Isolation Orders—Exercises
Required Data
Create Work Order
Purpose: The purpose of this exercise is to set
up the required data necessary for running this particular functionality.
Windows:
Prepare Work Order
- Create a new work order.
General exercise for Create Work Order
Create Permit
Purpose: The purpose of this exercise is to set
up the required data necessary for running this particular functionality.
Windows:
Permit
- Create a new permit.
General exercise for Create
Permit
Main Exercise
Purpose: The purpose of this lesson is to show you how to
create an Isolation Order and connect it with a permit and work order.
Windows:
Isolation Order
Prepare Work Order
Permit
Report In Work Order
- Open the
Isolation Order window.
- Create a new Isolation Order (F5).
- Enter an appropriate isolation type and in the Description field, type in a short
isolation order
description.
- Save your changes.
- Click the
Establishment
Instructions tab..
- Create a new record.
- In the Row No field, enter the sequence number for the
establishment instruction.
- In the Object ID field, enter the functional object involved in the
instruction, e.g., PM-315-V-0001, Shut-off valve on site 70. Use the List of
Values.
Note: The functional object you are working with during the
isolation order has to have an object type with defined positions. Object types and
positions are defined in the
Equipment Basic Data window.
- In the Position ID field, enter what position the object should
have during the establishment, e.g., Closed. Use the List of Values.
- In the Prepared by field, enter a signature for the preparation.
- Save the record.
- To create reestablishment instructions, highlight the created
establishment line, right-click and then click Create Reestablishment.
- Click the
Reestablishment
Instructions tab..
- Verify the reestablishment instructions. In the Position ID field,
change the object position to Open. Use the List of Values.
- Click the
Prepare tab in the
Isolation Order
window.
- Enter valid dates for the isolation order. 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.
- Save the record (F12).
- Open the
Permit window and retrieve your permit. 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.
- On the tab for Isolation Orders link the
isolation order to the permit using the List of
Values.
- 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
your
work order for connecting the permit.
- Click the
Permits tab, and connect
the permit by right-clicking and click Connect Permit.
- In the Permit field, use the List of Values to select the permit
that you just created and click OK.
- 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
Permits window, change
the status to Return
Permit.
- In the
Isolation Order window, change the
isolation order
status to Start
Reestablishment.
- Change then the status to Complete Reestablishment.
- And finally, change the isolation order status to Verify Operability.
- 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.