Open a Safety Document from the Control Tool
1. For active safety documents, double-click a device in the Viewer.
2. From the Control Tool, click Safety Documents… and then select Open Safety Documents... from the submenu.
• If only one safety document is currently active on this device, then the safety document dialog box is displayed.
• If multiple safety documents are active, the Device to Safety Document List displays a list of safety documents for the device. The list includes only safety documents that are part of an active sheet and documents that were completed in the last 30 days. Select the safety document you want to load from this list.
The safety document and the associated switching sheet are opened. The safety document will be opened in the same mode that the Control Tool is in.
Completing Safety Documents
When you have completed all steps in a switching sheet, you should complete all safety documents associated with the sheet.
To complete a safety document, use either of the following methods.
Option 1
1. Follow the steps described above to open the safety document.
2. Click the Complete button on the safety document dialog box.
Note: Once completed, the document is locked from further editing. When manually completing a safety document in real-time mode, the action is automatically recorded in the associated switching sheet's Steps list.
Any devices in the Tag Points list, that were not associated to steps, will have their conditions removed.
3. Repeat these steps for all safety documents associated with the switching sheet.
Option 2
1. Record a Complete safety state transition step (as described in the previous sections) and use that step to complete the safety document. Repeat for all safety documents associated with the switching sheet.
Aborting Safety Documents
If a switching sheet is aborted, you will need to abort any associated safety documents before you can complete the switching sheet.
Note: The Abort option is only available in real-time mode when the safety document is in the New state.
To abort a safety document, follow these steps:
1. Click the Safety Documents tab.
2. Double-click the safety document you want to abort.
3. Click the Abort button on the toolbar.
4. When prompted, confirm you action.
Switching Sheet Associations
Safety documents can be associated to different switching sheets and even disassociated and converted into a stand alone safety document. Safety documents can only be associated to different sheets or disassociated if the safety document does not have any switching sheet step links. An error will be issued to you if you attempt to disassociate or move a safety document that has linked switching sheet steps. A safety document's type and number will be displayed in the step's Operation column if a link exists.
When disassociating a safety document from a switching sheet, a confirmation dialog box will be displayed to you. You must confirm the operation before the disassociation will proceed. When the document is disassociated, it will be converted into a stand alone safety document. The audit log of the switching sheet and the safety document will indicate when and who initiated the operation.
Safety document associations originate from the Switching Sheet Association dialog box. This dialog box allows you to select a sheet from a list of switching sheets you already have loaded or you can search for a particular switching sheet in the system. Completed switching sheets and switching sheets that cannot accept safety document associations will be filtered out of the list. Safety document association changes will result in audit log entries in the original switching sheet along with the target switching sheet and the safety document.