Permit to Work (HSE)

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Attributes

Tab / Table / Section	Attribute	Remarks
Permit to Work		Tab
	Permit Header	Additional description of the permit and certificate type record.
	Permit	The identifier of the permit to work record.
	Extension	The number of the extension for the permit to work record. A permit to work must be in Isolation Complete, Approved, Active, or 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.
	Permit Risk Level	The level of risk that is associated with the permit to work record, depending on the nature of the task.
	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.
	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.
	Site	The site that is associated with the permit to work record.
	Owner	The owner of the permit to work. You can change ownership of the permit to work using the Select Owner or the Take Ownership actions.
	Owner Group	The group that owns the permit to work.You can change ownership of the permit to work using the Select Owner or the Take Ownership actions.
	Template	Indicates that the record can be used as a template to create other permit to work 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. The class can be either a permit to work or an isolation certificate. Valid values are in the PLUSGPTWCLASS domain.
Permit to Work > 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 a permit to work.
	Validity	The amount of hours or days during which the permit to work is valid.
	Units	The unit of time for which the permit to work is valid.
	Details Long description	Long Description for Details
Permit to Work > Issue Summary		Section
	Start	The date and time that is set by the issuing authority for the permit to work.
	Start	The date and time that is set by the issuing authority for the permit to work.
	Finish	The finish date and time that is set by the issuing authority for the permit to work.
	Created	The date and time when the permit to work was created.
	Total Duration	The amount of time that has elapsed between the start date of the permit to work and the system date (D = days, H = hours, MIN = minutes).
	Valid Until	The date and time until which the permit to work is valid.
	Issue	The issue number of the permit.
Permit to Work > Location Details		Section
	Location	The location that is associated with the permit to work record.
	Asset	The asset that is associated with the permit to work 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 permit to work record.
	Safety-critical	Indicates that the permit to work 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.
	Work Shift	The work shift for which the permit to work is required. Valid values are in the PERMITWORKSHIFTS domain.
	Grouping Code	The code that is used to group related permit to work, 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 permit to work is Canceled or Closed.
Permit to Work > Task Details		Section
	Originating Work Order	The originating work order that triggered the creation of the permit to work record.
	Originating Task	The originating task on the work order that triggered the creation of the permit to work record.
	Activity Category	The category of the activity that is associated with the permit to work, such as chemical operations or production operations.
	Cross Area Counter Signature Required	Indicates whether a counter signature is required. This signature is from an authorized person who is responsible for another area that is affected by the permit to work.
	Isolation Certificate	Indicates whether the permit and certificate type applies to an isolation certificate.
	Isolation Specialist	Indicates whether the isolation requires a specialist who is familiar with handling this type of isolation, such as high voltage electrical isolation.
	Reason for Isolation	Describes the reason for the isolation.
Permit to Work > Permit Roles		Section
	Requestor	The person who is requesting the permit to work. The requestor is the logged on user who creates the permit to work.
	Third Party	Specifies whether a third party is involved in the completion of the permit to work request.
	Company	The company that is involved in the completion of the permit to work request.
	Confined Space Controller	The person who is assigned to enter the confined space.
Permit to Work > Permit Verifications		Section
	Risk Assessment Required	Specifies whether a risk assessment must be performed for this permit to work record.
	Master Permit	Specifies whether this permit to work record is a master permit.
	Initial Site Check	Specifies whether there must be an initial verification of the site that is associated with the permit to work.
	Site Checked By	The person who is responsible for checking the site that is associated with the permit to work. Select a person name or access the Person application to authorize the person to perform site checks.
	Site Checked	The date and time when the person confirms that the work site was verified.
Permit to Work > Multiple Locations >		Table with "New Row" button. "Mark Row for Delete" icon is available in every row.
