HomeIndustry 4.0 use casesIndustrial lockout / tagout management

Industrial lockout / tagout management in no-code

Industry 4.0 use cases

Secure your field operations with digital lockout / tagout procedures – traceable, compliant, accessible on smartphone – without replacing your existing CMMS.

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The problem

Paper procedures don’t really protect your teams

In industry, lockout / tagout is a critical safety procedure: it ensures equipment is de-energized before any maintenance operation. Poorly applied, it exposes technicians to serious risks – electrical shock, mechanical injuries, on-site accidents.

Jean, a methods manager in a factory, noticed his teams didn’t always follow procedures to the letter. Not out of negligence – but because paper procedures take a long time to fill in, approvals take time, and in an emergency finding the necessary information is tedious. By adopting Visionsoft, he digitalized the entire process: standardized procedures, electronic signatures, automatic notifications, timestamped history. The result: compliant lockouts, fully traced and instantly accessible from a smartphone.

Process

The lifecycle of a digital lockout

From the work request to de-isolation – every step traced and approved

1

Lockout request

The technician creates the request from their smartphone, identifies the equipment by scanning a QR code, specifies the energy type involved (electrical, pneumatic, hydraulic, thermal) and the work area.

2

Lockout sequencing

The app guides the technician step by step through multi-energy lockout sequencing. Every action is confirmed and timestamped. No step can be skipped.

3

Multi-signer approval

The approval workflow is configurable: safety manager, team leader, HSE. Each approver signs electronically from their smartphone. Automatic notifications speed up the workflow.

4

Safe operation

Once the lockout is approved, the technician accesses the work instructions from the same app – with the technical documents linked to the equipment, available offline if needed.

5

Controlled de-isolation

De-isolation follows the same guided process in reverse order. Each unlock is confirmed and the manager approves re-energizing. The complete history is kept and archived automatically.

Features

What Visionsoft Lockout enables

A complete Digital Lockout Management System for your plant

🔐

Standardized procedures

Create and edit your lockout procedures without a developer. Each equipment or energy type can have its own procedure template.

✍️

Electronic signatures

Fast approvals with electronic signatures on smartphone. Multi-signer workflows are configurable to match your organization and regulatory requirements.

Real-time status

See in real time the status of every ongoing lockout on site – who is working, on which equipment, and since when.

🕐

Full timestamped history

Every action is recorded with time, author and context. The history is searchable, exportable and archived for regulatory audits.

🔗

CMMS integration

Visionsoft connects to your CMMS (SAP PM, DimoMaint, Carl Source) to link each lockout to the matching work order and equipment records.

No-code extensibility

Add fields, change approval workflows, create new lockout types – without a developer, directly by your methods teams.

Testimonial

How Jean secured his plant’s lockouts

“My teams didn’t always follow lockout procedures to the letter – not out of negligence, but because paper procedures are long to fill in and hard to find in an emergency. With Visionsoft, every lockout is traced, compliant and instantly accessible. My technicians are more responsive, and I have peace of mind about my teams’ safety.”

Jean, methods manager – Manufacturing industry
What Jean gained, concretely
Standardized, structured procedures – no more errors or missed steps
Real-time access to ongoing lockouts from a smartphone
Fast approvals with electronic signatures and automated notifications
Timestamped, secure history of every operation
CMMS integration for smooth tracking of operations and equipment
Artificial intelligence

AI at the service of lockout safety

Visionsoft embeds two complementary levels of AI to go beyond simple digitalization.

Vision AI Maker – Vaia

Generate your lockout application from a description

Describe your lockout process in plain language – energy types, approval workflows, equipment involved – and Vaia generates the complete application, ready to deploy, tailored to your industrial site.

Vision AI Agent Builder

An AI agent to assist your technicians

Embed an AI agent in your lockout application. It assists technicians in real time – reminding critical steps, checking consistency, alerting when a procedure deviates from the standard – without replacing human judgment.

Why Visionsoft

Digital lockout designed for industry

Not a digitized form – a real lockout management system built for field realities

0

No skipped steps

The guided process prevents any omission. Each step must be confirmed before moving to the next.

100%

Full traceability

Every lockout is archived with its complete history – timestamped, signed, available for audit.

SAP

Linked to your CMMS

Every lockout is tied to the matching SAP PM work order and equipment records.

FR

Hosted in France

Sensitive safety data hosted on French infrastructure. On-premise option available.

Frequently asked questions

What safety managers ask

Before rolling out a digital lockout management system

What is LOTO and how does Visionsoft handle it?
LOTO (Lock Out Tag Out) is the multi-energy lockout procedure that ensures equipment is de-energized, depressurized and isolated before any operation. Visionsoft natively handles lockout sequencing by energy type – electrical, pneumatic, hydraulic, thermal – with a step-by-step guided process and full traceability of every action.
Can approval workflows differ by equipment?
Yes. Visionsoft lets you define specific approval workflows by equipment type, risk level or site zone. High-voltage equipment may require an additional HSE approval, while low-voltage equipment follows a simpler workflow. Everything is configurable without a developer.
Does the app work in areas with no network (ATEX zones, basements)?
Yes. Offline mode is native. Technicians access procedures and complete steps with no network. Synchronization – signatures, approvals, history – happens automatically when back in a covered area.
Do electronic signatures have legal value?
Visionsoft uses timestamped electronic signatures tied to the user’s identity. These signatures provide evidential traceability for regulatory audits and labor inspections. For legal requirements specific to your sector, our team can advise you on the appropriate signature level.
How does Visionsoft connect to our existing CMMS?
Visionsoft connects via REST API to SAP PM, DimoMaint and Carl Source, or via file import to Coswin and Maximo. Each lockout can be linked to the matching work order in the CMMS, with two-way status synchronization.

Ready to digitalize your industrial lockouts?

Request a demo and see how Visionsoft secures and traces all your field lockout procedures.

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