Configuring an assessment and auto generate preventive countermeasures

There are two different Risk Mitigations: preventive countermeasures (completed before the work starts) and last minute (completed during the Last Minute Risk Assessment (LRMA)) during the daily sign off. In order to automatically generate these, a couple of steps have to be completed.

Prerequisites

• An Assessment Definition that can be used to assess the safety risks of the work to be done

Steps

1. Go to Process Automation Designer module

2. Select Permit Request

3. Click on Playbook Assessment

4. Select 'View all properties'

5. Click the 'Inputs' tab

6. Under 'Assessment' select the Assessment Definition that should be used

7. Go to the Risk Mitigation Definitions module

8. Click 'New'

9. Fill in the fields with the following values:

   1. Description: description of the risk mitigation. Will be the title of the Simple Task (eg Preventive Countermeasure) or Last Minute Risk checklist item that will be created

   2. Question Definition: One of the questions that is part of the Assessment Definition configured in step 6.

   3. Answer: the answer that determines if this risk mitigation should be generated. If the answer matches, the risk mitigation will be generated. Note that the ‘value' field instead of the 'display value’ field in the Question Result will be used.

   4. Type:

      1. Last minute: will generate a Last Minute Risk Assessment item for the Sign Off

      2. Preventive countermeasure: will generate a task in the Simple Task table that needs to be completed before the start of the work.