Brady LOCKOUT PRO Enterprise 2.0 User manual

Brand: Brady

Model: LOCKOUT PRO Enterprise 2.0

Type: User manual

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User Manual

Lockout PRO - Enterprise

(hereafter “Lockout PRO - Enterprise”) Operating Manual.

This manual is proprietary to Brady Worldwide, Inc. (hereafter “Brady”), and may be revised from time to time without notice. Brady

disclaims any understanding to provide you with such revisions, if any.

All brand or product names referenced in this manual are trademarks(™) or registered trademarks (®) of their respective companies or

organizations.

BRADY WORLDWIDE, INC.

YOU SHOULD CAREFULLY READ THE FOLLOWING TERMS AND CONDITIONS OF THIS LICENSE AGREEMENT BEFORE

OPENING THIS PACKAGE. IF YOU DO NOT AGREE WITH THESE TERMS AND CONDITIONS, PLEASE PROMPTLY RETURN

THIS PACKAGE FOR A FULL REFUND.

LICENSE AGREEMENT

Brady Worldwide, Inc. (hereafter "Brady") hereby grants you a non-exclusive, nontransferable license to use this software and the

accompanying documentation according to the following terms:

LICENSE GRANT: You may 1) install the software on only one computer at a time, and 2) make one (1) copy of the software in

machine readable form solely for backup purposes.

LICENSE RESTRICTIONS: You may not: 1) transmit the software over a network without an additional license; 2) modify, adapt,

translate, reverse engineer, decompile, disassemble, create derivative works based on, or copy (except for the backup copy) this

software or the accompanying documentation; 3) rent, transfer or grant any rights in the software or accompanying documentation

without the prior, express written consent of Brady; or 4) remove any proprietary notices, labels, or marks on the software and

accompanying documentation.

NATURE OF THIS AGREEMENT: This license is not a sale. License fees paid by you, if any, are in consideration of the licenses

granted under this Agreement. Title and copyrights to the software, accompanying documentation, and any copy made by you, remain

the property of Brady or its suppliers. Unauthorized copying of the software or the accompanying documentation, or failure to comply

with the above restrictions, shall automatically terminate this license, without further notice, and terminate your rights to use the

software, and Brady shall, in addition to its other legal remedies, be entitled to its reasonable attorney fees.

LIMITED WARRANTY: Brady warrants that, for a period of ninety (90) days from the date of delivery to you as evidenced by a copy of

your receipt, the software, as furnished, under normal use, will perform without significant errors that make it unusable. Brady's entire

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Brady, to attempt to correct or help you around errors, to replace the software with functionally equivalent software or diskettes, or to

refund the license fee of the software and terminate this Agreement.

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IMPLIED, STATUTORY OR IN ANY COMMUNICATION WITH YOU, AND BRADY SPECIFICALLY DISCLAIMS ANY IMPLIED

WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. BRADY DOES NOT WARRANT THAT THE

OPERATION OF THE PROGRAM WILL BE UNINTERRUPTED OR ERROR FREE.

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specific legal rights. You may also have other rights which vary from state to state.

1. LIMITATION OF LIABILITY: IN NO EVENT WILL BRADY BE LIABLE FOR ANY DAMAGES, INCLUDING LOSS OF DATA,

WHEN LOADING THIS SOFTWARE OR OTHERWISE, OR LOST PROFITS, COST OF COVER OR OTHER SPECIAL,

INCIDENTAL, CONSEQUENTIAL OR INDIRECT DAMAGES ARISING FROM THE USE OF THE PROGRAM OR

ACCOMPANYING DOCUMENTATION, HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY. THIS LIMITATION WILL

APPLY EVEN IF BRADY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

Some states do not allow the limitation or exclusion of liability for incidental, or consequential damages, so the above limitation may not

apply to you.

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that U.S. law and regulations may restrict the export/re-export of the software. You agree not to export/re-export the software or

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communications or advertising with respect to the software and accompanying documentation. If any provision of this Agreement is

held invalid, the remainder of this Agreement shall continue in full force and effect.

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Table of Contents

Technical Support Numbers ................................................................................................................................................

United States and other C/S countries...............................................................................................................................

Canada............................................................................................................................................................................

Mexico.............................................................................................................................................................................

Brazil ...............................................................................................................................................................................

Quick Start..........................................................................................................................................................................

Introducing Brady Lockout PRO - Enterprise........................................................................................................................

Welcome to Lockout PRO - Enterprise..............................................................................................................................

System Requirements ......................................................................................................................................................

Installing Lockout PRO - Enterprise...................................................................................................................................

Uninstalling Lockout PRO - Enterprise...............................................................................................................................

Using Lockout PRO - Enterprise..........................................................................................................................................

Opening Lockout PRO - Enterprise...................................................................................................................................

Program Layout................................................................................................................................................................

Sections...........................................................................................................................................................................

Creating procedures.........................................................................................................................................................

Procedure Layout.............................................................................................................................................................

Header.............................................................................................................................................................................

Images.............................................................................................................................................................................

Energy Sources................................................................................................................................................................

Multiple Pages..................................................................................................................................................................

