Importing lockout/tagout details from equipment

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

To import lockout/tagout details from equipment:

  1. Select Equipment > Assets.
    Select Equipment > Positions.

    Select Equipment > Systems.

    Select Equipment > Setup > Locations.

  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 Equipment.
  4. Specify this information:
    Equipment
    Specify the equipment from which to copy lockout/tagout details. The system automatically populates Equipment Org.
    Isolation Type
    Select the isolation type from which to copy lockout/tagout details. To copy all available isolation types, leave this field blank.
    Note: If records already exist for an isolation type, the system deletes the records prior to copying the new records.
  5. Click Submit.