gwloto - geekwright Lockout Tagout

User and Administration Guide

User Functions

Job Functions

Start New Energy Control Job

An option for new job with this plan will be shown in the Action Menu if the user has edit authority for jobs at the current place and a control plan is selected. Completing this process will create a job with a single step consisting of the current control plan. On successful creation, the user is redirected to the energy control job overview in edit mode. If more than one control plan is to be included in the job, plans can be added there.

  • Job Name - A descriptive name for the job

  • Work Order - the work order or control number associated with the job

  • Supervisor - the supervisor over the job. The supervisor can be chosen from a list or manually entered. The supervisor list is populated with all users with "Supervisor of Place" authority in the current place context.

  • Planned Start Date

  • Expected Completion Date

  • Job Description - a description of the work to be performed

  • Control Plan - shows the name of the control plan associated with the new job.

  • Step Name - a short descriptive name associated with the control plan being added.

  • Assigned To - the user overseeing the execution of the control plan. By default, this is the user creating the new control plan, but any user with job edit authority can be chosen from the drop down list.

Energy Control Job Overview

This option will display the details of the current job. Most fields are the same as shown in  "Start New Energy Control Job" above. If the user has edit authority, the data can be edited.

The unique fields on this page include:

  • Job Status - A new job is assigned a status of 'planning'.  The available job status designations are planning, active, complete and canceled. A status of complete or canceled will cause the job to disappear from most views. The list of jobs is shown in the place browser includes the job status set here.

  • Job Tools - May include buttons to Save, Add Step or Print based on the user's authority.

Energy Control Job Step Detail

This option will display the details of a single job step. Most fields are the same as the step related fields shown in  "Start New Energy Control Job" above. If the user has edit authority, the data can be edited.

The unique fields on this page include:

  • Step Status - A new job step is assigned a status of 'planning'.  The available job step  status designations are planning, disconnecting, disconnected, reconnecting, reconnected, inspecting, inspected, complete, canceled. A status of canceled will exclude the step from job printing functions unless it is explicitly selected. The list of job steps shown in the energy control job overview includes the step status set here.

  • Job Step Tools - May include buttons to Save or Print based on the user's authority.

Add an Energy Control Job Step

An option button to add a step is shown on the Energy Control Job Overview when the user has job edit authority. The current job information will be captured, and the user is taken to the place browser to locate the control plan to be added to the job. When an eligible control plan is displayed, a clipboard operation block will be shown giving you the option to add the control plan to the job. Clicking the Add to Job button will add a new job step with the displayed control plan and bring you to the energy control job step detail page in edit mode for the newly added step.

Print Energy Control Job Documents

Energy control job documents can be for an entire job, or just one selected job step. The display will include a summary of the job or job step that has been selected. The summary includes fields listed above under Energy Control Job Overview and Energy Control Job Step Detail as well as the following:

  • Select what to print - this list shows all of the installed "jobprint" plugins. Choose the appropriate type, such as Tag or Log Sheet.

  • Print for Phase (Disconnect Inspection Reconnect) - This option controls the sequence to be used in the report, for example you can choose to print a Reconnect phase log sheet.

  • Job Tools - Click the Print Button to generate the requested document, or the View/Edit button to inspect the job details.

Search Energy Control Jobs

An option for Search Jobs will be shown in the Action Menu if the user has edit or view authority for jobs.

  • Search Criteria - By default, jobs with a status of Planning or Active will be shown, but you may choose a specific status, or all possible job statuses from the list. Also, you may enter a search term that may occur in the Job Name, Job Description or Workorder fields.

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gwloto - geekwright Lockout Tagout - User and Administration Guide by geekwright, LLC is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.

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