Long Form Procedure Format...........................................................................................................................................

Header.............................................................................................................................................................................

Lockout Steps ..................................................................................................................................................................

Edit Procedure Template..................................................................................................................................................

Label Settings..................................................................................................................................................................

Procedure Body Settings..................................................................................................................................................

Predefined Notes..............................................................................................................................................................

Predefined Lockout Devices..............................................................................................................................................

Change Current Procedure Template................................................................................................................................

Change Default Template Used For New Procedures........................................................................................................

Undo Template Setting Changes.......................................................................................................................................

Procedure View Settings...................................................................................................................................................

Printing Procedures..........................................................................................................................................................

Printing Energy Source Labels..........................................................................................................................................

Printing Lockout Tags.......................................................................................................................................................

Export Procedure to PDF..................................................................................................................................................

Export Procedure to a TIFF File........................................................................................................................................

Lockout PRO - Enterprise Tips..........................................................................................................................................

Integrating Lockout PRO - Enterprise files with other systems............................................................................................

Printing to a Brady GlobalMark............................................................................................................................................

Printing to a Brady HandiMark.............................................................................................................................................

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Technical Support Numbers

United States and other C/S countries

Canada

Mexico

Brazil

Tel: 800-368-3362

Fax: 414-228-5799

Tel: 888-262-7576

Fax: 905-764-5557

Tel: 800-368-3362

Fax: 525-527-5586

Tel (PABX): 55 11 3686-4720

Tel (Direct): 55 11 3686-5697

Fax: 55 11 3686-5236

Email: [email protected]

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Welcome to Lockout PRO - Enterprise

Brady Lockout PRO - Enterprise allows you to create and implement a thorough OSHA compliant Lockout-Tagout program throughout

your facility and company with ease. Now you can work faster and more efficiently than ever before thanks to the automated features

provided by Lockout PRO - Enterprise. Lockout PRO - Enterprise uses the conventions that you are already familiar with so that you

can quickly begin creating your machine-specific lockout-tagout procedures using a comfortable, familiar interface.

A few of the highlights within Brady Lockout PRO - Enterprise are:

Server-based collaboration - All procedures and other system data are stored and managed on the server , allowing anyone to view

the most up-to-date Lockout procedures at any time right through their web browser and anyone with the Lockout PRO – Enterprise

desktop client to access themfrom anywhere on the network..

Simple installation, deployment, and maintenance - The Lockout PRO – Enterprise server and desktop clients can be installed in

minutes providing company-wide access with no difficult configuration settings. Additionally, end users of the desktop client can install

the program and begin creating their lockout procedures immediately with no need to wait for the installation of the server component.

Integration with existing systems – The server maintains an up-to-date copy of each procedure in PDF format, allowing you to easily

integrate them into any Windows-based program that can link to external files for opening and/or printing, including most modern

CMMS, ERP, and document management systems.

User friendly – Lockout PRO - Enterprise is very easy to learn and use because it uses standard Microsoft Windows conventions

throughout. This means that you will immediately be comfortable with the navigation and use of the program.

Self-Contained – All functionality needed to create graphical machine-specific Lockout-Tagout procedures is built-in, including image

editing and modification.

Customizable – All text, titles, and procedure format settings can be customized and defined by the end user. This included the

available energy sources, predefined notes, and devices.

On-screen tutorial – Lockout PRO - Enterprise features a tutorial that will walk you through the creation of a lockout-tagout procedure.

This tutorial will launch automatically the first time that you use the program, and is always accessible from the Help menu.

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System Components

Desktop Client

A fully featured .NET Smart Client application that provides full procedure creation and

modification functionality.

This program is installed locally on the computers of users who are to be given Lockout

PRO – Enterprise system access, and may be installed by any user having an account on

the computer with Administrative program installation permissions.

Each user requires one administrative license unless the Server or Corporate license was

purchased.

*Note that the program can be used in offline mode for full procedure creation and printing

prior to the server being installed and configured if necessary.

Server

A comprehensive ASP.NET based application that consists of a web service that provides

file and data storage and management functionality to the other components of the system

and a Web Viewer application that provides view/print access to the Lockout procedures

and other content sections.

This program is installed on a web server configured for Intranet, Extranet, or secured

Internet access. It is recommended that this be installed by the system administrator of the

web server or an IT professional.

This application can be installed on one server unless the Corporate license has been

purchased.

Web Viewer

An HTML based application provided by the Lockout PRO – Enterprise Server component

that provides view and print access to the Lockout procedures and the content sections

including the online training.

This is accessed through any modern web browser and requires no installation or configu-

ration on the client computer.

Unlimited access to this service is included in all licenses of Lockout PRO – Enterprise.

Desktop Viewer Client

A fully featured .NET Smart Client application that provides viewing and advanced printing

functionality.

This program is installed locally on the computers of users who need access to the ad-

vanced printing options, and may be installed by any user having an account on the com-

puter with Administrative program installation permissions.

Unlimited installations of this application are included in all licenses of Lockout PRO – En-

terprise.

