The following graphic illustrates the workflow that an isolation can go though as it moves from Drafting to Complete.
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This section explains the default statuses configured for isolations. If your workflow processes require different statuses, please contact your regional Hexagon j5 office.
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Isolation forms in the Drafting, Requesting, and Complete states can be viewed only on the j5 Web Client. By default, isolation forms in these states can't be viewed on j5 Mobile. However, all of the sections in the form can be viewed on j5 Mobile when it's in a viewable state.
The workflow moves through the following stages:
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Click Add
to create an isolation. The isolation’s first status is Drafting.
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Any user that has editing rights in the Isolations module and Isolations sublog (refer to Default module permissions) can draft and edit the general details for the isolation.
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Click Setup Isolation Points to add one or more isolation point to the certificate.
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If a risk assessment is required, click Yes under the Risk, Hazards and Controls subsection and complete the section as required.
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After the first section is saved and submitted, the isolation’s status changes to Requested. If the first section is revised, the status changes back to Drafting.
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The users assigned to the Isolating Authority and Area Authority roles approve the isolation plan. After both users have approved the isolation plan, the isolation’s status changes to Approved. If the approval section is revised, the status changes back to Requested. The approval section can't be revised after both users have approved the plan.
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The user assigned to the Isolating Authority role finalizes the Expected Removal Date and clicks START ISOLATION. The options for each isolation point become editable.
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The Isolating Authority and their team can now isolate the equipment at each isolation point.
Each point is either:
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Isolated as planned, or
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Marked as Unable to Implement (UTI) using the UTI check box. When marked as UTI, a reason for the UTI state needs to be given in the UTI Reason box and the following steps need to be taken:
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Click MARK AS UTI, and then CONFIRM. The current form is locked as UTI and a new copy is created.
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Click on the form ID in the UTI Replacement Form box to open the new copy.
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Edit the points selected for the form to remove the points that are marked UTI and then continue with the workflow.
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The Isolating Authority confirms that all of the equipment is isolated or is UTI (which starts the UTI workflow above), and then signs and submits the Verification/UTI field for each point.
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The Area Authority confirms that all of the equipment is isolated and clicks VERIFY ISOLATION. The isolation’s status changes to Isolated.
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If required LOTO tags for an isolation point can be printed.
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When the isolation time period needs to be extended (for example, a required part needs to be ordered), the Area Authority can extend the isolation period. The Area Authority confirms the requirement for an ETI (Extended Term Isolation) and clicks INITIATE ETI. The Area Authority then gives a reason for its requirement, sets a review date and clicks PLACE IN ETI. The isolation’s status changes to ETI In Progress.
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The Area Authority can continually review and renew the Extended Term Isolation as required. Click REVIEW ETI to start the review process.
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When the work is ready to proceed, the Isolating Authority confirms that the equipment is isolated from all energy sources and clicks INITIATE RTI. The RTI state for each point is changed to open. Click RETURN TO ISOLATED, the isolation's status changes back to Isolated.
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When the isolations are no longer required, the Isolating Authority clicks START DE-ISOLATION and confirms the items have been de-isolated by clicking VERIFY DE-ISOLATION.
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To close and complete the isolation form, the Area Authority confirms all of the equipment is de-isolated and clicks SUBMIT. The isolation’s status changes to Complete.