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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.
You will be presented with the Edit Header dialog box. Fill in the appropriate fields and click the OK button.
To disregard the changes that you’ve made, click the Cancel button.
Lockout Steps
Inserting a Lockout Step
There are three optional components of each lockout step: the energy source, text, and image. Each step may contain any combination
of these components.
To insert a lockout step into the procedure, select the Add Step command from the Edit menu on the Menu Bar. You can also click on
the Add Step icon in the Toolbar. You will be presented with the Add Step dialog box.
If desired, select the energy type for the step that you are entering. If you would like to insert an energy source other than the
predefined types, first set it up in the Template Settings area of the program. The other information sections will then become active.
Make the appropriate selections from the drop-down menus to use the automatically generated text.
To use custom text whether you’ve selected an energy source or not, type it directly into the desired text box.
If you desire to insert an image into the info section of the step, click the Browse button in the Info Image section. Select the image that
you wish to use and click Open in the dialog that is displayed. When an image is inserted within the Info section, only an image title may
be entered, no additional text can be added.
If an image has been chosen and an energy source has been selected, you may place an energy source label over the image. Click the
Set button in the Label option of the Energy Source section. You will be presented with the Position Label dialog box. Click on the label
and drag it to the desired position over the image.
When you have made the appropriate selections, click the OK button to insert the step into the procedure. To disregard the changes
that you’ve made, click the Cancel button.
Editing a Lockout Step
To edit a Lockout Step, select the Edit Step command from the Edit menu on the Menu Bar. You can also click on the Edit Step icon in
the Toolbar.
After selecting the step to edit, you will be presented with the Edit Lockout Step dialog box. Make any necessary modifications to the
step, the energy source selection, label position, or image. When you have made the appropriate modifications, click the OK button.
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