Initial Exercises—Equipment and Personal Safety Management 1
Purpose: The purpose of these initial exercises is that the instructor will use them for demonstrating
the basic functionality in Equipment and Personal Safety Management, which entails:
IMPORTANT |
These Initial Exercises are intended for
instructor use. |
Handling Permit and Isolation Order with Work Orders
Purpose: The purpose of this exercise is to
familiarize you with the basic functionality of preparing and using permits.
Prerequisites:
Data Type |
Value |
Description |
Comments |
Isolation
|
*
|
Pump overhaul
|
Establishment and reestablishment
instructions created
|
Isolation Type |
ISOLATION |
Default Isolation Type |
|
Permit
|
*
|
*
|
|
Permit Type
|
WPT
|
Work Permit
|
|
Signature
|
*
|
*
|
|
Site
|
70
|
EAM
|
|
Isolation Order
|
*
|
*
|
|
Work Order
|
*
|
*
|
|
Windows:
Permits
Prepare Work Order
Isolation Order
Report In Work Order
- Open the Permits window.
- Populate the window (F2).
- Select the first permit in the list, right-click, and then click Prepare
Permit.
For which work order(s) is this permit valid? Is this permit currently in use?
(Click the
Work Orders respective
Permit History
tabs.)
- Create a new permit (F5).
When entering new data remember to use List of Values (F8).
- Select Work Permit as the permit type.
- Enter a permit description, e.g., Mechanical Permit.
- Enter your
signature in the Prepared By and
Work Leader field.
- Save your changes.
- Click the
Permit History
tab to view the permit's history.
- Open the
Isolation Order tab.
- Create a new Isolation Order using an isolation template. Right-click
and then click Create
from Isolation Template.
- Click List and select an isolation for pump overhaul.
- Click OK to confirm.
- You receive a message that an Isolation Order has been created. Click OK.
- Right-click on the new Isolation Order and choose to
Prepare Isolation Order. View the establishment and
reestablishment data.
Note: While entering validity dates, make sure that the permit's
validity time covers the one of the work orders (valid
dates are copied to the Permit if the Permit is created from the Work Order).
- In the
Prepare tab, enter valid dates
and Prepared By for the isolation order (valid
dates are copied to the Order if the Isolation Order is created from the
Permit). Establishment must end before
the start of work, and reestablishment must start after the work has ended.
Fill in the Planned Start Establishment and Planned Completion
Establishment fields, and also the Planned Start Reestablishment
and Planned Completion Reestablishment fields. (Use the following
date format: MM/DD/YY)
- Save the record (F12).
- Return to the
Permit window and retrieve the permit that
you have just created. If it's not already in the window, click Query
Dialog and enter your permit No as a search criteria.
- In the
Prepare tab, enter valid dates for the permit. These dates must be between the
ending date for establishment and starting date for reestablishment, but
also before work started and after work ended.
- Save the record.
- Change the permit's status to Prepared, by right-clicking and then
clicking Prepare.
- Open the
Prepare Work Order window, and retrieve an appropriate
work order for connecting the permit.
- Click the
Permits tab, Right-click
and choose to Connect Permit....
- In the Permit field, use the List of Values to select the permit
that you just created.
- What happens when you try to change the status of the work order to
Started? (Right-click, point to Work Order Status and then click Started.)
- Click the
General tab.
- In the Start and Completion fields, enter the planned start
and completion dates.
- Save the record.
- Click the
Prepare tab.
- In the Work Leader field, add a work leader signature. Use the List
of Values.
- Save the record.
- Return to the
Permit window. Make sure that your permit is
retrieved in the window.
- In the Work Leader field, enter the same signature as on the work
order.
- In the Approved by field, enter an approval signature. Use the List
of Values.
- Right-click and then click Approve Preparation.
- Save the record.
- Return to the
Isolation Order window. Make sure that your
isolation order is retrieved in the window.
- Right-click and then click Prepared.
- In the Approved by field, enter an approval signature. Use the List
of Values.
- Right-click and then click Approve Preparation.
- Right-click and then click Start Establishment.
- Right-click and then click Complete Establishment.
- Return to the
Permit window. Make sure that your permit is
retrieved in the window.
- Right-click and then click Release.
- Right-click and then click Print.
- Return to the
Prepare Work Order window. Make sure that
your work order is retrieved in the window.
- Change the status of the work order to Released and then to Started.
- After finishing the work, change the status of the work order to Work
Done.
- Return the permit. In the
Permit window, change
the status to Return
Permit and finally make it historical.
- In the
Isolation Order window, change the
isolation order
status to Start
Reestablishment.
- Change then the status to Complete Reestablishment.
- Change the isolation order status to Verify Operability
and finally make it historical..
- Return to the
Prepare Work Order window. Make sure that
your work order is retrieved in the window.
- Right-click and then click Report In.
- In the
Report In tab, in the Actual Finish field
enter the date when the work was finished.
- Change the status to Finished.