Create New

If you have the correct permissions, you can create a new document from the Home tab or from the Find/Create Files tab. If you are on the Find/Create Files tab, the Create New button is located just below the heading in the Lockout Procedures, Confined Space, and Maintenance (Reliability) areas.

Note: You can only create documents for equipment that has already been setup and for which you have Write permission for the site.

  1. Select Create New then choose the form you want.
  2. See the following for details:

Create New from the Home tab:

Create New from the Find/Create Files tab: