Define the steps that must be taken on the permit to work to isolate equipment from its energy sources to prevent startup of a piece of equipment or machine once maintenance on that equipment is in progress. This is to prevent dangers to the workers.
To implement lockout/tagout procedures for permits to work:
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Select Work > Permit to Work > Permit to Work.
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Select the permit to work for which to implement lockout/tagout procedures, and then click the LOTO tab.
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Click Add LOTO Record.
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Specify this information:
Sequence - Specify the sequence in which to implement lockout/tagout procedures.
Isolation Point - Specify the point at which to isolate the equipment from its energy source. The system automatically populates the description, Isolation Point Org., Isolation Point Revision, Equipment and Equipment Org.
Isolation Method - Specify the method by which to isolate the equipment from its energy source. The system automatically populates Method Revision, Location, and Location Org.
Location Note - Specify any additional notes on the location of the equipment as necessary.
Number of Tags - Specify the number of tags required to properly lock and tag the equipment so that startup of the equipment is prevented.
Energy Source - Select the equipment's source of energy, e.g., electrical power.
Residual Energy - Select the secondary source of residual energy to the equipment if any.
Secondary Residual Energy - Select the secondary source that stores residual energy for the equipment. This source supplies energy to the equipment when the equipment is disconnected from its primary energy and secondary energy sources.
Isolation Step - Select to indicate this procedure is an isolation step and not a de-isolation step.
Note - Specify any notes regarding the lockout/tagout step for this permit to work.
Key References - Specify any references to keys used during the lockout.
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Specify this Permit to Work Tags information to define your unique tags:
Tag Header - Specify a unique name for the tag.
Tag Line 1 - Specify a unique tag for line 1.
Tag Line 2 - Specify a unique tag for line 2.
Tag Line 3 - Specify a unique tag for line 3.
Tag Line 4 - Specify a unique tag for line 4.
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Click Submit.