Certifications (HSE)

Actions  | Certification  | Review Actions  | Readings  | Checklist  | Specification  | Regulatory Permit  | Review and Approval  | Related Records  | Log

Attributes

Tab / Table / Section	Attribute	Remarks
Certification		Tab
	Header	Additional description of the permit and certificate type record.
	Certification	The identifier of the certification record.
	Extension	The number of the extension for the certification. A certification can be in any status, except Inactive status, for its duration to be extended. When you extend a certification, the certification expiry date is extended until the date that you specify in the Extend Expiry Until field. An extension number is generated. The extension number starts with 0 and increments by 1 for each subsequent extension.
	Category	1. The category of the certification record. 2. Values {{COMMISSIONING, Commissioning}, {CONSTRUCTION, Construction}, {OPERATIONS, Operations}}
	Permit and Certificate Type	1. The type of permit or certificate that is associated with the certification record. The status of the type of permit or certificate must be active. You can either select a value or create a type of permit or certificate record using the Permit and Certificate Types application. 2. Detail Menu {Select Value, Go to Permit and Certificate Types (HSE)}
	Organization	The organization that is associated with the certification record.
	Owner	The owner of the certification record. You use the Select Action > Select Owner option to assign either a person or a person group to own the certification record. To take ownership of the certification process, use the Select Action > Take Ownership option.
	Status	The status of the certification record. Valid statuses are in the PLUSGCERTSTATUS synonym domain. The default value when you create the certification record is Draft. Use the Change Status icon on the toolbar to modify the status of the certification record.
	Regulatory Permit	Indicates whether the certification is a regulatory permit.
	Site	The site that is associated with the certification record.
	Owner Group	The group that owns the certification record. To change this value, use the Select Action > Select Owner option.
	Status Date	The server date and time when the certification record was created, or when the status changed of the certification record. This value is read-only.
	Template	Indicates that the record can be used as a template to create other certification records. Only certain fields and their values are duplicated. Duplicate fields and their values are copied from the originating record to the new record.
	External Status	The status that was assigned to the certification by the issuing organization. Valid values are in the PLUSGCERTEXTSTAT domain.
Certification > Certification Details		Section
	Detail	Long Description for Details
	Awarded To	The person who received the certification.
	Location	The location that is associated with the certification record.
	Asset	The asset that is associated with the certification record.
	Operating Procedure	The operating procedure that is associated with the certification record.
	Regulation	The regulation that is associated with the certification record.
	Revision	The revision number of the regulation record. Indicates how many times a regulation record has been revised.
	Audit	The Audit and Survey application record that is associated with the certification.
	Classification	When you specify a classification for an object, you can organize related parent and child objects in a hierarchical structure, similar to a file directory. You can then drill up and down through the hierarchy to view associated items. Create and manage classifications in the Classifications application.
	Class Description	Description of the classification specified for this record
	Risk Assessment	The risk assessment number that is associated with Certifications.
	Item	The item that is associated with the certification.
	Hazard	The hazard that is associated with the certification record.
	Issuing Agency	The external organization, such as a regulatory agency, that issued the certification.
	External Reference	The identifier that was assigned to the certification by the external organization that issued the certification.
Certification > Dates		Section
	Issued By	The person who issued the certification.
	Issued	The date of issue of the certification.
	Expiry	The date when the certification expires.
	Submitted	The date when the certification was submitted to the regulatory agency or authority.
	External Approval	The date when the certification was approved by the external organization that issued the certificate.
	Effective	The date when the certification became effective.
Certification > Multiple Locations		Table with "New Row" button. "Mark Row for Delete" icon is available in every row
Certification > Multiple Locations > Details		Section
	Location	The location to which the certification record applies.
	Comments	Detailed information about the multiple location record.
	Site	Specifies the site where this location or storeroom resides.
	Area	The area that is associated with location.
	Unit	The unit that is associated with the certification.
Review Actions		Tab
Review Actions > Summary		Section
	Review Action Summary	A summary of the review actions that are associated with the certification.
	Total Score	The total score that is assigned to the review actions that are associated with the certification.
Review Actions > Review Actions		Table with "New Row", "Select Actions" and "Select Action Groups" button. "Mark Row for Delete" and "Review Action Items." icon are available in every row.
Review Actions > Review Actions > Review Action Details		Section
