Regulatory Compliance (HSE)

Attributes

Tab / Table / Section	Attribute	Remarks
Regulation		Tab
	Regulation	The identifier of the regulation.
	Revision	The revision number of the regulation record. Indicates how many times a regulation record has been revised.
	Applies To	The type of work to which the regulation applies. Valid values are in the PLUSGREGAPPLIESTO domain.
	Status	The status of the regulation. When you create a new regulation, the application assigns it a status of DRAFT.
	Status Date	The date and time when the regulation was created or was changed through the Change Status action.
	Organization	Identifies the organization.
	Regulation Owner	The person who has responsibility for this regulation. The owner is most likely the contact for questions concerning this regulation and has responsibility for keeping the regulation up to date. If the regulation is workflow enabled, the owner is probably the person used for approval of changes to this regulation.
	Regulation Type	The type of regulation. Valid values are in the PLUSGREGTYPE domain.
	Technical Authority	The technical authority who is associated with the regulation record. You can assign a person as a technical authority on the Details tab of the People application.
	Technical Authority Type	The type of technical authority that this person has. Valid values are in the PLUSGTECHAUTHORITY domain.
	Site	Identifies the site.
	Owner Group	The group that has responsibility for this regulation. The owner group is most likely the contact for questions concerning this regulation and has responsibility for keeping the regulation up to date. If the regulation is workflow enabled, the owner group is probably the group that is used for approval of changes to this regulation.
	Regulation Number	The alphanumeric value that identifies the regulation (for example, DOT178).
	Regulation Sub-Section	The subsection of the regulation number for this regulation. The Regulation Number field must contain a value.
	Safety Critical Element	A reference to any element that is critical to safety and that is associated with a regulation. A performance standard that regulates the emission of hazardous substances can be a type of critical-safety reference.
	Regulatory Authority	The name of the issuing regulatory authority.
	Regulatory Region	The state or region of the issuing authority.
	Regulatory Country	The country of the issuing authority.
	Valid From	The date from which the regulation is valid.
	Expiration Date	If an expiration date applies, the expiration date of this regulation.
	External System Reference	The reference number used by an external system to identify this regulation.
	Insurance Requirements	Specifies whether insurance requirements apply to this regulation. If the check box is selected, insurance requirements apply. If the check box is cleared, insurance requirements do not apply.
	Supports Safety Case	Specifies whether this regulation supports a safety case. If this check box is selected, this regulation supports a safety case. If this check box is cleared, this regulation does not support a safety case.
	Safety Case Reference	The reference for the safety case that this regulation supports.
	Details	Additional description of the regulation record. (Long Description)
Specifications		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
Specifications > Specifications		Table with "New Row" button. "Mark Row for Delete" icon is available in every row
Specifications > Specifications > Details		Section
	Attribute	The identifier of an attribute that is associated with the classification.
	Data Type	Data type specified for this classification attribute
	Unit of Measure	The unit of measure that is associated with the attribute.
	Section	Section for a group of attributes
	Date Value	Date Value
	Alphanumeric Value	The alphanumeric value that is associated with the attribute.
	Numeric Value	The numeric value that is associated with the attribute.
	Table Value	The table value that is associated with the attribute.
	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.
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.
	"New Row" pushbutton
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.
Where Used		Tab
Where Used > Assets		Tab
Where Used > Assets > Assets		Table
	Asset	Asset
	Description	Describes the asset. To enter or view additional information, click the Long Description button.
	Site	Site
Where Used > Locations		Tab
Where Used > Locations > Locations		Table
	Location	Location
	Description	Description of the location. To enter or view additional information, click the Long Description button.
	Site	Site
Where Used > Job Plans		Tab
Where Used > Job Plans > Job Plans		Table
	Job Plan	Job Plan
	Revision	Displays the revision level of the current job plan.
	Description	One Line Short Description Of Job Plan
	Organization	Organization Identifier
	Site	Site Identifier
Where Used > Hazards		Tab
Where Used > Hazards > Hazards		Table
	Hazard	Identifies the hazard
	Description	The description of the hazard
	Organization	Organization Identifier
Where Used > Permit and Certificate Types		Tab
Where Used > Permit and Certificate Types > Permit and Certificate Types		Table
	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.
	Description	Description of the permit and certificate type. You can change this value only when the status of the permit and certificate type record is Draft.
	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.
	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.
Where Used > Operating Policies		Tab
Where Used > Operating Policies > Operating Policies		Table
	Operating Policy	The unique identifier of the operating policy. You can use the same identifier for multiple operating policies, but the combination of organization, site, and policy number must be unique. You cannot use the same identifier for a system-level (null organization and site) policy and an organization-level or site-level policy. You cannot use the same identifier for an organization-level policy and for a site-level policy in the same organization. After you save the policy record, you cannot change this value.
	Description	Description of the policy. You can change this value only when the status of the policy record is Draft.
	Organization	The organization that is associated with the operating policy. By default, this value is null. After you save the policy record, you cannot change this value. To define an organization-level policy, specify an organization and no site. To define a site-level policy, specify an organization and a site, or specify only a site and the organization field will be populated with the corresponding organization.
	Site	The site that is associated with the operating policy. By default, this value is null. After you save the policy record, you cannot change this value. To define a site-level policy, specify an organization and a site, or specify only a site and the organization field will be populated with the corresponding organization.
Where Used > Operating Procedures		Tab
Where Used > Operating Procedures > Operating Procedures		Table
	Operating Procedure	The unique identifier of the operating procedure. You can use the same identifier for multiple operating procedures, but the combination of organization, site, and procedure number must be unique. You cannot use the same identifier for a system-level (null organization and site) procedure and an organization-level or site-level procedure. You cannot use the same identifier for an organization-level procedure and for a site-level procedure in the same organization. After you save the procedure record, you cannot change this value.
	Description	Description of the operating procedure. You can change this value only when the status of the operating procedure record is Draft.
	Organization	The organization that is associated with the operating procedure. By default, this value is null and the operating procedure is at the system level. To define an organization-level procedure, specify an organization and no site. To define a site-level procedure, specify an organization and a site, or specify only a site and this field will be populated with the corresponding organization.
	Site	The site that is associated with the operating procedure. By default, this value is null. To define a site-level procedure, specify an organization and a site, or specify only a site and the organization field will be populated with the organization that corresponds to the site.
Where Used > Items		Tab
Where Used > Items > Items		Table
	Item	Identifies the item record. This value must be unique for all item records. Click the Detail Menu button to view items by classification or availability.
	Description	Names or describes the inventory item. For additional information, click the Long Description button.
	Item Set	Set identifier for the item.
Where Used > PMs		Tab
Where Used > PMs > PMs		Table
	PM	Identifies the PM. This value must be unique for all PM records.
	Description	Describes the PM. To enter or view additional information, click the Long Description button.
	Site	Site
Where Used > Audit and Survey		Tab
Where Used > Audit and Survey > Audit and Survey		Table
	Audit and Survey	The identifier of the audit and survey record.
	Description	A description of the audit and survey record.
	Organization	The organization that is associated with the site of the audit or the survey.
	Site	The site that is associated with the audit and survey record.
Where Used > Certifications		Tab
Where Used > Certifications > Certifications		Table
	Certification	The identifier of the certification record.
	Description	A description of the certification record.
	Site	The site that is associated with the certification record.

