Maximo HSE Application Maps – People (HSE) & Qualifications (HSE)

HSE-PeoplePeople (HSE)

The People (HSE) application is a clone of the People application and adds a Details tab and a Certifications tab. The additional functionality is used for managing competencies, recording certifications, and identifying the technical and financial authorities.

In the Details tab you can specify whether a person is a technical or financial authority, whether they can be a reviewer or approver of other records in Maximo, for example a reviewer of a permit to work, or an approver of a solution, audit, or root cause failure analysis, whether they are an isolation specialist and the type, etc. A person can be an area authority for one or more areas. Some of the checkboxes found on the Details tab will take effect only if a setting is activated in Organizations (HSE) application.

The certifications tab identifies the permits and certificate types that have been associated with the person, these may or may not have been added to the Certifications (HSE) application.

There is a default query showing the people who are an Authorized Issuing Authority where they have an active permit to work.

There are no differences in the main tabs of People (HSE) and the People application found in base Maximo.

Details Tab

There are several checkboxes that control the lookups of people across various HSE applications.

Contact Information Details section

Authority Levels section

The Technical Authority fields are used on a work order in the Completions section of Work Order Tracking (HSE). The Technical Authority Type is selected and then the Technical Authority Select Value is restricted to those persons who have the same Technical Authority Type. The Technical Authority Type is used in other applications Bypass Management (HSE), Audit and Survey (HSE) without a Technical Authority field.

The Financial Authority fields exist on the People (HSE) application, but the authority levels are not applied in any other HSE application.

Person Areas table window

This table window is used with Permit to Work (HSE) and Isolation Management (HSE). A person can be a reviewer, approver, issuer or acceptor on a permit to work and a reviewer or approver on an isolation. The area associated with the location on the permit to work or isolation is matched to the active areas on the person record. If there is a match the person can be selected assuming they also have the privilege to be a reviewer, approver, issuer or acceptor. If they have no record for the area or the area record is marked as inactive then the person will not be selectable. To take effect there is a checkbox “Include verification of authorization to areas” in an action on Organizations (HSE) called Permit to Work and Isolation Management – Options (see below) which must be used.

All the fields in the table window are read-only. An area is selected by using the New Row button. Its state will be initially set to Inactive. The Change Status icon at the end of the table window rows is used to toggle the status between Inactive and Active. There is no delete row button, instead the status would be changed to Inactive. Duplicate areas cannot be created for the same person.

Details-Top

Authorization section

The Authorization section is mainly used on Permit to Work (HSE) and Isolation Management applications. The first three options are also associated with Job Plans (HSE) and Work Order Tracking (HSE) applications.

To take effect there is an option in Organizations (HSE) called Control of Work (see below) which must be used.

This checkbox is also displayed in the Reviewers and Approvers table windows on Permit to Work (HSE) and Isolation Management (HSE) applications.

To take effect there is an option in Organizations (HSE) called Control of Work (see below) which must be used.

This checkbox also has effect on the Permit to Work (HSE) and Isolation Management (HSE) applications and will restrict the Select Value on:

to those people where this field is checked.

To take effect there is an option in Organizations (HSE) called Control of Work (see below) which must be used.

This checkbox also has effect on the Permit to Work (HSE) application and will restrict the Select Value on the Acceptance table window on Issue and Acceptance tab of Permit to Work (HSE) to those people where this field is checked.

to those people where this field is checked.

to those people where this field is checked.

Review and Approval Authorization section

Isolation Specialist section

Details-Bottom

Certificates Tab

The Certificates Tab allows certificates to be recorded against a person. Each record has to have a Permit and Certificate Type, but the actual certificate does not have to be registered in the Certifications (HSE) application. Either the section marked Certificate, or the one marked Certification Record will be used, it is unlikely that there would be a need to use both sections.

Details section

Certificate section

Certification Record section

Certificates

Organizations (HSE)

In the actions under Oil and Gas/HSE Manager Shared Options there are a number of actions and their dialog boxes which work in conjunction with the fields found in the People (HSE) Details tab.

