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Consultant delivery
If you need machine-specific lockout/tagout procedures but lack the staff to write them, Tegis partner consultants do it for you: site survey, authored procedures, QR-tagged equipment, and a Tegis workspace your facility owns from day one.
For plant managers and operations leaders who need procedures written by experts — and for firms that provide that service.
Client delivery workspace
Northline Manufacturing
Client-owned · 2 sites · 34 procedures
Designed around OSHA 1910.147
01 · The problem
Your maintenance team knows the equipment but has no time to document it properly. A procedure service converts their knowledge into defensible procedures without pulling them off the floor for weeks.
Past consulting deliverables arrived as PDFs nobody opened. A Tegis delivery arrives as a live, scannable system the floor uses daily.
Photo-documented, consistently structured procedures written by specialists stand up to scrutiny far better than hurried in-house drafts.
02 · The delivery model
Your expertise, inside a system the client keeps.
More than a document folder: an organized workspace with every procedure findable by site and asset.
QR-tagged equipment plus printable PDFs — usable on night shift, during turnarounds, and in audits.
Consultants who write LOTO procedures for a living handle energy identification, isolation sequencing, and verification language.
Review drafts, approve final procedures, and own the workspace. The consultant works for you, in your system.
03 · How a delivery works
The consultant walks equipment with your maintenance leads to capture energy sources and isolation points.
Machine-specific procedures are built with photos, PPE, and verification steps — reviewed with your team.
Tags go on assets, shifts get briefed on scanning, and ownership transfers to your facility.
04 · Questions
Exactly for you. The service model exists so plants without dedicated safety staff can still get a professional, audit-ready LOTO program — then maintain it in Tegis or on retainer.
Yes. Tegis becomes the digital system behind whatever survey and verification process your consultant already runs.
Your facility. The workspace, procedures, QR links, and PDFs belong to your organization; the consultant keeps only the access you grant.
A 20–40 asset facility typically surveys in days and publishes in weeks, depending on equipment complexity and review cycles. Discuss your asset list for a tighter estimate.
Yes. The builder is designed for EHS and maintenance staff to edit, add assets, and regenerate PDFs — or keep the consultant on retainer for updates.
Partner with Tegis
Facilities: request a demo. Consultants: apply as a partner. We’ll route you correctly.