EAM Safety Management

Enterprise Asset Management: Safety Management
Contents
Executive Summary .................................................................................................................................................................................................................. 2
E-Business Suite Release Version ........................................................................................................................................................................................... 2
Glossary .................................................................................................................................................................................................................................... 2
Work Permit: Scenario Briefing ................................................................................................................................................................................................. 3
Scenario 1: Initiate permit from work order ........................................................................................................................................................................... 4
Scenario 2: Create work permit and associate to existing work orders .............................................................................................................................. 14
LOTO: Scenario Briefing ......................................................................................................................................................................................................... 22
Scenario 3: Isolation of Asset for maintenance work order ................................................................................................................................................ 22
Scenario 4: Safety Management End to End flow................................................................................................................................................................... 59
Known Issues .......................................................................................................................................................................................................................... 90
Key Configurations .................................................................................................................................................................................................................. 90
FAQ ......................................................................................................................................................................................................................................... 91
Page 1 of 91
Executive Summary
This document is intended to outline the Safety Management feature capabilities part of the EBS Maintenance to help asset maintenance in industries or
work areas that are hazardous in nature.
Workers servicing or maintaining machines / equipment may be seriously injured or killed if hazardous energy is not properly controlled. Injuries may
include electrocution, burns, crushing, cutting, lacerating, amputating, or fracturing body parts, and others
To have a safe working environment while maintenance, there are certain standard procedures followed like lock out/tag out to the equipment’s/technical
objects thereby isolated electrically or separated mechanically from other parts of the technical system while maintenance work or special tests are
performed.
To follow the document, user must have prior knowledge on Oracle EBS – EAM product.
Key values of this feature are:
• Maintaining Isolations of equipment with LOTO procedures

• Obtain work clearances to execute the work order in safety conditions
• Issue electronic work permit in comply with the safety at work place
• Prior approvals with the maintenance impacted departments
• End to End execution of Work Order with safety management in place
If you are looking for a quick overview flow for safety management standard process, you may refer the Scenario 4
E-Business Suite Release Version

The Work Permit feature referred in this document in available from Release 12.1.3 onwards.
The rest of the Safety Management features like Isolation and Work Clearance are available from Release 12.2 onwards.
Glossary
Positional Asset: Positional assets represent the equipment used to change the operational status of a maintainable asset to isolate it from its
surroundings or energy sources
Permit: Permit or Work Permit refers to the certificate or form that is used as part of the overall system of work devised to meet specific requirements of a
given work place, used to control certain types of work that are potentially hazardous.
Page 2 of 91
Work permits are often mandated by regulatory authorities in industries or work areas that are hazardous in nature. These permits are required to comply
with safety in the work place.
Isolation: Is a setup of steps or procedure used to isolate and reinstate machinery and equipment of their energy source. It is important to ensure the
isolation of machinery/equipment from potential uncontrolled energy sources during maintenance work to ensure safe working condition.
LOTO – Lock Out and Tag Out: Is a safety procedure which is used shop floor to ensure that machines are properly shut off and not able to be started up
again prior to the completion of maintenance or servicing work. This is ensured by means of attaching physical locks or placing tags indicating that the
equipment should not be operated until the devices are removed.
Work Clearance: Work Clearances are Isolation procedures that are created for a defined duration, to take care of a specific instance of isolation.
Work Permit: Scenario Briefing
To accommodate the dynamic business needs, safety management module is flexible to work with the Permits and work orders. As given in below flow
chart, Permit can be created from work order or associate permit from existing work order / associate work order from permit.
This includes creating end-to-end record of the permit and work order for internal & statutory compliance.
Example User ID (login) Role Organization
Mnt/welcome Maintenance Super user FAC
Page 3 of 91
Process Option 1 Process Option 2 Process Option 3
Create Create Create

Work Permit Work Order Work Order
Associate Permit to Initiate Permit from Associate Existing

Existing WO WO Permit to WO
Approve Approve Approve

Work Permit Work Permit Work Permit
Complete Complete Complete

WO & Permit WO & Permit WO & Permit
Scenario 1: Initiate permit from work order
In this scenario we will explain how to process option 2. It starts with creating a work order and initiate the permit from the work order. Maintenance planner
responsible in creating the preventive maintenance work order, noted that the asset (Heavy duty transformer) which require maintenance to be performed
in hot work conditions, so user would create the permit from the work order module with type hot work and send it to maintenance manager for approval.
Page 4 of 91
View Navigation Explanation
User Name = MNT


