QHSE Toolbox

2011 Transocean. All rights reserved.
Table of Contents
About This Guide ............................................................................................................................................................. 1
In This Chapter .............................................................................................................................................................. 1
Text Conventions ........................................................................................................................................................... 2
Symbols Used ............................................................................................................................................................... 2
Navigation Terms .......................................................................................................................................................... 3
Names of Window Elements .......................................................................................................................................... 3
Getting to Know the Toolbox .......................................................................................................................................... 5
In This Chapter .............................................................................................................................................................. 5
Access the Toolbox and Log In ...................................................................................................................................... 6
Layout of the Toolbox Start Screen ................................................................................................................................ 6
Start Screen Tool Ribbon............................................................................................................................................... 8
Start Screen Search Tabs.............................................................................................................................................. 9
Document Window Tool Ribbons ................................................................................................................................. 10
Icons on the Edit Ribbon .............................................................................................................................................. 12
Icons on the View Ribbon ............................................................................................................................................ 14
Early General Tasks ....................................................................................................................................................... 17
In This Chapter ............................................................................................................................................................ 17
Import a Document from THINK................................................................................................................................... 18
Search for a Local Toolbox Document ......................................................................................................................... 22
Search for a Global Toolbox Document ....................................................................................................................... 24
Print a Blank Document ............................................................................................................................................... 26
Copy a Document ........................................................................................................................................................ 28
Procedure Documents (MRSPs and RRPs) .................................................................................................................. 29
In This Chapter ............................................................................................................................................................ 29
Create an MRSP or RRP ............................................................................................................................................. 30
Add Supplemental Information ..................................................................................................................................... 33
Add RMS Information .................................................................................................................................................. 33
Alerts ........................................................................................................................................................................... 36
Edit or Revise a Procedure .......................................................................................................................................... 36
Written Risk Assessments (WRAs) ............................................................................................................................... 39
In This Chapter ............................................................................................................................................................ 39
Create an Unassociated WRA ..................................................................................................................................... 40
Link a WRA to a Procedure ......................................................................................................................................... 42
Create an Associated WRA ......................................................................................................................................... 44
List the Required Tools and Equipment ....................................................................................................................... 46
Edit or Revise a WRA .................................................................................................................................................. 47
Release a WRA ........................................................................................................................................................... 48
Late General Tasks ........................................................................................................................................................ 49
In This Chapter ............................................................................................................................................................ 49
Attach a File ................................................................................................................................................................ 50
Link to a Supporting Document .................................................................................................................................... 52
Translate a Document ................................................................................................................................................. 54
Edit a Translated Document ........................................................................................................................................ 55
Run a Report ............................................................................................................................................................... 57
Approve Documents ...................................................................................................................................................... 61
In This Chapter ............................................................................................................................................................ 61
iii
QHSE Toolbox in TO5
Retain a WRA (Department Head) ............................................................................................................................... 62

OIM Tools and Ribbons ............................................................................................................................................... 64
Approve a Document (OIM) ......................................................................................................................................... 65
QHSE Toolbox on the Web ............................................................................................................................................ 69
In This Chapter ............................................................................................................................................................ 69
Access the Web Toolbox ............................................................................................................................................. 70
Access the Legacy THINK Site .................................................................................................................................... 71
View a Document on the Web...................................................................................................................................... 71
View a Web Document Attachment.............................................................................................................................. 74
View a Translated Web Document ............................................................................................................................... 74
Print a Document from the Web ................................................................................................................................... 75
View a Report on the Web ........................................................................................................................................... 76
Save a Web Document or Report ................................................................................................................................ 77
Saving a Document.................................................................................................................................................. 77
Saving a Report ....................................................................................................................................................... 80
Index ............................................................................................................................................................................... 83
iv
About This Guide