	Standard Action	The action that is associated with the certification. You can select an action or you can create an action using the Standard Actions application.
	Standard Action Group	The group of actions that are associated with the certification. You can select an action group or you can create an action group using the Standard Action Groups application.
	Action By	The person who is taking the action.
	Action By Group	The group of people, such as the engineering group, that is responsible for carrying out the action.
	Repeatable	Indicates whether a standard action can be repeated.
	Category	The category of the action. Valid values are in the PLUSGACTIONCAT domain.
	Review Action	Indicates whether the action for the item must be reviewed.
	Completed	Indicates whether the action that is associated with the certification is complete.
	Sign Off	The date and time when the action was completed.
	Comments	Detailed information about the action.
Review Actions > Review Actions > Responses		Section
	Yes	Indicates whether the response requires an affirmative answer.
	No	Indicates whether the response requires an answer in the negative.
	Not Applicable	Indicates that a response does not apply.
	Alphanumeric	This response requires you to specify a number, an alphabetic or alphanumeric identifier, or any of these combinations.
	Score	This response requires you to enter a score.
Review Actions > Review Actions > Review Items		Table
Review Actions > Review Actions > Review Items > Review Item Details		Section
	Review Item	The review item number. The default starts with 10 and increases in increments of 10. You can specify values between the increments.
	Description	A description of the review item.
	Review Type	The type of review. Valid values are in the ALNDOMAIN.VALUE domain.
Review Actions > Review Actions > Review Items > Responses		Section
	Yes	Indicates whether the review item requires an affirmative response.
	No	Indicates whether the review item requires a response in the negative.
	Not Applicable	Indicates that a response does not apply.
	Alphanumeric	This response requires you to specify a number, an alphabetic or alphanumeric identifier, or any of these combinations.
	Score	This review item requires you to enter a score.
	Comments	Additional context or clarification about the response.
	"Go To Operational Actions" button
Readings		Tab
Readings > Readings		Table with "New Row" button. "Mark Row for Delete" icon is available in every row
Readings > Readings > Readings		Section
	Reading	The identifier of the reading. The number is auto-generated in numerical order.
	Reading Type	The type of reading.
	Taken By	The person who conducted the test.
	Date	The date when the reading occurred.
	Comments Long description	Long Description for Comments
Readings > Readings > Measure		Section
	Value	The value of the test result.
	Unit	The units that are associated with the values of the test results.
	Pass	Indicates whether the reading passes the requirements of the test.
Checklist		Tab
Checklist > Actions		Table with "New Row", "Select Actions" and "Select Action Group" button. "Mark Row for Delete" icon is available in every row.
Checklist > Actions > Details		section
	Standard Action	The action that is associated with the certification. You can select an action or you can create an action using the Standard Actions application.
	Standard Action Group	The group of actions that are associated with the certifications. You can select an action group or you can create an action group using the Standard Action Groups application.
	Action By	The person who is taking the action.
	Action By Group	The group of people, such as the engineering group, that is responsible for carrying out the action.
	Repeatable	Indicates whether a standard action can be repeated.
	Category	The category of the action. Valid values are in the PLUSGACTIONCAT domain.
	Completed	Indicates whether the action that is associated with the certification is complete.
	Sign Off	The date and time when the action was completed.
	Comments	Detailed information about the action.
	"Go To Operational Actions" button
Specification		Tab
	Classification	When you specify a classification for an object, you can organize related parent and child objects in a hierarchical structure, similar to a file directory. You can then drill up and down through the hierarchy to view associated items. Create and manage classifications in the Classifications application.
	Class Description	Description of the classification specified for this record
Specification > Specifications		Table with "New Row" button. "Mark Row for Delete" icon is available in every row.
Specification > Specifications > Details		Section
	Attribute	The identifier of an attribute that is associated with the classification.
	Data Type	Data type specified for this classification attribute
	Alphanumeric Value	The alphanumeric value that is associated with the attribute.
	Numeric Value	The numeric value that is associated with the attribute.
	Unit of Measure	The unit of measure that is associated with the attribute.
	Table Value	The table value that is associated with the attribute.
	Section	Section for a group of attributes
	Inherited from	The path to the parent classifications for this classification
	Apply Down Hierarchy	If selected, this attribute is applied to all child classifications of this classification.
Regulatory Permit		Tab
Regulatory Permit > Regulatory Permit Details		Tab
Regulatory Permit > Regulatory Permit Details > General		Section
	Fee Tracking	The costs that are associated with obtaining the regulatory permit.
	Regulatory Permit Type	The type of regulatory permit. Valid values are in the PLUSGREGPERTYPE domain.
	Permit Duration	The duration of the permit. The duration of the permit is calculated from the current date and time minus the issued date and time.
