Core Features Tour
Step-by-step guidance on Procedure Management, QR Code Scanning, PDF Export, and Multi-Site Visibility.
Procedure Management
Build step-by-step LOTO procedures from the Dashboard by selecting a Site and clicking Create Procedure. You can tag energy sources for each step, upload in-line photos directly from your device, and provide strict isolation instructions. Tracking exact isolation points ensures total clarity for the front-line worker.
Tips
- Use consistent terminology across similar machines.
- Take photos from the perspective of the worker approaching the isolation point.
QR Code Scanning
Bridge the physical and digital gap by assigning QR codes directly to the equipment. From the Procedure view, access the QR link flow to scan your sticker. Workers can then scan that same tag with their mobile device to get instant access to the exact procedure they need right at the equipment.
Export & Audit
Maintain offline backups and print-ready copies effortlessly. Use the Download PDF action on any completed, linked procedure to generate professional, standardized PDFs formatted for formal audits, physical binders, and contractor hand-offs.
Multi-Site Visibility
Organize procedures seamlessly by facility, department, and equipment type by establishing multiple Sites under your Company workspace. Manage user permissions centrally (Owner vs Editor vs Viewer) to ensure unapproved procedure drafts never reach the floor.
Examples
- Establish your Sites before adding procedures to keep things organized.
- Limit Editor rights to certified safety supervisors.
Did this help with “Core Features Tour”?