Password = welcome
Click on Maintenance

Super User
Select Organization
FAC >> Click on Go

Button
Click on Work Orders
Page 5 of 91
We will begin with creating a Work Order

Select the tab All
Click on Create Work Permits can be created in any eAM organization,
Order so this process flow is not dependent on specific
user, Organization or Asset.
Enter Work order

information
While creating the Work Order based on permit

requirements, user can enter the details requesting
Enter Permit information for permit to work by entering the basic information
related to the description of work, type of work and
validity of the permit.
Page 6 of 91
Create the Work Order with status Released

With this action, it will also create the Work Permit
Click on Apply to create
with draft status
the work order
We will now navigate to the Safety tab and review
the permit details
There is a separate menu for safety management

section which is configured with the safety
Click on Safety
management features
management Tab
Navigate to Permit
In this flow lets navigate to Permit sub tab to review
section
and update the permit which was created from the
work order
The permit created during the work order creation

process is displayed
To work on the work permit and update the

necessary details and status, user can update the
permit
Note: From the permit screen, new permit can also

be created and linked to the work orders, but for
this flow, we will use the permit created from the
work order
Page 7 of 91

Expanding the collapsible section for work order,
you can review the work order details and change
the status to Released
With the current setup, the work permit will be

approved and the status will be released by
applying the selection
Change the status of
If the conditions/permit attributes match the rules
the permit to Released
defined, the permit status will indicate Release-
Pending and will be routed to the operations user
for approval
Having work order associated with the permit, will

not limit the work order to be process in parallel, so
you can transact the work order without the permit
being approved
From here you can also associate existing work

Click on Apply orders with the work permit in the alternate process
flows
Page 8 of 91
Now the status of the work permit is changed to

Released
As mentioned earlier, if the permit has approval

conditions, the status could indicate Released-
Pending-meaning it is awaiting approval
Work permit can be printed for the inclusion into the

Click on Print icon
work package
Page 9 of 91
Select HTML format

The printout format can be selected
Click on Run button
The printed permit provide the details of the work

permit, including the status, type, prepared by,
approvers as well and the validity of the permit and
the associated work orders with the permit
Page 10 of 91
The report can also be exported and save the

Click on Export electronically or sent to a printer for physical copy
of the permit
To download the file electronically, click on ok.

Click on ok/cancel Cancel to proceed with the work order completion
process
Page 11 of 91
Work order All result System will show the Work order user has created
table
Search for the Work The Work Order can be processed with the
order number and click resources and material transactions and
on Go button completed, just as any work order
Select Complete Work

Select the complete work order or process any
Order from the LOV
desired transaction to complete the work
Click on Go Button
Page 12 of 91
With the permits, there is a section on the work

order completion page for completing the Permit at
the time of work order completion
Enter any completion details and scroll to the lower

region of the page to view and update the work
permit associated with the work
The associated permit defaults the status

completed with the work order completion process
That completes the work order and the associated

work permit.
Since there is only one work order associated with

Click on Apply the permit it is straight forward to complete the
permit while completing the work order, otherwise
there is also provision in the permit module to
complete it once all the associated work orders are
being completed.
Page 13 of 91
Permits can be created in a standalone mode and

then associate with the work orders or created from
the work order screen to initiate the permit request
flow.
Scenario 2: Create work permit and associate to existing work orders
In this scenario, we will explain the process option 1, which involves in creating new work permit and associate to the existing work order and send permit
for approval.
Work permit allows associating one or more than one work order, to handle the scenarios maintenance work involving activity to be performed for multiple
associated assets and of different departments.
User Name = MNT


Password = welcome
Page 14 of 91

Super User
Select Organization
FAC >> Click on Go

Button
Select on Safety
There is an exclusive safety management section
Management Tab
which has modules related to safety maintenance.
In this flow lets navigate to Permit sub tab to create
Navigate to Permit Sub
a new permit
Tab
Page 15 of 91
Enter Description, In this example flow, we have configured to initiate