Regulatory Permit > Regulatory Permit Details > Oil and Gas		Section
	Field Name	The name of the geographic area that contains an oil well or a gas well.
	Well Pad	The surface area within which oil wells or gas wells are situated.
	Well Name	The name of the well within a geographic area or field.
	API Number	The identifier that is assigned to each oil well or to each gas reservoir.
	Lease Name	The name of the lease under which the oil field or the gas reservoir is registered.
	State	The state in which the oil field or the gas reservoir is located.
	County	The county in which the oil field or the gas reservoir is located.
Regulatory Permit > Environmental Consents		Tab
Regulatory Permit > Environmental Consents > Environmental Consents		Table with "New Row" button. "Mark Row for Delete" icon is available in every row.
	Consent	The number of the environmental consent. The default starts with 10 and increases in increments of 10. You can specify values between the increments.
	Consent Type	The type of environmental consent, such as emissions to water, emissions to air, or energy usage.
	Consent Limit	The maximum amount of the type of environmental consent that is allowed by the associated regulation, such as the limit of emissions to air.
	Units	The unit of measure, such as kilograms or decibals.
	Meter	The name of the meter, such as a carbon dioxide sensor, that is used to record measurements.
	Meter Group	The name of the group under which meters can be grouped.
	Measurement Point	The acceptable upper and lower conditions and performance limits for a point or a place on a piece of equipment.
	Regulation	The regulation that is associated with the environmental consent for the certification.
	Revision	The revision number of the regulation record. Indicates how many times a regulation record has been revised.
Review and Approval		Tab
Review and Approval > Reviewers		Table with "New Row" and "Select People" button. "Mark Row for Delete" icon is available in every row.
Review and Approval > Reviewers > Details		Section
	Reviewer	The person who is reviewing the certification record.
	Comments	The comments that are associated with the review of the certification record.
	Person's Location	The place where this person is located.
	Job Code	The job code of this person.
	Technical Authority	Indicates whether this person is a technical authority. If the check box is selected, this person is a technical authority, and a technical authority type is required.
	Reviewed	Indicates whether this certification record was reviewed.
	Person's Site	The site to which this person belongs.
	Employee Type	The type of employee this person is, such as full time or a part time employee.
	Technical Authority Type	The type of technical authority that this person has. Valid values are in the PLUSGTECHAUTHORITY domain.
	Sign Off Date	The date and time when the certification record was reviewed.
Review and Approval > Approvers		Table with "New Row" and "Select People" button. "Mark Row for Delete" icon is available in every row.
Review and Approval > Approvers > Details		Section
	Approver	The person who is approving the certification record.
	Comments	The comments that are associated with the approval of the certification record.
	Person's Location	The place where this person is located.
	Job Code	The job code of this person.
	Technical Authority	Indicates whether this person is a technical authority. If the check box is selected, this person is a technical authority, and a technical authority type is required.
	Approved	Indicates whether this certification record was approved.
	Person's Site	The site to which this person belongs.
	Employee Type	The type of employee this person is, such as full time or a part time employee.
	Technical Authority Type	The type of technical authority that this person has. Valid values are in the PLUSGTECHAUTHORITY domain.
	Sign Off Date	The date and time when the certification record was approved.
Related Records		Tab
Related Records > Related Work Orders		Table with "New Row" and "Select Work Orders" button. "Mark Row for Delete" icon is available in every row.
Related Records > Related Work Orders > Details		Section
	Work Order	Identifies the related record. Click the Detail Menu button to select an option and retrieve a value.
	Class	Class of the related work order. Valid values are in the WOCLASS domain. The application populates this field for the related work order that you select. You can choose a work order class before choosing a related work order; if you do so, the application displays only work orders of the specified class in the Select Value dialog box for the work order.
	Asset	Identifies the asset. The Asset field is for the Maximo asset identifier, the value Maximo uses to track the asset. An asset can also have one or more aliases. Transportation (Tr) applications have an Alias field next to the Asset field. You can enter either a Maximo asset identifier or an asset alias in the Asset field. If you enter an alias, Maximo recognizes it and replaces it with the Maximo asset identifier. Maximo moves the alias to the read-only Alias field. Some applications do not have an Alias field that is paired with the Asset field. In these applications, if you enter an asset alias in the Asset field, the alias is simply replaced by the Maximo asset identifier. An alias can be associated with more than one asset. If you enter such an alias in the Asset field, Maximo displays a Select Value list of the assets that have that alias.
	Location	Identifies the work order's location. This is not necessarily the asset's location, however, if an asset is entered, its location will default here
