Issuing Safety Documents
Safety documents are issued when an Issue safety document switching step is completed and the Execute button is clicked on the safety document.
Note: The appropriate tag type must be placed on the device prior to the safety document being issued. For example, to issue a Hold document, you must place a Hold tag on the device before the safety document can be issued. This only pertains to devices associated to switching steps. Devices not associated to steps will automatically have conditions placed on the them when the document is issued.
When a safety document is transitioned from the Unissued state to the Issued state, all of the pending device list changes will be applied. If the transition is initiated in real-time mode, then any devices marked for removal will be removed from the list and related audit log entries will be created for each device change.
Once a safety document is issued:
• Crews are transitioned to the "Issued" position.
• You cannot complete, delete, or reissue the safety document. The device lists cannot be altered while in the Issued state.
• The only state related button options available on the safety document dialog box are Unissue and Release.
• The Viewer displays a symbol on all devices that are specified in the safety document to indicate that the safety document has been issued.
Grounds Check
When an attempt is made to issue a safety document, the devices listed in the Grounds list are all required to have grounds. The document cannot be issued until the grounds exist on the listed devices. Once the safety document is issued, the grounds on those devices cannot be removed without acknowledging that they will be removed out from under an issued safety document. The Grounds Check dialog box is displayed to the user when they attempt to remove the last ground on a device that is linked to an issued safety document. If the device has multiple grounds, then only the last ground to be removed will be flagged as being required by a safety document.
The Grounds Check dialog box will give you a list of safety documents linked to the ground that is about to be removed. Double clicking on any of the safety document entries will cause the document to be loaded. You can also right-click on the entry and select the Open... menu option.
If you determine that the ground can be safely removed out from under the listed safety documents, then select the Continue button. This will cause the ground to be removed and audit log entries will be added to each of the affected safety documents indicating when, on which device and who removed the ground condition. The Cancel button can be pressed to cancel the entire Remove Condition operation.
Issuing Safety Documents Manually
To issue a safety document manually:
1. Open the safety document (if it is not already open) by selecting the document on the Safety Documents tab and clicking the Open button.
2. Click Issue on the open safety document. A symbol appears on all devices that are specified in the safety document to indicate that the safety document has been issued.
Note: If you manually Issue a safety document in real-time mode, a safety state transition step is automatically recorded to the Steps list, regardless of whether step recording is turned on. This is the audit of the safety documents transitions.
Issuing Safety Documents While Executing Steps
To issue a safety document through step execution:
1. From the Steps List, select the Issue safety state transition step and click the Complete button. The Execute Safety Step dialog box opens, and the Execute and Cancel buttons are enabled.
Note: When instructing safety state transition steps in real-time mode, the safety document dialog box is not displayed. It is only displayed when the step is completed.
2. Click the Execute button. A symbol appears on all devices in the Viewer that are specified in the safety document to indicate that the safety document has been issued. The safety state transition step is also marked as Completed.
If any of the devices in the Tag Points list were not associated to switching steps, then conditions will be applied to the devices first. After all the conditions are on the devices, then the conditions will be changed to indicate that they are under the control of the safety document.