Manage references for isolation plan

References tab

On the References tab, you can search for and add work orders and supplementary forms as references to the isolation plan.

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. If configured, dates from work order can be automatically copied to isolation plan when work order is added.

• Supplementary forms - Search for and add Supplementary Forms. You can create a Supplementary Form from here.

  

Icons

These icons appear on the References tab.