Select Permit Type as the approval for work permit based on the permit
Hazardous Work type
Page 16 of 91
Released Status of the work permit will initiate the

permit approval process
Since the setup is configurable, it can be setup to

Select Permit Status as
have different levels or from different department
Released
Optionally, you can update the work order
Enter future dates
information for the permit by selecting an existing
Update work order/s
work order or multiple work orders
(Not Mandatory)
Linking work order to the permit will allow approver
to review the details of the work order before
approving
Click on Apply Click on apply will create the permit
Page 17 of 91
The permit status is Released–Pending, indicating

permit requires approval
A email notification will also be sent to the

approving authority and will show the permit waiting
for approval under the notifications area
Login to Approver login

with below credentials
To Process approval, login with the authorized
User Name =
user credentials
operations
Password = welcome
Page 18 of 91
System shows all the list of records which needs

Click on Notifications
approvals from the login user, from the list of
icon
records, click on the record will navigate directly to
Select the work permit
the record for review and approve or take
appropriate action
In this screen, it gives the overview of the permit for

Click on work permit
approval, to review the further details of the permit,
details
user has to use the link
Page 19 of 91
View Permit screen helps to review the details of

the permit including any associated work orders to
the permit
Return to the notification process the approval
This action will approve the permit and allow

Enter Response Note if
maintenance users to proceed with the work
any (Not Mandatory)
Please note: based on the conditions setup in the
Click on Approve
approvals, it may need multiple levels of approvals
Page 20 of 91
Once the permit is approved, the approved by

information is updated on the permit and pending
indicator is updated
Permits can be created in standalone mode and

then associate with the work orders or created from
the work order screens to initiate a permit request
flow
Permits are approved based on the user

configuration approval hierarchy
The conditions and rules for approval are setup in

AME. In this organization, we have used dynamic
attributes Organization and work permit type for the
EAM permit release approval transaction.
Page 21 of 91
LOTO: Scenario Briefing

LOTO feature enables the adoption of Lockout/Tag out (LOTO) procedures which safeguard people from the unexpected energization or startup of
machinery/ equipment or the release of hazardous energy when maintenance work is being carried out on assets.
This feature supports the following main functions:
Definition and control of a repository of Standard Isolation procedures

Creation of Work Clearances and their completion
Reporting of completion details on isolation establishment and re-establishment tasks as necessitated on the work clearance.
Issuance of Work Permits and their closure.
Workflow and approvals management support for the above.
Support for printing of permits.
Scenario 3: Isolation of Asset for maintenance work order
In this scenario we will show how to process isolation of asset for maintenance of work order and complete it through processing work clearance and
permit. This involves creating the Isolation, Work clearance, permit procedures and execute the work order with the work clearance and permit details.
Note: Approvals have also been defined for Work Clearances; however, in this flow, the User has authority to Release the Clearance. If you have the
requirement to follow the approval process at different levels, you may setup using the AME setup
To show Approvals, AME Conditions include the following:
Work Permit: Organization=FAC with Type=Hazardous, Approver=operations/welcome
Work Clearance: Organization=FAC with Type=Hazardous, Approver=operations/welcome
Page 22 of 91
User Name = MNT


Password = welcome

Super User
Page 23 of 91
Click on Create Isolation
Enter purpose of isolation, type of isolation and

validity of the isolation
If there is an existing isolation which is similar, it

can be copied from the create isolation screen just
by selecting the copy from work clearance, this will
default the information from the selected isolation
and allows to make changes to the defaulted
information
Page 24 of 91
You can define the LOTO procedure requirements

in a sequence by entering the details related to the
Expand the
position of the positional assets, tagging
Establishment
requirements and lockout device for preparing the
Sequence
asset to start maintenance.
Under Re Establishment, setup the sequence of

procedure to be followed to bring back the asset to
working condition after successful maintenance
activity completions.
During this process you can provide the details of
Expand Re
the re-position of the positional assets, tagging and
Establishment
lockout devices
Sequence
There is a ‘copy’ feature to pull the establishment
sequence of steps to Re Establishment sequence
either in ascending or in descending order. This
eliminates the duplicate data entry
Page 25 of 91
Assets that need Isolation while are associated to

the Isolation record, but this is not a mandatory to
do so.
Click on Apply
Further navigate to next steps in executing safety
management >> Work Clearance feature
Navigate to Safety
Management Tab >>
Work Clearance Sub
Tab