Permit to Work > Multiple Locations > Details		Section
	Location	The location to which the permit to work 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 permit to work.
Hazards and Isolations		Tab
Hazards and Isolations > Risk Assessment		Tab
Hazards and Isolations > Risk Assessment > Details		Section
	Risk Assessment	The risk assessment number that is associated with the permit to work. If the permit to work was created from a work order or from a task, the risk assessment information is copied to the permit to work. You can also select a risk assessment using the Risk Assessment application.
	Comments Long description	Long Description for Comments
	Category	The category of risk that is being assessed. Valid values are in the PLUSGRISKCATEGORY domain. You can change this value when the status of the risk assessment record is Draft.
	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.
	Risk Assessment Copied from Work Order or Task	Indicates whether the risk assessment was copied from the work order or the task that generated the permit to work.
	Copied Risk Assessment Replaced	Indicates whether the risk assessment was modified after it was copied from the work order or the task.
Hazards and Isolations > Risk Assessment > Risks		Table
Hazards and Isolations > Risk Assessment > Risks > Details		Section
	Hazard	A hazard associated with the risk assessment. You can change this value when the status of the risk assessment record is Draft. You can associate the same hazard with a risk assessment multiple times, if each entry has a different consequence.
	Consequence	Consequence of the hazard occurring. You can change this value when the status of the risk assessment record is Draft.
	Revision	The revision number of the consequence record. Indicates how many times a consequence record has been revised.
	Severity	The severity of the risk. Valid values are in the PLUSGSEVERITY synonym domain. After you create and save a consequence record, you cannot change this value.
	Likelihood	The likelihood of the hazard occurring. Valid values are in the PLUSGLIKELIHOOD domain. Only likelihoods for the selected consequence are available. You can change this value when the status of the risk assessment record is Draft.
	Risk Ranking	The risk ranking of the consequence associated with the risk. Valid values are in the PLUSGRISKRANKING domain. In the Risk Matrix application, you can change this value while the status of the consequence record is Draft. In the Risk Assessment application, the system retrieves this value from the consequence record that you specify.
	Risk-Based Priority	The risk priority for the combination of the consequence and the likelihood of the risk occurring. Valid values are in the PLUSGRISKPRIORITY domain. In the Risk Matrix application, you can change this value while the status of the consequence record is Draft. In the Risk Assessment application, the system retrieves this value from the consequence record that you specify.
	Comments	Comments about the hazard. You can change this value when the status of the risk assessment record is Draft.
	Mitigated Likelihood	The mitigated likelihood of the hazard occurring. This value is the likelihood when the related precautions are applied. Valid values are in the PLUSGLIKELIHOOD domain. Only likelihoods for the selected consequence are available. You can change this value when the status of the risk assessment record is Draft.
	Mitigated Risk Ranking	The mitigated risk ranking of the hazard. This value is the risk ranking when the related precautions are applied. The system populates this field from the risk matrix record. You cannot change this value.
	Mitigated Priority	The mitigated risk-based priority of the hazard. This value is the priority when the related precautions are applied. The system populates this field from the risk matrix record. You cannot change this value.
Hazards and Isolations > Risk Assessment > Precautions		Table
Hazards and Isolations > Risk Assessment > Precautions > Details		Section
	Precaution	A precaution associated with the hazard.
	Organization	Organization Identifier
	Site	Site Identifier
	Action By Group	The group of people, such as the engineering group, that is responsible for carrying out the action.
Hazards and Isolations > Hazard Review		Tab
Hazards and Isolations > 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 permit to work.
	Total Score	The total score that is assigned to the hazards that are associated with the permit to work.
Hazards and Isolations > 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.
Hazards and Isolations > Hazard Review > Review Actions > Review Action Details		Section
	Standard Action	The action that is associated with the permit to work. 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 permit to work. 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 permit to work is complete.
	Sign Off	The date and time when the action was completed.
	Comments	Detailed information about the action.
