Blank Word docs slow everything down
Authors reinvent the structure every time, reviewers redline formatting instead of safety content. The builder enforces the structure so authors focus on the equipment.
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Procedure builder
Build LOTO procedures techs can follow — in minutes, not days.
Tegis Safety’s procedure builder walks authors through the full anatomy of a defensible LOTO procedure — asset, energy sources, shutdown, isolation, lockout, stored-energy release, verification, restart — with photos and PPE inline. No blank-page dread, no formatting wrestling.
For safety professionals, maintenance leads, and consultants who write and maintain LOTO procedures.
- Guided fields — never start from a blank doc
- Energy + isolation + photo captured together
- Publish to QR code and audit-ready PDF
Tegis Safety — Procedure builderLive
Procedure builder — authoring
Mixer M-11 · Draft → Ready
Guided 1910.147(c)(4) structure with photos inline
- Shutdown + isolation sequence complete
- 3 energy sources mapped with photos
- QR + audit-ready PDF generated on publish
Designed around OSHA 1910.147
01 · The problem
Blank pages produce thin procedures.
Critical details get skipped
Stored energy, verification method, restart sequence — the parts most often missing. Required guided fields make omissions obvious before publishing.
Formatting eats the afternoon
Headers, tables, photo sizing, page breaks. Tegis handles layout; the PDF generates itself from the structured data.
02 · What the builder does
Guided authoring, from setup to publish.
Every field earns its place in the finished procedure.
Purpose-built fields
Asset ID, location, energy type/magnitude, isolation device and location, lockout application, verification method, PPE, warnings — captured once, used everywhere.
Step-by-step authoring
Shutdown → isolate → apply locks/tags → release stored energy → verify → restart. The sequence reviewers and auditors expect.
Photos that teach
Pin disconnect, breaker, and valve photos to the step that references them. New hires find the right point the first time.
Reusable, not rewritten
Clone similar assets, then adjust energy and isolation specifics. Build a library instead of a pile of one-offs.
03 · How it works
From asset to published procedure.
Set up the asset
Create the procedure under the right company and site with equipment identification workers will recognize.
Add isolation detail
Record every energy source, isolation point, photo, and verification step in guided order.
Publish for the floor
Link the QR code, place the tag, and export the PDF for training and records.
04 · Questions
Asked by people like you.
Who should write procedures in the builder?
Typically EHS staff or maintenance leads who know the equipment, sometimes with a consultant for the first batch. Your organization controls author and approver access in Tegis.
How is this better than a Word template?
Structure is enforced, photos live with steps, energy data is queryable, QR linking is built in, and PDFs generate automatically. A template can be ignored; the builder cannot.
Can we clone procedures for similar machines?
Yes. Duplicate a procedure for a sister asset, then adjust the asset-specific energy and isolation details. This is the fastest way to build a large library consistently.
Can consultants build procedures for our facility?
Yes. Consultants can author in your workspace with authorized access — see the consultant partner program for the delivery model.
What does a finished procedure look like?
A clean mobile page for field use (steps + photos) and a printable PDF with asset details, energy table, steps, photos, and QR code. Request a demo to see a real example.
Tegis Safety
Watch your procedure get built live.
Bring an asset and its energy details. We’ll author the procedure in front of you.