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System Requirements

Desktop Client & Desktop Viewer Client

Web Viewer Users

Server

Installing Lockout PRO – Enterprise

Desktop Client and Desktop Viewer Client Installation

To install the Lockout PRO - Enterprise desktop client or desktop viewer client on your computer, follow these steps:

Note: Before you install the desktop client or desktop viewer client on your system, you must first have a copy of Microsoft Internet

Explorer 5.01 or newer installed. If you do not, install a copy of Internet Explorer before continuing. The latest version of Internet

Explorer can be downloaded for free or ordered on CD from www.microsoft.com.

1. Close all programs that are currently running on your computer, including any email or anti-virus programs that you may have.

2. Insert the Lockout PRO - Enterprise CD into your CD-ROM drive.

3. Go to Run… from the Start menu.

4. In the Open: text box, type “D:\Desktop Client\Setup.exe” or “D:\Desktop Viewer Client\Setup.exe”, replacing D: with the

appropriate letter for your CD-ROM drive.

5. Follow the prompts during the installation process.

It is recommended that you use the default installation directory.

If, during the installation process, you receive a message stating that Lockout PRO - Enterprise is attempting to copy a file that is older

than one that is currently on your system, elect to keep the existing, newer, file.

After completing the installation, see the Working Online / Working Offline section for information on connecting to the server.

Operating System Windows NT 4.0, 98 se, ME, 2000, or XP.

* It is required that the latest available service packs are installed.

Additional system requirements .NET Framework 1.1

MSVB6VM

MDAC 2.6 or newer

*Note: the above will be automatically installed if they are not present during installation

Internet Explorer 5.01 or newer

Disk Space 45mb

Monitor Resolution

Minimum screen resolution of 800x600, though the program is optimized for 1024x768 or

higher

Software Requirements

Any HTML 3.2 or newer browser, For best results Internet Explorer 5.5 or newer is recom-

mended.

Adobe Reader

Operating System Windows 2000 Professional or Server, XP Professional, or 2003 Server

* It is required that the latest available service packs are installed.

Environmental system requirements .NET Framework 1.1

MDAC 2.6 or newer

*Note: the above are provided on the installation CD

FrontPage extensions enabled

ASP.NET support enabled

Disk Space

80mb for minimum installation, with additional for file and data storage based on the

amount of usage

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Note: If you wish to mass deploy the Lockout PRO – Enterprise desktop client or Lockout PRO – Enterprise Desktop Viewer client, edit

the address in the ServerAddress.data xml file found in the \System Requirements\Mass Deployment folder on the CD and include it in

the Lockout PRO – Enterprise folder on the client’s computer.

Server Installation

To install the Lockout PRO - Enterprise server on your web server, follow these steps:

Note: Before you install the server on your system, you must first have Internet Information Services installed and configured with

FrontPage extensions, ASP.NET support through the .NET Framework 1.1 enabled, and the server online and configured for Intranet,

Extranet, or secured Internet access by those whom you wish to provide access to. Please see your system documentation for the

proper steps toprepare your server to this state. (For your convenience, the .NET Framework 1.1 and MDAC 2.7 installations are

provided in the \Server\System Requirements folder on the installation CD.

1. Copy the “Lockout PRO” folder from the \Server\Application directory on the installation CD and all of its contents to the desired

location on your server.

2. Configure this folder within IIS such that it has read access over the network. This can be done directly as a shared folder or

through the use of a virtual directory if you prefer.

3. Set the \LockoutPRO and \LockoutPRO\FileService folders as applications in IIS. In the properties page for each folder click the

create button iunder the application settings section.

4. Configure the \LockoutPRO\Repository directory to have write permissions for everyone who may be using the desktop client or

desktop viewer client and the user account being used by the server. Ensure that this is configured to be inherited by any files and

folders currently within or that may be added to the directory.

5. Confirm that the file data.mdb in the \LockoutPRO\Repository directory has full write permissions for everyone who may be using

the desktop client or desktop viewer client.

6. Install the license(s) for the program:

Insert the License Activation CD shipped with your copy of Lockout PRO – Entperprise into the CD drive on the server.

Go to Run… from the Start menu.

In the Open: text box, type “D:\ActivateLicense.exe”, replacing D: with the appropriate letter for your CD-ROM drive.

Select the path to the LockoutPRO folder on the server.

Click the Activate License button. The license(s) will be activated.

If you have purchased any additional user licenses, repeat this procedure with each CD provided to you.

7. Confirm operation of the web service:

In a browser, preferably on a machine other than the server itself, browse to the file in the location of /LockoutPRO/

FileService/FileService.asmx. Be sure that you are browsing to it (using an address similar to http://yourserver/

LockoutPRO/FileService/FileService.asmx) rather than opening it directly (using an address similar to

C:\inetpub\wwwroot\LockoutPRO\FileService\FileService.asmx).

You should be presented with an interface into the web service listing each of the public functions of the service.

If you are not, or receive any error, this indicates that the server is not properly configured. Please see your

system documentation and properly configure it to serve ASP.NET applications.

Click on the Ping function. In the page that is opened, click on the Invoke button to test the operation of the service.

A new browser window should open and contain an xml response message with the value of true. If it does not,

confirm that there is no pop-up blocking stopping the new windo from opening, and then check the configuration

of your server.

