Access Permits (HSE)

Actions  | Access Permit  | Risks  | Procedures  | Issue and Acceptance  | Related Records  | Log

Attributes

Tab / Table / Section	Attribute	Remarks
Access Permit		Tab
	Permit Header	Additional description of the permit and certificate type record.
	Permit	The identifier of the access permit record.
	Extension	The number of the extension for the access permit record. An access permit must be in Issued, Active, or Suspended status for its duration to be extended. When you extend an access permit, the permit validity is increased by the value in the Extension Period in Hours field. An extension number is generated. The extension number starts with 0 and increments by 1 for each subsequent extension.
	Permit Risk Level	The level of risk that is associated with the access permit record, depending on the nature of the task.
	Permit and Certificate Type	The type of permit or certificate that is associated with the access permit 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. After you create and save a permit and certificate type record, you cannot change this value.
	Status	The status of the access permit record. Valid statuses are in the PLUSGPERWORKSTATUS synonym domain. The default value when you create the access permit record is Requested. Use the Change Status icon on the toolbar to modify the status of the permit.
	Site	The site that is associated with the access permit record.
	Owner	The owner of the access permit. You can change ownership of the access permit using the Select Owner or the Take Ownership actions.
	Owner Group	The group that owns the access permit. You can change ownership of the access permit using the Select Owner or the Take Ownership actions.
	Template	Indicates that the record can be used as a template to create other access permit records. Only certain fields and their values are duplicated. Those fields and their values are copied from the originating record to the new record.
	Permit Class	The class of permit. Valid values are in the PLUSGPTWCLASS domain.
Access Permit > Permit Details		Section
	Required Date	The date and time when the permit is required.
	Working Hours	Advisory information, such as Daylight Only, on the working hours that are associated with an access permit.
	Validity	The amount of hours or days during which the access permit is valid.
	Units	The unit of time for which the access permit is valid.
	Details Long description	Long Description for Details
Access Permit > Issue Summary		Section
	Start	The date and time that is set by the issuing authority for the access permit.
	Start	The date and time that is set by the issuing authority for the access permit.
	Finish	The finish date and time that is set by the issuing authority for the access permit.
	Created	The date and time when the access permit was created.
	Total Duration	The amount of time that has elapsed between the start date of the access permit and the system date (D = days, H = hours, MIN = minutes).
	Valid Until	The date and time until which the access permit is valid.
	Issue	The issue number of the permit.
Access Permit > Location Details		Section
	Location	The location that is associated with the access permit record.
	Asset	The asset that is associated with the access permit record.
	Physical Location	A description of the physical location in the plant.
	Area	The area that is associated with location.
	Unit	The unit that is associated with the access permit record.
	Safety-critical	Indicates that the access permit is associated with a safety-critical location.
	Hazardous Area Classification	The classification that is assigned to the hazardous area in this plant. Valid values are in the PLUSGHAZARDCLASS domain.
Access Permit > Task Details		Section
	Originating Work Order	The originating work order that triggered the creation of the access permit record.
	Originating Task	The originating task on the work order that triggered the creation of the access permit record.
	Originating Inspection	The number of the originating conduct an inspection record.
	Activity Category	The category of the activity that is associated with the access permit, such as chemical operations or production operations.
	Lock	The identifier for a lock box that can hold multiple keys that are associated with a group of related isolations. The person who does the work holds the key to the master lock box.
	Work Shift	The work shift for which the access permit is required. Valid values are in the PERMITWORKSHIFTS domain.
	Grouping Code	The code that is used to group related access permits, such as those for projects or for turnarounds. Valid values are in the PLUSGGROUPINGCODE domain. You can change this value in any status except when the status of the access permit is Canceled or Closed.
Access Permit > Permit Roles		Section
	Requestor	The person who is requesting the access permit. The requestor is the logged on user who creates the access permit.
	Confined Space Controller	The person who is assigned to enter the confined space.
Access Permit > Permit Verifications		Section
	Risk Assessment Required	Specifies whether a risk assessment must be performed for this access permit record.
	Inspection Form	The number of the inspection form.
	Current Form Revision	Current Form Revision
	Inspection Result	The number of the inspection result.
Access Permit > People Requiring Access		Table with "New Row" button. "Mark Row for Delete" icon is available in every row.
Access Permit > People Requiring Access > Details		section
	Person	Identifies the person who requires the access permit.
	Name	The name of the person who requires the access permit.
	Phone	The phone number of the person who requires the access permit.
	External Person	Indicates whether the person who requires access is external to the organization.
	External Company/Vendor	Identifies the company with which the person who requires access is associated.
	External Company Name	The name of the company with which the person who requires access is associated.
	External Person Relationship	The relationship between the external person and the organization that issues the access permit.
	Company/Vendor Phone	The phone number of the company or vendor who requires the access permit.
	Safety Talk Completed	Indicates whether the person or company who requires the access permit has completed a safety talk.
Access Permit > Multiple Locations		Table with "New Row" button. "Mark Row for Delete" icon is available in every row.
Access Permit > Multiple Locations > Details		section
	Location	The location to which the access permit record applies.
	Comments	Detailed information about the multiple location record.
	Hazardous Area Classification	The classification that is assigned to the hazardous area in this plant. Valid values are in the PLUSGHAZARDCLASS domain.
	Area	The area that is associated with location.
	Unit	The unit that is associated with the access permit.
Risks		Tab
Risks > Hazard Review		Tab
Risks > Hazard Review > Summary		Section
