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Maximo Oil and
Gas 7.6.1
Maximo HSE
Manager 7.6.1
Application
Overview
Bypass
Management
Bypass Management
– Example use
cases
This application is designed be used to
manage bypass operations, also known as
inhibits, or overrides, for safety related
systems such as Emergency Shutdown, Fire
and Gas Systems, Alarm Panels and soft
alarms on DCS systems.
It can also be used to manage bypasses
of mechanical systems such as sprinklers
A further use case is management of
security system bypasses.
2
Bypass Management
process
3
List View
4
Bypass Management
tab – Upper half
5
Set the context
of the Bypass
using this tab
Set the context
of the Bypass
using this tab
Bypass Management
tab – Dates section
6
Set dates
associated with
the Bypass here
Set dates
associated with
the Bypass here
Hazard Review tab
7
Use a Standard
Action Group or
Standard Actions
to set up a review
Use a Standard
Action Group or
Standard Actions
to set up a review
Icon indicates
that the Review
Action has Review
Items which need
a response
Icon indicates
that the Review
Action has Review
Items which need
a response
Link to a Risk Assessment if
a full assessment is
required.
Link to a Risk Assessment if
a full assessment is
required.
Use a Formula or Automation
Script to automatically calculate
total score
Use a Formula or Automation
Script to automatically calculate
total score
See all Standard Actions
together using this
button
See all Standard Actions
together using this
button
Checklist tab
8
Use this tab to provide
a checklist that
necessary actions
associated with the
bypass have been
completed
Use this tab to provide
a checklist that
necessary actions
associated with the
bypass have been
completed
Review and Approve
tab
9
Multiple Reviewers
and Approvers are
supported for high
risk bypasses
Multiple Reviewers
and Approvers are
supported for high
risk bypasses
Specifications tab
10
Use Attributes
associated with a
Classification to
record additional
classification
parameters if needed
Use Attributes
associated with a
Classification to
record additional
classification
parameters if needed
Related Records
tab
11
This is the Work
Order that requires
the bypass
This is the Work
Order that requires
the bypass
Log tab
12
Manually
generated log
entries
Manually
generated log
entries
Communication Log generated
automatically from Create
Communication or Workflow actions
Communication Log generated
automatically from Create
Communication or Workflow actions
Closure tab
13
Confirm that bypass has
been restored and
successfully closed out
Confirm that bypass has
been restored and
successfully closed out
Can link directly to an Audit
and Survey record if bypass
is chosen for audit
Can link directly to an Audit
and Survey record if bypass
is chosen for audit
Actions – Workflow
and SLAs
14
Workflow actions
SLA actions
Action – View
Bypass History
15
Actions - Create
16
Statuses
Waiting for Approval
Approved
In Progress
Active – Synonym of In Progress
Removed – Synonym of Completed
Completed
Closed
Canceled
Waiting on Plant Status
Waiting for Scheduling
17
Permit to Work –
Create Bypass
action
18
Operator Log –
Create Bypass
action
19
Organizations -
Bypass Management
Options
20
If this option is checked a
Person must be authorized to
review of approve a bypass in
the People application
If this option is checked a
Person must be authorized to
review of approve a bypass in
the People application
Organizations –
Bypass Management
Edit Rules
21
People – Details
tab, Authorization
for Review and
Approval
22

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Maximo Oil and Gas 7.6.1 HSE: Bypass Management Overview

  • 1. Maximo Oil and Gas 7.6.1 Maximo HSE Manager 7.6.1 Application Overview Bypass Management
  • 2. Bypass Management – Example use cases This application is designed be used to manage bypass operations, also known as inhibits, or overrides, for safety related systems such as Emergency Shutdown, Fire and Gas Systems, Alarm Panels and soft alarms on DCS systems. It can also be used to manage bypasses of mechanical systems such as sprinklers A further use case is management of security system bypasses. 2
  • 5. Bypass Management tab – Upper half 5 Set the context of the Bypass using this tab Set the context of the Bypass using this tab
  • 6. Bypass Management tab – Dates section 6 Set dates associated with the Bypass here Set dates associated with the Bypass here
  • 7. Hazard Review tab 7 Use a Standard Action Group or Standard Actions to set up a review Use a Standard Action Group or Standard Actions to set up a review Icon indicates that the Review Action has Review Items which need a response Icon indicates that the Review Action has Review Items which need a response Link to a Risk Assessment if a full assessment is required. Link to a Risk Assessment if a full assessment is required. Use a Formula or Automation Script to automatically calculate total score Use a Formula or Automation Script to automatically calculate total score See all Standard Actions together using this button See all Standard Actions together using this button
  • 8. Checklist tab 8 Use this tab to provide a checklist that necessary actions associated with the bypass have been completed Use this tab to provide a checklist that necessary actions associated with the bypass have been completed
  • 9. Review and Approve tab 9 Multiple Reviewers and Approvers are supported for high risk bypasses Multiple Reviewers and Approvers are supported for high risk bypasses
  • 10. Specifications tab 10 Use Attributes associated with a Classification to record additional classification parameters if needed Use Attributes associated with a Classification to record additional classification parameters if needed
  • 11. Related Records tab 11 This is the Work Order that requires the bypass This is the Work Order that requires the bypass
  • 12. Log tab 12 Manually generated log entries Manually generated log entries Communication Log generated automatically from Create Communication or Workflow actions Communication Log generated automatically from Create Communication or Workflow actions
  • 13. Closure tab 13 Confirm that bypass has been restored and successfully closed out Confirm that bypass has been restored and successfully closed out Can link directly to an Audit and Survey record if bypass is chosen for audit Can link directly to an Audit and Survey record if bypass is chosen for audit
  • 14. Actions – Workflow and SLAs 14 Workflow actions SLA actions
  • 17. Statuses Waiting for Approval Approved In Progress Active – Synonym of In Progress Removed – Synonym of Completed Completed Closed Canceled Waiting on Plant Status Waiting for Scheduling 17
  • 18. Permit to Work – Create Bypass action 18
  • 19. Operator Log – Create Bypass action 19
  • 20. Organizations - Bypass Management Options 20 If this option is checked a Person must be authorized to review of approve a bypass in the People application If this option is checked a Person must be authorized to review of approve a bypass in the People application
  • 22. People – Details tab, Authorization for Review and Approval 22