Hazards and Isolations > 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.
Hazards and Isolations > Hazard Review > Review Actions > Review Items		Table
Hazards and Isolations > 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.
Hazards and Isolations > 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.
	"Go To Operational Actions" button
Hazards and Isolations > Gas Testing		Tab
Hazards and Isolations > Gas Testing > Details		Section
	Continuous Gas Testing Required	Indicates whether gas testing is required on a continual basis to ensure the safety of the plant.
	Gas Test Repeat Frequency	The frequency, in hours or on a daily basis, of gas testing.
Hazards and Isolations > Gas Testing > Gas Test		Table with "New Row" button. "Mark Row for Delete" icon is available in every row.
Hazards and Isolations > Gas Testing > Gas Test > Details		Section
	Gas Test Number	The number of the gas test.
	Gas Test Completed	Specifies whether gas testing was done.
	Tool	The tool that was used to carry out the gas test.
	Authorized Gas Tester	The person who is authorized to perform the gas test.
	Sign Off Date	The date and time of the gas test.
	Gas Test Certificate Number	The number of the certificate for the gas test.
	Passed	Specifies whether the gas test passed or not.
	Comments	Long Description for Comments
Hazards and Isolations > Gas Testing > Gas Test > Hydrocarbons		Section
	Measure	Specifies whether hydrocarbons are being measured.
	Value	The amount of hydrocarbons that were measured.
	Unit	The unit of measure.
Hazards and Isolations > Gas Testing > Gas Test > Hydrogen Sulfide		Section
	Measure	Specifies whether hydrogen sulfide is being measured.
	Value	The amount of hydrogen sulfide that was measured.
	Unit	The unit of measure.
Hazards and Isolations > Gas Testing > Gas Test > Oxygen		Section
	Measure	Specifies whether oxygen is being measured.
	Value	The amount of oxygen that was measured.
	Unit	The unit of measure.
Hazards and Isolations > Gas Testing > Gas Test > Ammonia		Section
	Measure	Specifies whether ammonia is being measured.
	Value	The amount of ammonia that was measured.
	Unit	The unit of measure.
Hazards and Isolations > Gas Testing > Gas Test > Miscellaneous Test Result		Section
	Measure	Specifies whether miscellaneous gas is being measured.
	Value	The amount of miscelaneous gas that was measured.
	Unit	The unit of measure.
Hazards and Isolations > Conditions for Work		Tab
Hazards and Isolations > Conditions for Work > Conditions for Work		Table with "New Row" and "Select Conditions for Work" button. "Mark Row for Delete" icon is available in every row.
Hazards and Isolations > Conditions for Work > Conditions for Work > Details		Section
	Condition for Work	The idenfifier for the condition for work record.
	Type	Identifies the condition for work type to distinguish among plant operation modes (for example, shutdown or operational).
	Function	The condition for work function (for example, drilling, production, projects, or inspection).
	Organization	Identifies the organization.
	Site	Identifies the site.
	"New Row" pushbutton
Hazards and Isolations > Isolations		Tab
Hazards and Isolations > Isolations > Details		Section
	Documentation Attached	The attachments for the lock out and tag out plan that is associated with the permit to work.
	Self Isolation	Specifies whether the person doing the work is cleared to carry out his or her own isolation.
	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.
	Lock Box Key	Identifier of the key to the lock box.
	Lock Box In Use	Indicates that the lock box is locked and in use.
	Asset List	The list of assets or locations that are associated with the lock out and tag out operations. Use the Asset List application to create lists of assets and associated locations.
	Operating Procedure	The procedures that are to be used for the lock out and tag out operation.
	Reference Drawing	The reference drawing that is associated with the lock out and tag out operation.
Hazards and Isolations > Isolations > Lock Out / Tag Out		Table with "New Row" and "Select Lock Outs/Tag Outs" button. "Mark Row for Delete" and "Passing valve." icon are available in every row.
Hazards and Isolations > Isolations > Lock Out / Tag Out > Details		Section
	Lock Out / Tag Out	The lock out and tag out plan that was created with the Lock Out / Tag Out plan application. The lock out and tag out plan outlines the operations that are required for the asset or the location.
	Type	The type of lock out and tag out procedure that is in use.
	LOTO Reference Drawing	The identifier for the reference drawing that is associated with the lock out and tag out operation.
	Long Term Isolation	Specifies whether the lock out and tag out record requires a long term isolation of the asset or of the location.
	Location	The location for which the lock out and tag out operations are required.
	Asset	The asset for which the lock out and tag out operations are required.
	Comments Long description	Long Description for Comments
