How Do I Configure Intervention Steps?
Intervention Steps are implemented to interventions as part of the LOTO (Lock-Out-Tag-Out) process. They are a series of procedures taken to address, correct, and manage a specific issue, fault, or situation as part of a maintenance, safety, or incident response process. They help ensure that interventions are carried out consistently, thoroughly, and in compliance with required standards.
Configuring intervention steps lets you apply an Intervention Steps Form, enabling users to provide detailed information about the intervention. You can also select which signature(s) to include. Before creating intervention steps, you must first set up the corresponding Intervention Steps Forms.
This article includes step-by-step instructions on how to configure Intervention Steps.
- On the left side menu, go to Settings and click Intervention Steps.
- Click +New Intervention Step.
- Enter the Name and Description of the Intervention Step.
- Tick the box(es) that apply:
- Notifications: notifications must be sent to colleagues/people carrying out the job to communicate the LOTO details.
- Lockbox: a lockbox is required as part of the LOTO process, to ensure a safe hand over of keys.
- Lockout Points: details are required about Lockout Points related to specific energies.
- Needs Confirmation: the step must be confirmed.
- Select the Intervention Steps Form from the dropdown options.
- Tick the box if the forms must be unlocked.
- Tick the box(es) that apply:
- LOTO Specialist
- Equipment Owner
- Subcontractor
- Affected Worker
- Click Save & Submit.
This is required before you can add Intervention Steps:
- Digitise your Intervention Steps Form
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. name.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. description and form.