View Documents

Click the Find/Create Files tab to display all documents associated with a piece of equipment. Initially the software displays document thumbnails for the last equipment accessed. To choose different equipment:

1. Select a site from the Site list. Once a site is selected, the Area list updates with areas in the selected site.
2. Select an area from the Area list. Once an area is selected, the Equipment section displays thumbnails for each machine in that area.
3. Click on the desired machine in the Equipment section. Thumbnails of all existing documents for the selected equipment are displayed below, organized by center (Lockout/Tagout, Confined Space, and so on). Below that are any other documents (created outside of the LINK360 software) that have been attached to the machine.

Documents

Hover the mouse over the document thumbnail or document name to see the options you can perform on the selected document. Options shown depend on your permission level (see Edit User Details).

Tip: This symbol on a document thumbnail means the document is a draft owned by another user. To see who owns the draft, point to the document and click Document View Options. The owner of the draft is provided in the status information to the right of the preview.

Options shown when pointing to a document:

• Edit Document: Opens the Edit window. See the following for editing options:
  • Common Document Actions
  • Lockout/Tagout - Create New Procedure
  • Confined Space - Create New Assessment
  • Confined Space - Add Permit to Assessment
  • Confined Space - Add a Reclassification
  • Maintenance - Create New Procedure
• Request a Permit: (Confined Space only) Opens the form to request the selected entry permit. See Request a Permit. (This option is only shown if you have permission to view confined space files and have a training date recorded. An administrator with user setup privileges must change these settings.)
• Reclassify: (Confined Space Assessments only) Opens the form to reclassify a confined space. See Reclassify a Confined Space. (This option is only shown if you have permission to view confined space files and have a training date recorded. An administrator with user setup privileges much change these settings.)
• Document View Options: Opens the preview window where many more tasks can be performed. (You can also click on the thumbnail to open the preview window.) See Document View Options.
• Generate Link: Creates a link to the document that you can share with someone who does not have access to LINK360 software. See Generate Link.
• Print Labels or Print Tags and Labels: (Maintenance and published Lockout/Tagout documents only) Opens the print page for labels and tags associated with the document. See Print Maintenance Labels, Print Lockout Tags, and Print Energy Source Labels.

Checklists button: (Lockout/Tagout only) If a completed checklist has been saved for a procedure, the Checklists button is shown below the procedure thumbnail. Click this button to:

• View saved checklists for that procedure. See View Completed Checklists.
• Print another blank checklist to use when performing the procedure.  See Print Blank Lockout Checklist.
• Save another completed checklist. See Save a Completed Checklist.

Permits button: (Confined Space only) If a completed confined space entry permit has been saved, the Permits button is shown below the document thumbnail. Click this button to:

• View the saved permits.
• Request another permit.

Declassify link: (Confined Space only) If a confined space assessment has been published and the assessment allows declassification, the Declassify link is shown on the right-hand side of the yellow bar in the Confined Space Documents section. For information about declassifying a confined space see Declassify a Confined Space.

Attachments

Use this section of the screen to attach files to the equipment or to work with existing attachments.

To attach a file to the equipment:

1. Click Add. The Add Attachment box opens. The Add button is only available to users with Attach documents to equipment permission.
2. In the Add Attachment box, click Browse to locate and select the file that you want to attach. Click Open to use the selected file.
3. The Name field displays the selected file name. If desired, type a name for the file as you want it displayed in the LINK360 software.
4. Fill in the Description field if desired.
5. Click Save. The file is uploaded to the LINK360 software.

To open an attached file: Click the file name. You must have Attach permission or View permission for any center for the site and area in which the equipment is located.

To change the name or description: Click Edit. You must have Attach permission.

To remove the attachment: Click Delete. You must have Attach permission.