Edit
You can open a document for editing in several ways including the following:
- From the Home page, point to the document and click Edit Document. (This also works from the Find/Create Files page and when viewing existing documents in one of the centers: Lockout/Tagout, Confined Space, or Reliability.)
- When viewing (rather than editing) a document, click the Edit link in the Related Information column to the right of the document. (To view a document, find it on the Home page, Find/Create Files page, or on the existing documents page for Lockout/Tagout, Confined Space, or Reliability. Then click the document thumbnail and it opens for viewing.)
Using the Editor
For more information on the controls for editing see:
- Status Bar and Editing Options
- Lockout/Tagout - Unique Form Components
- Confined Space - Unique Form Components
- Maintenance - Unique Form Components
Requirements
Certain requirements must be met in order to edit documents.
User Rights
The user must have the following rights. (See Edit User Details for more about assigning rights.)
- Can perform edit for: with the appropriate location specified.
- Create and edit documents.
- Lockout/Tagout, Confined Space, or Reliability rights must be set to On.
Document Ownership
You can only edit your own drafts, that is drafts that you created or that were reassigned to you.
Document State
You cannot edit a document that is out for review or approval. A document must be in the Draft or Published state to open it for editing.
- If the document is out for review, suspend the review. To find the review, click either the Lockout/Tagout, Confined Space, or Reliability tab, and then click Out for Review. See Review Status.
- If the document is in the Published state, opening it for editing changes the state to Draft.
Edit Unavailable for Confined Space Documents
When viewing a permit form or reclassification for a confined space, the Edit command is unavailable if the confined space assessment is published.
To place the documents into an editable state:
- Click the link to the associated confined space safety assessment.
- When viewing the safety assessment, click Edit in the Related Information column.This opens the safety assessment for editing and puts it into the Draft state. Associated permits and reclassifications are also changed to the Draft state.
- Click Save & Finish to close the assessment without editing. The assessment is open in view mode.
- Click the link to the entry permit or reclassification. Now the Edit command is available