In This Chapter
This chapter provides information about the following subjects:
Conventions and symbols used in this document
Terms used to describe how to navigate the screen
Names used for elements of the QHSE Toolbox window
QHSE Toolbox
Text Conventions
This document uses the following formatting conventions to help distinguish software terms from
descriptive text.
Text Conventions
Feature or Action
Description of Convention
Key names
Names of keys are given in bold type and reflect the spelling and capitalization found on
the keyboard. A plus (+) sign between two key names indicates that the two keys named
should be pressed at the same time.
USER INPUT
User input is described in uppercase letters.
File names
Variables
New terms
File names, variables, and new terms are given in italics.
Type (...some text...)
When you are instructed to type information, type the information without pressing the
Enter key.
Enter (...some text...)
When you are instructed to enter information, type the information and then press the
Enter key.
Command names
Button names
Text box names
Checkbox names
Window names
These elements are described in bold type when mentioned as the focus of an action. The
capitalization and spelling are the same as used in the software.
Symbols Used
The following symbols are used to draw attention to certain pieces of information.
Symbols Used
Symbol Meaning
Important: If this information is not heeded, the software might produce an unexpected or undesirable
result.
Note: Useful information related to the current topic.
Tip: Information that is helpful for completing the current task, but not vital to know.
About This Guide
Navigation Terms
Navigation in the context of software refers to ways of moving around the software. The
following navigation terms are used throughout this documentation.
Navigation Terms
Term
Description
Click
Press the left mouse button once.
Double-click
Press the left mouse button twice in quick succession.
Drag
Dragging involves three actions:

1 Press the left mouse button and hold it down to "grab" the object on the screen (or
sometimes to just start drawing a line or highlighting some text on the screen).
2 "Pull" the object to the desired new location.
3 Let go of the mouse button.
Highlight
Shade a selected region on the screen by dragging the cursor over the region to be selected.
Menu > Path
The menu path indicates how to get from the current window to a menu option. For example,
File > New means click the File menu and then click the New option on the File menu.
Scroll
View information that is off-screen by moving the viewable region. Most often used to describe
vertical scrolling through a menu or up and down a page. Horizontal scrolling is less common
but might be required for wide pages, for example.
Select
Choose one item from various options. This is usually done by clicking the item, or by clicking a
radio button or checkbox next to the item.
Names of Window Elements

Window elements are visible features of a software display that help the user to manage
information. The following table describes common window elements used in Toolbox.
Window Elements
Element
Description
Button
A control on the window that initiates an action (for example, the OK button). Often
rectangular, and usually contains brief text to describe the action that the button will
perform.
Dialog Box
A pop-up window (usually relatively small) that appears in front of the main window that is
being worked in, and prompts the user to enter additional information.
Icon
Pictures or symbols that act like buttons.
Message
A small pop-up window that provides additional information and usually an OK button, but
does not require the user to enter information. One example is an error message.
Optional field
An entry field that the user does not need to complete.
Required field
An entry field that the user must complete.
Screen
The display area of the computer monitor. Sometimes confused with Window.
QHSE Toolbox
Element
Description
Tab
Part of a special type of window. A tabbed window enables access to multiple information
or function groups within a small screen region. The tab is a small, labeled projection that
names the information or function group and enables access to the group.
Window
The part of the screen that the software uses to display content. The user can shrink a
window to a relatively small area so that other windows are visible simultaneously, or
resize the window to fill the whole screen.
Window resize tool
A small region in the lower right corner of a window that can be dragged, enabling a user to
make the window any convenient size.
Entry fields are window elements that enable a user to provide information. Depending on the
type of entry field, a user might need to select one or more options, or they might enter text into
an empty field. The following table describes some common entry fields.
Entry Fields
Entry Field Example
Name
Dropdown
selection box
This type of entry field provides a list of

options, from which the user selects one
appropriate choice. Click the downward
on the right-hand side of the box
arrow
to see the list of options, and then click an
option to select it.
Checkbox
Checkboxes are used to allow one or

more options to be selected from a list of
several; a check mark in the box adjacent
to an option indicates that the option is
selected. To remove a check mark (clear
an option), click the checkbox again.
Radio button
Radio buttons are used when only one

option should be selected from several
mutually incompatible possibilities. A dot
in the middle of the circle indicates that
the option is selected. If you change your
mind, click one of the other options.
Text box
This type of field is most often used to

enter single words or short phrases, but
large text fields can be used if it might be
necessary to enter several sentences.
Scrolling text
box
Description
A scrolling text box enables long strings of

text to be present within a small screen
region. To view all the text in the box, use
the up and down scroll arrows on the right
side of the box.
Getting to Know the Toolbox