	Classification	When you specify a classification for an object, you can organize related parent and child objects in a hierarchical structure, similar to a file directory. You can then drill up and down through the hierarchy to view associated items. Create and manage classifications in the Classifications application.
	Status	Status of the work order, for example, in progress, waiting on material, waiting for approval, completed, or closed.
	Relationship	Describes the relationship of this record to the record in the key field.
Related Records > Related Tickets		Table with "New Row" and "Select Tickets" button. "Mark Row for Delete" icon is available in every row.
Related Records > Related Tickets > Details		Section
	Related Record Key	Identifies the related record. Click the Detail Menu button to select an option and retrieve a value.
	Class	Class of the related ticket. The application enters this value for the related ticket you select. You can choose a ticket class before choosing a related ticket; if you do so, the application displays only tickets of the chosen class in the Select Value dialog box for the related ticket. To choose a ticket class, enter a value or click the Select Value button.
	Asset	Default assetnum The Asset field is for the Maximo asset identifier, the value Maximo uses to track the asset. An asset can also have one or more aliases. Transportation (Tr) applications have an Alias field next to the Asset field. You can enter either a Maximo asset identifier or an asset alias in the Asset field. If you enter an alias, Maximo recognizes it and replaces it with the Maximo asset identifier. Maximo moves the alias to the read-only Alias field. Some applications do not have an Alias field that is paired with the Asset field. In these applications, if you enter an asset alias in the Asset field, the alias is simply replaced by the Maximo asset identifier. An alias can be associated with more than one asset. If you enter such an alias in the Asset field, Maximo displays a Select Value list of the assets that have that alias.
	Location	Default Location
	Classification	When you specify a classification for an object, you can organize related parent and child objects in a hierarchical structure, similar to a file directory. You can then drill up and down through the hierarchy to view associated items. Create and manage classifications in the Classifications application.
	Status	Status of the ticket. Default statuses are NEW, QUEUED, PENDING, INPROG, RESOLVED, and CLOSED. See the Help for a Service Desk application for more information on statuses.
	Relationship	Describes the relationship of this record to the record in the key field.
Related Records > Related Certifications		Table with "New Row" and "Select Certifications" button. "Mark Row for Delete" icon is available in every row.
Related Records > Related Certifications > Details		Section
	Related Record	Identifies the related record. Click the Detail Menu button to select an option and retrieve a value.
	Permit and Certificate Type	The type of permit or certificate that is associated with the certification record. The status of the type of permit or certificate must be active. You can either select a value or create a type of permit or certificate record using the Permit and Certificate Types application.
	Asset	The asset that is associated with the certification record.
	Location	The location that is associated with the certification record.
	Status	The status of the certification record. Valid statuses are in the PLUSGCERTSTATUS synonym domain. The default value when you create the certification record is Draft. Use the Change Status icon on the toolbar to modify the status of the certification record.
	Relationship	Describes the relationship of this record to the record in the key field.
Log		Tab
Log > Work Log		Tab
Log > Work Log > Work Logs		Table with "New Row" button
Log > Work Log > Work Logs > Details		Section
	Record	Identifies the record for the work log entry.
	Class	Class of the record for the work log entry.
	Created By	Person that created the work log entry.
	Date	Date on which the work log entry was created.
	Type	Type of work log entry. Enter a value or click the Select Value button.
	Summary	Short description of the work log entry. To enter or view additional information, click the Long Description button.
	Details	Long description of the work log. To check spelling of text you enter, click the Long Description button next to the Summary field.
Log > Communication Log		Tab
Log > Communication Log > Communication Logs		Table
Log > Communication Log > Communication Logs > Details		Section
	Originating application	The application that is to be considered this log originator. This can be different from the ORGOBJECT field.
	ID	Name of original escalation or workflow process
	Is Global Issue	Specifies whether the ticket is global. A global ticket either affects many users or is a root cause of other tickets. If the check box is selected, the ticket is global. You can view or specify its class in the Global Class field. You can use a global ticket to manage groups of related tickets. When you change the status of the global record, the status of all globally- related records changes. If your administrator defines automated notifications of status changes, all initial requesters who reported the same issue are notified of the status changes.
	Created By	Creator of the Communication Log
	Date	Creation Date
	To	Single/multiple Recipient of the Communication
	cc	cc'ed recipient of communication.
	bcc	bcc'ed recipients of communication.
	Subject	Subject of the communication
	Message	Message body for Commlog
	Inbound	Is communication inbound or outbound?
Log > Communication Log > Communication Logs > Attachments		Table
	Document	Value assigned by a user that identifies the document.
	Description	Value assigned by a user that describes the document.

