Maximo HSE Application Maps – Hazards (HSE), Precautions (HSE), Lock Out / Tag Out Plan (HSE)

HSE-HazardsHazards (HSE)

There are different types of hazard; chemical, mechanical, electrical, biological, physical, ergonomic, process, environmental, etc. A hazard can have multiple precautions to mitigate the risks associated with the hazard. A hazard can also be marked as a hazardous material in which case health, flammability, reactivity, or contact ratings and the reference to the safety data sheet (SDS) or material safety data sheet (MSDS) can be entered.

Hazards are used across a number of HSE applications;

In the Isolation Management (HSE) application you can enter a risk assessment, and this shows the associated hazards and precautions, but hazards/precautions cannot be entered directly.

The standard Maximo Safety Plan application allows multiple hazards and precautions and hazardous materials to be entered. A safety plan can also have Tag Out / Lock Out sequences, but these are first associated with a hazard.

An HSE client is unlikely to use a Safety Plan, instead they would use the Risk Assessment (HSE) application which has Hazards, Precautions and Tag Out / Lock Out sequences. Multiple risk assessments can be added to the job plan header and a single risk assessment added at the task level, these are copied through to the work order when the job plan is applied. Isolation Management (HSE) or Permit to Work (HSE) applications can also identify the Tag Out / Lock Out sequences that are needed.

One exception where a safety plan may be used is if the Maximo client is also using Maximo Anywhere and there was a requirement to display the hazards, precautions and tag out / lock out sequences on the Anywhere Work Execution (mobile) application. Currently there isn’t a way of doing this with the HSE module except through configuration to add the records into the standard work order tables provided so that they can be downloaded to the Maximo Anywhere mobile application.

The Tag Outs tab on the Hazards (HSE) application has no New Row button. This tab may not be used because the association between a Hazard and a Tag Out is made in the Safety Plan application and the safety plan may not be used by HSE clients.

A hazard is defined at the Organization level, this is because the safety data sheets are country or region specific. Precautions and Lock Out / Tag Out sequences are defined at the Site level.

There are a number of changes to the Hazards (HSE) application. One immediate difference that will be seen is that there is a Specification tab, a hazard can be classified. There are no changes to either the Precautions or Tag Out tabs.

Hazard Tab

An image of the Hazard can be displayed. The image is added using the Add/Modify Image action.

Details section

Hazardous Material Information section


Risk Assessment section


Safety Data Sheet Summary Tab

Details section


Precautions Tab

This is the same layout as will be found in the Hazards application in base Maximo.


Tag Outs Tab

This is the same layout as will be found in the Hazards application in base Maximo. There is no New Row button as hazards are associated to Tag Out / Lock Out sequences from the Safety Plan application. The Tag Out references a location or asset and is therefore at the Site level.


Specification Tab

This is the standard Specification tab seen in many Maximo applications. The standard Classification functionality can create the hazard description from the entered classification and attribute values.



Precautions (HSE)

Precautions can be used for safety reasons to mitigate the hazard, they can also be used for environmental controls. Precautions are always associated with a hazard, but they exist at the site level rather than the organization level. Therefore, the same Precaution may exist multiple times but with different Site IDs.

There are a few additional fields added to the HSE version of this application.


Lock Out / Tag Out Plan (HSE)

The Lock Out / Tag Out Plan (HSE) application is used for electrical, mechanical or process isolation of locations and assets, although electrical is probably the most common. These are sometimes referred to as LOTO plans. The aim of a LOTO plan is to eliminate injuries and fatalities associated with hazardous energy while performing maintenance or service activities. This is an area that may have a regulation, for example in the USA, OSHA standard Control of Hazardous Energy – 29 CFR 1910.147. There is likely to be a LOTO register for a site with LOTO procedures defined specific to equipment or an area.

The LOTO plan may require a valve, breaker or other equipment being physically locked and a visible tag being added to the equipment to show that it is locked-out and who holds the physical key. A LOTO plan may involve:

  1. Announcing an intention to shut off equipment or area
  2. Identifying the safety related equipment that need to be isolated
  3. Isolating the energy sources
  4. Adding a physical lock and tag to the energy sources so that they cannot be turned on
  5. Prove that the equipment isolation is effective

When the last step has been achieved then maintenance work can start. When maintenance has been completed there is also a reverse process to follow that removes the tags and locks and allows the equipment to be re-energized.

A Lock Out / Tag Out Plan record requires an Asset or Location to be entered. The Lock Out / Tag Out Plan (HSE) application has a few additional fields.

Lock Out / Tag Out Operations table window

In the Operations table window a Location, Asset or Device Description must be entered, but only one of these for each operation. The Apply Sequence is the sequence used in the isolation. The Remove Sequence is the sequence used after maintenance when the tags and locks are being removed. There is one additional HSE field.



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