Permit and Certificate Types (HSE)

Actions  | Permit and Certificate Types  | Log

Attributes

Tab / Table / Section	Attribute	Remarks
Permit and Certificate Types		Tab
	Permit and Certificate Type	Identifier of the permit and certificate type. The combination of organization, site, and permit and certificate type must be unique. After you create and save a permit and certificate type record, you cannot change this value.
	Organization	The organization to which the permit and certificate type record applies. The default value is null. If you specify a value in the Site field, the system populates this field with the corresponding organization. If the permit and certificate type record applies to all organizations, do not enter a value. After you create and save a permit and certificate type record, you cannot change this value.
	Status	The status of the permit and certificate type record. Valid values are in the PLUSGPERTYPESTATUS synonym domain. The default status, when you create the record, is Draft. You can change the value only through the Change Status action.
	Owner	Owner of the permit and certificate type. To change this value, use the Select Owner action or the Take Ownership action.
	Site	The site to which the permit and certificate site record applies. The default value is null. If you enter a value, the system populates the Organization field with the corresponding organization. If the permit and certificate type record applies to all sites, do not enter a value. After you create and save a permit and certificate type record, you cannot change this value.
	Status Date	The server date and time when the record was created or updated through the Change Status action. This field is read-only.
	Owner Group	Group that owns the permit and certificate type record. To change this value, use the Select Owner action.
Permit and Certificate Types > Details		Section
	Summary	A detailed description of the purpose of the permit or certificate. You can change this value only when the status of the permit and certificate type record is Draft.
	Regulation	The regulation that is associated with the permit and certificate type. The status of the regulation must be Active. The regulation must apply to a permit and certificate type or be a generic regulation. You can change this value only when the status of the permit and certificate record is Draft.
	Revision	The revision number of the regulation record. Indicates how many times a regulation record has been revised.
	Category	The category of the permit or certificate type. Valid values are in the PLUSGPERTYPECAT synonym domain. You can change this value only when the status of the permit and certificate type record is Draft.
	Reference	A reference for the permit or certificate. You can change this value only when the status of the permit and certificate type record is Draft.
	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
	Personal	Specifies whether a certificate is a personal certification. If the check box is selected, the certificate is a personal certification, and it is associated with a person in the People application. The default value is False (check box is cleared). You can change this value only when the status of the record is Draft. You cannot delete the record if the certificate is related to a person in the People application (that is, if the Personal check box is selected). When searching on this field, use Y to indicate a selected check box, and N to specify a cleared check box.
	Material Inspection	Specifies whether the certificate is a material inspection certification. If this check box is selected, corresponding inventory items, purchase requisition line items, and purchase order line items must be inspected and documented on delivery. You can change this value when the status of the permit and certificate type record is Draft.
	Permit to Work	Indicates whether the permit or certificate type applies to a permit to work.
	Isolation Certificate	Indicates whether the permit or certificate type applies to an isolation certificate.
	Access Permit	Indicates whether the permit or certificate type applies to an access permit.
Permit and Certificate Types > Training		Table with "New Row" button. "Mark Row for Delete" icon is available in every row.
Permit and Certificate Types > Training > Details		Section
	Course	The identifier of the training course.
	Required Training	Indicates whether the training course is a requirement for this permit and certificate type.
	Subject	The subject matter of the course.
	Training Provider	The name of the company or third party who provides the training.
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 Permit and Certificate Type
Save Permit and Certificate Type	Record
Change Status
Clear Changes	Record
Select Owner
Take Ownership
Create Report
View Permit and Certificate Type History	Record
Create Communication	Record
Modify/Delete Work Log	Record
Attachment Library/Folders > Manage Library
Attachment Library/Folders > Manage Folders
Attachment Library/Folders > Associate Folders
Duplicate Permit and Certificate Type	Record
Delete Permit and Certificate Type	Record
Add to Bookmarks	Record
Run Reports

Dialogs

Change Status

Tab / Table / Section	Attribute	Remarks
	Permit and Certificate Type	Identifier of the permit and certificate type. The combination of organization, site, and permit and certificate type must be unique. After you create and save a permit and certificate type record, you cannot change this value.
	Status	The status of the permit and certificate type record. Valid values are in the PLUSGPERTYPESTATUS synonym domain. The default status, when you create the record, is Draft. You can change the value only through the Change Status action.
	New Status	The new status of the permit and certificate type record. Valid values are in the PLUSGPERTYPESTATUS domain. You can change the value only through the Change Status action.
	Memo	Comments about the status change.
	"OK" button
	"Cancel" button

Select Owner

Tab / Table / Section	Attribute	Remarks
Persons		Tab
Persons > Persons		Table
	Person Group	Person Group identifier
	Person	Identifier of the person's record. This field must be unique. When you save a person record, this field becomes read only.
	Name	A nick name or a friendly name that this person can be identified with. This field is automatically populated when values are entered in the First Name and/or Last Name fields.
	Shift	The shift record associated with this person.
	Open Work	Number of Open Tickets
Person Groups		Tab
Person Groups > Person Groups		Table
	Person Group	Identifier of the person group record.
	Description	Description of the person group record.
	"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 Commlog
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" pushbutton
	"Cancel" pushbutton

Modify/Delete Work Log

Tab / Table / Section	Attribute	Remarks
Work Logs		Table
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

View Permit and Certificate Type History

Tab / Table / Section	Attribute	Remarks
Status History		Table
	Status	Status.
	Change Date	Change Date.
	Change By	Identifier of the person who created or changed the status of the permit and certificate type record. This field is read-only.
	Memo	Comments about the status change.
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" pushbutton

Permit and Certificate Types (HSE) Help