Control of Work

In the Job Plans (HSE) and Work Order Tracking (HSE) applications there are fields for Authorized Area Authority, Authorized Issuing Authority, and Authorized Performing Authority. These will be found in the Control of Work sub tab of the Details tab and also in the tasks of the job plan or work order. The settings made on the job plan are copied across to the work order when the job plan is applied.

The Select Value and Go To People (HSE) on these fields will allow Active people to be selected. But if the:

Organizations-ControlofWork

Qualification Verification

A qualification can have an associated Permit and Certificate Type which is Active and marked as Personal. This association is then used in Work Order Tracking (HSE) when using the Select Value in the Labor field on the Plans and Actuals tab, Labor sub tab. The Select Value will be restricted to those labor whose person record indicates that they have the Permit and Certificate Type associated with the Required Qualification. For this to take effect the check box “Allow verification of labor qualifications on job plans and on work orders” must be selected. The Required Qualification can also be entered on the Job Plan Labor tab so that this is copied when the job plan is applied to a work order.

Organizations-Qualifications

Management of Change – Additional Options

In the MOC (HSE) application there are multiple places where Review, Approval and Authorization details can be added:

The Select Value and Go To People (HSE) on these fields will allow Active people to be selected. But if the “MOC review, approval, and authorization require authorized person?” is checked then this is limited to those people who have the field “Authorized for MOC Review, Approval, and Authorization” checked.

Organizations-MOC

Permit to Work and Isolation Management – Options

In the Permit to Work (HSE) and Isolation Management (HSE) applications there are multiple places where Review and Approval details can be added:

The Select Value and Go To People (HSE) on these fields will allow Active people to be selected. But if the “Review and approval require authorized person?” is checked then this is limited to those people who have the field “Authorized for Permit to Work Review and Approval” checked.

The “Include verification of authorization to areas” extends this functionality limiting the people who can be selected to those where there is a match between the location’s area and the Active areas defined against the person. The location’s area is entered in the Area Classifications section on the Location Details tab of Locations (HSE) application.

Organizations-PtW

Certifications – Options

In the Certifications (HSE) application there are multiple places where Review and Approval details can be added:

The Select Value and Go To People (HSE) on these fields will allow Active people to be selected. But if the “Certifications review and approval require authorized person?” is checked then this is limited to those people who have the field “Authorized for Certifications Review and Approval” checked.

Organizations-Certifications

Risk Assessment – Options

In the Risk Assessment (HSE) application there are multiple places where Review and Approval details can be added:

The Select Value and Go To People (HSE) on these fields will allow Active people to be selected. But if the “Require authorized person to review or approve Risk Assessments?” is checked then this is limited to those people who have the field “Authorized for Risk Assessment Review or Approval?” checked.

Organizations-RiskAssessment

Bypass Management – Options

In the Bypass Management (HSE) application there are multiple places where Review and Approval details can be added:

The Select Value and Go To People (HSE) on these fields will allow Active people to be selected. But if the “Require authorized person to review or approve Bypass Management operations?” is checked then this is limited to those people who have the field “Authorized for Bypass Management Review or Approval” checked.

Organizations-BypassManagement

Qualifications (HSE)

In the Qualifications (HSE) application there is one additional field that has been added.

Certification Information section

The functionality that uses this association requires a checkbox in the action Qualification Verification (see above) in the Organizations (HSE) application to be selected.

A qualification can have an associated Permit and Certificate Type which is Active and marked as Personal. In the Job Plans (HSE) application on the Labor tab you can indicate the required qualification. When the Job Plan is applied to a work order the required qualification is copied. The Select Value on the Labor field of the Plans and Actuals tab, Labor sub tab, will be restricted to those persons who have the acquired certification if the setting in Organizations (HSE) has been set. There is no similar restriction when assigning the labor to the work order on the Assignments tab, but this could be added through configuration.

Qualifications

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