Hazards and Isolations > Isolations > Lock Out / Tag Out Operations		Table with "New Row" button. "Mark Row for Delete" and "Passing valve." icon are available in every row.
Hazards and Isolations > Isolations > Lock Out / Tag Out Operations > Details		Section
	Location	The location that is associated with the lock out and tag out operation. The location must either be locked or tagged.
	Asset	The asset that is associated with the lock out and tag out operation. The asset must either be locked or tagged.
	Device Description	The description of the device that is acting as a locking or a tagging device.
	Isolation Method	The method of isolation, such as electrical, that is being used for this lock out and tag out operation. Isolation operations must be implemented before the permit is issued.
	Required State	The required state of the device, such as open, closed, or tagged.
	Apply Sequence	The locking sequence for the lock out and tag out operation. The locking sequence specifies the steps, in numerical order, that are required to remove an asset or a location from service.
	Remove Sequence	The unlocking sequence for the lock out and tag out operation. The unlocking sequence specifies the steps, in numerical order, that are required to place an asset or a location back into service.
Hazards and Isolations > Isolations > Lock Out / Tag Out Operations > Isolation		Section
	Isolation Complete	Indicates whether the isolation of the asset or the location is complete.
	Comment	Comment
	Isolation Authority	The authority who is supervising the isolation of the asset or the location.
	Isolation Complete	The date and time when the isolation of the asset or the location occurred.
	Lock Number	The number of the locking device that is used on the asset or the location.
	Additional Lock Number	The identifier of the additional lock on an isolation.
	Locked	Indicates whether the lock is unlocked or locked
	Lock State	The current state of the lock. For example, indicates whether the asset or location is locked in an open or closed position.
	Normal Lock State	The lock state for this location or valve during normal operations. For example, indicates whether the location or valve is locked open or closed when operations are running normally.
Hazards and Isolations > Isolations > Lock Out / Tag Out Operations > Test		Section
	Sanction for Test	Specifies whether tests are sanctioned to be carried out. The permit to work must be issued and in ACTIVE status before tests can be conducted.
	Sanction Number	The current number of the sanction. This is a sequential number that increases for each sanction.
	Sanction Description	The description of the sanction for test.
	Retest Required	Indicates that the test must be run again or a new test is required.
	Issuing Authority	The name of the person who is authorizing the tests.
	Sanction for Test	The date and time when the sanction for tests occurred.
	Test Complete	Specifies whether the tests that were sanctioned are complete.
	Completion Notes	The comments that are related to the tests that were sanctioned.
	"View Sanction History" button
	Isolation Authority	The person who is authorizing the isolation of a location or an asset.
	Test Complete	The date and time when the tests that were sanctioned are complete.
Hazards and Isolations > Isolations > Lock Out / Tag Out Operations > De-Isolation		Section
	De-Isolation Complete	Indicates whether the isolation that is applied to the asset or the location is removed. Isolations can be removed for an asset or location only when the isolations are not required by another permit.
	"View Common Isolations" button
	Isolation Authority	The person who is authorizing the removal of the isolation of the asset or the location. The location or the asset is ready to return to production.
	De-Isolation Complete	The date and time when the isolation that was applied to the asset or the location was removed.
Hazards and Isolations > Hazardous Materials		Tab
Hazards and Isolations > Hazardous Materials > Hazardous Materials		Table with "New Row" and "Select Hazardous Materials" button. "Mark Row for Delete" icon is available in every row.
Hazards and Isolations > Hazardous Materials > Hazardous Materials > Details		Section
	Hazardous Materials	The materials in the work plant that are considered to be hazardous to people or to locations and assets. Use the Hazards application to define hazardous material records. You can add hazardous material records to permit to work records.
	Type	Identifies the hazard type
	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
	Category	Category of the hazard. Valid values are in the PLUSGHAZARDCAT domain. You can change this value at any time.
	MSDS	Identifies the MSDS Sheet
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 permit to work record.
	Extension	The number of the extension for the permit to work record. A permit to work must be approved and active for its duration to be extended. When you extend a permit to work, 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 review of the permit to work 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.