Actions

Action	List / Record Only	Remarks
New Certification
Save Certification	Record
Clear Changes	Record
Change Status
Select Owner
Take Ownership
Create Report
Extend Certification	Record
View > Extension History	Record
View > Certification History	Record
Workflow > Route Workflow	Record
Workflow > Stop Workflow	Record
Workflow > View Workflow History	Record
Workflow > View Workflow Assignments	Record
Workflow > View Workflow Map	Record
Workflow > Workflow Help	Record
Create > Communication	Record
Create > Work Order	Record
Create > Incident	Record
Create > Defect	Record
Create > Investigation	Record
Create > Audit and Survey	Record
Create > Certification	Record
Create > Template	Record
Create > Certification from Template	Listing
Modify/Delete Work Log	Record
Attachment Library/Folders > Manage Library
Attachment Library/Folders > Manage Folders
Attachment Library/Folders > Associate Folders
Duplicate Certification	Record
Delete Certification	Record
Add to Bookmarks	Record
Run Reports

Dialogs

Change Status

Tab / Table / Section	Attribute	Remarks
	Certification	The identifier of the certification record.
	Status	The status of the certification record. Valid statuses are in the PLUSGCERTSTATUS synonym domain. The default value when you create the certification record is Draft. Use the Change Status icon on the toolbar to modify the status of the certification record.
	New Status	The new status of the certification record. Valid statuses are in the PLUSGCERTSTATUS synonym domain. The default value when you create the record is Requested. Use the Change Status icon on the toolbar to modify the status of the certification record.
	Memo	The optional comments about the change in status of the certification record.
	"OK" button
	"Cancel" button

Create Communication

Tab / Table / Section	Attribute	Remarks
	Template	Template Id
	To	Single/multiple Recipient of the Communication
	cc	cc'ed recipient of communication.
	bcc	bcc'ed recipients of communication.
	Send From	From address of the Communication
	Reply To	Reply to email address
	Subject	Subject of the communication
	Message	Message body for Communication Log
Attachments		Table with "Attach File" and "Attach Web Page" button. "Mark Row for Delete" icon is available in every row.
	Document	Value assigned by a user that identifies the document.
	Description	Value assigned by a user that describes the document.
	"Send" button
	"Cancel" button

