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:
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:
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.
This is required before you can add an Intervention: