Quick Reference

Menu map, demo-data codes and statuses

Group Models
Isolation Isolation Request, Isolation Step, Isolation Verification, Isolation Asset, Test Release, Restoration Checklist
Permits & Work Permit, Permit Control, Permit Worker, Work Execution, Permit Handover, Work Request
Locks, Tags & Group Boards Lock, Tag, Lock Application, Group Isolation Board, Board Participant
Plant & Energy Asset, Area, Energy Source, Isolation Point, Controlled Document
Isolation Templates Isolation Template, Isolation Template Step
Events & Assurance Isolation Event, Corrective Action, Audit, Audit Finding, Approval
People & Authorisations Person, Authorisation, Notification
Reference & Administration Organisation, Site, Attachment

Key Codes in the Demo Data

The demo carries the pack's four scenarios running side by side at Red Ridge Mine (MINE01).

Code What it is
CV-101 / CR-101 / EX-204 Discharge conveyor, jaw crusher, hydraulic excavator
ISO-2026-000318 SCN-01 — CV-101 GROUP isolation, 4 points, 6 workers on board GB-CPP-01. Status RESTORING (held by the lock event below)
ISO-2026-000321 SCN-02 — EX-204 PERSONAL isolation, attachment lowered, accumulator bled. Status ACTIVE
ISO-2026-000324 SCN-03 — CR-101 COMPLEX isolation held while testing. Status TESTING
TEST-2026-00042 Approved test release of the CR-101 HV point — persons clear, 30-second rotation, re-verification still outstanding
ISO-EVT-2026-00019 SCN-04 — HIGH: contractor left site with personal lock PL-104 still on the board. Restoration stopped → dual approval → forced removal
ISO-EVT-2026-00020 MODERATE: zero-energy verification FAILED at the CV-101 chute gate — retained material meant gravitational energy wasn't controlled
GB-CPP-01 Group isolation board, master lock GM-001, six participants
PL-101…PL-107 Personal locks (one per worker). PL-104 is the force-removed contractor lock
PTW-2026-001204/5 General work + lifting permits on CV-101 (simultaneous operations)
TMPL-CV-101 Approved group isolation template, Rev 3, 4 ordered steps
ISO-AUD-2026-0003 Half-yearly system audit, score 86.5, two open findings

Status Vocabularies (the important ones)

Isolation lifecycle: DRAFT → PLANNED → AWAITING_APPROVAL → APPROVED → PREPARING → APPLIED → VERIFIED → ACTIVE, then SUSPENDED ⇄ ACTIVE, TESTING ⇄ ACTIVE, ACTIVE → RESTORING → COMPLETED; plus CANCELLED and BREACHED

Permit lifecycle: DRAFT → REQUESTED → RISK_REVIEW → APPROVED → ISSUED → ACCEPTED → ACTIVE, then SUSPENDED ⇄ ACTIVE, EXTENDED ⇄ ACTIVE, ACTIVE → HAND_BACK → CLOSED; plus CANCELLED, EXPIRED, BREACHED

Isolation point status: IDENTIFIED · READY · ISOLATED · LOCKED · TAGGED · DISSIPATED · VERIFIED · TEST_RELEASED · RESTORED · EXCEPTION

Verification outcome: PASS · FAIL · NOT_POSSIBLE · NOT_REQUIRED — a FAIL holds the isolation and marks the step EXCEPTION

Lock status: AVAILABLE · ISSUED · APPLIED · REMOVED · LOST · DAMAGED · QUARANTINED Lock type: PERSONAL · GROUP_MASTER · EQUIPMENT · DEPARTMENT · CONTRACTOR · CONTROL · EMERGENCY · TEST

Event severity: LOW · MODERATE · HIGH · CRITICAL · POTENTIAL_FATALITY

Competency status: CURRENT · EXPIRING · EXPIRED · SUSPENDED · REVOKED

Rules of Thumb

  • Work does not start until the linked isolation is ACTIVE, every required step is VERIFIED, and no verification has failed.
  • An isolation cannot go ACTIVE with an unassessed energy source, an unrepresented isolation point, or undissipated stored energy — and re-accumulation risk must be addressed (can_reaccumulate).
  • A personal lock may only be removed by its owner. Anything else needs forced_removal plus a linked Approval — the demo shows the two-approver case (area owner + isolation officer).
  • Restoration is blocked while any permit is open, any worker is signed on, or any personal lock remains on the board.
  • A test release names its affected steps explicitly, requires persons-clear confirmation, and is not finished until the points are reapplied and re-verified.
  • Authorisations expire. An EXPIRING/EXPIRED competency should block safety-critical assignment (demo: a gas tester expiring 15 Aug 2026).
  • Approved evidence is immutable — correct by superseding record, not by edit.