Adding work-related activity types
In the Health & Safety TSI, you configure the work-related activity types that are likely to be performed during maintenance work or facility management jobs and that are also likely to be affected by one or more hazards from the Hazard registry. The configuration also includes making the relevant links to risk assessments, method statements and the order context in which they will apply. Based on these links, the system will determine which activities are expected for a job. Based on the expected activities, engineers are informed on relevant hazards, method statements and risk assessments.
Procedure
1. Go to the Health & Safety TSI.
2. On the Health & Safety level, select the Activity types step.
3. On the action panel, click Add.
4. On the data panel, enter a Code and Description to uniquely identify the work-related activity type.
Examples of work-related activity types: Drilling, Cleaning, Cabling.
5. In the Is common field, select Yes if you want to make it generically possible for users (field engineers) to add this work-related activity type to a job. Select No if you want to prevent this, because the activity type is too specific for general use.
6. Optional: in the Method statement and Risk assessment fields, select a relevant method statement / risk assessment.
This method statement / risk assessment will be displayed to field engineers.
7. Click Save.
Proceed by making links to an appropriate order context (order metadata), such as Order group, Standard order, different 'flavors' of Activity definition, SLA service, Service agreement service. This will ensure the display of the right information with the right job.
 | These links can also be configured in the opposite direction: on the action panels of Order groups, Standard orders, Activity definitions (different 'flavors') etc, you can configure links to the Work-related activity types. |
| | For more information on adding Links to action panels, see Layout panel in the Layouts user documentation. |
8. On the action panel, select the link(s) that best fit(s) your organization's work flows.
Do not overcomplicate your configuration with too many different links.
On the Details level, each type of link is represented by its own separate selection step. It is recommended to only configure the selection steps that are relevant to your work flows.
9. If you want to prevent that irrelevant hazards are displayed for an activity, link Hazard relevancy records to the activity at > See Configuring hazard relevancy for an activity type.