	Hazard Summary	A summary of the hazards. The summary is based on the risk assessment analysis that was done for the access permit.
	Total Score	The total score that is assigned to the hazards that are associated with the access permit.
	Risk Assessment	The risk assessment number that is associated with the access permit. If the access permit was created from a work order or from a task, the risk assessment information is copied to the access permit. You can also select a risk assessment using the Risk Assessment application.
	Most Significant Risk Ranking	The most significant risk ranking for the risk assessment. Valid values are in the PLUSGRISKRANKING domain. You can change this value only when the status of the risk assessment record is Draft.
Risks > Hazard Review > Review Actions		Table with "New Row", "Select Actions" and "Select Action Group" button. "Mark Row for Delete" and "Review Action Items." icon are available in every row.
Risks > Hazard Review > Review Actions > Review Action Details		section
	Standard Action	The action that is associated with the access permit. 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 access permit. 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 access permit is complete.
	Sign Off	The date and time when the action was completed.
	Comments	Detailed information about the action.
Risks > Hazard Review > 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.
Risks > Hazard Review > Review Actions > Review Items		Table
Risks > Hazard Review > Review Actions > Review Items > Review Item Details		Section
	Review Item	The review item number, starting with 10 and increasing in increments of 10. You can specify values between the increments.
	Description	A description of the review item.
	Review Response Type	The type of response that is required for the item that is reviewed, such as Yes or No, or a numeric response. An item can also have a combined type of response.
Risks > Hazard Review > 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.
Risks > Hazard Review > (No Label)		Section
	"Go To Operational Actions" button
Risks > Controls		Tab
Risks > Controls > Summary		Section
	Controls Summary	A summary of the controls. The summary is based on the controls identified to address hazards identified by the hazard review.
Risks > Controls > Review Actions		Table with "New Row", "Select Actions" and "Select Action Group" button. "Mark Row for Delete" and "Review Action Items." icon are available in every row.
Risks > Controls > Review Actions > Review Action Details		Section
	Standard Action	The action that is associated with the access permit. 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 access permit. 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 access permit is complete.
	Sign Off	The date and time when the action was completed.
	Comments	Detailed information about the action.
Risks > Controls > 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.
Risks > Controls > Review Actions > Review Items		Table
Risks > Controls > Review Actions > Review Items > Review Item Details		Section
	Review Item	The review item number, starting with 10 and increasing in increments of 10. You can specify values between the increments.
	Description	A description of the review item.
	Review Response Type	The type of response that is required for the item that is reviewed, such as Yes or No, or a numeric response. An item can also have a combined type of response.
Risks > Controls > 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.
Risks > Controls > (No Label)		Section
	"Go To Operational Actions" pushbutton
Procedures		Tab
	Method Statement	Long Description for Method Statement
Procedures > Attachments		Table with "Attach File" and "Add Link to 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.
Procedures > Operating Procedures		Tab
Procedures > Operating Procedures > Procedures		Table with "Select Operating Procedures" button. "Mark Row for Delete" icon is available in every row.
Procedures > Operating Procedures > Procedures > Details		Section
	Operating Procedure	The operating procedure that is associated with the access permit.
	Type	The type of the operating procedure. Valid values are in the PLUSGPROCTYPE domain. You can change this value only when the status of the prcoedure record is Draft.
Procedures > Operating Procedures > Procedure Lines		Table
Procedures > Operating Procedures > Procedure Lines > Details		Section
	Line Number	The line number of the procedure.
	Standard Action	The standard action associated with the procedure.
	Details	Details for the procedure line.
Procedures > Checklist		Tab
Procedures > Checklist > Actions		Table with "New Row", "Select Actions" and "Select Action Group" button. "Mark Row for Delete" icon is available in every row.
Procedures > Checklist > Actions > Details		Section
	Access Permit Action	The action that is associated with the access permit. You can create your own actions or select actions from the Standard Actions application.
	Access Permit Action Group	Access Permit Action Group
	Action By	The person who is taking the action.
	Action By Group	The person group that is taking the action.
	Completed	Specifies whether the action that is associated with the access permit is complete.
	Sign Off Date	The date and time when the action is completed.
	Comments	Detailed information about the action.
Procedures > Training		Tab
Procedures > Training > Training		Table with "New Row" and "Select Trainings" button. "Mark Row for Delete" icon is available in every row.
Procedures > Training > Training > Details		Section
	Course	The course record that is required for the access permit.
Issue and Acceptance		Tab
Issue and Acceptance > Issue		Table with "New Row" and "Select People" button. "Mark Row for Delete" icon is available in every row.
Issue and Acceptance > Issue > Details		Section
	Issuing Authority	The person who is issuing the access permit record.
	Extension	The number of the extension for the access permit record. An access permit must be approved and active for its duration to be extended. When you extend an access permit, an extension number is generated. The extension number starts with 0 and increments by 1 for each subsequent extension.
	Comments	The comments that are associated with the issuance of the access permit record.
	Person's Location	The place where this person is located.
	Job Code	The job code of this person.
	Start	The date and time that is set by the issuing authority for the access permit.
	Finish	The finish date and time that is set by the issuing authority for the access permit.
	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.
	Phone	The phone number of the person who is responsible for issuing the access permit
	Sign Off Date	The date and time when the access permit was issued.
	Extension	Indicates whether the issue is associated with an extension of the access permit.
	Shift Change	Indicates whether the issuance of the access permit is associated with a shift change.
