Edit Energy Source
To edit an energy source, select it from the energy source list box, then click the Edit button. The energy source
will be selected and its settings activated in the settings boxes. Edit the energy type and abbreviation text, or
click on the Select button to select the color or energy source icon.
After all changes are made, click the Save button to save the changes. To cancel any changes, click the Cancel
button.
Remove Energy Source
You may remove any energy source that is not currently used in the active procedure.
To remove an energy source, first select it from the energy source list box, then click the Remove button. This
will remove the energy source from the template and it will no longer be available when editing a lockout
procedure.
Label Settings
From the Label settings section of the Energy Sources tab you can control the layout of the automatically
generated energy source labels and the information fields that are printed on the energy source labels when they
are printed.
Procedure Body Settings
The Procedure body tab of the Edit template dialog contains the settings for the text and titles used within the
body of the lockout procedures. This includes the title and text of the lockout application and removal process
boxes, and the titles of the lockout step and energy source table columns.
Predefined Notes
The predefined notes can be added to, edited, or removed from the Misc. tab of the Edit Template dialog box.
Predefined Lockout Devices
The predefined lockout devices can be added to, edited, or removed from the Misc. tab of the Edit Template
dialog box.
Change Current Procedure Template
The Edit Template dialog controls the template settings for the currently active procedure. To change the current
procedure’s template, select Edit Template from the Edit menu in the Menu Bar. You can also click the Edit
Template icon in the Toolbar. After making any necessary changes, click the OK button to apply the changes to
the current procedure only.
Change Default Template Used For New Procedures
All newly created procedures inherit their template settings from the program default template settings. To
change the default template settings, open a procedure or create a new procedure, then open the Edit Template
dialog by selecting Edit Template from the Edit menu in the Menu Bar. You can also click the Edit Template
icon in the Toolbar. Make any desired changes or additions to the template settings. Check the Also Set as
Program Default checkbox. This will apply the settings to the current procedure and save them as the program
default. All procedures created after this will be based on these settings.
Undo Template Setting Changes
A procedure’s template settings can be returned to either the currently defined program default settings, or to the
original default Lockout PRO settings.
To return the template settings to the program default, click the Reset to Program Default button in the lower left
of the Edit Template Settings dialog. This will restore the settings to the currently defined program default
settings. Any energy sources used within the current procedure that are not in the program default settings will
remain.
To return the template settings to the original Lockout PRO default, click the Reset to Original Settings button
in the lower left of the Edit Template Settings dialog. This will restore the settings to the original default
Lockout PRO settings. Any energy sources used within the current procedure that are not in the original settings
will remain.
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