	Authorized Area Authority	Specifies whether the person is authorized to be an area authority for permit and certificate types. An area authority controls the location where permit work will be performed. If the check box is selected, the person is authorized. The default value is false (not selected). Depending on the setting of control of work options in the Organizations application, this authorization might be required of area authorities for job plans and work orders.
	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 permit to work was reviewed.
	Reviewed	Specifies whether this permit to work record is 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 permit to work record.
	Extension	The number of the extension for the permit to work record. A permit to work must be approved and active for its duration to be extended. When you extend a permit to work, 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 approval of the permit to work 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.
	Authorized Area Authority	Specifies whether the person is authorized to be an area authority for permit and certificate types. An area authority controls the location where permit work will be performed. If the check box is selected, the person is authorized. The default value is false (not selected). Depending on the setting of control of work options in the Organizations application, this authorization might be required of area authorities for job plans and work orders.
	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 permit to work was approved.
	Approved	Specifies whether this permit to work record is approved.
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
	Permit to Work Action	The action that is associated with the permit to work. You can create your own actions or select actions from the Standard Actions application.
	PTW Action Group	The group of actions that are associated with the permit to work. You can create your own actions or select an action group from the Standard Action Groups application.
	Action By	The person who is taking the action.
	Action By Group	The person group that is taking 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	Specifies whether the action that is associated with the permit to work is complete.
	Sign Off Date	The date and time when the action is completed.
	Comments	Detailed information about the action.
	"Go To Operational Actions" pushbutton
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.
Details		Section
	Issuing Authority	The person who is issuing the permit to work.
	Extension	The number of the extension for the permit to work record. A permit to work must be approved and active for its duration to be extended. When you extend a permit to work, 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 permit to work 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 permit to work.
	Finish	The finish date and time that is set by the issuing authority for the permit to work.
	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 permit to work
	Sign Off Date	The date and time when the permit to work was issued.
	Extension	Indicates whether the issue is associated with an extension of the permit to work.
	Shift Change	Indicates whether the issuance of the permit to work is associated with a shift change.
	Issued	Specifies whether this permit to work 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.
Details		Section
	Performing Authority	The person who is responsible for completing the work associated with the permit to work record.
	Extension	The number of the extension for the permit to work record. A permit to work must be approved and active for its duration to be extended. When you extend a permit to work, 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 permit to work 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 permit to work.
	Sign Off Date	The date and time when the permit to work was accepted.
	Accepted	Specifies whether this permit to work 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.
Details		Section
	Site Checked By	The person who checked the site that is associated with the permit to work. 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 permit to work. 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 permit to work.
	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 permit to work.
Issue and Acceptance > Countersignatures		Table with "New Row" and "Select People" button. "Mark Row for Delete" icon is available in every row.
Details		Section
	Countersignature	The person who added their signature to the permit to work. For example, an Operations Manager might want to sign the permit to work if the permit to work 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 permit to work. Valid values are in the PLUSGCNTSIGNROLE domain.
	Comments	The comments that were added by the person who countersigned the permit to work.
	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 permit to work.
