Manage references for risk assessment

References tab

The References tab displays all the references for current Risk Assessment. These references can be work orders, work permits, or TAGS.

The total count of referenced entities is shown in tab heading.

Guidelines

• You can add references when work item is in editable status.

• References to be added cannot be in Canceled or Closed status.

• If work item is cancelled, all references will be removed.

• You can remove linked references when work item is in editable status.

• For some reference types, you can perform the workflow directly from References page.

Log entry for deleted read-only references

When you delete a link to read-only reference, there is now a log entry for this action. This applies for all reference types for the following work items:

Work Permit, Isolation Plan, Isolation List, Task Risk Assessment, Safe Job Analysis and Supplementary Form.

OSM makes a log entry only if the work item is in non-editable state (such as after approval). When the work item is in an editable state, there is no log entry.

• If both items are editable - no log entry

• If one item is non-editable - creates log entry

• If both items are non-editable - creates log entry

The log entry happens on both sides—on the work item side and on the reference side.

Why. Because if there is an audit, there is a record of previous associations between work items, even if these items have been removed.

Example—An example of log entry for a deleted reference.

Sections

The References tab has these sections.

• Work orders. Search for and add Work Orders.

• Work permits. Search for and add Work Permits.

• Supplementary forms. Search for and add Supplementary Forms.

• Tags. Search for and add tags.

  

Icons

These icons appear on the References tab.