Assets may be added automatically to a Safety Document by creating a safety document from step selections within the Steps list of the originating switching sheet. You may create a safety document in two ways:
1. Create a Safety Document for a Selected Step:
• On the Steps tab, select the steps to which you want the safety document associated. For instance, select Hold Tag steps to create Hold safety documents. These steps then define the isolation points for the safety document.
• Click the Create Safety Document for Selected Step toolbar button ().
• If the selected step maps to multiple types of safety documents, the Select Safety Type dialog box prompts you to select the document type.
Your selected step must conform or map to at least one safety document type. If a selected step does not map to a safety document type, the system will return an error message in the Invalid Step Selection dialog box. Click OK to close the dialog box.
• Select the safety document type and click OK.
Note: For a list of step types to safety document types, see “Mapping Step Types to Safety Document Types”. The steps in the sheet will also be updated with an additional entry in the Operation text indicating which safety document the step is associated to.
2. Create a Safety Document Without Selecting a Step:
• To create a safety document without selecting a step, click the Create Safety Document () button, which provides an context menu allowing you to select a specific safety document type or open the Select Safety Document Type dialog box.
• If you select a safety document type, the new safety document will be created. If you select Select Safety Type Dialog..., the Select Safety Type dialog box will open allowing you to choose the document type. Select the safety document type, and click OK.