Modify/Delete Work Log

Tab / Table / Section	Attribute	Remarks
Work Logs		Table with Mark Row for Delete" icon in every row.
Work Logs > Details		Section
	Record	Identifies the record for the work log entry.
	Class	Class of the record for the work log entry.
	Created By	Person that created the work log entry.
	Date	Date on which the work log entry was created.
	Type	Type of work log entry. Enter a value or click the Select Value button.
	Summary	Short description of the work log entry. To enter or view additional information, click the Long Description button.
	Details	Long description of the work log. To check spelling of text you enter, click the Long Description button next to the Summary field.
	"OK" pushbutton
	"Cancel" pushbutton

Create Certification from Template

Tab / Table / Section	Attribute	Remarks
Templates		table
	Certification	The identifier of the certification record.
	Description	A description of the certification record.
	Category	The category of the certification record.
	"OK" button
	"Cancel" button

View History

Tab / Table / Section	Attribute	Remarks
Status History		Table
	Status	The current status of the certification record.
	Change Date	The date the status changed for the certification record.
	Change By	The person who created or changed the status of the certification record. This field is read-only.
	Memo	The optional comments about the change of status.
Ownership History		Table
	Change Date	The date and time during which the owner or the owner group was assigned to the record.
	Owner	The owner of the record.
	Owner Group	The owner group of the record.
	Changed By	The person who changed the ownership of the record.
	"OK" button

Extend Certification

Tab / Table / Section	Attribute	Remarks
	Changed By	The person who was logged in when the duration for the certification was extended.
	Change Date	The date and time when the certification was extended.
	Extension	The number of the extension for the certification. A certification can be in any status, except Inactive status, for its duration to be extended. When you extend a certification, the certification expiry date is extended until the date that you specify in the Extend Expiry Until field. An extension number is generated. The extension number starts with 0 and increments by 1 for each subsequent extension.
	Reason for Extension	The reason why the certification was extended.
	Requested By	The person who requested the extension of the certification.
	Extend Expiry Until	The new date and time when the certification will expire.
	"OK" button
	"Cancel" button

View Extension History

Tab / Table / Section	Attribute	Remarks
Certification Details		Table
	Extension	The number of the extension for the certification. A certification can be in any status, except Inactive status, for its duration to be extended. When you extend a certification, the certification expiry date is extended until the date that you specify in the Extend Expiry Until field. An extension number is generated. The extension number starts with 0 and increments by 1 for each subsequent extension.
	Change Date	The date and time when the certification was extended.
	Changed By	The person who was logged in when the duration for the certification was extended.
	Requested By	The person who requested the extension of the certification.
	Reason for Extension	The reason why the certification was extended.
	Extend Expiry Until	The new date and time when the certification will expire.
	"OK" button

Create Audit and Survey

Tab / Table / Section	Attribute	Remarks
	Audit and Survey	The identifier of the audit and survey record.
	Type	The type of audit and survey record.
	Category	The category of the audit and survey record, such as inspection, process, or safety.
	Classification	When you specify a classification for an object, you can organize related parent and child objects in a hierarchical structure, similar to a file directory. You can then drill up and down through the hierarchy to view associated items. Create and manage classifications in the Classifications application.
	Class Description	Description of the classification specified for this record
	Details Long description	Long Description for Details
Context		Section
	Asset	The asset that is associated with the audit and survey record.
	Location	The location that is associated with the audit and survey record.
	Operating Policy	The operating policy that is associated with the audit or the survey.
	Operating Procedure	The operating procedure that is associated with the audit or the survey.
Certification		Section
	Regulation	The regulation that is associated with the audit or the survey.
	Revision	The revision number of the regulation record. Indicates how many times a regulation record has been revised.
	"OK" pushbutton
	"Cancel" pushbutton

Certifications (HSE) Help