Hazards shown on a template

Your own work permit template can offer only the hazards on its own list in hazard identification — for example the items of a paper form. A switched-off hazard does not appear on this template and makes no recommendation. A hazard that triggers a mandatory requirement or permit type cannot be switched off: it is always shown.

Before you start

• Permission: managing permit templates — ptw:manage.
• Prerequisite: your own (copied or new) template. A locked base template cannot be narrowed — copy it first.

Narrowing is a relaxation

Switching off a hazard, and the “Only recommendations on the template’s list” switch, relax the OPEREX standard: saving asks for a reason (or, with the right permission, can be saved without one). Switching back on needs no reason.

Steps

1. Open the template in the editor (Permit settings → Work permit templates → the template).
2. Find the Hazard identification box on the canvas and its Hazards shown part. The fold header shows how many items are shown (e.g. “58 / 86 items shown”).
3. Switch off what never applies to you. One switch per item; a switched-off item is struck through. An item with the always shown badge triggers a mandatory requirement or permit type — the ⓘ explains why it cannot be switched off.
4. Decide on recommendations. With Only recommendations on the template’s list on, recommendations from hazard identification apply only to measures and PPE on the template’s own rows; a recommendation for anything else is left out.
5. Check what is left out. The “Recommendations for … items are left out on this template” fold lists each dropped recommendation and the reason (not on the template’s list / would be triggered by a hidden hazard).
6. Save the template (Save template); if saving asks for a reason, give it.

If you did it right

• On a new permit, hazard identification shows only the switched-on (and the always-shown) items; the paper shows only these too.
• The hazard-aspect counts (A · B · C) count the visible items.

Common mistakes

• “Not saved: “…” triggers a mandatory requirement or permit type …” You tried to hide such an item (e.g. via JSON import). Switch it back on.
• The switches are disabled. You opened a locked base template — copy it and narrow the copy.

Good to know

• A mandatory requirement is never left out. Narrowing only affects the optional lists (hazards, recommended measures and PPE).
• On a permit started from a risk assessment the subset has no effect — the assessment uses the full questionnaire.
• Permits already issued keep their own (old) snapshot.
• If a hazard later (through a catalogue change) triggers a mandatory requirement, it is shown on the template again automatically.

Related

Work permit templatesCopying and editing a template.

Filling in hazard identificationWhat the person filling in the permit sees.

Safety rules and PPEWhere the recommendations arrive.