Return to the main page of the file service. Click on the GetProcedureData function. In the page that is opened, click the

Invoke button.

A new browser window should open and contain an xml response message with a list of the folders and any .lop

files in the \LockoutPRO\Repository directory. If it does not, confirm that there is no pop-up blocking stopping the

new window from opening, and then check the configuration of your server. This function uses the write

permissions of the \LockoutPRO\Repository directory, so if the error message indicates this confirm that the

\LockoutPRO\Repository directory has full write permissions for the user account from which you are accessing

the service.

Return to the main page of the file service. Click on the DBWriteTest function. In the page that is opened, click the Invoke

button.

A new browser window should open and contain an xml response message with a value of true. If it does not,

confirm that there is no pop-up blocking stopping the new window from opening, and then check the

configuration of your server. This function uses the write permissions of the \LockoutPRO\Repository\data.mdb

file, so if the error message indicates this confirm that the \LockoutPRO\Repository\data.mdb file has full write

permissions for the user account from which you are accessing the service.

Return to the main page of the file service. Click on the AddFolder function. In the page that is opened, enter a name in

the Name: textbox, leaving the Path: textbox blank, then click the Invoke button.

A new browser window should open and contain an xml response message with a value of true. If it does not,

confirm that there is no pop-up blocking stopping the new window from opening, and then check the

configuration of your server. This function uses the write permissions of the \LockoutPRO\Repository\ folder, so if

the error message indicates this confirm that the \LockoutPRO\Repository\ folder has full write permissions for

the user account from which you are accessing the service.

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8. Confirm operation of the web viewer application: In a browser, preferably on a machine other than the server itself, browse to the

file in the location of /LockoutPRO/index.htm. Be sure that you are browsing to it (using an address similar to http://yourserver/

LockoutPRO/index.htm) rather than opening it directly (using an address similar to C:\inetpub\wwwroot\LockoutPRO\index.htm).

You should be presented with the Lockout PRO – Enterprise Web Viewer. If you are not, or receive any error,

this indicates that the server is not properly configured. Please see your system documentation and properly

configure it to serve ASP.NET applications.

Click on the nodes of the treeview until you select a folder with files shown, then click on the link for one of the files.

Acrobat reader should launch and the procedure file should be opened to the right of the treeview. If it does not,

ensure that the system you are working from meets the minimum system requirements for the web viewer.

Click on the link to one or more of the content sections in the Sections navigation bar on the left of the screen to confirm

that each section openes as expected.

9. Confirm connectivity with desktop clients:

From a computer with the desktop client installed and access and permissions on the web server, open the Lockout PRO

– Enterprise desktop client.

Select the Admin > Connection settings command from the main menu.

In the address box, enter the address to the /LockoutPRO folder on the web server. This should be similar to http://

yourserver/LockoutPRO.

Click the Test button to test the connectivity.

If any test fails, ensure that the user has access to the Lockout PRO – Enterprise server on the webs erver, and

that the user account from which you are accessing it has proper access permissions for the /LockoutPRO a

and /LockoutPRO/Repository folder and it’s contents.

Click the OK button. A message should be show indicating that a connection to the server has been found and asking if

you wish to go online. Select yes to begin working online. If there are any files in the offline repository of that machine they

will be uploaded to the server before you can continue.

If you are not prompted to go online, or if the program cannot connect to the server when selecting the Admin >

Work Online command from the main menu, this indicates a connectivity problem between the user’s computer

and the web service.

Confirm basic operation of the program, including that you can open procedures and save changes. Select the Admin >

Server explorer command from the main menu and confirm the ability to manipulate the folders and files on the server.

Any problems encountered when testing these functions likely indicate incorrect user permission on the web

server.

Uninstalling Lockout PRO – Enterprise

Desktop Client and Desktop Viewer Client Uninstallation

To remove the Lockout PRO - Enterprise desktop client or desktop viewer client from your system, follow these steps:

1. Close all programs that are currently running on your computer, including any email or anti-virus programs that you may have.

2. From the Start menu, select Settings > Control Panel > Add/Remove Programs

3. In the Add/Remove Programs dialog box select the Brady Lockout PRO - Enterprise entry in the list of programs.

4. Click the Add/Remove button.

5. Follow the prompts during the uninstall process.

6. Restart your computer.

If, during the un-install process, you receive a message asking if you would like to keep or remove shared Lockout PRO - Enterprise

files, elect to keep the files.

Server Uninstallation

To remove the Lockout PRO - Enterprise server installation from your web server, simply delete the LockoutPRO directory and its

contents. Please note that the \LockoutPRO\Repository directory will contain all of the procedure files and data from the program and

this may not be advisable to delete.

Using Lockout PRO - Enterprise

Opening Lockout PRO – Enterprise Desktop Client or Desktop Viewer Client

To open the program, click on the Brady Lockout PRO – Enterprise or Lockout PRO – Enterprise Viewer icon located in the Programs

menu under the Start menu. This will launch the program. You will first see a splash screen while the program is loading. This will go

away once the program is completely loaded and you will be ready to begin using Lockout PRO - Enterprise.

