• The Save button () saves your changes to the safety document.

• The Print Preview button () allows you to select a report format and then preview the safety document in the selected format.

• The Print button () allows you to select a printer and then print a hard copy of the safety document to the selected printer.

• The Email button () allows you to email a version of safety document. You will be prompted to select a report format (PDF, HTML, RTF, or XML); click Email... to generate the file, which will be attached to a new message launched from your default email application.

• The Validate button (), which is available on the DCZ safety documents, is used to determine whether the listed devices potentially isolate an area of the network. If the list of devices is not sufficient, a dialog will suggest the first missing device needed, provide an option to add it, and re-validate the new list.

• The Issue button () adds a step for issuing the selected safety document. The step is added to the end of the steps list or after the step insertion indicator (if one has been placed). This button is enabled when a document is in the New and Released states so the document may be issued and released multiple times. If any of the devices in the Tag Points list are not associated to steps, then the appropriate conditions will be placed on those devices when the document is transitioned to the Issued state.

• The Unissue button () is used to place an Issued safety document or a Released safety document into an Unissued (edit) state where the device lists can be altered. While in the Unissued state, you can add devices to the lists and mark devices already in the list for removal. Only when the safety document transitions back to the Issued state will the changes be applied.

• The Release button () adds a step for releasing the selected safety document. The step is added to the end of the steps list or after the step insertion indicator (if one has been placed). This button is only enabled if the safety document has been issued. Selecting this button will cause the Complete button to be enabled.

• The Complete button () adds a step for completing the selected safety document. The step is added to the end of the steps list or after the step insertion indicator (if one has been placed). If any of the devices in the Tag Points list are not associated to steps, then the appropriate conditions will be removed from those devices when the document is transitioned to the Completed state.

• The Abort button () allows you to set the status of the safety document to Aborted. The system prompts you to confirm the action before aborting. This button is only available in real-time mode and only for safety documents that are in the New state.

• The Associate button () displays the Switching Sheet Association dialog box. From the dialog box you can associate the safety document to a different switching sheet. See “Switching Sheet Associations” for more details.

• The Disassociate button (), when pressed, displays a confirmation dialog box pertaining to the disassociation of the safety document. Confirming the action will cause the safety document to be disassociated from the switching sheet. Once disassociated, the document is converted into a stand alone safety document.

• Tag Points display the devices that the safety document is associated with.

• Edit State (untitled): an iconic representation of the edited state of the device in the Unissued state. The edits will be applied when the document is issued. When working in Study mode, the edit state indicators will remain visible until the document is issued in real time.

• : The device has been marked for removal.

• : The device has been added to the device list and will be used as a boundary point the next time the document is issued.

• Device: the device used to define the area or point of coverage of the safety document.

• Phases: the device phases affected.

• / : Toggles recording of devices off or on. The Tag Points list allows users to record devices via selections from the Viewer. To enable this feature, simply turn on recording and select devices in the Viewer.

• The Add Device... button () allows you to manually add a device to the list.

• The Undo Device Edit button () allows you to undo an addition or removal of a device from the list. This option is only available when making device modifications in the Unissued state.

• The Remove Device button () allows you to remove a selected device from the Tag Points device list.

• The Change Phases button () brings up the Select Phases dialog box. From the dialog box, new phases for the device can be selected.

• The Object Focus button () focuses the Viewer 1 window on the selected device.

• Grounds displays the devices that the safety document will protect and validate the grounds on.

• Edit State (untitled): an iconic representation of the edited state of the device in the Unissued state. The edits will be applied when the document is issued. When working in Study mode, the edit state indicators will remain visible until the document is issued in real time.

• : The device has been marked for removal.

• : The device has been added to the device list and will require a ground condition the next time the document is issued.

• Device: the device that should be protected with a ground before the document can be issued.

• Phases: the device phases to be checked.

• / : Toggles recording of devices off or on. Grounds list allows users to record devices via selections from the viewer. To enable this feature, simply turn on recording and select devices in the Viewer.

• The Add Device... button () allows you to manually add a device to the list.

• The Undo Device Edit button () allows you to undo an addition or removal of a device from the list. This option is only available when making device modifications in the Unissued state.

• The Remove Device button () allows you to remove a selected device from the Grounds device list.

• The Change Phases button () brings up a Select Phases dialog box. From the dialog box, new phases for the device can be selected. See Select Phases Dialog Box for details.

• The Object Focus button () focuses the Viewer 1 window on the selected device.

• Other Devices is a text field that allows you to enter a list of non-modeled devices.

• Nominal Feeder displays the feeders for the devices listed in the Tag Points and/or Grounds devices list.

• The Update button () is used to populate the Nominal Feeders field with the list of Feeders associated to the linked switching sheet step devices and the devices listed on the safety document.

• The Reset Feeder Value button () is used to replace the safety document's current feeders value with the associated switching sheet Nominal Feeders field value when the safety document was created. The switching sheet's Nominal Feeders field is found on the Request tab.

• Nominal Substation displays the nominal substations for the devices listed in the Tag Points and/or Grounds list. To alter this value, enter your new value into the field.

• The Update button () is used to populate the Nominal Substation field with the list of substations associated to the linked switching sheet step devices and the devices listed on the safety document.

• The Reset Substation Value button () is used to replace the safety document's current substation value with the associated switching sheet Nominal Substation field value. The switching sheet's Nominal Substation field is found on the Request tab.

• Current Feeder displays the current feeders for the devices listed in the Tag Points and/or Grounds list. This value is read-only and will dynamically update as long as the safety document is loaded.

• Current Substation displays the current substations for the devices listed in the Tag Points and/or Grounds list. This value is read-only and will dynamically update as long as the safety document is loaded.

• Assigned Crews displays a table list of the Crew IDs of the crews that the safety document has been issued to, as well as each crew's mobile number, mobile carrier, alternate number, alternate number type, pager number, and crew type. The crew IDs are auto-populated with the value from the Instructed To field in the safety state transition switching step. A crew is required in this list before an Issue safety state transition step can be completed in real-time.

• To select a crew to assign to this safety document, click the Select Crew... () button to open the Select Safety Crew dialog box. See “Assigning Crews to a Safety Document”.

• To display the selected crew information, click the Crew Info... () button.

• To indicate whether the crew is issued or clear of the zone defined by the safety document, click the Crew Issued/Clear () button and select either Issued or Clear. The Position column will be updated with the status.

• To delete crews from this list, click the crews and then click the Remove Crews button (). At least one crew must remain assigned while the document is in the Issued state.

• Description is a text field that allows you to enter notes for the safety document.

• Audit Log contains the following information:

• Date: the date and time of each entry.

• Description: a description of the state change or device operation.

• Device: the device associated with the step.

• User: the name of the user who recorded the action.

• Phases: the phases affected.

• Crews: the crew identifiers pertaining to the audit log entry.

• The Comment section of the Audit Log pane allows you to add a comment to the log.

• Edit Log tracks the changes made to the entry fields of the document. It contains the following information:

• Date: the date and time of each entry.

• User: the name of the user who recorded the action.

• State: the state of the safety document when the entry was added.

• Field: The name of the field that was updated.

• Previous Value: The previous value of the field before the update.