In This Chapter
How to access the QHSE Toolbox and log in
How the start screen is laid out
Functions of the various icons on the start screen
Features of related screens that are easily reached from the start screen
QHSE Toolbox
Access the Toolbox and Log In

After you have installed the QHSE Toolbox on your computer, the Toolbox shortcut icon is
displayed on your desktop.
Desktop shortcut icon for the QHSE Toolbox
To start the QHSE Toolbox:

1.
Double-click the shortcut icon. Alternatively, click Start > All Programs >
Transocean > QHSE Toolbox XXX (where XXX is the rig-specific acronym).
The login dialog box is displayed.
2.
Enter the same user name and password that you use to log in to the Windows
network, and then click OK.
The Toolbox Start screen is displayed.
Layout of the Toolbox Start Screen

The opening screen of the Toolbox has the following appearance:
Toolbox start screen
Along the top edge of the screen is the title bar, which identifies the rig and the version of
Toolbox that you are using. At the far right of the title bar are the standard three Windows icons:
one for minimizing the screen to the Windows task bar (at the bottom of the screen), the second
to resize the screen, and the third to close the application.
Immediately underneath the title bar is the tool ribbon.
Tool ribbon
For information about the icons on the tool ribbon, see Start Screen Tool Ribbon.
Underneath the tool ribbon are the search tabs, along with the search filter fields for the selected
tab. The tab that is selected by default on the start screen is the Search Local RSP and Risk
Assessments tab. (For information about the other tabs, see Start Screen Search Tabs.)
Search Local RSP and Risk Assessments tab
For more information about the activities associated with these tabs, see one of the following
topics:
Search for a Local Toolbox Document
Search for a Global Toolbox Document
Retain a WRA (Department Head)
Approve a Document (OIM)
Underneath the search filter fields is the search results region. On the Search Local and Search
Global tabs, this region is divided into three panes, one for each type of Toolbox document
(MRSP, RRP, and WRA). No search has been made at this point, so each pane is empty.
QHSE Toolbox
Search results region
Start Screen Tool Ribbon

On the start screen, the tool ribbon consists of the following sections:
Icons and Regions on the Start Screen Tool Ribbon, and Associated Actions
Icons
Region Name
Actions
Actions
Click one of these icons to open an empty

document of the appropriate type and start
creating content.
Tools
On the Start screen, the only tool available

is the Risk Matrix. Click this icon to see
the standard risk matrix.
Blank Forms
Click one of these icons to obtain a blank

form for filling out manually.
Reports
Click one of these icons to display a

report. Additional buttons within the
displayed report enable you to print the
report or export the data into a different
format.
Icons
Region Name
Actions
Import
Click this button to import a TSTP or TRA

from THINK into the QHSE Toolbox.
This button is available for six months
after the QHSE Toolbox is activated on a
particular rig.
Help
Click this icon to get help with a Toolbox

feature.
When you open an existing document or start to create a document, a new window opens in
front of the Start screen. The tool ribbon on this new window has different icons that enable you
to carry out the different tasks required when creating or editing a document. For further
information, see Document Window Tool Ribbons.
Start Screen Search Tabs

There are four search tabs on the Start screen. When Toolbox is opened, the Search Local RSP &
Risk Assessment tab is displayed.
Search Local RSP and Risk Assessments tab
The second tab (for searching global documents) is similar, but with an additional two rows of
search filter fields.
Search Global RSP and Risk Assessments tab
QHSE Toolbox
The third tab contains search filter fields for locating WRAs that have been submitted for
retention (and so are in Pending Supervisor status).
Dept. Head Review & Approval tab
Similarly, the last tab is for locating procedure documents (MRSPs and RRPs) that are in Pending
OIM status, awaiting approval from the OIM.
OIM Review & Approval tab
Document Window Tool Ribbons

