How to Set Up a LOTO ECP as a Recurring Action Item

Note: This guide is a LOTO-specific version of the Managing Tasks Help Docs. For full task management functionality, reference: Managing Tasks

Step 1: Open a New LOTO ECP Form

1. Navigate to the Compliance Matrix requirement associated with Lockout/Tagout (if applicable), or click the “+” icon at the top of the page and then Report Form.
2. Select the LOTO ECP form to open a new record.

Step 2: Enter the ECP Procedure Steps and Photos

1. Complete all required equipment and procedure information.
2. Enter the procedure steps for the lockout/tagout process.
3. Add photos for each procedure step to ensure employees can correctly identify disconnect locations, valve positions, and lock placement points.

Step 3: Configure the Due Date and Recurring Schedule

1. Set the due date for the first review period.
2. Configure the recurring schedule (Annual, Triennial, or custom schedule).
3. Assign the action item to the appropriate responsible party (ex: EHS Manager, Facility Manager, Safety Coordinator, or Maintenance Supervisor).

Step 4: Save and Generate the ECP Record

1. Click Submit & Exit to generate the ECP record.
2. Confirm the recurring action item is created and will appear in the Report Forms list and in the associated requirement as applicable.

Step 6: Print and Post the LOTO ECP at the Equipment

Once the ECP record is complete, print and post it at the machine so it is easily accessible during lockout/tagout activities.

Option 1: Print from the ECP Record

1. Open the ECP record using the Edit button.
2. Click the Print icon in the top right corner.

Option 2: Expand and Create a Branded ECP Document

1. Click Expand to view the ECP record in full screen.
2. Take a screenshot of the ECP content (excluding Supporting Documents, Related, and Comments).
3. Paste the screenshot into a company-branded ECP template for printing.

Next Step

Once your LOTO ECP is created and scheduled for review, you can build a Lockout/Tagout Activity Form to track lockout events and notify EHS and Facility leadership when equipment is locked out or returned to service