¶ Introduction
A Safety Plan is the grouping and collection of issues that relate to safety and includes a definition of the objective, responsible people and areas (assets, locations and jobs) covered by the safety plan.
The specifics as a minimum must cover the following:
- Precautions - to define precautions that can be taken to mitigate hazards in the workplace
- Hazardous material - to define hazards that exist in the workplace and defines how to eliminate or mitigate them
- Personal Protective Equipment (PPE) - to create a list of required equipment such as safety boots, hard hat etc. to ensure the safety of personnel
- Emergency procedures - is a “plan of action” to be conducted in a certain order or manner, in response to an emergency event
- Lock Out/Tag Out - to create a detailed description of how to eliminate hazards associated with work or maintenance to be performed on related assets or at certain locations
The purpose of Safety Plans is to define the safety information necessary to provide a safe work environment. By identifying hazards, precautions to be taken against those hazards, and any specified Tag Out procedures for the asset or location, users can provide as much safety information as possible for other departments such as plant, maintenance, and other personnel.
Safety plans are associated with and used by permits to work, investigations and more. It can also be listed on a maintenance work order.
¶ Navigation
¶ Specific setups
- Certificate groups
- Hazards & Emergency procedures
- Hazardous substances
- PPE items
¶ Daily use
Objectives of safety plans:
- To identify potential hazards and ways to mitigate the risks of these happening
- Lists workers who are responsible and accountable
- It is a practical checklist of things to do, as well as areas in the organization that are covered by the safety plan
- Identify goals, areas and responsibilities
A safety plan must be in place before a permit to work can be issued
Creating the Rules for a Safety plan:
Go to: HSE > Safety and security > Safety plans
- Select the relevant safety plan from the list
- Open the Safety plan tab
- On the Action pane, in the Functions group, click on the Rules button
- Under the Competencies index tab:
- Click on the Requestor index tab
- Select the required Certificate group from the dropdown list
- To view the certificate types that belong to the selected Certificate group, click on the Certificate group button
- Indicate whether the Requester should be checked for valid Certificates
- Indicate whether the Requester should be checked for valid Medicals
- Repeat the steps above for the Approver, Issuer and Acceptor Fast tabs
- Under the More Index tab:
- Under the Dependency field group, select Yes if all child permits have to be closed before a Master permit can be closed
- Under the Validation field group:
- Select No if the Approver of a permit is the same as the Requester of the permit
- Select No if the Canceller of a permit is not the same as the Approver of the permit
To do the setup for Certificate types and Certificate groups:
Go to: Human resources > Competencies > Setup > Certificate types/groups
¶ Step 1: Creating a safety plan
Go to: HSE > Safety and security > Safety plans
- On the Action pane, click New
¶ Step 1.1: The General Fast tab
- Under the Identification field group:
- Safety plan - The unique ID for the Safety plan is auto generated by the system
- Description - Description of the safety plan
- Permit type – Select a Permit type for the permit
- Project ID – Select the relevant project identification for the permit
- Risk register – Select the relevant Risk register for the Safety plan
- Permit minimum workers – Used to issue and hand-over to this minimum number of people
- Watchman – Select Yes if it is compulsory for a watchman to accompany the worker
- Under the Notes field group:
- Goal and objective – Enter an optional comment about this record
- Under the Areas covered by plan field group:
- Select the relevant Object type from the dropdown list
- Select the Location group from the dropdown list (Production work centres resource where production activities normally happen)
- Under the Work field group:
- Job plan group – Select the applicable Job plan group from the dropdown list
- Under the Status field group:
- Valid From and To - Validation dates from and Validation dates to
- Status - Approval stages of the safety plan. See the “Status” button
- Indication whether the Safety plan is Closed
¶ Step 1.2: The Areas covered by this plan Fast tab
- Expand the Areas covered by this plan Fast tab
- Open the Objects Index tab
- In the Button strip, click on the Add button
- Select the relevant Object from the dropdown list
OR
- Click on the Auto populate button to auto populate objects relevant to the object type selected under the General Fast tab
If a Tag out procedure has been setup for the selected object, it will be displayed in the Tag out grid
- Open the Locations Index tab
- In the Button strip, click on the Add button
- Select the relevant Location from the dropdown list
OR
- Click on the Auto populate button to auto populate locations relevant to the location group selected under the General Fast tab
- Open the Jobs Index tab
- In the Button strip, click on the Add button
