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How Do I Add an Intervention?


The Interventions module provides a structured approach to creating and completing LOTO (Lock-Out-Tag-Out) processes, ensuring that all steps in the safety procedure are followed properly. These interventions are critical in preventing accidents related to machinery and maintaining a safe working environment.


The system allows you to apply intervention forms and steps to each Intervention. Once an Intervention has been set up, you can then proceed to complete the relevant intervention steps. Statistics and progress related to Interventions can be viewed within the Interventions module and on the system Dashboard.


You must complete a series of steps in order to complete an Intervention. These steps include:

  1. Create Intervention Forms, Intervention Steps Forms in Form Builder.
  2. Create Intervention Types.
  3. Create Intervention Steps.
  4. Combine Intervention Steps and Forms with Intervention Types.
  5. Add the Intervention to the system.
  6. Complete the Intervention by filling in the Intervention Steps.


Creating Intervention Forms in Form Builder:

Intervention Forms are required when adding an Intervention to the system, as they are used when setting up Intervention Types and Steps. These forms can be digitised using the Form Builder functionality. Once the Intervention Types and Steps are set up, you can attach the relevant forms, allowing you to add an Intervention and complete the associated form within the system.


Creating Intervention Types:

Intervention types define the series of steps required to complete a LOTO process. These can be customised based on client requirements, allowing flexibility to manage both standard and non-standard LOTO processes.


Creating Intervention Steps:

Each LOTO intervention consists of multiple steps that capture specific data and actions. These steps can be tailored to collect different types of information at various points in the process. Additionally, information captured earlier can be reused later in the workflow. 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.


Combining Intervention Steps and Forms to Intervention Types.

Intervention Steps and Forms must be linked to an Intervention Type. This setup ensures that when an Intervention is added to the system, the appropriate steps and forms are automatically applied. Selecting the Intervention Type during setup triggers the inclusion of the associated steps and forms, enabling a structured and consistent intervention process.


This article includes step-by-step instructions on how to add an Intervention.


Adding an Intervention to the System:

  1. On the left side menu, click Interventions.
  2. Click +New Intervention.
  3. Select the Intervention Type from the dropdown options.
  4. Select the Machineries from the dropdown options (you can select multiple).
  5. Enter the Intervention Name, Description and Instruction Number.
  6. Select whether the Intervention is Planned or Unplanned.
  7. Select the Intervention Shift from the options.
  8. Choose whether a form is required to be filled in before starting the intervention (this step is optional).
  9. Select the Permit Types that are required before the intervention can begin (this step is optional).
  10. Choose whether a form is required to be filled in at the end of the intervention (this step is optional).
  11. Select the Machinery Owner(s) from the dropdown options.
  12. Tick yes/no for the Energies that are relevant to the intervention you are creating.
  13. Click Save & Submit.


Completing the Intervention:

Once the intervention has been added to the system, the Intervention Steps can now be completed by clicking on the intervention.


This is required before you can add an Intervention:

  1. Set up Intervention Types
  2. Set up Energies
  3. Set up Machineries
  4. Set up Machinery owners
  5. Set up Notifications


  1. 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. type, machineries, name, plan and energies.


  1. 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 instruction number.

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