Building Safety Plans

You might have noticed that we had not discussed the Safety tab when we looked at Asset Management. This is because it is used for the purpose of creating a Safety Plan.

Safety on Locations and Assets

In the Assets application the Safety tab has four sub-tabs, Hazards and Precautions, Hazardous Materials, Lock Out/Tag Out, and Safety-Related Assets. The Locations application has the same layout of tabs.

In the first three tabs you are selecting a type of hazard to associate with the asset or location. In the Hazards and Precautions tab, while the hazard is associated with the asset in a table called SAFETYLEXICON, the Precaution table is just a view on to the associated precautions of the hazard, there is no new row or delete row buttons on this table. If the Hazard is marked as ‘Can Have Hazardous Materials?’ then on save you will find that a record also exits in the Hazardous Materials tab.

The Hazardous Materials tab shows the set of hazards where the ‘Can Have Hazardous Materials?’ field is set. Apart from the hazard all fields are read-only. If you use the New Row button the Select Value on the Hazard field will be restricted, it will not show hazards that just have precautions. On save you will find that a record also exists on the Hazards and Precautions tab.

In the Lock Out / Tag Out tab you are selecting hazards associated with the location or asset and then the tag outs that will help to eliminate the hazard. The hazards you are selecting are the ones that have ‘Can Have Tag Out?’ set. These are only the hazards for the same organization as the location or asset. For each of these hazards you then select the appropriate Tag Out procedure and for each of these the associated Lock Out Operations will be displayed. It is only after you have added the Hazard and the Tag Out Procedure and saved will the record be displayed in the Tag Outs tab in the Hazards application.

The Safety-Related Assets tab allows you to associate other assets or locations with hazards that you should be aware of when building a safety plan involving your current asset or location. For example, airborne dust may be an issue in the proximity of a pump, the pump is not the cause of the dust, but if you are working on the pump, or any other assets in the area you will need a mask. Each safety related record has a reference to either an asset or a location on which the hazard is defined.

Safety Plans

The Safety Plans application is found in the Safety module of the Planning module. It is a site level object. It has tabs for the Hazards and Precautions, Hazardous Materials, and Tag Outs. A safety plan has a series of hazards.

A Safety Plan is associated with a job plan or a work order. Its purpose is to quickly create the expected hazards for performing a certain type of work on a location or asset. A safety plan may be specific to one or more assets or locations, referred to as the work assets, or by leaving the Work Assets table empty the safety plan is a generic safety plan that can be used with any asset or location.

For a safety plan with work assets, you use the Select Hazards action to review the hazards associated with each work asset in turn. In the Select Hazards dialog you can select an appropriate hazard and use the Apply button to transfer it through to the various hazard tabs on the safety plan.

You might find that there are no associated hazards for a work asset but if you look at the location or asset you can see hazards and wonder why they are not shown. When safety was first released in Maximo a long time ago, you needed to create a safety related asset that referenced the same asset or location, for example asset 11430 referenced asset 11430 as a Safety-Related Asset. This was a workaround, and to fix it an Organizations application setting was created under the Safety Plan Options action called ‘Show Work Asset’s Hazards in the Select Hazards Action?’. With this field set the associated hazards will be displayed, if it is not set then you need to use the workaround.

On the Hazards and Precautions tab you can add additional hazards and if the hazard has precautions these are shown in the lower table window. The fields marked Related Asset and Related Location are the asset or location that you selected from the Select Hazards action. But they are still important if you did not use the Select Hazards action as they determine the hazards that are copied to the work order when the safety plan is applied. If you pick a hazard that has an associated hazardous material, then this record will be shown in the Hazardous Materials tab.

The Hazardous Materials tab shows the set of hazards where the ‘Can Have Hazardous Materials?’ field is set. It works in the same way it does in the same tab on the Assets or Locations application, the hazards are restricted and when a new row is created you also get a record added to the Hazards and Precautions tab. The Related Asset and Related Location fields are again used to copy the hazard to a work order when the safety plan is applied. If these two fields are left blank, then the hazard will always be copied to the work order, it is considered a generic hazard.

On the Tag Outs tab, you select a hazard where the ‘Can Have Tag Outs’ field is set. You must also select either a Related Location or a Related Asset, this is where you have previously associated the same hazard with a location or asset in their Safety tab and Lock Out/Tag Out tab. When you then go to create the Tag Outs these are filtered by the tag outs for the Related Asset or Related Location. The Lock Out Operations for the Tag Out are then displayed at the bottom of the screen.

When a Safety Plan is applied to a work order the hazards that are copied are those where the work order location and/or asset is referenced as a Related Location or Related Asset and any hazard that has no Related Location or Related Asset and is therefore considered generic for the safety plan. However, for hazards with tag outs applied it is only the hazards with a matching Work Location or Work Asset that is copied to the work order, it is not using the Related Location or Related Asset.


Safety Module Overview

Building Safety Plans

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