When you open an existing document or start to create a document, a new window (the
document window) opens in front of the Start screen. The tool ribbon on the document window
has different icons from those on the Start screen. These icons enable you to carry out the
different tasks required when creating or editing a document. Often, a second ribbon is "hidden"
behind the ribbon that is visible; this hidden ribbon is accessed by clicking a tab in the top left
corner of the window.
The exact appearance of a document window tool ribbon depends on the following factors:
The type of document (MRSP, RRP, WRA)
How or why you get to the document (to create a new document, as the result of a
search, or as a blank form for manual completion)
The document status (Approved, Saved, Pending Supervisor, Pending OIM)
Your job title
When you start to create a document (using the icons in the Actions section of the Start screen
ribbon), the Edit ribbon is displayed. This ribbon has the following appearance.
Edit ribbon
The icons in the Clipboard and Font sections of this ribbon are grayed out when the document
window first opens, because no text has yet been entered. As soon as you add text to the
document or edit existing text, these icons become active.
10
For more information about the icons on the Edit ribbon, see Icons on the Edit Ribbon.
Clicking the View tab in the top left corner opens the View ribbon, which has the following
appearance. (This ribbon, rather than the Edit ribbon, is initially displayed if you open an
approved procedure document.)
View ribbon
NOTE: On procedure documents, the Print for Job icon is active only if the procedure has been approved,
and the View Saved Plan icon is active only if a revised version of the procedure has been saved in the
Toolbox, but not yet approved.
If you open an existing WRA instead of creating a new one, only the View ribbon is available, and
it looks slightly different from the standard View ribbon. For example, if you search for an
approved WRA and open it, the ribbon looks something like the first of the following screenshots.
If instead the WRA is only in Saved status, the ribbon looks like the second screenshot.
Ribbon on an approved WRA
Ribbon on a WRA in Saved status
NOTE: If the WRA is linked to a procedure, the Link to Procedure link will be inactive, and Release Link will
be active instead.
11
QHSE Toolbox
Finally, if you create a blank document using the icons in the Blank Forms section of the Start
screen ribbon, the ribbon has the following appearance. No other icons are required in this case
because the document is going to be printed and then completed by hand.
Ribbon on a blank document
For more information about the icons on the View ribbons, see Icons on the View Ribbons.
OIMs have additional ribbons (and the associated tabs) to enable them to approve or reject
documents. For more information, see OIM Tools and Ribbons.
Icons on the Edit Ribbon

The following icons are available on the Edit ribbon.
Icons and Regions on the Edit Ribbon, and the Associated Actions
Icons
12
Region Name
Actions
Actions
Click Save to save the current document to the

Toolbox.
Click Submit if the document is ready for the OIM
or Department Head to review.
Print
Click the Include Images icon to include printouts

of any attached image files when the document is
printed.
Click the Print Preview icon to see how the
document will look when printed. (The print
preview window also has a Print for Job icon, so
you can print directly from the preview instead of
closing it and printing from the document.)
Click the Print for Job icon to get a printout of the
document.
Clipboard
These icons enable you to copy text, to paste

copied text to a new location, and to copy text
while deleting it from its current location.
Icons
Region Name
Actions
Font
These icons enable you to change the appearance

of selected text in the document.
Click the top link to display a list of fonts; click the
first three icons on the lower row to change the
style of the text to bold, italic, or underlined. Click
the last icon (the square) to display a palette of
colors that you can use to recolor the selected text.
Tools (first half)
Click the Local Language icon to open a new

window that enables you to translate the
document.
The second icon opens a copy of the standard risk
matrix.
When the cursor is in a Procedure Step text field,
clicking the last icon inserts a timeout step above
the current step. However, if this icon is clicked
when the step is selected and the cursor is NOT in
the text field, the timeout step is added to the end
of the procedure.
Tools (2nd half)
The top two icons move the current step up or

down in the step sequence.
The middle icon adds a step above the current
step.
The bottom icon deletes the current step.
Attachments
Clicking Attach File opens a window that enables

you to select a file from your desktop to attach to
the current document.
To delete an attachment in the current document,
select the file name in the File Attachments section
of the Supporting Documents tab and click
Remove Attachment.
Help
Click this icon to get help with a Toolbox feature.
13
QHSE Toolbox
Icons on the View Ribbon