Program Layout

Lockout PRO - Enterprise follows the typical Windows-based program layout and navigation conventions. If you are familiar with other

Windows-based programs you will be comfortable using Lockout PRO - Enterprise.

Menu Bar – The menu bar provides you with an organized way to access the various features and tools available to you. Every

command and tool that is available through other means is also contained within these menus.

Section Bar – The section bar allows you to quickly switch between the sections of the program. Once you click on a new section’s

icon, that section will appear in the Main Window.

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The section bar can be set to auto-hide mode to save screen space by clicking on the push-pin icon in the upper right corner of the bar.

This will set the bar to collapse to the left side of the program and open when the mouse is placed over it.

Toolbar – The toolbar provides you with convenient access to the primary tools used when in the Machine-Specific Procedures section.

The toolbar uses buttons with easy to identify icons for each function. To activate a tool, simply click on the proper button.

Main Window – The main window contains the content of the section that you are currently viewing.

Window Tab Bar – Multiple procedures and content sections can be opened at one time. The Window Tab Bar allows you to switch

between the currently opened windows.

Vertical Scrollbar – This scrollbar allows you to scroll up and down through the current section contained in the Main Window. This

scrollbar is only active when the contents of the Main Window are taller than the Main Window itself.

Horizontal Scrollbar - This scrollbar allows you to left and right through the current section contained in the Main Window. This

scrollbar is only active when the contents of the Main Window are wider than the Main Window itself.

Sections

There are five sections that are available within Lockout PRO - Enterprise: Regulations, Corporate Policy, Employee Training, Device

Selection Guide, and Machine-Specific Procedures. To view a section, either click on its icon in the Section Bar, or select it from the

Tools menu in the Menu Bar. This will open the section inside the Main Window. The Machine-Specific Procedures section

automatically opens when the program is loaded because it is the section that you will use most often.

Regulations – This section contains the full text of the OSHA regulation that requires Lockout-Tagout, OSHA regulation 1910.147 -

The control of hazardous energy (lockout/tagout).

Corporate Policy – This section contains a generic corporate policy on lockout-tagout that you can use as a template for your

company. To copy the text into a word processing program for modifications, highlight the text and press the Ctrl and C keys to copy

the selected text to the clipboard.

Employee Training – This section will guide you through the creation of a thorough training program for the employees and other

personnel working within your facility.

Device Selection Guide – This section present to you the many helpful Lockout-Tagout devices that are available from your local

Brady distributor. For the most common devices, instructional videos are included that show the proper application of each device.

Machine-Specific Procedures – This section provides you with a robust toolset that completely automates the creation of the

machine-specific procedures that are required for every machine within your facility that has more than one energy source.

Tracking & Reporting – This section provides you with a number of reports showing information about the lockout procedures in the

system, lockout activity , and online trainaing results. This section is not available from the Lockout PRO – Enterprise Desktop Viewer.

Working with the Lockout PRO – Enterprise Server

The Lockout PRO – Enterprise server saves and manages all procedures and related lockout data. Files in the online repository. When

working online connected to the server you will see the folders and files within the online repository when opening and saving files. You

can use the repository just like any other drive on your system. Using the Server Explorer you can add and organize folders and move,

rename, and delete files.

Connecting to the server

To connect to the server, you must first set the address to the Lockout PRO – Enterprise server. This is done in the connection settings

dialog accessed by selecting Admin > Connection Settings from the menu. In the Connection Settings dialog, enter the address to the

Lockout PRO – Enterprise server. This should be similar to http://yourserver/LockoutPRO.

Click the test button to test the connection with the server. If the Connection to Server test does not pass this indicates that the address

is incorrect or the server or network is down. Please confirm the address and try again. If the Write Permission Test fails, this indicates

that your system administrator has not configured the server to give your account the permission to save files into the repository folder.

If the Database Write Test does not pass this indicates that your user account has not been given correct permissions on the database

file. Please contact your system administrator.

Working Online

To work online connecting to the server and reading files from the online repository select Work Online from the Admin menu. Any files

that are in your offline repository will be uploaded to the online repository on the server.

Working Offline

You can work offline when you are away from the network or the server is not online. To work offline, select Work Offline from the

Admin menu. If the system is able to connect to the server, you will be presented with a dialog box where you can select files that you

wish to bring offline to work with while disconnected. After you have made your selections, click the Go Offline button. Any selected files

will be copied to your offline repository and you will be able to access them while working offline. When you reconnect to the server and

go back into online mode, any changes or new files will be automatically uploaded to the online repository and made available to all

other users.

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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.

- 12 -

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.

Images

Inserting images into a procedure

To insert one or two images into the current page of the procedure, select the Edit Images command from the Edit menu on the Menu

Bar. You can also click on the Edit Images icon in the Toolbar.

You will be presented with the Edit Images dialog box. Click the Browse button in either the Image 1 or Image 2 section.

You will be presented with the Open Image dialog box. Select the image file that you would like to insert and click the Open button.

To insert an image title, type it in the Title text box once you have selected an image.

When you have selected the correct images and titles, click the OK button.