	Issued	Specifies whether this access permit record is issued.
	Issue	The issue number of the permit.
Issue and Acceptance > Acceptance		Table with "New Row" and "Select People" button. "Mark Row for Delete" icon is available in every row.
Issue and Acceptance > Acceptance > Details		Section
	Performing Authority	The person who is responsible for completing the work associated with the access permit record.
	Extension	The number of the extension for the access permit record. An access permit must be approved and active for its duration to be extended. When you extend an access permit, an extension number is generated. The extension number starts with 0 and increments by 1 for each subsequent extension.
	Comments	The comments that are associated with the acceptance of the access permit record.
	Person's Location	The place where this person is located.
	Job Code	The job code of this person.
	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.
	Phone	The phone number of the person who is responsible for completing the work that is associated with the access permit.
	Sign Off Date	The date and time when the access permit was accepted.
	Accepted	Specifies whether this access permit record is accepted.
Issue and Acceptance > Multiple Site Checks		Table with "New Row" and "Select People" button. "Mark Row for Delete" icon is available in every row.
Issue and Acceptance > Multiple Site Checks > Details		Section
	Site Checked By	The person who checked the site that is associated with the access permit. Select a person name or access the Person application to authorize the person to perform site checks.
	Comments	The comments that are associated with each of the site checks that were done for this access permit. Only the logged in user who is authorized to do site checks can specify details on the site verification.
	Person's Location	The place where this person is located.
	Job Code	The job code of this person.
	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.
	Phone	The phone number of the person who is responsible for checking the site that is associated with the access permit.
	Sign Off	The date and time when the site was checked.
	Site Checked	Specifies whether there was a verification of the site that is associated with the access permit.
Issue and Acceptance > Countersignatures		Table with "New Row" and "Select People" button. "Mark Row for Delete" icon is available in every row.
Issue and Acceptance > Countersignatures > Details		Section
	Countersignature	The person who added their signature to the access permit. For example, an Operations Manager might want to sign the access permit if the access permit impacts operations that are under the supervision of the Operations Manager. To countersign a permit, the person must be an authorized area authority or an authorized issuing authority in the Person application.
	Role	The role that is assigned to the person who countersigned the access permit. Valid values are in the PLUSGCNTSIGNROLE domain.
	Comments	The comments that were added by the person who countersigned the access permit.
	Person's Location	The place where this person is located.
	Job Code	The job code of this person.
	Area	The area that is associated with the person record.
	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.
	Phone	The phone number of the person who countersigned the access permit.
	Sign Off	The date and time when the access permit was countersigned.
	Countersigned	Specifies whether this access permit record is countersigned.
Closure		Tab
Closure > Closure Details		Section
	Work Completed	Indicates whether the work that is associated with the access permit is complete.
	Returned to Safe Condition	Indicates whether the plant was returned to a safe condition, and is ready to be returned to production.
	Lock Returned	Indicates that all locks and keys that are associated with the access permit have been returned.
	Performing Authority	The person who is responsible for the completion of the work relating to the access permit.
	Issuing Authority	The person who is responsible for confirming that the plant was returned to a safe condition.
	Audit and Survey	The audit and survey record that is associated with the access permit.
	Work Completed	The date and time when the person confirms that the work was completed.
	Returned to Safe Condition	The date and time when the person confirms that the plant was returned to a safe condition.
Related Records		Tab
Related Records > Related Permits to Work and Isolation Certificates		Table with "New Row" and "Select Permits to Work and Isolation Certificates" button. "Mark Row for Delete" icon is available in every row.
Related Records > Related Permits to Work and Isolation Certificates > Details		Section
	Related Record	Identifies the related record. Click the Detail Menu button to select an option and retrieve a value.
	Class	Class of the related permit or isolation. Valid values are in the PLUSGPTWCLASS domain.
	Asset	The asset that is associated with the permit to work record.
	Location	The location that is associated with the permit to work record.
	Permit and Certificate Type	The type of permit or certificate that is associated with the permit to work 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. After you create and save a permit and certificate type record, you cannot change this value.
	Permit Risk Level	The level of risk that is associated with the permit to work record, depending on the nature of the task.
	Status	The status of the permit to work record. Valid statuses are in the PLUSGPERWORKSTATUS synonym domain. The default value when you create the permit to work record is Requested. Use the Change Status icon on the toolbar to modify the status of the permit.
	Master Permit	Specifies whether this permit to work record is a master permit.
	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	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 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
	Related Record	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.
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 Access Permit
Save Access Permit	Record
Clear Changes	Record
Change Status
Select Owner
Take Ownership
Create Report
Extend Access Permit	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 > Access Permit from Template	Listing
Create > Communication	Record
Create > Permit to Work	Record
Create > Isolation Certificate	Record
Create > Access Permit	Record
Create > Incident	Record
Create > Defect	Record
Create > Investigation	Record
Create > MOC Request	Record
Create > Action	Record
Create > Template	Record
Create > Bypass	Record
Modify/Delete Work Log	Record
View > Access Permit History	Record
View > Extension History	Record
View > Simultaneous Operations	Record
Attachment Library/Folders > Manage Library
Attachment Library/Folders > Manage Folders
Attachment Library/Folders > Associate Folders
Duplicate Access Permit	Record
Delete Access Permit	Record
Add to Bookmarks	Record
Run Reports
Suspend Active Permits	Listing