	Sign Off	The date and time when the permit to work was countersigned.
	Countersigned	Specifies whether this permit to work record is countersigned.
Toolbox Talk		Tab
Toolbox Talk > Toolbox Talk Completion		Section
	Toolbox Talk	Specifies whether a toolbox talk must be held for employees prior to starting the work. The purpose of the toolbox talk is to communicate safe working procedures.
	Toolbox Talk Completed By	The person who is responsible for holding the toolbox talk.
	Toolbox Talk Completed	The date and time when the person confirms that the toolbox talk was completed.
	Comments	Long Description for Comments
Toolbox Talk > Toolbox Talk Procedure		Tab
Toolbox Talk > Toolbox Talk Procedure > Procedures		Table with "New Row" and "Select Operating Procedures" button. "Mark Row for Delete" icon is available in every row.
Toolbox Talk > Toolbox Talk Procedure > Procedures > Details		Section
	Operating Procedure	The operating procedures that must be followed and that were discussed during the toolbox talk.
	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.
Toolbox Talk > Toolbox Talk Procedure > Procedure Lines		Table
Toolbox Talk > Toolbox Talk Procedure > 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.
Toolbox Talk > Hazard Checklist		Tab
Toolbox Talk > Hazard Checklist > Actions		Table with "New Row", "Select Standard Actions" and "Select Standard Action Group" button. "Mark Row for Delete" icon is available in every row.
Toolbox Talk > Hazard Checklist > Actions > Details		Section
	Action	The action that is associated with the permit to work. An action is added to the toolbox talk in preparation for the delivery of the hazard review part of the toolbox talk. This step is done before the permit to work is approved.
	Action Group	The group of actions that is associated with the permit to work. in preparation for the delivery of the hazard review part of the toolbox talk. This step is done before the permit to work is approved.
	Category	The category of the action. Valid values are in the PLUSGACTIONCAT domain.
	Repeatable	Indicates whether a standard action can be repeated.
	Confirmed	Indicates whether the action that is listed is confirmed as an identified hazard.
	Not Applicable	Indicates whether the action that is associated with the permit to work applies when the Toolbox Talk is held. If an action is added when the permit to work is in Draft status, the action might not apply by the time the permit to work is in Active status. Be sure to review the actions to ensure that the associated hazards still apply. If the actions no longer apply, select this check box.
	Comments	Detailed information about the action.
	"Go To Operational Actions" pushbutton
Toolbox Talk > Work Party Declaration		Tab
Toolbox Talk > Work Party Declaration > Work Party Declaration		Table with "New Row" and "Select People" button. "Mark Row for Delete" icon is available in every row.
Toolbox Talk > Work Party Declaration > Work Party Declaration > Details		Section
	Attendee	A numerical value to keep track of attendees, including external persons who attend the toolbox talk.
	Person	Member of the work party that attended to the toolbox talk meeting.
	External Person	Member of the work party that attended to the toolbox talk meeting but it is not an user in the system.
	Role	Role of the member of the work party.
	New Attendee	New Attendee.
	Completed	Completed.
	Signoff Date	The date and time when the audit and survey was created.
	Comments	Comments.
	Comments	Long Description for Comments
Toolbox Talk > Dynamic Risk Review		Tab
Toolbox Talk > Dynamic Risk Review > Risk Review		Table with "New Row" button. "Mark Row for Delete" icon is available in every row.
Toolbox Talk > Dynamic Risk Review > Risk Review > Details		Section
	Review Item	The line number of the item that is being reviewed. Items that are being reviewed can include additional work hazards and control measures.
	Type	The type of risk review.
	Action Required	Indicates whether any action or precautionary measure is required for the item that is being reviewed.
	Review Requested By	The person who requested the review.
	Sign Off	The date and time when the item was requested for review.
	Details	Long Description for Details
Toolbox Talk > Dynamic Risk Review > Risk Review > Authorizations		Section
	Additional Hazards Verified	Indicates whether more hazards were identified.
	Risk Assessment Updated	Indicates whether the risk assessment that is associated with this permit to work was revised to include the additional hazards.
	Area Authority	The area authority who verified that additional hazards exist in the work place.
	Area Authority	The area authority who confirms that the risk assessment has been updated.
	Sign Off	The date and time when the additional hazards were identified.
	Sign Off	The date and time when the area authority confirms that the risk assessment was updated.
Handback and Cancellation		Tab
Handback and Cancellation > Handback Details		Section
	Work Completed	Indicates whether the work that is associated with the permit to work is complete.
