Associate Safety-Related Assets with an Asset

Use the Safety-Related Assets subtab of the Safety tab to associate other assets that workers need to be aware of, in terms of safety, when they perform work on the selected asset. If the selected asset record has hazards or tag outs associated with it, be sure to associate the record with itself on this subtab. Doing so makes the safety-related information available when creating a safety plan or job plan for that asset.

To associate safety-related assets with an asset record:

  1. Display the asset record with which you want to associate a safety-related asset.

  2. On the Safety tab, click the Safety-Related Assets subtab.

  3. Under the Safety-Related Assets table window, click New Row.

  4. In the Asset or Location fields, enter a value or click Detail Menu and select an option.

  5. Repeat steps 3-4 for each asset you want to associate with the current record.

Note: If the current asset record has hazards or tag outs, be sure to add its asset identifier to the Safety-Related Assets table.

  1. Click Save Asset .