The Tag Points and Grounds device lists on the Hot, Hold, Clearance, Delegated Control, Information, and Warning safety documents may only be altered when in the New or Unissued states.
Adding Devices to a Non-Execute Safety Document
You can add additional devices to a safety document through one of three ways.
• The first method involves associated steps with devices to the safety document. The second method allows you to added devices directly to the safety document through device selections in the Viewer. The third method uses the Add Device dialog box, from which you can enter or search for a device 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 device operation you want added to the safety document. For example, if you select an Add or Remove Tag step, the devices is added to the Tag Points list on the safety document dialog box. If you select a Ground step, the device is added to the Grounds list.
2. Click the Link Switching Step Device button () on the safety document dialog box. The new device is added to the appropriate device 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”.
Device Recording Method
The device 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 device list.
3. In the Viewer, select devices that should be added to the Tag Points device list.
Safety Document Add Device Dialog Method
Using the Safety Document Add Device dialog box, devices 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 Device… button () found on the Tag Points toolbar. The Safety Document Add Device dialog box is displayed.
3. From the dialog box, enter part or all of a device alias. The search button () can be used to find a device from a partial device id.
4. Select the appropriate phases for the device.
5. Click Add Device (). The device will be added to the Tag Points list with the indicated phases.
6. Continue to add devices and when completed, click Close.
Removing Devices
You can remove devices from a device 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 device you would like to remove from the Tag Points or Grounds list.
3. Click the Remove Device button () from the appropriate device list toolbar. The device 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 device operation that you want removed from the safety document. For instance, if you select an Add or Remove tag step, the device will be removed from the Tag Points list. If you select a Ground step, the device will be removed from the Grounds list.
2. Click the Unlink From a Safety Document button () on the Steps tab toolbar. The device is removed from the safety document's device 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 devices in the safety document that are associated to steps. Devices added without step associations will have to be removed using Option 1 described above.