The Tag Points lists on the Hold, Clearance, Delegated Control, Information, and Warning safety documents may only be altered when in the New or Unissued states.
Adding Assets to a Non-Execute Safety Document
You can add additional assets to a safety document through one of three ways.
• The first method involves associated steps with assets to the safety document. The second method allows you to added assets directly to the safety document through asset selections in the Viewer. The third method uses the Add Asset dialog box, from which you can enter or search for an asset to be added to the list.
Step Association Method
The step association method is accomplished by doing the following:
1. Open a non-execute version of a safety document. (A non-execute version is loaded from the Safety Lists and the Control Tool. It displays a toolbar at the top of the dialog box and no Execute button at the bottom.)
From the associated switching sheet steps list, select the step with the asset operation you want added to the safety document. For example, if you select an Add or Remove Tag step, the assets is added to the Tag Points list on the safety document dialog box.
2. Click the Link Switching Step Asset button () on the safety document dialog box. The new asset is added to the appropriate asset list.
Notes:
• If the selected step is already associated to a safety document, then an error dialog box indicates which safety document the step is already associated to.
• If the select step type is not configured for the safety document type, then an error will be displayed indicating the step that does not conform to the configured step to safety document type rules. For a list of step types to safety document types, see “Mapping Step Types to Safety Document Types”.
Asset Recording Method
The asset recording method is accomplished by doing the following:
1. Open a non-execute version of a safety document. (A non-execute version is loaded from the Safety Lists and the Control Tool. It displays a toolbar at the top of the dialog box without an Execute button.)
2. Click the Record button on the Tag Points toolbar to turn recording on for that asset list.
3. In the Viewer, select assets that should be added to the Tag Points asset list.
Safety Document Add Asset Dialog Method
Using the Safety Document Add Asset dialog box, assets can be added to the Tag Points list by doing the following:
1. Open a non-execute version of a safety document. (A non-execute version is loaded from the Safety Lists and the Control Tool. It displays a toolbar at the top of the dialog box without an Execute button.)
2. Click the Add Asset… button () found on the Tag Points toolbar. The Safety Document Add Asset dialog box is displayed.
3. From the dialog box, enter part or all of an asset alias. The search button () can be used to find an asset from a partial asset id.
4. Click Add Asset (). The asset will be added to the Tag Points list.
5. Continue to add assets and when completed, click Close.
Removing Assets
You can remove assets from an asset list in two ways.
Option 1
1. Open a non-execute version of a safety document. (A non-execute version is loaded from the Safety Lists and the Control Tool. It displays a toolbar at the top of the dialog box without an Execute button.)
2. Select the asset you would like to remove from the Tag Points list.
3. Click the Remove Asset button () from the appropriate asset list toolbar. The asset is removed from the list if the document is in the New state or is marked for removal if the document is in the Unissued state
Option 2
1. From the associated switching sheet steps list, select the step with the asset operation that you want removed from the safety document. For instance, if you select an Add or Remove tag step, the asset will be removed from the Tag Points list.
2. Click the Unlink From a Safety Document button () on the Steps tab toolbar. The asset is removed from the safety document's asset list if the document is in the New state or is marked for removal if the document is in the Unissued state.
Note: The Unlink From a Safety Document button can only be used for assets in the safety document that are associated to steps. Assets added without step associations will have to be removed using Option 1 described above.