Oracle Utilities Network Management System Safety Documents, which are an electronic representation of paper safety documents used for switching operations, provide information about a particular operation and record the issuance and release of tags on devices. For switching operations, safety tags are first physically placed on devices, and then the safety document is issued; note that the safety tag must match the safety document type (for example, Hold tags are used with Hold safety documents). Issuing the safety document effectively gives the crew permission to begin work. When the work is completed, the safety document is released, warning the crew that they must stay clear. Once the safety document is released, safety tags may be removed from the devices and the switches may then be closed.

This section includes the following topics:

Oracle Utilities Network Management System Web Switching Management includes a group of safety documents that represent common utility safety document types. These standard forms may be used to represent established safety documents in your organization.

While safety document names and features may vary, understanding these types will help you understand the general use of most safety documents. Crews typically "own" safety documents and must authorize their release when they are finished working in an area or on a device.

Safety document types are associated with certain types of steps. These step-to-safety document mappings are configurable. The following list shows what types of steps each safety document type is pre-configured to accept.

The Switching Sheet Safety Documents tab displays a list of all safety documents associated with a switching sheet. The Safety Documents tab displays the following fields and menu bar buttons:

The Safety Documents associated to switching sheets are displayed as detached windows. When working with Web Safety, when there is no originating switching sheet, the document takes on a slightly different behavior and look. For more information on Stand Alone Safety Documents see Web Safety.

The safety document dialog box displays the following panes:

Devices may be added automatically to a Safety Document by creating a safety document from step selections within the Steps list of the originating switching sheet. You may create a safety document in two ways:

The Select Safety Crew dialog box allows you to assign crews to the safety document. You may also create contractor crews from the Contractors tab. By default, the dialog box will open showing the crews listed on the parent switching sheet's Crews list. The Switching Sheet Crews tab will only be visible for safety documents associated to switching sheets.

Crews are automatically assigned to safety documents when the safety document is created from a switching sheet where the switching sheet has crews listed in the Crews list. If a subset of the switching sheet's crews should be used to populate the safety document's Crews list, then simply select the crews prior to creating the safety document from the switching sheet.

To assign a standard (system) crew to the safety document:

You may add a new contractor crew using the Contractor Entry Form. The created crews are assigned to the current safety document and added to the Contractor Crew List from which they may be assigned to other safety documents or switching sheets.

The form contains the following fields:

The Contractor Crew List allows you to assign existing contractor crews to the safety document or populate the Contractor Entry Form to reuse crew data when creating additional contractor crews.

The form contains the following toolbar buttons:

To create an additional contractor crew using data from an existing crew, do the following

Each safety state transition step performs a single action, such as issuing or releasing a safety document. To add safety state transition steps, do the following:

For instructions on executing safety state transition steps, see Executing Safety State Transition Steps.

When a safety document is issued the conditions (tags and grounds) associated with it are locked. If some of the expected conditions are missing or fail to lock, the Safety Transition Failed dialog box is displayed. The Failed Safety Actions table contains the list of switching steps associated with the safety document, that caused the failure.

The switching steps placing those conditions will be highlighted on the Steps tab. Affected rows in the Tag Points and the Ground devices lists in the safety document will also be highlighted.

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.

You can add additional devices to a safety document through one of three ways.

The step association method is accomplished by doing the following:

The device recording method is accomplished by doing the following:

Using the Safety Document Add Device dialog box, devices can be added to the Tag Points list by doing the following:

You can remove devices from a device list in two ways.

The Comment section of the Audit Log pane allows you to add a comment to the log. Select the Comment field and enter a comment; click the Add button () to add the comment to the Audit Log.

Once a safety state transition step has been recorded, executing (completing) the step causes the Execute Safety Step dialog box to be displayed. This dialog box looks just like the original safety document dialog box except that it has no toolbar and it displays two buttons: Execute and Cancel. Use this dialog box to verify that the safety document information is correct, and then click Execute to execute the step.