Create New Work
Clearance
You can define the standard Isolations procedures

list and while creating the work clearance, you can
pull the Isolation information and create a work
clearance. By doing this, you can always have
standard procedures defined are in place and make
Enter existing Isolation
necessary changes to the specific requirement
1001 (Pump Overhaul
Isolation) available in
Alternatively, Establishment and Re-Establishment
the Vision Organization
steps can be entered as part of the create work
clearance function
In this flow, we will use an isolation defined in

Vision
Page 26 of 91
Dates will default to the current dates, override as

needed for safety maintenance of the asset
Click on Save
On save Work Clearance will be created with the
details defaulted from the Isolation
Expand the
The Establishment and Re-Establishment steps are
Establishment
copied to the work clearance from selected
sequence collapsible
isolation
section
Page 27 of 91
The sequences can be updated and/or added for

Click on Permit link any changes from the isolation and now navigate to
work permit module
Work permit can also be initiated while work order

creation
Click on create work
permit But now let’s create a new permit using standalone
option
Page 28 of 91
To create a work permit, we have to give the

Enter, Description, purpose of the permit and validity as basic
Permit type, validity, information, if work clearance is already available it
work clearance can also be associated to the permit which can
reference and change help the permit approval authority with more
the status to Released details. In this flow we will associate the permit in
work order level.
Click on save
Now let’s navigate to work order module to create
Click on Work Order the work order
Click on Create Work

order button After navigating to Work Order module, create a
new work order
Click on All Sub Tab
Page 29 of 91
For example flow, we will use asset HPP1000,

Click on asset HPP1000
charging pump#1000
Page 30 of 91
Creating a work order with the asset activity

associated is most productive way, it defaults all
the required operations to be performed and
Click on Asset Activity materials required for asset maintenance
Pump Overhaul
Under Asset activity, system will show only the
activities predefined for the asset selected, please
select asset activity Pump Overhaul
Click on Save
Page 31 of 91
Select work permit previously created or create a

Select Work Permit
new work permit for the work order
Select he work clearance previously created to

Select Work Clearance
associate it to the work order
Expand the operations Operations include resources include safety and

collapsible section maintenance
Expand the Materials Materials include which are required to perform the
collapsible section maintenance activity as predefined
Page 32 of 91
After associating the work clearance and permit

details for the work order, change the status to
waiting for work clearance.
Select Waiting for Work
clearance ‘Waiting for work clearance’ status will indicate the
maintenance team not to start the work until the
establishment is complete with LOTO procedures,
as per the work clearance
Click on Save
Steps for LOTO Pump Flow:

Once the work order and associated safety entities are defined and associated, we can begin the business flow that has been provided as an example of a
LOTO process
Pump Work Order with Work Clearance:
In the process flow, we have a Planned Work Order for Pump Overhaul with associated Work Clearance and Permit.
During the Work Clearance Establishment, a leak is discovered in one of the valves. A Follow-up "Reactive" Work Order to repair the leak is then created
and completed.
Page 33 of 91
The original Work Order then processed under safe working conditions.
There are many scenarios while implementing safety as part of work operations, with the help of example scenarios given, you can explore more based on
your business requirements.
Scenario 3 Continues

tab
Search for the pre created work order with status
Click On All Sub Tab Waiting for work clearance
Click on Go Button
Page 34 of 91
Choose the work order created with the LOTO

Click on Work Order
procedures
This is a default work order view screen and you

can notice there are sequence of operations
defined
Since the operations definition is configurable, you

can define it based on the requirement
Click on Safety The activity has a number of operations including

resources as well as materials, so that you can
process the work as you would, and to capture
costs
Example: Here we have first operation as Validate

Work Clearance, to ensure LOTO procedures are
established to start the maintenance activity
Page 35 of 91
The safety management contains the associated

work clearance and work permit
There is a possibility to add more than one work

Click on Safety
permits or work clearances to a single work order
management Tab
Permits which are release will have the validity
from and to, the work clearance will have the
scheduled start/finish dates
Navigate to Work
Clearance Sub Tab
Page 36 of 91
We search for work clearance by status but there

