Safety & Compliance
This guide walks through each screen in the Safety & Compliance menu of the Fixed Assets module: Permits to Work, Lockout / Tagout, Risk Assessments, Hazard Register, Inspections, Calibration, Incidents, Root Cause Analysis, Compliance Requirements, Compliance Calendar, Inspection Templates.
Permits to Work
Where to find itFixed Assets → Safety & Compliance → Work safely → Permits to Work
How to use Permits to Work
- 1Open Permits to Work
In the Fixed Assets module, open Safety & Compliance in the green navigation bar, then choose Permits to Work under Work safely.
- 2Use the available actions
Buttons available on this screen: New permit.
Lockout / Tagout
Where to find itFixed Assets → Safety & Compliance → Work safely → Lockout / Tagout
How to use Lockout / Tagout
- 1Open Lockout / Tagout
In the Fixed Assets module, open Safety & Compliance in the green navigation bar, then choose Lockout / Tagout under Work safely.
- 2Review the list
The list shows these columns: Procedure, Energy, Steps, Status, Created. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New procedure.
Risk Assessments
Where to find itFixed Assets → Safety & Compliance → Work safely → Risk Assessments
How to use Risk Assessments
- 1Open Risk Assessments
In the Fixed Assets module, open Safety & Compliance in the green navigation bar, then choose Risk Assessments under Work safely.
- 2Use the available actions
Buttons available on this screen: New assessment.
Hazard Register
Where to find itFixed Assets → Safety & Compliance → Work safely → Hazard Register
How to use Hazard Register
- 1Open Hazard Register
In the Fixed Assets module, open Safety & Compliance in the green navigation bar, then choose Hazard Register under Work safely.
- 2Review the list
The list shows these columns: Hazard, Category, Risk, Status. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New hazard.
Inspections
Where to find itFixed Assets → Safety & Compliance → Check & report → Inspections
How to use Inspections
- 1Open Inspections
In the Fixed Assets module, open Safety & Compliance in the green navigation bar, then choose Inspections under Check & report.
- 2Review the list
The list shows these columns: Inspection, Template, Asset, Status, Result, Started. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: Start inspection.
Calibration
Where to find itFixed Assets → Safety & Compliance → Check & report → Calibration
How to use Calibration
- 1Open Calibration
In the Fixed Assets module, open Safety & Compliance in the green navigation bar, then choose Calibration under Check & report.
- 2Review the list
The list shows these columns: Plan, Asset, Every, Last, Next due, Result. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New calibration plan.
Incidents
Where to find itFixed Assets → Safety & Compliance → Check & report → Incidents
How to use Incidents
- 1Open Incidents
In the Fixed Assets module, open Safety & Compliance in the green navigation bar, then choose Incidents under Check & report.
- 2Review the list
The list shows these columns: Incident, Type, Severity, Injuries, Occurred, Status. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: Report incident.
Root Cause Analysis
Where to find itFixed Assets → Safety & Compliance → Check & report → Root Cause Analysis
How to use Root Cause Analysis
- 1Open Root Cause Analysis
In the Fixed Assets module, open Safety & Compliance in the green navigation bar, then choose Root Cause Analysis under Check & report.
- 2Use the available actions
Buttons available on this screen: New analysis.
Compliance Requirements
Where to find itFixed Assets → Safety & Compliance → Comply → Compliance Requirements
How to use Compliance Requirements
- 1Open Compliance Requirements
In the Fixed Assets module, open Safety & Compliance in the green navigation bar, then choose Compliance Requirements under Comply.
- 2Review the list
The list shows these columns: Requirement, Type, Authority, Next due, Valid until, Status. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New requirement.
Compliance Calendar
Where to find itFixed Assets → Safety & Compliance → Comply → Compliance Calendar
How to use Compliance Calendar
- 1Open Compliance Calendar
In the Fixed Assets module, open Safety & Compliance in the green navigation bar, then choose Compliance Calendar under Comply.
Inspection Templates
Where to find itFixed Assets → Safety & Compliance → Comply → Inspection Templates
How to use Inspection Templates
- 1Open Inspection Templates
In the Fixed Assets module, open Safety & Compliance in the green navigation bar, then choose Inspection Templates under Comply.
- 2Review the list
The list shows these columns: Code, Name, Items, Every, Active. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New template.