Linking and Unlinking a Step to Safety Document
Linking Step(s) to a Safety Document
To link a step to safety document:
1. From the Steps tab, right-click to select the step that you want to associate with a safety document.
2. From the context menu, select Link to Safety Document and then select a safety document type from the list.
3. The step will be updated to indicate that it is linked to the selected safety document. The associated asset will be displayed in the Tag Points list of the selected safety document if the step action is part of the safety document's asset list filter. For instance, with the Product configuration, it is possible to link an Open step to a safety document. This linking will not cause the associated asset to show up in the safety document's Tag Points list. This linking has no functional purpose and is just there to allow the actions to be grouped with a particular safety document.
Note:
• If the selected step is already associated to a safety document, an error dialog box will be displayed that indicates which safety document the step is associated to.
• If the selected step type is not configured for the safety document type, then an error dialog box will be displayed indicating the highlighted step number is not valid for linking to the safety document type.
For a list of step types to valid safety document types, see “Mapping Step Types to Safety Document Types”.
• To link a safety document to multiple steps, select the steps from the steps list and follow the procedure above.
Removing Links Between Switching Sheet Steps and Safety Documents
1. From the Steps tab, right-click to select the step(s) that you want to remove a link to a safety document.
2. From the context menu, select Remove Links to Safety Documents. The step(s) will be updated to indicate that they are no longer linked to the safety document and the assets will also be removed from the safety document's Tag Points list.
Note: For safety documents that have been issued in real‑time, the asset will be marked for removal, but the reference to the document will not be removed from the step. If the step was linked to the safety document when it was issued in real‑time, then that linking cannot be broken from the step.