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Setting up Safety Types

Safety types are user-defined settings that control the status, approval options, and appearance of the objects to which they are applied. The type’s definition specifies whether it can be used with safety override incidents, safety provisions, or both.
The type controls the status assigned to an object when a system event occurs. For example, when a safety override is created and given the type “Overfill protection”, its status could automatically be set to “Incident in progress”.
Safety types work closely with safety statuses. When you define the statuses for the site, you can select rules that apply to the objects given each status. For example, in a typical implementation, a safety provision with the status “New” can be updated.
Safety types determine if an object must be sent for approval, and they can specify the approval routes for the object. Type definitions also include formatting choices, such as the font, text color, and background color applied to objects when shown in tables or charts.
Tip: In order for an object to be sent for approval, its safety status must allow it, the site’s approval settings must require it, and an approval route must be defined and available.
This topic explains how to set up safety types. See Safety Statuses and Types for examples of events and their statuses. For information about setting up statuses, see Setting up Safety Statuses.

To Set up a Safety Type

1.
On the site’s Safety Management view, select the Settings tab, and the Safety Management Settings node in the tree.
Tip: You can also select the site’s Administration menu and then Safety Management. The Safety Management Settings dialog appears.
2.
Select the Types tab. This tab shows the safety types defined for the current site and above.
3.
Click New. The Properties window appears.
4.
Provide a name for the safety type.
5.
If objects with this type are to be sent for approval, click Approvals are required.
6.
To specify the approval routes available for objects of this type, click Only the approval routes selected below are available. The table lists routes that approve safety objects. Select one or more routes.
7.
Select the Events tab. Here is an example when approvals have been enabled:
8.
Select a status for each event that requires it:
Setting Name
Description
Creation
Status applied when a safety object of this type is created. The status is applied to new definitions and provision versions.
Accepted or approved
Status applied when a safety object of this type is approved (if approval is required). For safety provisions, the status is set on both draft and owning object.
This is also the status applied to the provision version when it is marked as accepted.
Sent for approval
Status applied when a safety object of this type has been sent for approval. For safety provisions, the status is set on both the owning object and its draft version.
Redrafted
Status applied when a safety object of this type is redrafted. Typically, an object is redrafted when an approval request has been rejected or if you wish to make changes before it is approved. Redrafting cancels any approval request and removes it from the approver’s list of active documents to be approved. When the object is revised, it must follow the approval process from the beginning.
For safety provisions, the status is applied to both the owning object and its draft version.
Rejected
Status applied when a safety object of this type has been rejected during the approval process. For safety provisions, the status is applied to both the owning object and its draft version.
9.
You can select a status to apply when a provision’s current version is moved to history. This occurs when a draft version is promoted and becomes the new current version.
10.
If the type is being used with safety override incidents, you can select statuses to be applied in the following events:
Setting Name
Description
Creation
Status applied to an override incident when it is created.
Automatically updated as started
Allows override incidents to be updated as started by the Update Open Override Incidents command, executed manually (site’s Tools menu, Safety Management) or using a scheduled action. The selected status, for example “Incident in progress”, is applied to the incident when the update occurs. The Mark incident as started option should be enabled on the safety status.
Usage exceeded
Status applied to an override incident of this type when the override definition’s “maximum usage” duration has been exceeded.
11.
If the type is used with safety provisions, select the Provisions tab.
12.
Depending on the settings on the Options tab, a type of information can be mandatory, optional, or unavailable. Mandatory information must be included in the provision before it can be approved or marked as accepted. If a type of information is unavailable, its tab does not appear in the Safety Provision Version window. Select the appropriate options:
Setting Name
Description
Action
Specifies whether the description of the action to be performed to prevent or mitigate a hazard is mandatory, optional, or unavailable for safety provisions with this type.
Process parameter
Specifies whether a process parameter is mandatory, optional, or unavailable for safety provisions with this type.
Protective devices and equipment
Specifies whether tables of protective devices and protected equipment are mandatory, optional, or unavailable for safety provisions with this type.
Items
Specifies whether sequential items are mandatory, optional, or unavailable for safety provisions with this type.
Indicators
Specifies whether related indicators are mandatory, optional, or unavailable for safety provisions with this type.
Reliability Program
Specifies whether related standard tasks, standard jobs, and job tasks are mandatory, optional, or unavailable for safety provisions with this type.
Documents
Specifies whether related standard documents are mandatory, optional, or unavailable for safety provisions with this type.
13.
Select the Health and Safety tab.
The options on this tab and the Environmental, Economic, and Reputation tabs control the appearance of the Usage view in the Safety Provision Version window. This view lists the failure modes that use the provision version. It also shows the highest scores for each category and for each consequence severity (for example, Safety) in the failure modes’ criticality analyses. By default, the summary looks something like this:
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You can prevent the consequence severity from appearing in the summary by clearing Severity is applicable.
•
Clear any of the category options that you wish to prevent from appearing in the summary.
•
Change the category names to reflect your organization’s criticality analysis design.
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Select the Environmental, Economic, and Reputation tabs to adjust their settings as needed.
14.
Select the Formatting tab if you wish to distinguish the type from others when it appears in tables and charts.
15.
Select the font, text color, and background color for objects of this type.
16.
When you are finished defining the type, click OK. The type is added to the Safety Types table.