Dialogs

Change Status

Tab / Table / Section	Attribute	Remarks
	Permit	The identifier of the access permit record.
	Status	The status of the access permit record. Valid statuses are in the PLUSGPERWORKSTATUS synonym domain. The default value when you create the access permit record is Requested. Use the Change Status icon on the toolbar to modify the status of the permit.
	New Status	The new status of the permit to work record. Valid statuses are in the PLUSGPERWORKSTATUS 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 permit to work 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 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" button
	"Cancel" button

Modify/Delete Work Log

Tab / Table / Section	Attribute	Remarks
Work Logs		"Mark Row for Delete" icon is available in every row.
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" button
	"Cancel" button

Select Actions

Tab / Table / Section	Attribute	Remarks
Actions		Table
	Standard Action	The unique identifier of this standard action.
	Description	The description of this standard action.
	Type	The type of standard action. Valid values are in the PLUSGSTDACTIONTYPE domain.
	Status	The status of this standard action.
	Category	The category of the action. Valid values are in the PLUSGACTIONCAT domain.
	Organization	The organization associated with this standard action.
	Site	The site associated with this standard action.
	"OK" button
	"Cancel" button

Select Action Group

Tab / Table / Section	Attribute	Remarks
	Standard Action Group	Identifier of a standard action group.
PTW Action Groups		Table
	Standard Action Group	Identifies a standard action group.
	Description	The description of this standard action group.
	"OK" button
	"Cancel" button

