Procedures and Steps
Detailed guidance for building procedures, setting IDs, attaching photos, linking common steps, and understanding flagged items.
Creating a procedure record
Each procedure starts with the equipment name plus optional identifying details such as a custom ID, location, and description. The custom ID can be typed manually or scanned from an existing plant barcode. This is useful when you want TegisSafety to match your asset register, CMMS, or equipment tag system.
Examples
- Name: Conveyor 14 Infeed
- Custom ID: CV-14-IN
- Location: Packaging Hall, Row D
Moving from header details into steps
After the main details are saved, the workflow continues into the steps table. This is where each isolation point is captured. A good procedure lists every energy source, the lockout device, the exact location, the isolation action, and how to verify a zero-energy state.
Tips
- Use the same terminology operators use at the machine.
- Keep verification instructions observable and testable.
- Add a photo whenever the isolation point is not obvious to a new employee.
What a single step contains
A step can include the energy type, energy level, location, isolation device, procedure text, verification text, and a source photo. For unusual equipment, custom isolation-device text can also be entered by choosing the Other option.
Using step linking correctly
If multiple procedures use the same upstream disconnect or shared isolation point, link the existing step instead of duplicating it. Linked steps keep procedures consistent and allow downstream PDF regeneration when shared information changes.
Flagged procedures and QR pin states
Flagging highlights a procedure visually so reviewers can find it quickly. In list views, linked procedures also show their QR link status and a pin value when available. If a procedure shows Not linked, it still exists but has not yet been connected to a QR sticker.
Isolation device selection guide
Choosing the right isolation device is critical for a safe lockout. Here are the standard options and when to use each:
- Circuit Breaker Lock: For electrical breakers in panels and motor control centers. Clamps over the breaker toggle to prevent it from being switched on.
- Gate Valve Lock: Wraps around the valve handle on gate valves, preventing rotation. Common on water, steam, and chemical lines.
- Ball Valve Lock: Clamshell design that encases the ball valve handle. Used on quarter-turn valves found on compressed air, fuel, and process lines.
- Plug Lockout: Covers electrical plugs to prevent reconnection. Used for cord-connected equipment like portable tools, pumps, and small machines.
- Pneumatic Lockout: Blocks or disconnects compressed air supply at the quick-connect fitting. Essential for air-driven actuators and tools.
- Hasp (Group Lockout): A multi-hole locking device that allows several workers to apply their personal locks to a single isolation point. Required when more than one person services the same equipment.
- Other (Custom Text): Type your own device name when none of the standard options apply. Useful for custom machine-specific clamps, specialty valve lockouts, or unique plant hardware.
Tips
- Select the device type that matches what is actually installed at the isolation point, not what you wish was there.
- For group lockout, always use a hasp so each worker can apply and remove their own lock independently.
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