When a tag step with an associated safety document is executed, the Control Tool executes placement of the appropriate tag (Hold, Hot, Clearance, and so on) on the device. The symbol on the device indicates that a condition exists on the device, that the area has not been issued to the crew, and is not yet isolated. After the safety document has been issued, the symbol on the device changes to indicate that the tag is under the control of the safety document. For example, if configured in your project, a Hold tag may change to indicate Hold with a small lock symbol next to it. When a tag changes to a locked state, the safety document must be released before the tags can be removed using the Control Tool. Likewise, when the safety document is transitioned to the Unissued state, the tag symbols on the devices will change to indicate that they are still part of an active safety document, but are in a state to where they can be removed; they are allowed to be removed so that the zone of coverage for the safety document can be altered while in the Unissued state.

For more information, see one of the following topics:

Safety documents are issued when an Issue safety document switching step is completed and the Execute button is clicked on the safety document.

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:

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.

To issue a safety document manually:

To issue a safety document through step execution:

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.

Safety documents are released when switching steps associated to a releasing safety document are completed and the safety document's Execute button is clicked. The symbol for the safety document is removed from the device in the Viewer and the original tag symbols are placed back onto the device. At this point the Safety Document can either be reissued to a different crew or completed.

To release a safety document manually:

To release a safety document through step execution:

Safety documents can be marked as Deleted from the associated switching sheets Safety Documents tab. Safety documents can only transition to the Deleted state when they do not have safety state transition steps linked to them in the switching sheet's Steps list. Attempting to mark a safety document as Deleted with linked safety state transition steps will result in an error dialog box. You will need to delete the safety state transition steps before the safety document can be marked as Deleted.

To mark a safety document as Deleted:

When you issue a DCZ Safety document, the system delegates the segment of the network bounded by the listed devices. No operations are allowed on any devices in the segment until the document is released.

Your devices must completely bound an area to be considered adequate for Delegated Control. That is, there should be no alternate way to feed any of the devices in the area. This can be a lot of devices if you model secondary backfeed devices.

The Safety Document List is a tool used to manage active safety documents and any safety documents associated to switching sheets that have been completed in the last 30 days. To load safety documents no longer available in the Safety Document List, use the Search Safety Document window.

The Safety Document List will load the full list from the database when it is first displayed. After the initial load of the data, the list will dynamically update with changes from all users on the system. Dynamic updates happen periodically at 15 second intervals. A safety document's updates will only be broadcast out to the other users once it has been saved to the database.

The full list of safety documents will be queried from the database when you alter your subscribed zones via the Authority tool. The full list will also be queried if you select the Refresh button from the Actions menu. Once the full list has been loaded, the list will go back to being dynamically updated.

The Safety Document List serves as the primary mechanism from which to load safety documents outside or not associated to switching sheets. You can either double click on a single entry or highlight multiple entries and click the Open... toolbar option.

Once an open request has been initiated, it cannot be canceled, but the system does restrict you from having more than 15 switching sheets open at any one time. Each safety document is linked to a switching sheet.

The Safety Document List will be filtered based on the control zones you are subscribed to. The device listed on the parent sheet's Request tab determines the control zone that a safety document is associated with; however, if no device is entered, then the safety document will fall within the FUZZY zone.

This section lists and describes the menu options and toolbar icons available in the Safety Document List.

The table below describes the options available on the File menu.

 

The table below describes the options available on the Sort menu.

 

The table below describes the options available on the Actions menu.

The table below describes the options available on the Help menu.

 

The Safety Document List provides a tabular view of the safety document. The sort and filter criteria are displayed above the table.

 

The Safety Document List provides the following Global filters.

To search for an existing safety document:

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.

If a switching sheet is aborted, you will need to abort any associated safety documents before you can complete the switching sheet.

To abort a safety document, follow these steps:

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.