What can we help you with?

Similar Articles

Learn The Basics

How Do I Add an Intervention?


Interventions are added to the system to document any issues involving machinery. Adding an Intervention can help prevent accidents occurring in the workplace, and can help maintain a safe working environment. By adding Interventions to the system, it will include detailed information on the Intervention, and you will be given the option to apply relevant forms and steps to an Intervention that you have created. You can complete intervention steps once you have added an Intervention to the system. You can see the statistics and progress on Interventions in the Interventions module on the system, and on the system Dashboard.


In order to complete an intervention, you need to complete a series of steps:

  • Create Intervention Forms, Steps Forms, and Intervention Type Forms in Form Builder.
  • Create Intervention Steps.
  • Combining Intervention Steps and Forms to Intervention Types.
  • Completing Interventions.


Creating Intervention Forms in Form Builder:

Intervention Forms are necessary when you are adding an Intervention to the system as they are applied when creating Intervention Types and Steps. You can create Intervention Forms in the Form Builder module. When you are creating Intervention Types and Steps, you will be able to add the forms you have previously created. This will then allow you to add an Intervention to the system, and fill out the Intervention Form.


Creating Intervention Steps:

It is important to implement Intervention Steps when adding an Intervention as it will allow you to enable notifications, lock box, lockout points and choose if the step needs confirmation. This will also allow you to apply an Intervention Steps Form, which allows the user to add more detail about the intervention. You can also choose which signature(s) you want to apply to the intervention. Before you create Intervention Steps, you will need to create Intervention Steps Forms.


Combining Intervention Steps and Forms to Intervention Types.

It is necessary to combine Intervention Steps and Forms to Intervention Types as this will allow you to apply the steps and forms when adding an Intervention to the system. When you are adding an Intervention, you will need to select the Intervention Type. When you select this, the steps and forms you have previously added to the type will be applied when you have added the Intervention.The user can then complete the steps and forms when you have added an Intervention to the system.


  • On the left side menu, click 'Interventions'.
  • Click '+New Intervention'.
  • Select the Intervention Type from the dropdown options.
  • Select the Machineries from the dropdown options (you can select multiple).
  • Enter the Name, Description and Instruction Number.
  • Select whether the Intervention is planned or unplanned.
  • Select the Machinery Owners from the dropdown options (you can select multiple).
  • Tick yes/no for the Energies that are relevant to the intervention you are creating.
  • Click 'Save & Submit'.


  • A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. type, machineries, name, plan and energies.


  • A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. description and instruction number.


This is required before you can add an Intervention:

  • Set up Machineries
  • Set up Machinery owners

Recently Viewed

Visit other post to show recently viewed