Maximo Oil and Gas 7.6.1 HSE: Isolation Management Overview
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Example use cases -Electrical isolation -Mechanical isolation -Process isolation
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Maximo Oil and Gas 7.6.1 HSE: Isolation Management Overview
- 1. Maximo Oil & Gas 7.6.1 Maximo HSE Manager 7.6.1 Application Overview Isolation Management
- 2. Isolation Management Example use cases 1.Electrical isolation 2.Mechanical isolation 3.Process isolation 2
- 4. List View 4
- 5. Isolation Certificate tab – Upper half 5 Isolation Certificate Header is read only based on Permit and Certificate Type Isolation Certificate Header is read only based on Permit and Certificate Type
- 6. Isolation Certificate tab – Lower half 6 Physical Location, Area and Zone are read only based on Location Physical Location, Area and Zone are read only based on Location This is the Work Order or Task that originated the isolation certificate This is the Work Order or Task that originated the isolation certificate A permit can be created covering multiple Locations in addition to the Primary Location A permit can be created covering multiple Locations in addition to the Primary Location
- 7. Hazards tab – Risk Assessment sub tab 7
- 8. Hazards tab – Hazard Review sub tab 8 Hazard Review can be used to perform a checklist style of risk assessment which can be scored by use of Formula or Automation Script Hazard Review can be used to perform a checklist style of risk assessment which can be scored by use of Formula or Automation Script Each Review Action can have Review Items as indicated by the presence of the icon Each Review Action can have Review Items as indicated by the presence of the icon
- 9. Hazards tab – Gas Testing sub tab 9 These fields confirm gas testing requirement and frequency These fields confirm gas testing requirement and frequency Multiple gas test results can be added at any time in the permit lifecycle Multiple gas test results can be added at any time in the permit lifecycle
- 10. Gas Test sub tab – Details section 10
- 11. Hazards tab – Condition for Work sub tab 11 Conditions for Work can be defined to confirm the condition of the plant for work to be carried out and also the type of isolations required Conditions for Work can be defined to confirm the condition of the plant for work to be carried out and also the type of isolations required
- 12. Isolations tab 12 Isolations can be added directly on a permit but the Isolation Management application supports separate Isolation Certificates, sometimes referred to as Isolation Confirmation Certificates Isolations can be added directly on a permit but the Isolation Management application supports separate Isolation Certificates, sometimes referred to as Isolation Confirmation Certificates
- 13. Isolations tab – Lock Out/Tag Out Details 13 View showing the detail of a Lock Out/Tag Out record View showing the detail of a Lock Out/Tag Out record Multiple Lock Out/Tag Out records can be added for example to support separate mechanical and electrical isolation Multiple Lock Out/Tag Out records can be added for example to support separate mechanical and electrical isolation
- 14. Isolations tab – Lock Out/Tag Out Operations Details 14 Each Lock Out/Tag Out can have multiple operations. Each Lock Out/Tag Out can have multiple operations. View of Details section of a Lock Out/Tag Out Operation View of Details section of a Lock Out/Tag Out Operation
- 15. Isolations tab – Lock Out/Tag Out Operation Details Isolation section 15 When the Isolation Certificate is in Approved status the operations can be marked as complete When the Isolation Certificate is in Approved status the operations can be marked as complete
- 16. Isolation tab – Lock Out/Tag Out Operations Details Test section 16 When the Isolation Certificate is in Pending Removal status the operations can sanctioned for test When the Isolation Certificate is in Pending Removal status the operations can sanctioned for test
- 17. Isolation tab – Lock Out/Tag Out Operations Details De-Isolation section 17 When the Isolation Certificate is in Pending Removal status the operations can be marked as complete When the Isolation Certificate is in Pending Removal status the operations can be marked as complete
- 18. Isolation tab – Lock Out/Tag Out Operations Details De-Isolation section View Common Isolations 18 View Common Isolations can be set up to run automatically of by manual action View Common Isolations can be set up to run automatically of by manual action
- 19. Review and Approval tab 19 Multiple Reviewers and Approvers can be added according to the type and complexity of the isolation certificate. Reviewers are optional. Sometimes the term Authorization is used instead of Approval Multiple Reviewers and Approvers can be added according to the type and complexity of the isolation certificate. Reviewers are optional. Sometimes the term Authorization is used instead of Approval
- 20. Checklist tab 20 A general purpose checklist capability to add any type of checklist to the isolation certificate. In this example a pre- issue checklist A general purpose checklist capability to add any type of checklist to the isolation certificate. In this example a pre- issue checklist All actions can be viewed in one place by going to Operational Actions All actions can be viewed in one place by going to Operational Actions
- 21. Site Checks and Countersignatures tab 21 Record each site check here beyond the initial site check Record each site check here beyond the initial site check Counter signature can be used when adjacent operations require a counter signature Counter signature can be used when adjacent operations require a counter signature
