Manage references for isolation list

References tab

On the References tab, you can search for and add work permits, supplementary forms, or other isolation lists as references to the isolation list.

Guidelines for links to other Isolation lists

• When you add a link to another isolation list, the source isolation list also shows up on the References tab of the destination isolation list.

• Can only link to other isolation lists in the same site.

• Can not link to canceled or closed isolation lists. It won't be possible to search for them. However, lists that were added while in another state will appear in list even if they have moved to a closed or canceled status.

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 permits. Search for and add Work Permits.

• Supplementary. Forms Search for and add Supplementary Forms.

• Isolation lists. Search for and add Isolation lists.

  

Icons

These icons appear on the References tab.