Types of records

The terms audit and survey, certification, operator log entry, permit to work, ticket, and work order, refer to different types of records. The various records are used for different purposes.

Audit and survey records

Audit record: Provide a way to verify that personnel are complying with internal or external industry regulations.
Survey record: Provide a method of assessing the safety climate and culture of an organization, or of gathering information in specific areas. You can use the resulting data to recommend follow-up actions.

Certification records

Certification: Contain the details that are used to verify that standards for assets are met. You can also verify certification records for personnel.

Operator log entries

Log entries: Provide details about events, regulations, and production losses that are carried over from one shift to a subsequent shift.

Permit to work records

Permit to work: Plan and control the flow of activities to ensure that the workplace is safe and that all necessary precautions are taken.

Ticket records

Defect: Document a deviation from perfect operation. Defects do not have a health, safety, or environmental impact and they do not necessarily require intervention or maintenance.
Incident: Document a deviation from an expected standard of operation. Incidents can have a health, safety, or environmental impact. Incidents require tracking and reporting from a regulatory or compliance perspective.
Investigation: Address an unresolved incident or defect. Record results of an after-action review, a root cause failure analysis, or a failure mode effect and criticality analysis.
Problem: Capture an unknown, underlying cause of one or more incidents. Problem records are generally used in service desk applications that relate to information technology.
Service request: Document service requests from customers or requesters.

Work order records

Action: Track agreements between organizations or different parties within an organization.
Activity: Initiate® the work process and create a historical record of work that is done.
Change: Plan, review, and report actuals for implementing changes or deploying new standard configurations for existing assets.
Drilling and Completion: Manage all activities that are associated with drilling and completing oil and gas wells.
Improvement: Plan and report the actual costs and benefits of implementing improvements to a business process or plant configuration.
Management of change: Initiate a management of change process.
Management of change request: Initiate change requests and support change processes.
Operator task: Manage routine maintenance activities and tasks that are assigned to operators by planning engineers.
Release: Plan, review, and prepare for large batches of changes to assets.
Work Order: Plan work orders for assets and locations and initiate the maintenance process.