1. From the New Safety Document dialog box, select a safety document type and click Create. The new document is created and by default goes into Real-Time mode.
2. Click the Study Mode button ().
3. Verify that Control Tool action recording is on and Viewer asset selection recording is off.
4. Open the Viewer in Study Mode.
5. Add appropriate tags to assets. As the actions are recorded by the safety document, the assets show up in the Tag Points lists.
6. Once all of the tags have been applied, issue the safety document, and release it to test in Study mode.
7. Reset the study session from the safety document.
8. Select the Tag Points and place the tag points in the model. This can be done by selecting the asset and clicking the Place Condition button ().
9. Click the Focus button (). The Viewer will display the appropriate conditions on the assets.
10. Issue the safety document. The conditions displayed in the Viewer will change to indicate that they are under the control of a safety document. This is indicated by displaying a padlock symbol on top of the condition symbol in the Viewer. The status of the document is updated in the status bar, which is found at the bottom of the document.