Changing an image

To edit the images that are on the current page of the procedure, select the Edit Images command from the Edit menu on the Menu

Bar. You can also click on the Edit Images icon in the Toolbar.

You will be presented with the Edit Images dialog box. Make the appropriate changes and click the OK button.

Removing an image

To remove an image that is on the current page of the procedure, select the Edit Images command from the Edit menu on the Menu

Bar. You can also click on the Edit Images icon in the Toolbar.

You will be presented with the Edit Images dialog box. Click the None button in the appropriate location section to remove the image.

When you have made the appropriate changes, click the OK button.

Modify an image

To modify an image that you wish to use in a procedure, click the Modify Image button in the section where you have previously

selected the image. This will open the image in the Modify Image dialog box. Make the desired changes by clicking the related buttons.

The preview thumbnail images above each button allow you to see the effect of the modification before it is applied to the main image.

To accept the changes that you have made, click the OK button. To cancel all changes and return to the previous dialog, click the

Cancel button. To undo all of the changes that you have made since opening the image in the Modify image box, click the Undo

Changes button.

Energy Sources

Inserting an energy source

To insert an energy source into the current page of the procedure, select the Add Energy Source command from the Edit menu on the

Menu Bar. You can also click on the Add Energy Source icon in the Toolbar.

You will be presented with the Add Energy Source dialog box. Select the energy type for the source that you are entering. 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, type it directly into the desired text box. 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. Last, click on the energy source label located above the

upper right corner of the image preview and drag it over the image to the desired location over the image.

When you have made the appropriate selections, click the OK button to insert the energy source into the procedure. To disregard the

changes that you’ve made, click the Cancel button.

Editing an energy source

To edit 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 section of 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. 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.

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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.

- 14 -

To disregard the changes that you’ve made, click the Cancel button.

Removing a Lockout Step

To remove a Lockout Step, select the Remove Step command from the Edit menu on the Menu Bar. You can also click on the Remove

Step icon in the Toolbar.

Edit Procedure Template with the Lockout PRO – Enterprise Desktop Client

The template that the procedure is based on controls the titles, text, colors, and layout of the procedure. These settings can be edited

from the Edit Template dialog box.

Header Settings

The titles used within the header fields can be edited in the Procedure Header tab of the Edit Template dialog box. Make any desired

changes to the titles in this tab. The logo used at the top of the procedures can also be changed in this tab. To change the image used

in the header, click the Browse button underneath the logo preview. You will be presented with the Select Logo dialog. Browse to and

select the file you wish to insert into the header. Select the file and click the Open button. The image will be inserted into the logo

preview box.

Energy Sources

The energy sources that are available to be used within the Lockout procedures, and all settings related to them, can be modified in the

Energy Sources tab of the Edit Template dialog box.

Add Energy Source

To add an energy source click the New button below the energy source preview box. A new energy source will be added to the end of

the energy source list and it will be pre-selected to be edited. This energy source will then be available as an option when adding an

energy source to a Short Form procedure and a step in a Long Form procedure.

Edit Energy Source

To edit an energy source, select it from the energy source list box, then click the Edit button. The energy source will be selected and its

settings activated in the settings boxes. Edit the energy type and abbreviation text, or click on the Select button to select the color or

energy source icon.

After all changes are made, click the Save button to save the changes. To cancel any changes, click the Cancel button.

Remove Energy Source

You may remove any energy source that is not currently used in the active procedure.

To remove an energy source, first select it from the energy source list box, then click the Remove button. This will remove the energy

source from the template and it will no longer be available when editing a Lockout procedure.

Label Settings

From the Label settings section of the Energy Sources tab you can control the layout of the automatically generated energy source

labels and the information fields that are printed on the energy source labels when they are printed.

Procedure Body Settings

The Procedure body tab of the Edit template dialog contains the settings for the text and titles used within the body of the Lockout

procedures. This includes the title and text of the lockout application and removal process boxes, and the titles of the lockout step and

energy source table columns.

Predefined Notes

The predefined notes can be added to, edited, or removed from the Misc. tab of the Edit Template dialog box.

Predefined Lockout Devices

The predefined lockout devices can be added to, edited, or removed from the Misc. tab of the Edit Template dialog box.

Change Current Procedure Template

The Edit Template dialog controls the template settings for the currently active procedure. To change the current procedure’s template,

select Edit Template from the Edit menu in the Menu Bar. You can also click the Edit Template icon in the Toolbar. After making any

necessary changes, click the OK button to apply the changes to the current procedure only.

Change Default Template Used For New Procedures

All newly created procedures inherit their template settings from the program default template settings. To change the default template

settings, open a procedure or create a new procedure, then open the Edit Template dialog by selecting Edit Template from the Edit

menu in the Menu Bar. You can also click the Edit Template icon in the Toolbar. Make any desired changes or additions to the template

settings. Check the Also Set as Program Default checkbox. This will apply the settings to the current procedure and save them as the

program default. All procedures created after this will be based on these settings.

Undo Template Setting Changes

A procedure’s template settings can be returned to either the currently defined program default settings, or to the original default

Lockout PRO - Enterprise settings.