	Returned to Safe Condition	Indicates whether the plant was returned to a safe condition, and is ready to be returned to production.
	Isolation Removal Verified	Indicates whether the required isolations that are associated with this permit were removed.
	Returned to Production	Indicates whether the asset or the location that is associated with this permit was returned to production.
	Inhibits Removed	Indicates whether any inhibits that are associated with this permit are removed. For example, an alarm circuit was shut down so that maintenance work could proceed. The alarm circuit must be reactivated.
	Performing Authority	The person who is responsible for the completion of the work relating to the permit to work.
	Issuing Authority	The person who is responsible for confirming that the plant was returned to a safe condition.
	Isolating Authority	The person who verified that the isolations were removed.
	Area Authority	The person who is responsible for returning the area to production.
	Issuing Authority	The person who ensures that the plant is returned to a safe condition.
	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.
	Isolation Removed	The date and time when the person confirms that the isolations were removed.
	Returned to Production	The date and time when the person confirms that the area was returned to production.
	Inhibits Removed	The date and time when the person confirms that the inhibits were removed. An inhibit is associated with alarm panels, emergency shutdown systems, and fire and gas systems. For example, you inhibit an alarm circuit to carry out maintenance work. The inhibit is removed when it is safe to do so.
Handback and Cancellation > Cancellation Details		Section
	Permit Reviewed By	The person who reviewed the permit to work record.
	Review Date	The date and time when the permit to work record was reviewed.
	Comments	Long Description for Comments
	Lessons Learned	Indicates whether a lessons learned meeting was held or there are lessons learned that are associated with this permit to work record.
	Audit Required	Indicates whether an audit is required to ensure the quality of the permit to work activities and processes.
	Audit and Survey	The audit and survey record that is associated with the permit to work.
	Work Site Cleared	Indicates whether the work site was cleared when the permit to work was cancelled.
	Entered in Permit Registry	Indicates whether the permit to work is added to the permit registry.
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.
	Lock Box	The lock box that is associated with the permit to work record.
	Second Key	The identifier of the second key to the lock box.
	Second Key Secure	Indicates whether the second key for the lock box is secured in another lock box.
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.
Emergency Actions		Tab
Emergency Actions > Emergency Actions		Table with "New Row", "Select Emergency Actions" and "Select Emergency Action Group" button. "Mark Row for Delete" icon is available in every row.
Emergency Actions > Emergency Actions > Details		Section
	Emergency Action	The emergency action that is associated with the permit to work. You can create your own actions or select actions from the Standard Actions application.
	Emergency Action Group	The group of emergency actions that is associated with the permit to work. You can create your own action group or select an action group from the Standard Action Groups application.
	Action By	The person who is carrying out the emergency action.
	Action By Group	The person group that is carrying out the emergency action.
	Repeatable	Indicates whether a standard action can be repeated.
	Category	The category of the action. Valid values are in the PLUSGACTIONCAT domain.
	Completed	Specifies whether the emergency action that is associated with the permit to work is complete.
	Sign Off Date	The date and time when the emergency action is completed.
	Comments	Detailed information about the action.
	"Go To Operational Actions" pushbutton
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 to Work
Save Permit to Work	Record
Clear Changes	Record
Change Status
Select Owner
Take Ownership
Create Report
Extend Permit to Work	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 > Permit to Work from Template	Listing
Create > Permit to Work	Record
Create > Isolation Certificate	Record
Create > Incident	Record
Create > Defect	Record
Create > Investigation	Record
Create > MOC Request	Record
Create > Action	Record
Create > Template	Record
Create > Bypass	Record
Create Lock Out / Tag Out Plan from Permit to Work	Record
Modify/Delete Work Log	Record
View > Permit to Work History	Record
View > Extension History	Record
View > Simultaneous Operations	Record
View > View Common Isolations	Record
Attachment Library/Folders > Manage Library
Attachment Library/Folders > Manage Folders
Attachment Library/Folders > Associate Folders
Duplicate Permit to Work	Record
Delete Permit to Work	Record
Add to Bookmarks	Record
Run Reports
Suspend Active Permits	Listing