Click on Update are options to search with work order, asset, dates
and/or associate permit
Expand the
Sequence steps of the Establishment can be
Establishment
updated as completed by the assigned Resource
Sequence section
Page 37 of 91
If specific locks are used, those can be defined and

selected for the work clearance
Select the Lock Number
Resource instance supports selection of contingent
worker.
In this scenarios, a leak is found during the process

of establishing the work clearance
Operations can place the work clearance on

Select Status another status to indicate the change such as
temporary lift or stopped for repair disruption
Additionally, create a follow-up or repair work order

from work order function.
Page 38 of 91
The steps to the Establishments can be completed

individually or in Mass. Since a leak has been
detected, in this case, we will update only those
steps completed to the point where the leak was
found
Click on Add
In order to communicate to the repair work order
procedure for work clearance, we can add step to
remove the lock for leak repair and associate this
same clearance to the follow up work order
By indicating a lower sequence number, this step

will be the first in the work clearance
Page 39 of 91
The work clearance status can be updated to

reflect that it has been stopped or lifted since the
leak must be fixed before proceeding with the
overhaul
Apply the changes to the work clearance and return

Click on Apply to the work order to create a follow-up repair work
order
Page 40 of 91
Records is saved with the new status

Click on Work Orders A Follow-Up Work Order is created to repair the
leak
Click on Go Button Search for work order created for pump overhaul
Page 41 of 91
Since a leak was found during the planned

Overhaul, this needs to be repaired to provide safe
Click on Go Button
work clearance so select an option available from
LOV to create a follow-up work order
Create follow-up work order for the asset number

B100-Valve-Main A, assign valve leak repair
activity and change the status to Released
Page 42 of 91
And in Work clearance region of the page, you can

optionally associate same work clearance. By
Click on Apply doing this, the work clearance status can be
updated as part of the work completion for the leak
repair work order
Click on Work Order
Page 43 of 91
You can view the parent work order and all

Click on Work
associated follow-up work orders within work
Relationships
relationships
Click on Work Orders all
Page 44 of 91
The follow-up work created with the asset activity

will follow the regular work order process like
Click on Go Button
assigned with resources, materials, charge timed
etc.,
Once the asset is repaired, complete work order

function can be used to update the status
Click on Go Button
You may also use debrief work order, however, this
does not include the option to update the work
clearance status in the process
Page 45 of 91
While completing the work order, there are critical

information related to the asset such as shutdown,
actual duration
If Quality Plans or meters are associated, these

critical information can also be updated during the
complete work order process
During work order completion, associated work

clearance and permits default to complete, so we
change the status of the work clearance to
Click on Apply
released, with this change it can appear in the
queue of safety steps that need to occur before the
pump overhaul work order can start
Page 46 of 91
Let’s navigate back to the safety management and

Click on safety resume the role of operations or safety department
management to process the work clearance once you have
completed the repair work order
Based on the status change in repair work order

Click on update completion, once again work clearance status is
changed to release and ready to be established
Page 47 of 91
When the establishment is complete, detailed

sequence can be updated individually or in bulk
Select All
To complete all, select all or select the sequence
Click on Go Button
numbers to be completed
Choose the date from the calendar or enter date
and click on Go Button
When the establishment is complete, the work

clearance status can be used to communicate that
work order or asset is cleared for maintenance
activities
Work Clearance status are user defined, so these

can be managed by system administrators to meet
different requirements
Page 48 of 91
Click on Apply Apply the changes to the work clearance
Now that the work clearance is established, we can

Navigate to Work
return to the work order and release it for pump
Orders
overhaul
Page 49 of 91
Search for work with the status awaiting work

Click on Go Button
clearance
Update the work order to indicate that work can

Click on update
now start for overhaul activity
Page 50 of 91
Click On apply Change the status to released
Now the original work order can be processed as

any other released work order
Page 51 of 91
Process Work Transactions as desired, charge

Click on Go Button
time, issue material etc.,
You can issue the materials for the work order

either from the stores page or using work order
update or debrief
Click on Issue Button
Return to the work order to complete the work and
the LOTO process
Page 52 of 91
Navigating into the work order further, we can have

Click on Work order steps in the operations to validate work clearance
and Re-Establishment
Click on Details
Page 53 of 91
Click on Safety
Management Tab
Complete the operations defined in the work order
Click on Work
Clearance Sub Tab
Search for the work clearance that was performed