The following icons are available on View ribbons. Not all icons in the Actions region will be
available on a particular version of the View ribbon, because icons are only present if they are
likely to be needed for that document.
Icons and Regions on the View Ribbon, and the Associated Actions
Icons
14
Region Name
Actions
Print
Click the Include Images icon to include printouts of

any attached image files when the document is
printed.
Click the Print Preview icon to see how the document
will look when printed. (The print preview window also
has a Print for Job icon, so you can print directly from
the preview instead of closing it and printing from the
document.)
Click the Print for Job icon to get a printout of the
document.
Actions
(Create WRA)
This icon is available on approved procedure

documents. Clicking the Create WRA icon opens a
new WRA document that is automatically linked to the
MRSP or RRP from which it was opened.
For more information about this process, see Create
an Associated WRA.
Actions
(Copy Plan)
This icon is useful if you want to create a document

that is similar to the current document.
For more information, see Copy a Document.
Actions
(View Saved Plan)
This icon is active only if you open an approved

document that has a revised version in progress. In
such a situation, the approved version is opened first;
clicking this icon opens the working draft of the revised
version of the procedure.
Actions (Release)
This icon is available only on WRAs.

Clicking the Release icon removes the WRA from the
Toolbox database.
Actions (Retain)
This icon is available only on WRAs.

Clicking the Retain icon saves the WRA to the Toolbox
database.
Icons
Region Name
Actions (Links)
Help
Actions
These links are available only on WRAs.
Clicking Link to Procedure opens a window that
enables you to select the MRSP or RRP to which the
WRA should be linked. (For more information, see Link
a WRA to a Procedure.)
Clicking Release Link breaks the link between a WRA
and the associated MRSP or RRP, but does not
remove the WRA from the Toolbox.
Click this icon to get help with a Toolbox feature.
15
Early General Tasks

In This Chapter
This chapter provides information about the following tasks:
Importing a legacy document (TSTP, TRA) from THINK
Searching for a document (MRSP, RRP, WRA) in the local or global database
Printing a blank document to fill out manually
Copying a document to save time when creating a similar document
17
QHSE Toolbox
Import a Document from THINK

TSTPs and TRAs can be imported into the QHSE Toolbox.
NOTE: This feature will be available for only six months after the QHSE Toolbox is activated on a
particular rig.
To import a THINK item:

1.
Click the Import from THINK icon on the ribbon.
Import from THINK icon
The Import from THINK window opens, enabling you to search for the document to be
imported.
Import from THINK window
2.
Complete any of the following fields to filter the documents that will be listed, then click
the Search button.
Fields for Filtering Documents to Import from THINK
18
Field Name
Description
Doc Type
Select the type of THINK document from the dropdown menu.
Number
Enter the document number.
Department
Select the department from the dropdown menu.
Early General Tasks
Field Name
Description
Location
Select the location.
Activity
Enter the activity for which the document was written.
The documents that fulfill your search criteria are displayed.
Documents ready for selection
Documents that have already been converted are indicated by a check mark in one of
the three boxes on the left. In the example screenshot above, the first document has
previously been converted to a WRA. It can still be converted to an RRP or MRSP, but if
you attempt to import it as a WRA, an alert will pop up to remind you that the THINK
document is already available in this format in the Toolbox. However, you are not
prevented from creating a duplicate.
NOTE: Text in one section of the table might sometimes be cut off, as in the Activity column of the
third document in the above screenshot. To view the rest of the text, enlarge the section by grabbing
a section border in the heading row and moving it to one side.
3. Locate the document that you want to import.
4. To confirm that the document is the one that you intend to import, double-click the line
entry for the document.
A preview of the document is displayed.
19
QHSE Toolbox
Preview of THINK document
5.
Review the information in the preview, then close the preview screen.
6.
Click the line entry for the document that you want to import.
The line item is highlighted.
7.
At the bottom of the screen, select the type of Toolbox document to which this THINK
document should be converted.
Select the Toolbox document type
8.
Click Import.
The relevant parts of the THINK document are imported into Toolbox as the document
type that you specify, and the new document opens in an editing window.
9.
Edit the following fields in the Header Information section as required.
Fields in the Header Information Section (an RRP uses only the first four fields)
20
Field Name
Description
Number
(This field is not active; the number is generated automatically when the document is
approved.)
Department
Location
Activity
Rig Class
(MRSP only) This field is automatically populated according to the rig that is running
Toolbox.
Early General Tasks
Field Name
Description
Category
(MRSP only) Select the document category. When a category is selected, the number of
subcategories is reduced to those appropriate to the selected category.
Subcategory
(MRSP only) Select the document subcategory. When a subcategory is selected, the
number of operational activities is reduced to those appropriate to the selected
subcategory.
Operational
Activity
(MRSP only) Select an operational activity.
10. Check the information in the procedure steps, and edit it if necessary.
11. Check the information in the Supplemental Information tab, the RMS Information
tab, and the Alerts tab. Edit as necessary.
12. Click the Save icon.
Save icon
The appropriate checkbox on the Input from THINK screen is marked to indicate that
the THINK document has been imported in that Toolbox document format.
Import indicated by checked checkbox
13. If the document is ready for review, click the Submit icon.
21
QHSE Toolbox
Search for a Local Toolbox Document

