More Actions

The commands listed here are available when previewing a document. The More Actions section is in the Related Information column to the right of the preview. (For instructions on how to preview a document, see View Documents.)

The available actions depend on your permission level.

• Perform Audit: Provide a record of the audit for this document including the name of the auditor, the date, and a summary of the findings. This button is only available for published documents. See Perform Audit.
• Audit History: View a list of past audits for this document. This link is only available for published documents. See Audit History.
• Inspection History: Runs the Periodic Inspection Report for this procedure for the past seven days. You can select a different date range on the report page. This link is only available if an inspection has ever been completed on this procedure. See Run Reports.

• Send Comments:

  Note: You must have a Premium Subscription to access this feature. If you are not the document author or a reviewer, you must have view permission for the type of document and for the site that the document is associated with.

  1. In the More Actions panel, click Send Comments.
  2. In the Send Comments box, enter comments about this document to the owner.
  3. Click Send. The comments are added to the document and the Send Comments box shows the status.
  4. Click Close.
• Print Tags and Labels: Print lockout tags and energy source labels. This button is only available for published documents (see Publish). For detailed information see Print Lockout Tags and Print Energy Source Labels.
• Print Lockout Device List: Print a list of lockout devices needed for this procedure. For more information see Print Lockout Device List.
• Print New Blank Checklist: Print a checklist to record that all steps of the procedure were completed. For more information see Print Blank Lockout Checklist.
• View Completed Checklists: View completed checklists that were saved after finishing procedures. For more information see View Completed Checklists.
• Save a Completed Checklist: Save a scanned PDF file of a completed checklist. For more information see Save a Completed Checklist.
• View Closed Requests: View completed permits and reclassification procedures that were saved after finishing work in a confined space. For more information see View Closed Requests.