Click on Update with the establishment steps, using status
‘Establishment Complete’
Page 54 of 91
You can select a date and mass complete the

steps or you can enter the information for each
Click on Go Button sequence
Now we can navigate to work orders tab to

complete the work
Page 55 of 91
Click on Go button Select the work order to complete it
There is a meter associated the pump. User can

enter the actual reading of the pump
Page 56 of 91
Statuses for work permit and clearance default to

complete in the work order completion. These can
be changed as needed also it default the current
Click on Apply
time as the completion time and system is flexible
to change the completion time as actual completion
time
Work Order successfully complete

Click on Safety Just to show you the work clearance after work
Management order completion, let’s navigate to safety
management
Page 57 of 91
Click on Go Button
You can now see the status of the work clearance

is complete with the actual completion date
With this, we have completed the flow maintenance

of asset with safety management LOTO
procedures
Page 58 of 91
Scenario 4: Safety Management End to End flow
In this flow, we will explain the safety management feature in EAM. This will give you a quick overview on how to navigate to Isolation, Work clearance,
Permit modules and associate the safety details to the work order.
In the example flow, we are using:

Note: Approvals have also been defined for Work Clearances; however, in this flow, the User has authority to Release the Clearance. If you have
requirement to follow the approval process at different levels, you may setup using the AME setup
To show Approvals, AME Conditions include the following:
Isolation: Organization=FAC with Type=ELECTRICAL, Approver=operations/welcome
Work Permit: Organization=FAC with Type=Hazardous, Approver=operations/welcome
Work Clearance: Organization=FAC with Type=Hazardous, Approver=operations/welcome
To include Approvals in this example, you would need to update the AME Conditions - either to use Organization M3 rather than FAC or removing the
Organization Condition.
Page 59 of 91
User Name = MNT


Password = welcome

Super User
Page 60 of 91
Select Organization
FAC >> Click on Go

Button
Click on Safety
Management
Click on Create Isolation
Page 61 of 91
With LOTO (Lock out and Tag Out) procedures

Establishments can be of multiple, so specifying
sequencing of it will give sequence of steps for
maintenance team
While defining the establishments as a task to

perform, we can specify the appropriate
department and the resource based on their
qualification to perform the task and thereby
ensuring safety in the work place while equipment’s
under maintenance.
Page 62 of 91
Re-establishment sequencing will guide the

maintenance team with a step by step procedure to
bring back the equipment for safe usage in
production environment.
Associate Assets which require the isolation and

give the validity of the isolation.
Page 63 of 91
Change the status to release so that it can be used

Click on Apply
for LOTO procedures
Any useful documents can be assigned to the

Click on Attachments
isolation
Page 64 of 91
Use of work clearance management brings control

Click on Safety and monitor the safety measures and ensure safe
Management Tab working conditions for the employees in
maintenance department
Click on Work
Clearance Sub Tab Safety in the work place while maintenance can be
influenced by the step by step procedures for
Click on Create Work isolation, qualification of the resource and the
Clearance appropriate department to handle it. Let us see how
this can be setup in the application.
Work Clearance can be created using relevant

isolation information or based on an isolation
record
If we create Work clearance based on the isolation,

establishments and re-establishments are applied
Expand the
to the work clearance
Establishment
Sequence collapsible
While defining the establishments as a procedure
section
to perform, we can specify the appropriate
department and the resource based on their
qualification to perform the task and very specific to
the employee to perform the task thereby ensuring
safety in the work place while equipment’s under
maintenance.
Page 65 of 91
Expand the Re Re-establishment sequencing will guide the

Establishment maintenance team a step by step procedure to
Sequence collapsible bring back the equipment for safe usage in
section production environment
If work order, Permit already pre created, those

records can be associated to the work clearance
while creation of permit
Work clearances with Status Released are

available to LOTO procedures
Page 66 of 91
By using work Permits you can make sure that the

safety measures for performing certain works are
complied with and safety barriers are not taken out
Click on Safety of consideration unless equivalent measures are
Management Tab put in place
Click on Permit Sub Tab System allows you to configure a work permit also
called as permit to work, for scenario’s which
Click on Create Permit require work clearance approvals to perform the
maintenance or just issue permit to perform the
work which may not require any additional
approvals
Enter, Description, To create a work permit, we have to give the