Actions

Action	List / Record Only	Remarks
New Regulation
Save Regulation	Record
Clear Changes	Record
Change Status
Select Owner
Take Ownership
Create Report
View Regulation 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 Regulation	Record
Delete Regulation	Record
Add to Bookmarks	Record
Revise Regulation	Record
View Revision History	Record
Run Reports

Dialogs

Change Status

Tab / Table / Section	Attribute	Remarks
	Regulation	The identifier of the regulation.
	Status	The status of the regulation. When you create a new regulation, the application assigns it a status of DRAFT.
	New Status	New Status
	Memo	Memo
	"OK" button
	"Cancel" button

Modify/Delete Work Log

Tab / Table / Section	Attribute	Remarks
Work Logs		Table with "Mark Row for Delete" icon available 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

View Regulation 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 Regulatory Compliance 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" button

Select Owner

Tab / Table / Section	Attribute	Remarks
Persons		Tab
Persons > Persons		Table
	Person Group	REPLACES PERSONGROUPID
	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" pushbutton

Regulation Revision History

Tab / Table / Section	Attribute	Remarks
Revision History		Table
	Revision	The revision number of the regulation record. Indicates how many times a regulation record has been revised.
Revision History > Details		Section
	Revision	The revision number of the regulation record. Indicates how many times a regulation record has been revised.
	Revised By	The person who revised the regulation record.
	Revision Date	The date when the regulation record was revised.
	Comments	The comments for the revision.
	Status	The status of the regulation. When you create a new regulation, the application assigns it a status of DRAFT.
	"OK" pushbutton

Revise Regulation

Tab / Table / Section	Attribute	Remarks
	Regulation	The identifier of the regulation. This value must be unique for all regulation records.
	Revision Number	The revision number of the regulation. Indicates how many times a regulation has been revised.
	Comments	The comments for the revision.
	"OK" pushbutton
	"Cancel" pushbutton

Regulatory Compliance (HSE) Help