1.There are two types of Standard Action * Basic Standard Actions used for checklists. * Review Actions used for question and answer style application. These Review Actions may have associated Review Items. 2. Examples of checklist actions -MOC pre and post start actions -Permit to Work emergency actions 3. Examples of review actions -Pre-Start Safety Review -Hazard Review

1. Maximo Oil and
Gas 7.6.1
Maximo HSE
Manager 7.6.1
Application
Overview
Standard
Actions

2. Standard Actions
1.There are two types of Standard Action
1.Basic Standard Actions used for
checklists.
2.Review Actions used for question and
answer style application. These Review
Actions may have associated Review
Items.
2. Examples of checklist actions
 MOC pre and post start actions
 Permit to Work emergency actions
3. Examples of review actions
 Pre-Start Safety Review
 Hazard Review
2

3. Applications that
use Standard
Actions Checklist
Actions Permit to Work Checklist
 Permit to Work Emergency Actions
 Permit to Work Toolbox Talk Hazard Checklist
 MOC Pre Start Actions
 MOC Post Start Actions
 MOC Closure Actions
 Work Order Preparation Activity Actions
 Certifications Checklist
 Risk Assessment Checklist
 Action Tracking Safety Meeting Actions
 Bypass Management Checklist
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4. Applications that
use Standard
Actions Review
Actions
•Risk Assessment Hazard Review
•Permit to Work Hazard Review
•Work Order Tracking Review Actions
•MOC Pre Start Safety Review
•Bypass Management Hazard Review
•Certifications Review Actions
•Investigations Review Actions
•Locations Review Actions
•Assets Review Actions
4

5. Standard Actions
process
5

6. List View
6

7. Standard Action
tab – Checklist
action
7
Use Repeatable? if you
want to define an action
that can be added more
than once to the target
application. For example ad
hoc actions
Use Repeatable? if you
want to define an action
that can be added more
than once to the target
application. For example ad
hoc actions
Set to Default unless
the action is an MOC
Pre or Post Start Action
when this field is used
to control whether the
action can be added or
not
Set to Default unless
the action is an MOC
Pre or Post Start Action
when this field is used
to control whether the
action can be added or
not
For a checklist
action leave
these two
fields blank
For a checklist
action leave
these two
fields blank
Set Organization and Site if
you want to restrict access
to the checklist to specific
Orgs/Sites
Set Organization and Site if
you want to restrict access
to the checklist to specific
Orgs/Sites
Use Type and Category
as filters where needed
Use Type and Category
as filters where needed

8. Standard Action
tab – Review Action
8
Use to identify as a
Review Action
Use to identify as a
Review Action
Use to define the type of
responses needed on the
target application. If not
checked these response will
not be visible on the target
application
Use to define the type of
responses needed on the
target application. If not
checked these response will
not be visible on the target
application
Use Review Items if more
detailed responses may be
needed needed as the
result of a question
Use Review Items if more
detailed responses may be
needed needed as the
result of a question

9. Standard Action
tab – Review Action
with Review Items
9
Define the response you
need to the Review Item on
the target application. If not
checked you will not see
these fields on the target
application.
Define the response you
need to the Review Item on
the target application. If not
checked you will not see
these fields on the target
application.

10. Standard Action –
Log tab
10
Communication Log generated
automatically from Create
Communication or Workflow actions
Communication Log generated
automatically from Create
Communication or Workflow actions
Manually
entered log
entries
Manually
entered log
entries

11. Action – View
Status History
11

12. Action – Create
Communication
12

13. Standard Actions
status
•Draft – All fields editable
•Active – All fields read only, must be in
this status to be associated to a
Standard Action Group or other
application
•Inactive – All fields read only, cannot be
associated to a Standard Action Group or
other application
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14. Standard Action
Groups
A way of collecting together Standard
Actions. Can be used to create many
different types of checklist or review
processes. Example use cases:
1.Any type of checklist
2.Reviews or assessments requiring
question and answer responses
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15. Standard Action
Group process
15

16. List View
16

17. Standard Action
Group tab
17
Displays a dialog listing
Standard Actions available to
be selected for inclusion in the
Standard Action Group
Displays a dialog listing
Standard Actions available to
be selected for inclusion in the
Standard Action Group
Can assign ownership
to manage the
Standard Action Group
Can assign ownership
to manage the
Standard Action Group

18. Standard Action
Groups – Log tab
18
Communication Log generated
automatically from Create
Communication or Workflow actions
Communication Log generated
automatically from Create
Communication or Workflow actions
Manually
entered log
entries
Manually
entered log
entries

19. Action – View
Standard Action
Group History
19

20. Action – Create
Communication
20

21. Standard Action
Groups status
•Draft – All fields editable
•Active – All fields read only, must be in
this status to be associated to another
application
•Inactive – All fields read only, cannot be
associated to another application
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