Permit type, validity, purpose of the permit and validity as basic
work clearance information
Page 67 of 91
If work clearance is already available it can also be

associated to the permit which can support the
Expand Work Clearance
permit approval authority.
Collapsible section
Click on Apply
Permit with status release will be available to use in
Click on Work Orders safety work maintenance of an asset
Page 68 of 91
Steps for LOTO Pump Flow:
Once the Isolation, Work Clearance and Permit are defined and associated, we can begin the business flow that has been provided as an example of a
LOTO process
Pump Work Order with Work Clearance:
In the process flow, we will explain a simple and straight forward flow of safety maintenance of the equipment under hot conditions, so we will have a Work
Order created for Pump Overhaul with associated Work Clearance and Permit.
There are many options when using Safety as part of work operations, with the help of example flows, you may configure the process flows as per your
business requirements.
Page 69 of 91
Scenario 4 Continues
Flow Diagram:
Page 70 of 91
User Name = MNT


Password = welcome

Super User
Page 71 of 91
Select Organization
FAC >> Click on Go

Button

Tab
Click on All Sub Tab 
Click on create Work

Order
Page 72 of 91
For example flow we will use the asset HPP1000

Select Asset HPP1000
which has preset up LOTO procedures
Creating a work order with the asset activity

associated is most productive way, since it defaults
all the required operations to be performed and
Select Asset Activity
materials required for asset maintenance
Pump Overhaul
Under Asset activity, system will show only the
activities predefined for the asset selected
Page 73 of 91
Since the work order needs safety procedures to

Expand the Work Permit
be followed, search for the available permits and
collapsible section and
associate the work permit or create a new work
select the Permit
permit for the work order
Expand the Work

Clearance collapsible Select he work clearance previously created to
section and select the associate it to the work order
work clearance
Page 74 of 91
Since the asset maintenance should be performed

under safety condition, first operation in the flow is
to bring down the asset to normal condition
following LOTO procedures
Select status as
Released and click on
save Work order with status release will allow to work on
the operations as defined
Navigate to Safety
management
Page 75 of 91
Under safety management, navigate to Permit

module and look for the permit associated to the
work order to print the work permit
Click on Run
Page 76 of 91
Work Permit will have the details of work

clearances (in turn which is associated with the
LOTO procedures) and work orders associated to
the permit
Document can be exported different listed formats
Click on Safety
Management Tab
Click on Work
Search for the work clearance with
Clearance subtab
Status=Released and Asset number
Enter search
parameters and Click on
Go Button
Page 77 of 91
Click on Work
Clearance Update
If using specific locks, these can be defined and

selected for the work clearance
Resource instance supports selection of employee,

Enter Mass Complete
so the employee who establishes the step can be
Date
identified
The steps to the Establishments can be completed

individually or in Mass
Page 78 of 91
In earlier step of work order creation, we have

associated the relevant work clearance, same can
be seen in the work clearance about the work order
Expand the Work orders details
Collapsible window
A work clearance can have one or more than one
work order, so any additional related work orders
can also be associated to the work clearance
Select Establishment After complete of Establishment steps with LOTO

Complete procedures, change the status to Establishment
Complete can be indicated that asset is brought
Navigate to Work down to work in safe conditions and proceed with
Orders Tab the work order execution
Page 79 of 91
Click on Go
There are various search parameters to search the
work order, we will use work order number
Click on Work order
Select Operations Select the operation and use the lov option
Complete option and Complete/Uncomplete will navigate to the operation
click on Go button completion steps
Page 80 of 91
Update the Actual Start and End dates as desired

and click on apply to confirm he operation
completion
If the operation is set to have any quality plans,

those can be updated at the time of operations
completion
Each operation can be recorded with the time to

arrive at the actual costing so we use option
Charge Time from LOV
Page 81 of 91
System defaults the operations details if necessary

Click on Apply
update the actual time taken, person / Equipment
involved and the department for executing the work
and confirm the charging
Click on Safety
Management Tab
Page 82 of 91
Search for Work Clearance record to update the Re

Click on Update
Establishment details
After completion of the work, asset can be Re-

