You will be presented with the Edit Header dialog box. Fill in the appropriate fields and click the OK button.
To disregard the changes that you’ve made, click the Cancel button.
Lockout Steps
Inserting a Lockout Step
There are three optional components of each lockout step: the energy source, text, and image. Each step may
contain any combination of these components.
To insert a lockout step into the procedure, select the Add Step command from the Edit menu on the Menu Bar.
You can also click on the Add Step icon in the Toolbar. You will be presented with the Add Step dialog box.
If desired, select the energy type for the step that you are entering. If you would like to insert an energy source
other than the predefined types, first set it up in the Template Settings area of the program. The other
information sections will then become active. Make the appropriate selections from the drop-down menus to use
the automatically generated text.
To use custom text whether you’ve selected an energy source or not, type it directly into the desired text box.
If you desire to insert an image into the info section of the step, click the Browse button in the Info Image
section. Select the image that you wish to use and click Open in the dialog that is displayed. When an image is
inserted within the Info section, only an image title may be entered, no additional text can be added.
If an image has been chosen and an energy source has been selected, you may place an energy source label over
the image. Click the Set button in the Label option of the Energy Source section. You will be presented with the
Position Label dialog box. Click on the label and drag it to the desired position over the image.
When you have made the appropriate selections, click the OK button to insert the step into the procedure. To
disregard the changes that you’ve made, click the Cancel button.
Editing a Lockout Step
To edit a Lockout Step, select the Edit Step command from the Edit menu on the Menu Bar. You can also click
on the Edit Step icon in the Toolbar.
After selecting the step to edit, you will be presented with the Edit Lockout Step dialog box. Make any
necessary modifications to the step, the energy source selection, label position, or image. When you have made
the appropriate modifications, click the OK button.
To disregard the changes that you’ve made, click the Cancel button.
Removing a Lockout Step
To remove a Lockout Step, select the Remove Step command from the Edit menu on the Menu Bar. You can
also click on the Remove Step icon in the Toolbar.
Edit Procedure Template
The template that the procedure is based on controls the titles, text, colors, and layout of the procedure. These
settings can be edited from the Edit Template dialog box.
Header Settings
The titles used within the header fields can be edited in the Procedure Header tab of the Edit Template dialog
box. Make any desired changes to the titles in this tab. The logo used at the top of the procedures can also be
changed in this tab. To change the image used in the header, click the Browse button underneath the logo
preview. You will be presented with the Select Logo dialog. Browse to and select the file you wish to insert into
the header. Select the file and click the Open button. The image will be inserted into the logo preview box.
Energy Sources
The energy sources that are available to be used within the lockout procedures, and all settings related to them,
can be modified in the Energy Sources tab of the Edit Template dialog box.
Add Energy Source
To add an energy source click the New button below the energy source preview box. A new energy source will
be added to the end of the energy source list and it will be pre-selected to be edited. This energy source will then
be available as an option when adding an energy source to a Short Form procedure and a step in a Long Form
procedure.
- 11 -
