User Setup

Set up users, roles, and permission sets for Safe Work users

Introduction

You must complete user setup to allow Safe Work users to work in the modules included in the Safe Work app.

Prerequisites

You have purchased the required licenses for Dynaway Safe Work.

Audience
Sysadmin, Partner Consultant

Set Up Access

This article describes the user setup for the Dynaway Safe Work app. The Safe Work app includes the following modules:

  • Tagout
  • Lockout
  • Work Permits
  • Risk Assessment
  • Checklists

A user license purchased for Dynaway Safe Work gives the user access to all five modules. You can choose to use one or more modules in the Safe Work app, depending on the requirements in your maintenance department.

Before users can start working in Safe Work, you must first set up user access. This is done in the Safe Work Users list.

Refer to the test case below for a step-by-step procedure regarding setting up Safe Work Users.

Note: Technicians who are going to work with Checklists on Work Orders must also be set up as Maintenance Employees in EAM-BC.

Refer to the article Maintenance Employees / Users to learn how to set up a user as a Maintenance Employee in the standard EAM-BC app, which is required for the general work tasks relating to Assets and Work Orders.

Setting Up a Safe Work User

Data Requirements

  1. Installation and setup of EAM-BC in D365BC are completed.
  2. You have a valid Safe Work license.
  3. Users are set up in D365BC.

Steps 7

  1. On your role center, search for and select Safe Work Users.

  2. In the Safe Work Users list, select New in the ribbon.

  3. In the Name field, select the ellipsis button (...).

  4. In the Users list, select the user, and select OK.

  5. Enter the name of the user in the Full Name field.

  6. Optional: If the user is going to work with managing Lockouts, select the Lockout Manager check box.

  7. Optional: If the user is going to work with managing Tagouts, select the Tagout Manager check box.

Expected

You can set up a Safe Work User.

Users and Permission Sets

In D365BC, individual employees or a group of employees can be set up as a user. Permission sets are added to each user. Permission sets define which data the user has access to and whether the user is allow to read, edit, and delete data.

When you set up a user to work with the modules (Tagout - Logout - Work Permits - Risk Assessment - Checklists) in Dynaway Safe Work, one of the following permission sets is required.

Permission Set for DAMSW Manager

Managers create, edit, approve, and delete data in all modules available in Dynaway Safe Work.


Permission Set for DAMSW Technician

Technicians work with Dynaway Safe Work data in different ways:

  • Read a Risk Assessment on a Work Order
  • Read a Work Permit on a Work Order
  • Fill out a Form for a Permit
  • Send a Permit for approval
  • Fill out a Checklist on a Work Order
  • Lock and unlock a Lockout
  • Mount and remove a Tagout

Refer to the User Management section for information about the roles, users, and permission sets required when you set up Maintenance Employees in the standard EAM-BC app.

Safe Work Role Center

If you are set up as a Safe Work Manager in the Dynaway Safe Work app, you get access to the Safe Work Role Center. The Safe Work app includes several modules:

  • Tagout
  • Lockout
  • Work Permits
  • Risk Assessment
  • Checklists

From the Safe Work Role Center you have quick access to a variety of lists and templates pertaining to Safe Work. Also, from the Actions section at the top of the screen, there are shortcuts, which are useful when you want to create new data, for example, a new Risk Assessment, or a new Lockout or Tagout.

The tiles in the Safe Work and Approval sections inform you of number of pending or active or completed records, which may require your attention and feedback. At the bottom of the work center, you find the Insights area, containing a more detailed overview of work assigned to you.

The screenshot below shows a Safe Work Role Center.

Example of a Safe Work Role Center
Example of a Safe Work Role Center
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