Applying Safety Plans

Last Updated on November 19, 2022 by maximosecrets

So far, we have reviewed the four applications found in the Safety module, a part of the Planning module. In this article we will focus on applying a safety plan to a work order, and other ways on how safety records on a work order can be created. We’ll start with the relationship between a Job Plan and a Safety Plan.

Job Plan – Work Assets

In the Job Plans application there is a Work Assets tab to indicate which locations, assets, or items the job plan is relevant to. The item in this case is a rotating item. When you create a work asset record these three fields are mutually exclusive, only one of them can have a value.

The Work Assets record has two other fields, a Safety Plan and the field called ‘Default Safety Plan’. When a Job Plan is applied a Safety Plan may also be applied. The Default Safety Plan field when set will apply the safety plan, if it is not set then it will not be automatically applied, but it can be selected from a work order.

Incidentally, the Job Plan Select Value on a work order is showing job plans where the primary location or asset is referenced in the Work Assets tab on the job plan, or if the primary location or asset on the work order has a rotating item, then it also shows the job plans where the Work Assets tab references that rotating item.

Applying a Safety Plan to a Work Order

In the Work Order Tracking application and section called Job Details, just below the Job Plan field is the Safety Plan field, this can be selected without using a Job Plan. By default, the Safety Plan’s Select Value shows All Safety Plans.

There are two other radio buttons. ‘Show Safety Plans for the Current Work Order’ uses the location and asset referenced on the work order to filter the Safety Plans Work Assets. Generic safety plans that have no work assets will not be shown.

The radio button ‘Show Safety Plans for the Job Plan of the Current Work Order’ is using the Safety Plan referenced on the Job Plan’s Work Assets table. It is showing the records where the location or asset is the same as the primary location or asset on the work order or the item is the rotating item of either the primary location or asset on the work order.

When a Safety Plan is applied to a work order the hazards that are copied are dependent on the type of hazard.

When a Job Plan is applied and the Job Plan’s Work Assets reference Safety Plans then there is an order in which Maximo determines the safety plan to apply.

  1. Use the safety plan associated with the location referenced on the work order
  2. Use the safety plan associated with the location’s rotating item
  3. Use the safety plan associated with the asset referenced on the work order
  4. Use the safety plan associated with the asset’s rotating item

Depending on the work order status you may not be able to apply a Safety Plan. This is controlled from the Organizations application and the action Edit Rules which you will find as an action under Work Order Options. The Safety Tab field must be set for the statuses when you wish to allow changes to the safety information.

Adding Safety Records to a Work Order

If you are going to apply a Job Plan that has an associated Safety Plan, or you will be applying a Safety Plan, then do this before modifying the Safety Plan information in the Work Order Tracking application. Each of the three tabs has New Row and Delete Row buttons for you to add/remove hazards, precautions, hazardous materials, tag out hazards, tag out procedures and lock out tasks, but adding a safety plan will delete all these records without warning.

The action Remove Safety Plan will also remove all safety information whether it has been added by a safety plan or manually created via the Work Order Tracking application. The exception to this is hazards and precautions and hazardous materials associated with material safety.

There is an action called Select Safety Hazards in the Work Order Tracking application. The dialog is similar to the Select Hazards action in the Safety Plans application and will copy additional hazards to the workorder; however, it only shows the hazards of the safety related assets and locations of the work order’s primary location and asset, and not the hazards on their own records. You may have to use the workaround described in the Building Safety Plans article if you wish to copy hazards directly associated with the work order’s primary location or asset.

Bear in mind that you can start to apply safety on a work order in a simple manner without using safety plans by just going to the Safety tab in the Work Order Tracking application and selecting the hazards which are applicable.

Material Safety

In the Item Master application and Item/Organization Details action there is a Hazard field. For example, for batteries we may wish to warn users of the risk from battery acid, a hazard. Any hazard can be selected, hazards with precautions and hazardous materials make sense. A hazard that is dependent on a tag out which requires a location or asset should not be used.

In the Work Order Tracking application when you are adding work plan materials to the work order and the selected item has an associated hazard then this hazard will be added to the Safety Plan tab on the work order. If the hazard is tag out enabled, you will receive an error message because there is no asset or location to hook the tag out to.

The Material Safety hazard found in the Hazards and Precautions, or Hazardous Materials tab, cannot be deleted, nor can it be deleted by removing any safety plan. This hazard can only be removed by deleting the work plan material requirement that created it. 

There is a hidden field called WOSAFETYDATASOURCE that occurs in several of the work order based safety objects/tables, its purpose is to indicate how the record was added to the work order. SP indicates the hazard was added by applying a safety plan. WO indicates the hazard was added by the user to the work order. WP indicates that the hazard was added as a result of a Work Plan Material requirement.


Safety Module Overview

Building Safety Plans

Applying Safety Plans

Material Safety

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