Lockout Checklist Marking for Equipment Correspondence Validation

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Solution Overview

Problem

Current lockout procedures face challenges in efficiently validating correspondence between equipment and procedure checklists, leading to increased risks and costs due to confusion and complexity, particularly in multi-operator and multi-equipment scenarios.

Innovation Solution

A system utilizing a procedure checklist printed on a markable support with graphical assemblages and corresponding marking tools allows operators to visually validate the completion of securing procedures by generating markings that match the graphical patterns associated with each equipment or location, ensuring correct execution and identification of secured zones.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If manual processes are used to track and monitor lockout procedures, then implementation and maintenance costs are reduced, but the reliability and accuracy of validating correspondence between equipment and procedure checklist deteriorate

Engineering Contradiction:
Improveimplementation costVSAvoidvalidation accuracy
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The patent uses visual copies (graphical assemblages) of equipment identifiers on the procedure checklist that correspond to physical markers on actual equipment. This allows operators to validate correspondence between checklist items and physical equipment through visual matching rather than manual verification, improving reliability while keeping the system simple and low-cost.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The patent introduces visual markers and graphical assemblages as intermediary elements between the procedure checklist and physical equipment. These intermediaries facilitate accurate matching and validation without requiring complex electronic systems or increasing implementation costs significantly.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If additional energy source cutting means are added close to the zone to be secured, then the reliability of energy isolation is improved, but the device complexity and maintenance costs increase

Engineering Contradiction:
Improveenergy isolation reliabilityVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent segments the lockout procedure into distinct visual validation steps, where each piece of equipment to be isolated has its own specific identifier on the checklist. This allows operators to systematically verify each energy isolation point without adding physical equipment, reducing complexity while maintaining reliability.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The procedure checklist is prepared in advance with all necessary visual identifiers and correspondence markers before the lockout operation begins. This preliminary preparation ensures that operators can systematically validate each isolation point without needing to add or modify equipment during the procedure.

Inventive Principle:
Principle #10Preliminary action

3Difficulty of detecting and measuring

If light signals are installed to indicate the state of dangerous energy sources, then the ease of detecting energy source status is improved, but the device complexity and installation costs increase

Engineering Contradiction:
Improveenergy source status detectionVSAvoidelectrical circuit complexity
Core Design Contradiction:
Difficulty of detecting and measuringVSDevice complexity

Solution Approach 1:

The patent replaces electronic/detective systems (light signals, sensors) with a visual-matching system using graphical assemblages and physical markers. Operators detect equipment status and correspondence through visual inspection of matched identifiers rather than through electronic signals, eliminating the need for complex electrical circuits while improving detection ease.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The patent employs visual markers and graphical assemblages that can use color or visual pattern changes to indicate equipment status and correspondence. This provides clear visual detection of energy source isolation status without requiring electronic light signals or complex detection systems.

Inventive Principle:
Principle #32Color changes

4Reliability

If the number of pieces of equipment under lockout is increased to improve safety, then the reliability of zone securing is improved, but the loss of time for removing lockout and production delays increase

Engineering Contradiction:
Improvezone securing reliabilityVSAvoidlockout removal time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent segments the lockout procedure into distinct, visually-verifiable steps for each piece of equipment. The procedure checklist is divided into multiple pages or sections, each corresponding to specific equipment or isolation points. This segmentation allows operators to efficiently track and validate each isolation point individually, reducing the time required to systematically remove lockouts while maintaining comprehensive safety coverage.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentEP3907678A1Systems and methods for setting correspondence between pieces of equipment, locations and elements of a lockout procedure checklist
Publication Date: 2021.11.10 BORDELEAU ERIC
  • EP3907678A1 patent drawingFigure 1A~1B
  • EP3907678A1 patent drawingFigure 2A~3
  • EP3907678A1 patent drawingFigure 4

AI summary

Systems and methods for setting correspondence between pieces of equipment, locations and elements of a lockout procedure checklist comprising a procedure checklist and marking tools. The procedure checklist is printed over a markable support and comprises elements printed thereon each comprising a unique graphical assemblage. Marking tools, provided at locations to perform securing operations on pieces of equipment, are adapted to generate markings on the support matching the graphical assemblages. The operator following each of the elements of the procedure uses the marking tools at the locations to generate markings on the support, and thereby completion of the procedure may be validated by comparing the markings generated on the support with the graphical assemblages thereon. Procedure allows to validate that operations are performed only on appropriate pieces of equipment and location, and that all steps are performed.