Verifying the conditions that are associated with isolation certificates

A toolbox talk is a safety presentation that is given to inform employees about safety procedures. You can also use toolbox talks to verify the conditions that are associated with the work activities. You record the attendees.

Before you begin

The isolation certificate must be reviewed and approved before the toolbox talk is conducted.

The operating procedures that you add to the toolbox talk must be in Active status. Operating procedures can be added or removed only when the isolation certificate is in Draft status.

About this task

You can specify the same identifier for multiple operating procedures, but the combination of organization, site, and procedure number must be unique.

Standard actions can be added when the isolation certificate is in Request or in Draft status. Review the checklist of standard actions during the toolbox talk. Standard actions cannot be added or removed when the isolation certificate is in Approved status.

Items to be reviewed can include additional work hazards and control measures, or stop the job entries.

Procedure

  1. In the People application, add members of the team and their authorizations and certificates.
  2. In the Operating Procedures application, create the operating procedures to be discussed during the toolbox talk.
  3. On the Toolbox Talk tab of the Isolation Management application, specify the isolation certificate that requires a toolbox talk.
  4. On the Toolbox Talk Procedure subtab, specify the operating procedures that apply to the isolation certificate.
  5. On the Hazard Checklist subtab, specify the actions or the action groups, and the items to be reviewed to confirm that the hazards are identified, and precautions are in place.
  6. On the Work Party Declaration subtab, specify the members of the team who attended the toolbox talk.
  7. On the Dynamic Risk Review subtab, specify the items for review that require a risk assessment, and whether action is needed.
  8. In the Toolbox Talk Completion table, specify whether a toolbox talk was held and the person who held the toolbox talk. You can also specify the date and time when the toolbox talk was held.
  9. Save the record.