Creating tag out procedures

Create a tag out procedure to eliminate a hazard and ensure a safe work environment. To create a tag out procedure, you describe the steps, or lock out operations, to remove a work asset from service and place it in a safe condition. Lock out operations can apply to an asset, a location, a locking device, or an activity that is not related to a particular device or asset.

Procedure

  1. In the Lock Out / Tag Out application click New Tag Out.
  2. In the Tag Out field, specify an identifier for the tag out procedure.
  3. In the Location field or the Asset field, specify the location or asset to which the tag out procedure applies.
  4. In the Site field, specify the site to which the tag out procedure applies.
  5. In the Required State field, specify the state that the location or asset must be in after the tag out procedure is applied.
  6. Optional: To attach additional information to the tag out record, click Attachments.
  7. Specify the lock out operations in the tag out procedure:
    1. Click New Row.
    2. If the lock out operation applies to a particular asset or a location, specify a value in the Location field or the Asset field.
    3. If the lock out operation does not apply to a particular asset or location, describe the lock out activity in the Description field.
    4. Optional: In the Locking Device Required State field, specify the state that the asset or location must be in after the lock out step is performed.
    5. In the Apply Sequence field, specify the sequence number of this step when you tag out the asset.
    6. In the Remove Sequence field, specify the sequence number of this step when you restore the asset to service.
  8. Click Save Tag Out.

What to do next

You can perform any of the following actions:

  • In the Assets application or the Locations application, associate the tag out procedure with a hazard and an asset or location.
  • In the Safety Plans application, associate the tag out procedure with a safety plan.
  • In the Work Order Tracking application, add the tag out procedure to a work order.