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Reviewing Lockout/Tagout (LOTO) Procedures

Written by TJ Broughton
Updated over a week ago

NOTE: Only supervisor, collaborator, or admin users can view submitted LOTO Procedures.

NOTE: Only Admin users can edit photos and notes on submitted LOTO Procedures.

Reviewing Submitted LOTO Procedures

1. Log in on the web at https://www.ireportapp.com/login

2. Click on the location for which you’d like to view the completed LOTO Procedures (Admins and Collaborators (for their assigned locations) can choose to view the company level data by clicking on the top company level)

3. Go to the Audits menu and click Lockout/Tagout Procedures:

4. You’ll be taken to a page that displays all LOTO Procedures (based on your location). Use the date range and filters to trim down the list as necessary, then click the one you’d like to review:

5. The Summary page will show you the overall score, how the questions were answered, how each section scored, and number of corrective actions assigned/completed/past due:

6. If you scroll down from the summary, you’ll see each individual question and how it was answered. You can use the filters to reduce the number of questions being displayed.

  • Example: You can select to view only the unacceptable items with corrective actions unassigned so you can quickly assign them

7. Click the Assign Corrective Action button under a question to assign a corrective action:

NOTE: You can also view already assigned Corrective Actions this way, as some audits/inspections will require them to be assigned after being marked X-unacceptable.

8. You can Download the LOTO Procedure by clicking on Page Actions in the top right corner and then clicking Generate PDF Link.

  • Choose your Export Options and then click Generate

NOTE: Some audits with a large number of questions and photos may take some time to generate the link. You can continue working and check back to see when it is ready. It will say Download PDF when it is ready:

9. If you find that you need to delete a LOTO Procedure, you can click the Delete Lockout/Tagout Procedure link in the Page Actions menu:

10. You’ll be asked to confirm your decision:

11. To manually close a LOTO Procedure, you can click on the Stage drop-down menu and choose Closed. Be sure to only do this when you have confirmed that all corrective actions have been completed.

  • NOTE: If you do this by mistake, you can change it back to Severity Review by visiting the LOTO Procedure again and using the same drop-down menu:

12. Admin users also have the ability to edit the notes and/or photos of LOTO Procedures that are in either Severity Review or are Closed. To do this, click on Page Actions as described above and then click on Edit Notes/Photos. Once done, click Save to save your changes.

  • NOTE: You can edit or delete any notes already present, but cannot add new notes.

  • NOTE: You can only delete photos, not add new or additional photos.

13. Admins and Collaborators have the ability to Archive LOTO Procedures through the Page Actions menu, or in bulk. This article will go into more detail on the Archive feature.

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

Downloading and Printing a LOTO Procedure

1. Log in to iReportSource on the web at https://ireportapp.com/login and enter your dashboard.

2. Click on Audits, then select Lockout/Tagout Procedures:

3. Use the date range and filters to find your desired LOTO Procedure.

NOTE: You cannot print New or In Progress stage LOTO Procedures.

4. Click Page Actions in the top right corner, then click Generate PDF Link. Choose your export options when prompted.

5. Click Page Actions again after a few moments and click Download PDF.

NOTE: If your LOTO Procedure is large and/or has several photos, it can take some time to generate the PDF. You are free to go elsewhere in the app and then check back after a few minutes if it is taking longer than a few seconds to create the PDF.

6. A new tab will open in your browser with a PDF of the Audit you chose. In the top right you will have the options of downloading the PDF (great for email) or printing the PDF.

7. Download or Print the PDF as desired.

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

Downloading Bulk LOTO Procedures

1. Log in to iReportSource on the web at https://ireportapp.com/login and enter your dashboard.

2. Click on Audits and choose Lockout/Tagout Procedures:

3. Click Page Actions and choose Export Lockout/Tagout Procedures:

4. Select filters to export only the LOTO Procedures you want to see, noting any required fields identified with a red *. Click Generate when finished:

5. Return to Page Actions. During the creation of the report, it will show Generating Bulk Report. If you are generating a large report with audits that have multiple pictures each, it may take some time for this to generate.

6. Once it is ready, the text will change to Download Bulk Report. Click here and it will open the PDF in a new browser tab:

7. In the top right corner you will have the options of downloading the PDF (great for email) or printing the PDF.

8. Download or Print the PDF as desired.

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

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