- Select the relevant Job plan from the dropdown list
OR
- Click on the Auto populate button to auto populate the job plan relevant to the object selected under the General Fast tab
(If the job plan does not belong to a Job plan group, this button will not auto populate the grid)
If you want to delete all the lines under the selected Index tab, click on the Clear all button
¶ Step 1.3: The Training requirements Fast tab
- Expand the Training requirements Fast tab
- The lines can be added in two ways:
- Manually, by clicking on the Add button on the Button strip and the adding the line details as follows:
- On the Button strip, click on the Add button
- Select the Source of the training requirement from the dropdown list
- Select the Type of training requirement from the dropdown list
- In the Name field select the training plan name
- The Description field will be populated with the relevant description for the selected plan
OR
- Automatically populated, by clicking on the Auto populate button on the Button strip
¶ Step 1.4: View the checklist linked to the safety plan
- Expand the Checklist Fast tab
- Under the Preparation Index tab, select the relevant Job plan from the dropdown list
The checklist lines will be populated
To add a checklist for a safety test on a Permit to work, open the Safety test Index tab and select the relevant Job plan from the dropdown list
¶ Step 1.5: Responsibility matrix setup
- On the Action pane, in the Functions group, click the RACI button
- On the Responsibility matrix setup form, select the relevant employees from the dropdown lists:
- Employee responsible
- Employee accountable
- Employee consulted
- Employee informed
- Click OK
¶ Step 1.6: Emergency setup
- On the Action pane, in the Functions group, click the Emergencies button
- On the Emergencies form:
- Enter the Emergency number for the selected safety plan
- Enter the Emergency email address for the selected safety plan
¶ Step 1.7: Layout of the safety plan
A graphic or picture of the layout can be attached to the selected safety plan
- On the Action pane, click the Attachments button
- On the Attachments form, click on the New button then click on File
- Select the relevant document/picture then click on the Open button
A preview of the attachment will be displayed
The Attachments button on the Action pane will indicate the number of attachments that have been uploaded to the Safety plan
¶ Step 2: Creating the safety plan lines
- On the Safety plan, open the Lines view
- Under the Hazards Fast Tab, in the Button strip, click Add
- Select the relevant Hazard from the dropdown list
OR
- Click on the Auto populate button to auto populate hazards relevant to objects, locations and job plans selected
OR
- Click on the Create from risk register button to populate hazards (with their control measures) relevant to the Risk register selected under the General Fast tab
- To remove all the selected hazards from this list, click on the Clear all button
¶ Step 3: Add detail to the safety plan line details
More details provide a more effective safety plan, and this is what is needed in an emergency situation when workers need to act fast
Expand the Line details Fast tab
¶ Step 3.1: The Emergency procedures Index tab
- Open the Emergency procedures Index tab
These lines are set up on the Hazard form
Go to: HSE > Safety and security > Hazards > Hazards
¶ Step 3.2: The Default control measures Index tab
The default control measures that were added on the Hazard form will populate the Safety plan line details. More default control measures can be added here by opening the Index tabs and clicking on the Add button on the Button strip.
¶ Step 3.3: The Other precautions Index tab
A safety precaution is a preventive measure that you take to mitigate a hazard that cannot be completely eliminated, for example wearing hearing protection when working in an area where you are exposed to loud noises.
You do not take precautions because of an asset or location, you take precautions because of a hazard associated with that asset or location.
Precautions are used to mitigate the effects of a workplace hazard.
Precautions are associated with hazards via the Safety plan. The same precaution could be applied to more than one hazard. For example, you might wear gloves to protect you from multiple hazards
- Open the Other precautions Index tab
- Click Add
- Enter the safety precautions that should be taken before the job is started
¶ Step 4: To close the selected safety plan
- On the Action pane, in the Maintain group, click the Close button
On the Header view, under the General Fast tab, the Closed indicator will change to Yes. This indicates that this safety plan is now closed.
¶ Reporting
¶ Step 5: Print the safety plan
Go to: HSE > Safety and security > Reports and Inquiries > Safety plan report
- On the Safety plan parameters form, expand the Records to include Fast tab
- Click on the Filter button
- Click OK
- On the dialog, in the criteria field, select the Safety plan that you want to print from the dropdown list
- Click OK
- On the Safety plan parameters form, click OK
OR
Print the safety plan directly from the Safety plan:
Go to: HSE > Safety and security > Safety plans
- Select the Safety plan that you want to print
- On the Action pane, in the Print group, click on the Safety plan button