To return the template settings to the program default, click the Reset to Program Default button in the lower left of the Edit Template

Settings dialog. This will restore the settings to the currently defined program default settings. Any energy sources used within the

current procedure that are not in the program default settings will remain.

To return the template settings to the original Lockout PRO - Enterprise default, click the Reset to Original Settings button in the lower

left of the Edit Template Settings dialog. This will restore the settings to the original default Lockout PRO - Enterprise settings. Any

energy sources used within the current procedure that are not in the original settings will remain.

- 15 -

Procedure View Settings

The procedure window allows you to adjust the view to suit your editing needs. The icons and buttons in the Procedure View Toolbar

allow you to zoom in or out on the procedure, view multiple pages at once, and move between the pages of the procedure.

You can also split the procedure view by clicking on the horizontal line above the vertical scrollbar and dragging it downwards. This will

allow you to view separate areas of the procedure at once.

Printing Procedures

To print a Lockout procedure, select Print from the File menu or click the Print icon in the Toolbar. You will be presented with the Print/

Preview dialog box. This allows you to preview the final output on the select printer with the selected settings. To send the print to the

printer, click the Print button.

Printing Energy Source Labels

You can print energy source labels for each of the energy sources in the procedure to a Brady GlobalMark, Brady HandiMark, or Brady

label blanks on a standard office printer. With a procedure that has at least one energy source defined, select Print Energy Labels from

the File menu. You will be presented with the Print Energy Labels dialog box. This allows you to preview the final output on the selected

printer with the selected settings. To send the print to the printer, click the Print button.

Printing Lockout Tags

You can print a lockout tag for each of the energy sources in the procedure to a Brady GlobalMark or Brady label blanks on a standard

office printer. With a procedure that has at least one energy source defined, select Print Lockout Tags from the File menu. You will be

presented with the Print Lockout Tags dialog box. This allows you to preview the final output on the selected printer with the selected

settings. Fill in the information for the tag, and click the Print button to send the print to the printer.

Export Procedure to PDF

To save a procedure as a PDF file, select Export > To PDF from the File menu. You will be presented with a Save File dialog. Select

the location and name that you wish to use for the PDF file and click the Save button. The procedure will be saved as a PDF file.

Export Procedure to a TIFF File

To save a procedure as a TIFF image file, select Export > To Color Tiff or Export > To Black and White Tiff from the File menu. You will

be presented with a Save File dialog. Select the location and name that you wish to use for the Tiff file and click the Save button. The

procedure will be saved as a Tiff file.

Export Procedure to a Local Drive

To save a procedure as a TIFF image file, select Export > To Color Tiff or Export > To Black and White Tiff from the File menu. You will

be presented with a Save File dialog. Select the location and name that you wish to use for the Tiff file and click the Save button. The

procedure will be saved as a Tiff file.

Lockout PRO - Enterprise Tips

All of the commands within the Edit menu in the Menu Bar can be accessed in an menu selected by right clicking anywhere on the

procedure.

Becoming familiar with and utilizing the toolbar buttons will greatly speed up the process of creating procedures.

Integrating Lockout PRO - Enterprise files with other systems

The server maintains an up-to-date copy of each procedure in PDF format. This allows you to integrate the files with any Windows-

based program that can link to external files for opening and/or printing, including most modern CMMS, ERP, and document

management systems. Check with the documentation of the system that you wish to incorporate Lockout PRO - Enterprise procedure

files into to determine if that system is capable of linking to, referencing, or attaching external files, and for instructions on how to do so.

Printing to a Brady GlobalMark

Lockout procedures, lockout tags, and energy source labels can all be printed with a Brady GlobalMark using any of the various

materials that are available in the 4” width.

To print to a GlobalMark from within Lockout PRO - Enterprise, you must set up your system to meet the following requirements:

The installed tape must be 4” wide.

To print procedures you must have a 16” panel process color ribbon installed.

To print procedures you may use an 8” or 16” panel process color ribbon.

The GlobalMark must have the word “GlobalMark” in its name as configured within Windows.

Printing to a Brady HandiMark

Energy source labels can be printed with a Brady HandiMark using any of the various color ribbons and tape materials that are

available in the 2” width.

To print to a HandiMark from within Lockout PRO - Enterprise, you must set up your system to meet the following requirements:

The installed tape must be 2” wide.

The label length must be set to 4” within the Printer Preferences in Windows.

The HandiMark must be installed on and connected locally to your computer.

The HandiMark must have the word “HandiMark” in its name as configured within Windows.

- 16 -

Lockout PRO – Enterprise Server Utilities

Reset User Information

If you are have purchased a license other than the server or corporate licenses, the system will allow access only to the number of

users that you have licenses for. There is no need to configure each individual user, the system will automatically add each user in the

order that they access the system. Additionally, inactive user’s accounts will automatically become open for other users to access.

However, if you need to reset the list of authorized users the use the utility file ResetUsers.exe found in the Server\Utilities folder of

the installation CD.