- 22. Toolbox Talk tab – Completion section 22 Use these fields to capture free text notes on the Toolbox talk and confirm the talk has been completed Use these fields to capture free text notes on the Toolbox talk and confirm the talk has been completed Toolbox talk is more often associated with a permit but the same capability is also made available to support a Toolbox Talk associated with the isolation certificate
- 23. Toolbox Talk tab – Toolbox Talk Procedure sub tab 23 Can use an Operating Procedure to create a set of prompts for the TBT Can use an Operating Procedure to create a set of prompts for the TBT
- 24. Toolbox Talk tab – Hazard Checklist sub tab 24 This is intended to be the final check on hazards before work commences This is intended to be the final check on hazards before work commences Editable Comment field in Details section if needed Editable Comment field in Details section if needed
- 25. Toolbox Talk tab – Work Party Declaration sub tab 25 Attendee does not have to be a Maximo user Attendee does not have to be a Maximo user Identifies that a new member has joined the work party after the initial TBT Identifies that a new member has joined the work party after the initial TBT
- 26. Toolbox Talk tab – Dynamic Risk Assessment sub tab 26 Dynamic Risk Review items can be added to record a change in risk after work has started Dynamic Risk Review items can be added to record a change in risk after work has started
- 27. Handback and Cancellation tab 27 Set of fields to sign off the isolation certificate on handback once the isolation is no longer required Set of fields to sign off the isolation certificate on handback once the isolation is no longer required
- 28. Handback and Cancelation tab – Cancellation Details 28 Use to record details of any review on cancellation Use to record details of any review on cancellation Use to identify that the isolation certificate requires audit and provide link to the Audit record Use to identify that the isolation certificate requires audit and provide link to the Audit record
- 29. Related Records tab 29 Identifies any permit or isolation certificate related to this isolation certificate Identifies any permit or isolation certificate related to this isolation certificate The originating or related Work Order. The originator is also displayed on the isolation certificate tab. The originating or related Work Order. The originator is also displayed on the isolation certificate tab.
- 31. Log tab 31 Communication Log generated automatically from Create Communication or Workflow actions Communication Log generated automatically from Create Communication or Workflow actions Manually created log entries Manually created log entries
- 32. Actions – Workflow and Create 32 Workflow Create Actions
- 33. Actions – View Isolation Certificate History 33 Automatically tracks changes in status and ownership Automatically tracks changes in status and ownership
- 35. Action – View Common Isolations 35
- 36. Statuses Request – First status of a permit Draft – Working status of a permit used during permit preparation Approved – Used to identify approval on completion of preparation Isolation In Progress – If isolation is required identifies that isolation has not yet been completed Isolation Complete – All isolations have been confirmed as completed. Isolation Pending Removal – Isolation are pending removal Isolation Removed – All isolations have been removed Cancelled – isolation is no longer required Closed – The end of the isolation certificate cycle. It can no longer be edited at this status 36
- 38. Job Plans – Control of Work sub tab 38 Identify multiple types of permits and certificates required at the main Job Plan level Identify multiple types of permits and certificates required at the main Job Plan level
- 39. Job Plan Tasks – Permit and Certificate Type section 39 Can identify one Permit and Certificate Type per Task Can identify one Permit and Certificate Type per Task
- 40. Work Order Tracking – Control of Work sub tab 40 Identify multiple types of permit or certificate required. This will cross over from any Job Plan used on the Work Order Identify multiple types of permit or certificate required. This will cross over from any Job Plan used on the Work Order Can identify permit authorities for planning purposes Can identify permit authorities for planning purposes Permit or Certificate number can be referenced here if you a not using the Maximo Permit to Work application Permit or Certificate number can be referenced here if you a not using the Maximo Permit to Work application
- 41. Work Order Tasks – Control of Work section 41 Identify a single type of permit or certificate per task. This will cross over from any Job Plan used on the Work Order Identify a single type of permit or certificate per task. This will cross over from any Job Plan used on the Work Order If you are using Maximo Permit to Work the isolation certificate created from this Task will be referenced here If you are using Maximo Permit to Work the isolation certificate created from this Task will be referenced herePermit or Certificate number can be referenced here if you a not using the Maximo Permit to Work application Permit or Certificate number can be referenced here if you a not using the Maximo Permit to Work application
- 42. Work Order Tracking – Create Permits action 42
- 43. Work Order Tracking – Related Permits 43
- 44. Operator Log – View Permit to Work and Isolation Certificate Details 44
- 45. Operator Log – Daily Operations Report 45
- 47. Organizations – Permit to Work and Isolation Management Options 47
- 48. Organizations – Control of Work options 48