You will be presented with the Edit Energy Sources dialog box.
Each of the energy sources currently found on the page being viewed will be available from the tabs along the
top of the dialog. Make any necessary modifications to the procedure table steps or the energy source label
position over the image. When you have made the appropriate modifications, click the OK button.
To disregard the changes that you’ve made, click the Cancel button.
Removing an energy source
To remove an energy source on the current page of the procedure, select the Edit Energy Sources command
from the Edit menu on the Menu Bar. You can also click on the Edit Energy Sources icon in the Toolbar.
You will be presented with the Edit Energy Sources dialog box.
Each of the energy sources currently found on the page being viewed will be available from the tabs along the
top of the dialog. Switch to the source that you wish to remove and click the Remove Energy Source # button in
the lower right corner of the dialog.
Multiple Pages
Adding a page to a procedure
To add a page to the current procedure, select the Add Page command from the Edit menu on the Menu Bar.
This will add a page to the end of the current procedure and move the view to the new page. You can also click
the Add Page button on the Toolbar or from within the Manage Pages dialog.
Viewing pages within a procedure
To navigate through the pages within the current procedure, click the Next Page or Previous Page icons in the
View Toolbar.
Removing a page from a procedure
To remove a page from the current procedure, select Manage Pages from the Edit menu on the Menu Bar. You
can also click the Manage Pages button on the Toolbar.
You will be presented with the Manage Pages dialog box. Select the page that you wish to remove and click the
Remove button. Click the OK button to apply the change and return to the procedure, or the cancel button to
disregard the change and return to the procedure.
Reordering the pages in a procedure
To move a page from the current procedure, select Manage Pages from the Edit menu on the Menu Bar. You can
also click the Manage Pages button on the Toolbar.
You will be presented with the Manage Pages dialog box. Select the page that you wish to move and click the
Move Up or Move Down buttons. Click the OK button to apply the change and return to the procedure, or the
cancel button to disregard the change and return to the procedure.
Long Form Procedure Format
The Long Form layout provides a content-based organization of the Lockout process. By organizing the
procedure according to the amount of information entered, the procedure layout is flexible and comprehensive.
If you need flexibility to provide detailed text information or images for each of the lockout steps, the Long
Form is a good choice.
Layout
The Long Form is comprised of the Header, Lockout Steps Table, and Footer.
Procedure 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.
Lockout Step Table
– This section contains the lockout steps. Each step may contain action and informational
instructions, an informational image, and may be related to a specific energy source.
Procedure Footer
– This section contains the Lockout Removal Process, the energy source color and
abbreviation legend, and the current and total page numbers.
Header
Editing the header
To edit the header information, select the Edit Header command from the Edit menu on the Menu Bar. You can
also click on the Edit Header icon in the Toolbar.
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