Plant & Equipment Modules Explained

The Plant & Equipment Solution consists of 6 modules.

Plant & Equipment Type
Plant & Equipment Register
Pre-Starts
Take 5s
Inspections
Operators

Plant & Equipment requires some additional front-end setup within the Plant & Equipment Type module (adding appropriate records). The Plant & Equipment Type module controls which other modules are available within the Plant & Equipment Register. When installing, an import file of some Plant & Equipment Types is available (see appendix).

Toggle Overview

The Donesafe Standard Solution modules utilise hidden main form questions to enable/disable (toggle) various features using the ‘default response’ setting. In each module, on the main form, this will be easily identifiable by the red and bold display text as shown below.

Each toggle should be reviewed alongside the client’s sales contract and requirements to determine the necessary setup.

Plant & Equipment Type Toggles

Using Risk Modules

This toggle refers to the standard solutions Risk modules. If the client is using the Standard Risk modules, then enabling this will activate a main form relation field and tab in the Plant & Equipment Type module which will link into the Central Risk Library. A corresponding toggle also exists in the Plant & Equipment Register which will perform a lookup on this field. The Plant & Equipment Register will correspond to the Site Risk Register. There are also corresponding toggles required in the Risk modules; please refer to the relevant install guides.

If the client is not using the Standard Risk modules, then selecting No will enable a standalone risk assessment sub-form. This is a sub-form only and does not have associated workflow/indicators etc.

Plant & Equipment Register Toggles

Using Contractor Management Modules

This enables a Main Form Relation field linking the Plant & Equipment record to a Contractor Company record from the Contractor Company module. Corresponding toggles exist within the Contractor Company module. Please refer to the associated Install Guide.

Using Incident Module

This enables a Main Form Relation tab displaying linked Incidents in the Plant & Equipment record. Corresponding toggles exist within the Incidents module. Please refer to the associated Install Guide.

Using Hazard Module

This enables a Main Form Relation tab displaying linked Hazards in the Plant & Equipment record. Corresponding toggles exist within the Hazard module. Please refer to the associated Install Guide.

Operator Toggles

Enable Acknowledgements

This enables an additional workflow step and sub-form within the Operator module. It will allow the selected Operator to sign an acknowledgment of operating the Plant/Equipment.

Install Checklist

Step	Applicable to	Process	Sub Process	Status
1	All	Initial Setup	Schema or Bundle Copy to client site	☐
2	Schema Copy	Initial Setup	Hide any modules which the client has not purchased/is not using	☐
3	All	Module Setup	Plant & Equipment Type – Import the attached file into the ‘Plant & Equipment Type’ module. (double click the file in the Appendix of this document and save as CSV.)	☐
4	All	Module Setup	In the Module Config, on the main form, select the default options for the toggle questions based on what accompanying standard modules or features the client has purchased - See below.	☐
5	All	Module Setup - Toggles	Using Contractor Modules	☐
6	All	Module Setup - Toggles	Using Incident Module	☐
7	All	Module Setup - Toggles	Using Hazard Module	☐
8	All	Module Setup - Toggles	Using Risk Modules	☐
9	All	Module Setup - Toggles	Review the clients list of Standard modules and determine if any of the below are in use. · Contractor Management · Incidents · Hazards · Risk Review the install guides for those modules to enable the relevant toggles to link the Plant & Equipment modules.	☐
10	All	Module Setup – Doc Export	Ensure that a Doc Export Template exists in the Plant & Equipment Register module.	☐
11	All	Module Setup	Review tab section overrides and determine if the admin role should be added to visibility.	☐
12	All	Module Setup	Review Workflow path restrictions and add the Admin user collection to the restrictions.	☐
13	Bundle Copy	Role Setup	Map module Role Profiles to system roles if client is adding additional roles	☐
14	All	Customisation	Map module Role Profiles to system roles if the client is adding additional roles.	☐
15	All	Customisation	Complete any notification customisation as indicated in the clients returned module workbook	☐
16	All	Module Setup	Review all main form toggles and ensure they are all set to hidden	☐

Appendix

Plant & Equipment Type Initial Import

Plant & Equipment Install Guide.docx