LOTO Workflow Roles

All roles are limited by the scope of the user assignment - Users with assignments to the highest hierarchy node will see everything in the system, whereas a user with an assignment to a single site will only see what is at that site - but the permissions below will apply to everything in their scope

LOTO Admins are allowed to:

• create and update system-wide configurations on the admin screen, including energy source drop down information, and questions and templates for all inspections.

• create, update, duplicate, approve, share, and unapprove, LOTO procedures.

• generate and review custom reports.
• create and update all users in scope.
• create and update all equipment in scope.
• perform periodic inspections, lockout equipment, and return equipment to service.
• create issues, assign and perform corrective actions.

LOTO Auditors are allowed to:

• create and update draft LOTO procedures, and submit them for approval.
• create and update all equipment in scope.
• perform periodic inspections, lockout equipment, and return equipment to service.
• create issues, assign and perform corrective actions

LOTO Clients are allowed to:

• view LOTO procedures.
• perform lockout equipment, and return equipment to service.
• create issues, assign and perform corrective actions.

If you need additional permission levels for your users, please contact support to discuss your needs and discuss how the user group feature can be customized to meet your needs.