References

References tab

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

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 canceled, 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. You can create a work permit from here.

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

• Isolation lists. Search for and add Isolation lists.

• Isolation plans. Search for and add Isolation plans.

• Tags. Search for and add Tags.

Icons

These icons appear on the References tab.