Dialogs

Change Status

Tab / Table / Section	Attribute	Remarks
	Permit	The identifier of the permit to work record.
	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.
	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" pushbutton
	"Cancel" pushbutton

Select Reviewers

Tab / Table / Section	Attribute	Remarks
Reviewers		Table
	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.
	Title	The job title of this person.
	Department	The department this person belongs to.
	Person's Location	The place where this person is located.
	Person's Site	The site to which this person belongs.
	Organization	Organization of the location
	"OK" pushbutton
	"Cancel" pushbutton

Select Approvers

Tab / Table / Section	Attribute	Remarks
Approvers		Table
	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.
	Title	The job title of this person.
	Department	The department this person belongs to.
	Person's Location	The place where this person is located.
	Person's Site	The site to which this person belongs.
	Organization	Organization of the location
	"OK" pushbutton
	"Cancel" pushbutton

Select Issuing Authorities

Tab / Table / Section	Attribute	Remarks
Issuing Authorities		Table
	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.
	Title	The job title of this person.
	Department	The department this person belongs to.
	Person's Location	The place where this person is located.
	Person's Site	The site to which this person belongs.
	Organization	Organization of the location
	"OK" pushbutton
	"Cancel" pushbutton

Select Performing Authorities

Tab / Table / Section	Attribute	Remarks
Performing Authorities		Table
	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.
	Title	The job title of this person.
	Department	The department this person belongs to.
	Person's Location	The place where this person is located.
	Person's Site	The site to which this person belongs.
	Organization	Organization of the location
	"OK" pushbutton
	"Cancel" pushbutton

Multiple Site Checks

Tab / Table / Section	Attribute	Remarks
Site Checks		Table
	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.
	Title	The job title of this person.
	Department	The department this person belongs to.
	Person's Location	The place where this person is located.
	Person's Site	The site to which this person belongs.
	Organization	Organization of the location
	"OK" pushbutton
	"Cancel" pushbutton

Countersignatures

Tab / Table / Section	Attribute	Remarks
Countersignatures		Table
	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.
	Title	The job title of this person.
	Department	The department this person belongs to.
	Person's Location	The place where this person is located.
	Person's Site	The site to which this person belongs.
	Organization	Organization of the location
	"OK" pushbutton
	"Cancel" pushbutton

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		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" 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 Permit to Work

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
Permit to Work 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 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 Permit to Work from Template

Tab / Table / Section	Attribute	Remarks
Templates		Table
	Permit	The identifier of the permit to work record.
	Description	A description of the permit to work record.
	Permit Risk Level	The level of risk that is associated with the permit to work record, depending on the nature of the task.
	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.
	"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 permit to work.
	Finish	The finish date and time that is set by the issuing authority for the permit to work.
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 permit to work.
	Finish	The finish date and time that is set by the issuing authority for the permit to work.
	"OK" button

View Permit to Work 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

View Common Isolations

Tab / Table / Section	Attribute	Remarks
	Location	The location that is associated with the lock out and tag out operation. The location must either be locked or tagged.
	Asset	The asset that is associated with the lock out tag out operation.
	Device Description	A description of the device that is associated with the lock out tag out operation.
	Site	The site that is associated with the permit to work.
	"Run Common Isolation Detection" button
Lock Out / Tag Out Operations		Table
	Isolation Certificate	The identifier of the isolation certificate record.
	Permit Class	The class of permit. The class can be either a permit to work or an isolation certificate. Valid values are in the PLUSGPTWCLASS domain.
	Status	The status of the isolation certificate record. Valid statuses are in the PLUSGPERWORKSTATUS synonym domain.
	Lock Out / Tag Out	The lock out and tag out plan that was created with the Lock Out / Tag Out plan application. The lock out and tag out plan outlines the operations that are required for the asset or the location.
	Location	The location that is associated with the lock out and tag out operation. The location must either be locked or tagged.
	Asset	The asset that is associated with the lock out and tag out operation. The asset must either be locked or tagged.
	Device Description	The description of the device that is acting as a locking or a tagging device.
	Isolation Method	The method of isolation, such as electrical, that is being used for this lock out and tag out operation. Isolation operations must be implemented before the permit is issued.
	Isolation Complete	Indicates whether the isolation of the asset or the location is complete.
	De-Isolation Complete	Indicates whether the isolation that is applied to the asset or the location is removed. Isolations can be removed for an asset or location only when the isolations are not required by another permit.
	"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 with "Mark Row for Delete" icon
	Permit	The identifier of the permit to work record.
	Description	A description of the permit to work record.
	Site	The site that is associated with the permit to work record.
	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.
	"OK" button
	"Cancel" button

Create a Lock Out / Tag Out Plan from a Permit to Work

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

Permit to Work (HSE) Help