Permit and Certificate TypesLock Out/Tag Out PlanHazardsPrecautions

1. Maximo Oil and
Gas 7.6.1
Maximo HSE
Manager 7.6.1
Application
Overview
Permit and
Certificate
Types

2. Permit and
Certificate Types
Example use cases:
1.Define different permit types
2.Define material certificate types
3.Define equipment certificate types
4.Define personal certificate types
2

3. List view
3

4. Permit and
Certificate Types
4
These fields control
rules associated with
where the record can
be applied
These fields control
rules associated with
where the record can
be applied
Regulation
associated with the
Permit and
Certificate Type
Regulation
associated with the
Permit and
Certificate Type

5. 5
The Long Description
field populates the
header field on Permit
to Work, Isolation
Management and
Certifications when the
Permit and Certificate
Type is applied
The Long Description
field populates the
header field on Permit
to Work, Isolation
Management and
Certifications when the
Permit and Certificate
Type is applied

6. Log tab
6
Manually
created log
entries
Manually
created log
entries
Communication Log
generated automatically from
Create Communication or
Workflow actions
Communication Log
generated automatically from
Create Communication or
Workflow actions

7. Actions
7
View Permit and
Certificate Type History
Create Communication

8. Statuses
Draft – Editable but cannot be applied to
other records
Active – Read only and can be applied to
other records
Inactive – Read only and cannot be applied
to other records
8

9. Lock Out/Tag Out
Plan
Example use cases:
1.Mechanical isolation template
2.Electrical isolation template
3.Process isolation template
9

10. 10

11. Lock Out/Tag Out
tab
11
Define a Lock Out/Tag Out
Plan with multiple Lock
Out/Tag Out Operations
Define a Lock Out/Tag Out
Plan with multiple Lock
Out/Tag Out Operations
Each operation can be
defined for a Location, Asset
or Device Description if no
Location or Asset is available
Each operation can be
defined for a Location, Asset
or Device Description if no
Location or Asset is available
Lock Out/Tag Out Plan does
not status. The Active field is
used to identify plan records
which are available for use
Lock Out/Tag Out Plan does
not status. The Active field is
used to identify plan records
which are available for use

12. Lock Out/Tag Out
Operations -
Details
12
Specify the isolation methodSpecify the isolation method

13. Hazards
Example use cases:
1.Chemical hazards
2.Major accident hazards
3.Personal safety hazards
4.Environmental aspects
13

14. List View
14

15. Hazard tab Upper
half
15
Use to define Hazard as
an Environmental
Aspect
Use to define Hazard as
an Environmental
Aspect

16. Hazard Tab – Lower
half
16

17. Safety Data Sheet
Summary tab
17
Use to provide a
summary of the
Hazard
Use to provide a
summary of the
Hazard
Include key data from
the SDS here
Include key data from
the SDS here

18. Precautions tab
18
Assign Precautions to
Hazards. Note that Hazards
are Org level and Precautions
are Site level
Assign Precautions to
Hazards. Note that Hazards
are Org level and Precautions
are Site level

19. Tag Outs tab
19
This tab is only used where a
hazard is so specific that you
can define a dedicated set of
Lock Out/Tag Outs
This tab is only used where a
hazard is so specific that you
can define a dedicated set of
Lock Out/Tag Outs

20. Specification tab
20
Use Classification
Attributes to specify the
Hazard
Use Classification
Attributes to specify the
Hazard

21. Precaution tab
Example use cases:
1.Safety precautions
2.Environmental controls
21

22. List View
22

23. Precaution tab
23
Lists Hazards which
reference the Precaution
Lists Hazards which
reference the Precaution