Select All and enter Establishment by following the sequences defined
date for mass complete under LOTO procedures
Click on Go Button Lock numbers can be picked and confirm the

completion of the re-establishment
Page 83 of 91

Navigate to work order to complete the next steps
Tab
Page 84 of 91
Update actual start and end details
Page 85 of 91
Asset configured with quality plans can be updated

while completion
Since the Charging Pump equipment has to

capture the meter reading, while completing the
work order current readings has to be captured
Work Permit and Work Clearance will default to

complete and completion dates as current dates
Click on Apply
These details can also be updated with the actual
information
Page 86 of 91
Click on safety
Management
Click on Work Search for the work clearance record and open it to
Clearance review the details
Page 87 of 91
From the details provided in Work Order

Click on Permit completion we have the details updated in the work
clearance
Search for the work permit record and open it to

Click on Permit
review the details
Page 88 of 91
From the details provided in Work Order

completion we have the details updated in the work
permit
Page 89 of 91
Known Issues
 In isolation update page, copy establishment sequence option will not copy the Flex fields
 Safety Management actions are not included in Asset log
 Visibility of the approval history is shown only till final approval
 ERES- E-Record generated for work order completion will not show the safety details
 Safety management details support for documents does not include below:
o Work Order permit & clearance details are not given as default view in work order detail report
o Permit will not be copied when copying work order
o Attachments will not be copied when permit is copied
o Long text attachment will not be printed on work permit report
Key Configurations
Not Applicable
Page 90 of 91
FAQ
 Will Establishments/Re Establishments are available under maintenance user work bench work Queue?
o No – Though we can assign the resource at establishment record, these are not shown under the workbench work queue
 Can user see more details of the assets like, asset attributes, activities assigned to the assets?
o No – At safety management modules, user can view the asset description, location, department and validity details only
 Is safety management details are visible at mobile maintenance?

o No – you may still have the work order execution in mobile but mobile is not yet enabled with the safety management details
 Is personalization enabled for the safety management modules?

o Yes – Standard personalization will be supported for safety management modules also
 Is there a dependency between work order release and permit release using work flow
o No – Work order release and permit release work independently
Page 91 of 91

EAM Safety Management

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

EAM Safety Management

Uploaded by

Copyright:

Available Formats

Enterprise Asset Management: Safety Management

Key values of this feature are:

• Maintaining Isolations of equipment with LOTO procedures

E-Business Suite Release Version

Work Permit: Scenario Briefing

Example User ID (login) Role Organization

Mnt/welcome Maintenance Super user FAC

Process Option 1 Process Option 2 Process Option 3

Create Create Create

Associate Permit to Initiate Permit from Associate Existing

Approve Approve Approve

Complete Complete Complete

Scenario 1: Initiate permit from work order

View Navigation Explanation

User Name = MNT

View Navigation Explanation

We will begin with creating a Work Order

Enter Work order

While creating the Work Order based on permit

View Navigation Explanation

Create the Work Order with status Released

There is a separate menu for safety management

The permit created during the work order creation

To work on the work permit and update the

Note: From the permit screen, new permit can also

View Navigation Explanation

With the current setup, the work permit will be

Having work order associated with the permit, will

From here you can also associate existing work

View Navigation Explanation

Now the status of the work permit is changed to

As mentioned earlier, if the permit has approval

Work permit can be printed for the inclusion into the

View Navigation Explanation

Select HTML format

The printed permit provide the details of the work

View Navigation Explanation

The report can also be exported and save the

To download the file electronically, click on ok.

View Navigation Explanation

Select Complete Work

View Navigation Explanation

With the permits, there is a section on the work

Enter any completion details and scroll to the lower

The associated permit defaults the status

That completes the work order and the associated

Since there is only one work order associated with

View Navigation Explanation

Permits can be created in a standalone mode and

Scenario 2: Create work permit and associate to existing work orders

View Navigation Explanation

User Name = MNT

View Navigation Explanation

View Navigation Explanation

Enter Description, In this example flow, we have configured to initiate

View Navigation Explanation

Released Status of the work permit will initiate the

Since the setup is configurable, it can be setup to

Click on Apply Click on apply will create the permit

View Navigation Explanation

The permit status is Released–Pending, indicating

A email notification will also be sent to the

Login to Approver login

View Navigation Explanation