Select Emergency Actions

Tab / Table / Section	Attribute	Remarks
Actions		Table
	Standard Action	The unique identifier of this standard action.
	Description	The description of this standard action.
	Type	The type of standard action. Valid values are in the PLUSGSTDACTIONTYPE domain.
	Status	The status of this standard action.
	Category	The category of the action. Valid values are in the PLUSGACTIONCAT domain.
	Organization	The organization associated with this standard action.
	Site	The site associated with this standard action.
	"OK" button
	"Cancel" button

Select Emergency Action Group

Tab / Table / Section	Attribute	Remarks
	Standard Action Group	Identifier of a standard action group.
Emergency Action Groups		Table
	Standard Action Group	Identifies a standard action group.
	Description	The description of this standard action group.
	"OK" button
	"Cancel" button

Select Conditions for Work

Tab / Table / Section	Attribute	Remarks
Conditions for Work		Table
	Condition for Work	The identifier of the condition for work.
	Description	The description of the condition for work.
	Type	Identifies the condition for work type to distinguish among plant operation modes (for example, shutdown or operational).
	Status	The status of the condition for work.
	Organization	Identifies the organization.
	Site	Identifies the site.
	"OK" button
	"Cancel" button

Extend Access Permit

Tab / Table / Section	Attribute	Remarks
	Changed By	The person who was logged in when the duration for the permit to work was extended.
	Change Date	The date and time when the permit to work record was extended.
	Extension	The number of the extension for the permit to work record. A permit to work must be in Isolation Complete, Approved, Active, or in Suspended status for its duration to be extended. When you extend a permit to work, the permit validity is increased by the value in the Extension Period in Hours 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 permit to work is extended. Operational rules might dictate that a permit to work requires an extension.
	Requested By	The person who requested the extension of the permit to work.
	Extension Period in Hours	The time period for which the permit to work is extended.
	Approval Required	Indicates that approval of the extension is necessary.
	"OK" button
	"Cancel" button

View Extension History

Tab / Table / Section	Attribute	Remarks
Access Permit Details		Table
	Extension	The number of the extension for the permit to work record. A permit to work must be in Isolation Complete, Approved, Active, or in Suspended status for its duration to be extended. When you extend a permit to work, the permit validity is increased by the value in the Extension Period in Hours 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 permit to work record was extended.
	Changed By	The person who was logged in when the duration for the permit to work was extended.
	Requested By	The person who requested the extension of the permit to work.
	Reason for Extension	The reason why the permit to work is extended. Operational rules might dictate that a permit to work requires an extension.
	Extension Period in Hours	The time period for which the permit to work is extended.
	Approval Required	Indicates that approval of the extension is necessary.
	"OK" button

Select Hazardous Materials

Tab / Table / Section	Attribute	Remarks
Hazardous Materials		Table
	Hazard	Identifies the hazard
	Description	The description of the hazard
	Organization	Organization Identifier
	Type	Identifies the hazard type
	"OK" button
	"Cancel" button

Select Operating Procedures

Tab / Table / Section	Attribute	Remarks
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.
	Type	The type of the operating procedure. Valid values are in the PLUSGPROCTYPE domain. You can change this value only when the status of the prcoedure record is Draft.
	Status	The status of the operating procedure record. The default status is Draft. Valid values are in the PLUSGPROCSTATUS domain. You can change the value by using the Change Status action. You cannot edit or delete a procedure record when its status is Active. You can delete a procedure record when its status is Draft or Inactive.
	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.
	"OK" button
	"Cancel" button

Select Trainings

Tab / Table / Section	Attribute	Remarks
Trainings		Table
	Course	The unique identifier of the training course
	Description	The description of the training course.
	Revision	The revision number of the training course.Indicates how many times a training record has been revise
	Subject	The subject matter of the course.
	Training Method	Indicates the method of delivering the course.Courses can be delivered in person or from a distance.
	Organization	Organization Identifier.
	Site	The site that is associated with the training course.
	"OK" button
	"Cancel" button

Select Actions

Tab / Table / Section	Attribute	Remarks
Actions		Table
	Standard Action	The unique identifier of this standard action.
	Description	The description of this standard action.
	Type	The type of standard action. Valid values are in the PLUSGSTDACTIONTYPE domain.
	Status	The status of this standard action.
	Category	The category of the action. Valid values are in the PLUSGACTIONCAT domain.
	Organization	The organization associated with this standard action.
	Site	The site associated with this standard action.
	"OK" button
	"Cancel" button

