Safety tabs - HxGN EAM - 12.1 - Feature Briefs - Hexagon

Use the defined hazards and precautions on the Safety tabs on the following HxGN EAM screens:

• Assets/Positions/Systems

• Locations

• Categories

• PM Schedules

• Standard WOs

• Parts

• Work Orders

• Permits to Work

Define safety records as follows:

1. Review Details - In this section you can review the data on the Safety tab. When you enter a new record on this tab, or when you update or delete an existing record the review details will be cleared, rendering the whole tab un-reviewed. Initiate the review process by clicking the Reviewed By icon. The e-Signature popup will appear on which you can enter your username, password and select a Signature Type. If this gets validated OK, the system:

   1. Deletes all records that are flagged Delete Pending.

   2. Fills in the Review details on this tab.

   3. Sets Date Review Required equal to the system date plus the number of days set for Organization Option SAFERFRQ. If you do not want regular reviews of your safety data leave this option blank.

      On the Asset, Position and System screens the review will also trigger a set of electronic archive records.

2. Hazard - Select the hazard.

3. Hazard Type - Defaults from the selected hazard.

4. Precaution - Select the precaution.

5. Timing - Defaults from the selected precaution but can be overwritten.

6. Responsibility - Defaults from the selected precaution but can be overwritten. Note that this field is only available on the Safety tab of the Work Order and the Permit to Work screen. It is not available on the setup screens.

7. Sequence - Defaults from the selected hazard/precaution combination but can be overwritten.

8. All UDFs:

   1. Default from the selected precaution but can be overwritten.

   2. Through screen designer the User Defined Field Options and User Defined Field Lookup Values will not be available. Use the Precautions screen for this setup.

9. Apply to Children - Use this check box if children should inherit the safety record. Subsequently all the children of a production line will show the safety record simply by associating it one time to the parent production line. This works on both the location and the equipment hierarchy.

10. Delete Pending - This check box is only relevant if the Organization Option SAFERREQ is set to YES. This setting will prevent direct deletion of records on this tab. To delete a record on this tab two steps must be completed:

    1. User selects Delete Pending for the record that must be deleted.

    2. As part of the review process these records will be deleted. See 1. Review Details above.

11. Source Details:

    1. The Source Type, Source Code and Source Org. field hold data from foreign sources. A foreign source is any record not equal to the header record of the tab, but somehow related to it.

       Example: Asset A1 is associated to a category and this category has a safety record associated. This safety record will be displayed on the Safety tab of asset A1. The Source Type, Source Code and Source Org. will be populated and will point back to the category record. A similar reference could come from the parts associated to asset A1. If a part on that list references a safety record, this safety record will also be displayed on the Safety tab of asset A1. These foreign records are display only and you cannot modify them here on the Safety tab of asset A1. To modify these safety records, you must go back to the source screen, Category or Part in this example.

12. Buttons:

    1. Add/Edit Comments - Free format comments specifically for this record.

    2. Add/Edit Documents - Document attachments specifically for this record.

13. The following fields are only available on the Parts, Safety Matrix, Work Orders, and Permit to Work screens and are based on the National Fire Protection Association (NFPA) Hazard Rating System for materials:

    1. Health Hazard - System Codes entity HLTH.

    2. Flammability - System Codes entity FLMM.

    3. Instability - System Codes entity INSB.

    4. Special Hazards - System Codes entity SPHZ.

       The NFPA fields are not the only difference between the different Safety tabs. Following are more differences worth noting:

14. The Safety tab on the Work Order screen:

    1. Does not have the field Date Review Required.

    2. Has the revision of both the hazard and the precaution included, ensuring that the history never changes.

    3. Has an equipment lookup that will be enabled only in case multi-equipment child (MEC) work orders exist.

       This is like the Permits tab on the Work Orders screen.

15. The Safety tab on the Permit to Work screen:

    1. Does not have a Review Details section at all. Review on this tab is implied through the header permit to work status itself.

    2. Has the revision of both the hazard and the precaution included, ensuring that the history never changes.

    3. Delete Pending is a protected field on this tab. It is only used to indicate that there was an intention to delete the record on the source tab, but it was copied to the permit to work before the review was completed and therefore was never deleted at the source. That also means you can delete safety records on this tab normally. The Organization Option SAFERREQ does not play a role.

    4. Precaution Applied is an extra optional check box only available on this tab. It is used to indicate that the identified hazard has its associated precaution in place, like a checklist.

Most differences on the Safety tab of the Work Order and Permit to Work screen are logical because these two screens are more of a transactional nature and are not setup related.

The Safety tab on the Work Order and Permit to Work screen are also automatically populated whenever possible. When you create a new work order, either manually or automatically through the release of a PM schedule or a maintenance pattern, safety records are copied from a variety of sources related to that work order, including the equipment, related data of that equipment (category, parents or parts associated), the location, related data of that location (parents or parts associated), the standard work order or PM schedule, and even parts required for the work order. Records will also be pulled from the Safety Matrix if combinations of equipment and activities, like PM schedule, standard WO, task plans, job plans, or planned and scheduled tools, found on the work order are also found in the matrix.

Changes to the work order, like selecting new equipment, a new location, a new part or a new standard WO will add additional safety records to the work order, if required. When adding new safety records, the review details on the Safety tab are cleared by the system, rendering the whole tab un-reviewed.

The system does not remove any existing safety records attached to the work order after such changes. Deletion must be done manually.