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Mobile Procedure Builder2026-08-31T10:43:59-04:00

Mobile Procedure Builder

The Smart Safety procedure writing app transforms how teams build lockout procedures. This mobile, single-screen module cuts the time needed to create a LOTO procedure by up to 90%.

The Fastest and Most accurate way 
to write a Procedure

All on one screen – while you stand in front of the equipment.

STEP 1

Link Your Equipment & Energy Sources

Select from a list of pre-uploaded equipment, or easily setup new equipment right from the app.

STEP 2

Add Isolation, Verification Steps & Warnings

Add each energy source including location, isolation instructions, locking device, and verification steps. Drop-down selectors offer common options for each category to speed the process up and avoid repetitive data entry.

STEP 3

Add Images & Annotate Images to Indicate Locations

Take pictures of each energy source. Use on-screen annotation to add labels and arrows for energy source and verification instruction.

Learn About Our Lockout Tagout Software

Watch our video to see the Smart Safety Lockout Tagout
app in action and hear from a LOTO safety expert.

The Procedure Builder Approval Process

What comes next after creating a procedure in the Smart Safety mobile app?

Submit for Approval

After a procedure is completed it is submitted for approval. It contains create date & creator name.

Approve and Print

An approver reviews & approves the procedure for use. The report is printed and attached to the machine.

Edit as Needed

When audits determine changes are needed, the procedure can be edited. Version tracking is implemented.

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Featured FAQs

Frequently Asked Questions

Check out the answers to frequently asked questions about the Smart Safety Lockout Tagout software program.

Do I need to use a desktop computer to create a procedure?2026-08-31T10:10:50-04:00

No. The lockout tagout app features a fully mobile LOTO procedure builder.

Build procedures directly at the machine. Users can log energy sources, attach annotated images, and enter verification and return-to-service steps from the mobile interface.

Can I edit a procedure after it is submitted?2026-08-31T10:12:04-04:00

Submitted procedures can be edited by an approver prior to final sign-off. Once approved, a procedure is locked from direct edits.

If changes are required during a periodic audit, change the status to unapproved, update the steps, and resubmit for approval.

This process prevents having to recreate procedures. Updated procedures automatically receive a new ID and QR code to preserve historical records and version history.

How do I create a procedure report to attach to the machine?2026-08-31T10:13:11-04:00

After creating a procedure at the machine with the mobile procedure builder, locate it on the main procedure dashboard.

The system generates a standard report containing scope, purpose, authorization, equipment images, isolation instructions, and return-to-service steps.

No formatting work is required. Print the document directly and attach it to the machine.

Is there a shortcut if I have more than one of the same machine?2026-08-31T10:17:11-04:00

Our procedure copy feature duplicates existing procedures across identical units, eliminating repetitive procedure writing.

From the Blog

Latest Stories & Articles

Our blog offers valuable information about LOTO regulations, LOTO compliance, LOTO program development, LOTO best practices, and LOTO software.

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