Importing lockout/tagout details from permits to work

When defining lockout/tagout details for equipment, you can import the details from existing permit to work records.

To import lockout/tagout details from permits to work:

  1. Select one of these options:.
    • Equipment > Assets
    • Equipment > Positions
    • Equipment > Systems
    • Equipment > Setup > Locations
  2. Select the asset, position, system, or location for which to define lockout/tagout details, and then click the LOTO tab.
  3. Click Import from PTW.
  4. Specify this information:
    Permit to Work
    Specify the permit to work from which to copy lockout/tagout details.
    Isolation Type
    Select the isolation type to assign to the new lockout/tagout details.
    Note: If records already exist for an isolation type, the system deletes the records prior to copying the new records.
  5. Click Submit.