to the section or reset it to the system default. Enter the address to the desired document and click the test button. This will
attempt to load the address into the test window on the right. If the document loads correctly, clock OK to save the changes.
Creating procedures with the Lockout PRO – Enterprise Desktop Client
Creating a new procedure
To create a new procedure, select the New command from the File menu on the Menu Bar, and then select the format that you would
like to use for the procedure, either Short Form or Long Form. You can also click on the New File icon in the Toolbar. This will create a
new procedure using the same form that you worked with last.
The procedure will be opened in a new window and a tab for it will be added to the Window Tab Bar.
Opening an existing procedure
To open an existing procedure, select the Open... command from the File menu on the Menu Bar. You can also click on the Open File
icon in the Toolbar. The program will present you with the Open File dialog box that allows you to browse to the correct drive, folder,
and file location and select the file you wish to open. Once you have located the file that you wish to open, click it and then click the
Open button.
The procedure will be opened in a new window and a tab for it will be added to the Window Tab Bar.
Saving a procedure
To save the procedure currently being viewed, select the Save command from the File menu on the Menu Bar. You can also click on
the Save File icon in the Toolbar. If the procedure has not previously been named, you will be presented with the Save As dialog box.
Select the location and filename that you would like to save the procedure as and click the Save button.
If the procedure has been previously named, the program will save the changes to the file.
Saving a procedure with a new name
To save the current procedure with a new filename, select the Save As... command from the File menu on the Menu Bar. You will be
presented with the Save As dialog box. Select the location and filename that you would like to save the procedure as and click the Save
button.
Deleting a procedure
Lockout PRO - Enterprise files are deleted through the Server Explorer. To delete a procedure file, locate it using the Server Explorer
accessed through the Admin > Server Explorer command in the main menu. Select the file and click the the Delete command.
Import Procedure File
You can upload one or more procedure files that are on your hard drive into the server repository by selecting Import > Procedure file
from the File menu. You will be presented with a dialog asking you to identify the files that you would like to upload. Select them and
click open and the files will be processed and uploaded.
Import Lockout PRO - Enterprise v1.0 Procedures
You can import and open a single Lockout PRO - Enterprise v1.0 procedure, or convert all v1.0 procedures in a selected directory.
To import and open a specific v1.0 procedure, select Import > v1.0 File from the File menu. You will be presented with a file selection
dialog box. Select the v1.0 .blp file that you wish to open and click the Open button. The procedure will be converted and opened.
To convert all v1.0 procedure files in a directory to v2.0 procedure files, select Import > Convert Multiple from the File menu. You will be
presented with a folder selection dialog box. Select the folder that contains the v1.0 .blp files that you wish to convert and click the OK
button. The files will be converted and a dialog showing the conversion progress will be displayed.

Procedure Layout

Machine-specific procedures can be created using either of two user-friendly graphical formats, the Short Form and the Long Form.
Short Form Procedure Format
The Short Form layout provides a page-based organization of the lockout process. By organizing the information within the context of
the available space on each page, the resulting procedure is concise and efficient, but the space constraints may limit the amount of
information that can be entered for each energy source. If you do not need to provide extensively detailed information or use more than
two images for one or more of the lockout steps, the Short Form is a good choice.
Layout
The Short Form is comprised of the Header, Images, Energy Source Table, and Footer.
Header – This section contains information identifying the machine that the procedure applies to, the number of lockout points on the
machine, any special notes, and the Lockout Application Process.
Images – This section contains one or two images of the machine and the energy source labels identifying the correct lockout points.
Energy Source Table – This section contains the steps necessary to lockout each individual energy source.
Footer – This section contains the Lockout Removal Process, the energy source color and abbreviation legend, and the current and
total page numbers.
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