Repair PDF Files Synchronize in the Repository

If you have manually moved or deleted the files or folders within the \LockoutPRO\Repository directory the PDF file synchronization

may have been affected causing Web Viewer users to have trouble viewing certain files. If this has happened, you can repair the file

synchronization using the SynchronizePDF.exe utility found in the Server\Utilities folder of the installation CD.

Lockout PRO – Enterprise Server Utilities

Reset User Information

If you are have purchased a license other than the server or corporate licenses, the system will allow access only to the number of

users that you have licenses for. There is no need to configure each individual user, the system will automatically add each user in the

order that they access the system. Additionally, inactive user’s accounts will automatically become open for other users to access.

However, if you need to reset the list of authorized users the use the utility file ResetUsers.exe found in the Server\Utilities folder of

the installation CD.

Repair PDF Files Synchronize in the Repository

If you have manually moved or deleted the files or folders within the \LockoutPRO\Repository directory the PDF file synchronization

may have been affected causing Web Viewer users to have trouble viewing certain files. If this has happened, you can repair the file

synchronization using the SynchronizePDF.exe utility found in the Server\Utilities folder of the installation CD.

- 17 -

Versión 2.0

Manual de Uso

- 18 -

Contenido

Technical Support Numbers...................................................................................................................................

Canada ................................................................................................................................................................

Mexico................................................................................................................................................................

Brazil ..................................................................................................................................................................

Guía de inicio rápido..............................................................................................................................................

Introducción a Brady Lockout PRO - Enterprise.....................................................................................................

Bienvenido a Lockout PRO - Enterprise...............................................................................................................

Requisitos del sistema............................................................................................................................................

Instalación de Lockout PRO - Enterprise................................................................................................................

Desinstalación de Lockout PRO - Enterprise ..........................................................................................................

Uso de Lockout PRO - Enterprise...........................................................................................................................

Abrir Lockout PRO - Enterprise...........................................................................................................................

Diseño del programa............................................................................................................................................

Secciones...............................................................................................................................................................

Creación de procedimientos ...................................................................................................................................

Sistema de archivos .............................................................................................................................................

Crear un procedimiento nuevo .............................................................................................................................

Abrir un procedimiento existente .........................................................................................................................

Guardar un procedimiento ...................................................................................................................................

Guardar un procedimiento con un nombre nuevo .................................................................................................

Diseño del procedimiento.......................................................................................................................................

Formato de Formulario de Procedimiento Corto...................................................................................................

Encabezado............................................................................................................................................................

Cómo editar el encabezado ..................................................................................................................................

Imágenes................................................................................................................................................................

Insertar imágenes en un procedimiento ................................................................................................................

Cambiar una imagen............................................................................................................................................

Eliminar una imagen............................................................................................................................................

Modificar una imagen..........................................................................................................................................

Fuentes de energía..................................................................................................................................................

Insertar una fuente de energía ..............................................................................................................................

Editar una fuente de energía.................................................................................................................................

Eliminar una fuente de energía.............................................................................................................................

Múltiples páginas...................................................................................................................................................

Agregar una página a un procedimiento ...............................................................................................................

Ver las páginas de un procedimiento....................................................................................................................

Eliminar una página de un procedimiento ............................................................................................................

Reordenar las páginas de un procedimiento..........................................................................................................

Formulario de Procedimiento Largo .......................................................................................................................

Diseño.................................................................................................................................................................

Encabezado............................................................................................................................................................

Editar Encabezado...............................................................................................................................................

Pasos de Bloqueo...................................................................................................................................................

Insertar un Paso de Bloqueo.................................................................................................................................

Editar un Paso de Bloqueo...................................................................................................................................

Eliminar un Paso de Bloqueo...............................................................................................................................

Editar la Plantilla del Procedimiento.......................................................................................................................

- 19 -

Ajustes de Encabezado ........................................................................................................................................

Fuentes de Energía.................................................................................................................................................

Adicionar Fuente de Energía................................................................................................................................

Editar Fuente de Energía......................................................................................................................................

Eliminar Fuente de Energía..................................................................................................................................

Ajustes de Etiquetas...............................................................................................................................................

Ajustes del Cuerpo del Procedimiento ....................................................................................................................

Notas Predefinidas...............................................................................................................................................

Equipos de Bloqueo Predefinidos.........................................................................................................................

Cambiar la Plantilla del Procedimiento Actual .....................................................................................................

Cambiar la Plantilla Predeterminada a usar en los Procedimientos Nuevos...........................................................

Deshacer los Ajustes de Plantilla..........................................................................................................................

Ajustes de Visualización del Procedimiento ...........................................................................................................

Imprimir Procedimientos .....................................................................................................................................

Imprimir Etiquetas de Fuentes de Energía............................................................................................................

Imprimir Etiquetas de Bloqueo y Etiquetado........................................................................................................

Exportar un Procedimiento como PDF.................................................................................................................

Exportar un Procedimiento como Archivo Tiff.....................................................................................................

Consejos Lockout PRO - Enterprise.....................................................................................................................

Integración de archivos de Lockout PRO - Enterprise con otros sistemas................................................................

Imprimir con el GlobalMark de Brady....................................................................................................................

Imprimir con el HandiMark de Brady ..................................................................................................................