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How Do I Add an Intervention?


Interventions are recorded in the system to document any issues or maintenance involving machinery. Logging an Intervention can help prevent workplace accidents and supports the maintenance of a safe working environment. The system allows you to apply intervention forms and steps to each Intervention. Once an Intervention has been set up, you can then proceed to complete the relevant intervention steps. Statistics and progress related to Interventions can be viewed within the Interventions module and on the system Dashboard.


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

  1. Create Intervention Forms, Steps Forms, and Intervention Type Forms in Form Builder.
  2. Create Intervention Steps.
  3. Combining Intervention Steps and Forms to Intervention Types.
  4. Completing Interventions.


Creating Intervention Forms in Form Builder:

Intervention Forms are required when adding an Intervention to the system, as they are used when setting up Intervention Types and Steps. These forms can be digitised using the Form Builder functionality. Once you have created the Intervention Types and Steps, you can attach the relevant forms you have previously built. This then enables you to add an Intervention to the system and complete the associated Intervention Form.


Creating Intervention Steps:

The Intervention Steps functionality allows the following options to be selected as required for completing the LOTO process:

  1. Notifications: notifications must be sent to colleagues/people carrying out the job to communicate the LOTO details.
  2. Lockbox: a lockbox is required as part of the LOTO process, to ensure a safe hand over of keys.
  3. Lockout Points: details are required about Lockout Points related to specific energies.
  4. Needs Confirmation: the step must be confirmed.


By configuring intervention steps, this allows 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 allows you to apply the steps and forms when adding an Intervention to the system. When adding an Intervention, it is required to select the Intervention Type. When this is selected, the steps and forms you have previously added to the type are applied to the intervention.


  1. On the left side menu, click Interventions.
  2. Click New Intervention.
  3. Select the Intervention Type from the dropdown options.
  4. Select the Machineries from the dropdown options (you can select multiple).
  5. Enter the Name, Description and Instruction Number.
  6. Select whether the Intervention is Planned or Unplanned.
  7. Select the Machinery Owner(s) from the dropdown options.
  8. Tick yes/no for the Energies that are relevant to the intervention you are creating.
  9. Click Save & Submit.


  1. 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.


  1. 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:

  1. Set up Machineries
  2. Set up Machinery owners

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