Select Action Group

Tab / Table / Section	Attribute	Remarks
	Standard Action Group	Identifier of a standard action group.
Action Groups		table
	Standard Action Group	Identifies a standard action group.
	Description	The description of this standard action group.
	"OK" button
	"Cancel" button

Create Access Permit from Template

Tab / Table / Section	Attribute	Remarks
Templates		Table
	Permit	The identifier of the access permit record.
	Description	A description of the access permit record.
	Permit Risk Level	The level of risk that is associated with the access permit record, depending on the nature of the task.
	Permit and Certificate Type	The type of permit or certificate that is associated with the access permit 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. After you create and save a permit and certificate type record, you cannot change this value.
	"OK" button
	"Cancel" button

Select Lock Outs/Tag Outs

Tab / Table / Section	Attribute	Remarks
Lock Outs/Tag Outs		Table
	Tag Out	Identifies the tagout procedure
	Description	The description of the tagout procedure
	Site	Site Identifier
	"OK" button
	"Cancel" button

View Simultaneous Operations

Tab / Table / Section	Attribute	Remarks
	Area	Indicates whether the area that is associated with the location for the permit to work will be used when searching for simultaneous operations.
	Area	The area that is associated with the permit to work.
	Unit	Indicates whether the unit for the permit to work will be used when searching for simultaneous operations.
	Unit	The unit that is associated with the permit to work.
	"Run Conflict Detection" button
Permits to Work		Table
	Permit	The identifier of the permit to work record.
	Description	A description of the permit to work record.
	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 to work record. Valid statuses are in the PLUSGPERWORKSTATUS synonym domain. The default value when you create the permit to work record is Requested. Use the Change Status icon on the toolbar to modify the status of the permit.
	Permit Risk Level	The level of risk that is associated with the permit to work record, depending on the nature of the task.
	Location	The location that is associated with the permit to work record.
	Area	The area that is associated with location.
	Unit	The unit that is associated with the permit to work record.
	Start	The date and time that is set by the issuing authority for the access permit.
	Finish	The finish date and time that is set by the issuing authority for the access permit.
Isolation Certificate		Table
	Permit	The identifier of the permit to work record.
	Description	A description of the permit to work record.
	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 to work record. Valid statuses are in the PLUSGPERWORKSTATUS synonym domain. The default value when you create the permit to work record is Requested. Use the Change Status icon on the toolbar to modify the status of the permit.
	Permit Risk Level	The level of risk that is associated with the permit to work record, depending on the nature of the task.
	Location	The location that is associated with the permit to work record.
	Area	The area that is associated with location.
	Unit	The unit that is associated with the permit to work record.
	Start	The date and time that is set by the issuing authority for the access permit.
	Finish	The finish date and time that is set by the issuing authority for the access permit.
	"OK" button

View Access Permit History

Tab / Table / Section	Attribute	Remarks
Status History		Table
	Status	The current status of the permit to work record.
	Changed Date	The date the status changed for the permit to work record.
	Changed By	The person who created or changed the status of the permit to work record. This field is read-only.
	Suspension	The identifier of the suspension record.
	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

Suspend Active Permits

Tab / Table / Section	Attribute	Remarks
	Suspension	The identifier of the suspension record.
	Reason for Suspension	The reason why the permits are suspended for this site.
	Site	The site at which the permits to work are suspended.
	"List Impacted Permits" button
	Changed By	The identifier of the logged in user who suspended the permits to work at this site.
	Status	The status of the suspension record. The default is Draft.
	Changed	The server date and time when the permit to work was suspended.
	Send Communication	Specifies whether to send an email to the requestors of the active permits. The email notifies the requestors that those permits have been suspended at their location.
Impacted Permits		Table
	Permit	The identifier of the access permit record.
	Description	A description of the access permit record.
	Site	The site that is associated with the access permit record.
	Status	The status of the access permit record. Valid statuses are in the PLUSGPERWORKSTATUS synonym domain. The default value when you create the access permit record is Requested. Use the Change Status icon on the toolbar to modify the status of the permit.
		"Mark Row for Delete" icon
	"OK" button
	"Cancel" button

Create a Lock Out / Tag Out Plan from an Access Permit

Tab / Table / Section	Attribute	Remarks
	Tag Out	Identifies the tagout procedure
	"OK" button
	"Cancel" button

Access Permits (HSE) Help