Tegis Safety Help Center
Step-by-step guides for creating machine-specific lockout/tagout procedures, printing equipment QR codes, and managing sites and teams. Search below or browse by category.
Start here
Setup & access
- Companies, Sites, and SettingsHow to configure your organization, add sites, manage support details, and control who can edit data.
- Account Requests and SetupCreate a Tegis Safety account, request consultant access when relevant, or accept an invitation from a company Admin.
- When Your Company Has No SitesWhat to do if you log in and see no sites under your company, and how to get set up correctly.
- Managing Users and PermissionsHow company Admins invite members and what Admin, Editor, and Viewer roles can access.
- Passwords and Account SecurityHow to set a password, reset a forgotten one, change your password, and keep your account safe.
Procedures
- Procedures and StepsDetailed guidance for building procedures, setting IDs, attaching photos, linking common steps, and understanding flagged items.
- Understanding Each Data PointA field-by-field explanation of every input in a procedure header and each step, so you know exactly what to enter and why.
- Energy Type ReferenceThe energy-type labels and default units available in Tegis Safety, plus guidance for using them in a machine-specific procedure.
- Verification Best PracticesHow to write and perform effective zero-energy verification for every type of hazardous energy.
Field use
- QR Codes, PDFs, and Mobile AccessHow to print QR labels, what happens when you scan a QR code, and how PDFs are generated and reused in the field.
- Daily Use and Field WorkPractical guidance for operators, technicians, and reviewers using procedures during everyday maintenance work.
- Taking Effective PhotosWhat to photograph, how to take clear pictures, and how the in-app camera works for LOTO procedures.
- Printing and Offline UseHow to generate PDFs, print procedure packets, and use documents when network access is limited.
Troubleshooting
Frequently asked questions
How do I create a lockout/tagout procedure?
Start from your site procedure list: enter the equipment name plus optional custom ID, location, and description, then build the steps table. Each step captures one energy source with its isolation device, exact location, isolation action, and how to verify a zero-energy state. Read the full topic →
How do QR codes work with procedures?
QR labels can be printed locally for company QR identities and linked to procedures by scanning the code or entering its UUID. Workers scan the label to open the current procedure in a browser. Online sticker ordering is coming soon. Read the full topic →
Can I print procedures for the field?
Yes. Download a PDF from a linked procedure for a work packet or printed reference. Check its status and revision against the approved procedure before use because a printed copy can become outdated after edits. Read the full topic →
What user roles are available?
Tegis Safety has three company roles: Admins manage people, company settings, and billing; Editors create and edit procedures; Viewers can read procedures and site data. Assign each person the lowest role that supports their work. Read the full topic →
How do I set up my company and sites?
The company record is the top-level workspace: enter the company name, support email, and logo during setup. Then add each physical location, such as a plant, production line, building, or campus, as a site with a descriptive name your team uses every day. Read the full topic →
What energy types are supported?
Tegis Safety provides a fixed catalog of energy-type labels and default units in the procedure form. See the Energy Type Reference topic for the current catalog. The label helps classify a source; the employer’s machine-specific procedure determines isolation and verification. Read the full topic →
Do QR codes work without internet access?
Scanning a QR code needs an internet connection to load the live procedure or PDF. For areas with poor connectivity, print PDF packets for those locations or save the PDF to the device before heading into the work area, and keep printed binders as backup. Read the full topic →