Importing lockout/tagout details from permits to work

When defining lockout/tagout details for equipment, you can import the details from existing permit to work records.

To import lockout/tagout details from permits to work:

  1. Open the Assets, Positions, Systems, or Locations form.
  2. Select the asset, position, system, or location for which to define lockout/tagout details, and then click the LOTO tab.
  3. Click Import from PTW.
  4. Permit to Work—Enter the permit to work from which to copy lockout/tagout details.
  5. Isolation Type—Select the isolation type to assign to the new lockout/tagout details.
    Note: If records already exist for an isolation type, the system deletes the records prior to copying the new records.
  6. Click Submit.