Understanding Each Data Point

• Name: The equipment identifier (max 45 characters). This is what operators will search for. Use the name people actually call the machine.
• Custom ID: An optional field (max 30 characters) for matching your CMMS, asset register, or equipment tag system. You can type it manually or scan an existing plant barcode. Example: CV-14-IN.
• Location: Where the equipment is physically located. Be specific enough that a new employee can find it. Example: "Packaging Hall, Row D, East Wall."
• PIN: A 4-digit code automatically assigned when you link a QR sticker to the procedure. Read-only; cannot be edited manually.
• Equipment Photo: An overview image of the machine or process. This is separate from the per-step isolation photos.

• Energy Type: The kind of hazardous energy being controlled, not just the machine type. Choose from 17 supported energy types (see the Energy Type Reference topic for the full list). If the equipment has multiple hazards, create a separate step for each.
• Energy Level: The magnitude of the energy, paired with the unit from the energy type (Volts AC, PSI, °F, etc.). This tells the technician what to expect at the isolation point.
• Location: Where the worker goes to perform the isolation. Different from the equipment location; this is the specific panel, valve station, or disconnect point.
• Isolation Device: The physical lockout device to use, selected from a predefined list: Circuit Breaker Lock, Gate Valve Lock, Ball Valve Lock, Plug Lockout, Pneumatic Lockout, Hasp (for group lockout), or Other (type your own custom device name).
• Procedure: The exact step-by-step action to isolate the energy. Write in imperative, observable language. Example: "Open the main disconnect switch, verify the blades are fully separated, and apply a breaker lock."
• Verification: How to confirm the energy has been successfully isolated. Must be testable. Example: "Use a calibrated voltmeter to test each phase to ground. Confirm 0 volts on all three phases before proceeding."
• Source Photo: A close-up image of the isolation point from the worker's perspective, showing the device in its locked/isolated position.

Think of each step as telling a complete story: What is the hazard (Energy Type)? How strong is it (Energy Level)? Where do I go (Location)? What do I use (Isolation Device)? What exactly do I do (Procedure)? How do I know it worked (Verification)? What does it look like (Source Photo)? When all six questions are answered clearly, the worker can execute the lockout safely even if they have never seen the equipment before.