Manage references for work permits

On the References tab, you can add, view, and remove related items that are linked to the work permit.

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.

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.

• Risk assessments. Search for and add Risk Assessments. You can create a risk assessment from here.

• Safe job analyses. Search for and add Safe Job Analyses.

• Isolation lists. Search for and add Isolation Lists.

• Supplementary forms. Search for and add Supplementary Forms. You can create a supplementary form from here.

• Competencies. Search for and add a competency. Add workers for the competency.

• Collections. Search for and add Collections. Create and add a collection from here.

• Tags. Search for and add tags.

Icons

These icons appear on the References tab.