To search for a local Toolbox document:
1.
Click the Search Local RSP & Risk Assessment tab.

The filter fields for a local search are displayed.
Filter fields for a local search
2.
Complete any of the following fields to filter the available documents.
Fields for Filtering a Local Toolbox Document Search
3.
Field Name
Description
Doc Type
Select the type of document from the dropdown menu.
Number
Department
Location
Activity
Rig Class
This field is automatically populated according to the rig that is running the Toolbox
search.
Category
Select the document category. When a category is selected, the number of

subcategories (next field) is reduced to those appropriate to the category.
Subcategory
Select the document subcategory. When a subcategory is selected, the number of

operational activities (next field) is reduced to those appropriate to the subcategory.
Operational
Activity
Select an operational activity.
Click the Search Local button.

The documents that fulfill the search criteria are listed.
If the Doc Type is not specified in the first dropdown menu, documents of any Toolbox type that
fulfills the search criteria are displayed, sorted by type. Within a particular document type,
documents are sorted by the reference number; you can sort by status, department, location,
activity, or last revised date by clicking the appropriate column heading.
22
Early General Tasks
Search results with no Doc Type specified
Some listed documents might have an asterisk in the Status column, or a + to the left of the
Status column.
An asterisk after the Status of the document indicates that the document is currently
being revised, but an approved version is available for rig use until the revised version is
approved.
A + on the left of the document row indicates that there are one or more associated
documents (usually WRAs) for that document. Click the + to expand the tree and see the
line entry for the associated document.
Asterisk and + annotations
To display a document, double-click the line item for the document. The document opens in a
new window. If the document is currently being revised, the approved version is displayed. To
see the draft version (the one being revised), click the View Saved Plan icon.
23
QHSE Toolbox
View Saved Plan icon
At this stage, you can edit the procedure document or WRA, print it (click the Print for Job
icon), copy it, or simply preview it (click the Print Preview icon). You can also search for
another document by entering new search criteria and clicking Search.
Search for a Global Toolbox Document

To search for a global Toolbox document:
1.
Click the Search Global RSP & Risk Assessment tab.

The filter fields for a global search are displayed.
Filter fields for a global search
2.
Fields for Filtering a Global Toolbox Document Search
24
Field Name
Description
Doc Type
Number
Department
Location
Activity
Rig Class
Select the class of rig to which the document applies.
Category

subcategories is reduced to those appropriate to the category.
Subcategory

operational activities is reduced to those appropriate to the subcategory.
Operational
Activity
Early General Tasks
3.
Field Name
Description
Division
Select a geographical division to which the document applies. When a division is

selected, the number of rig names in the following field will be reduced.
Rig Name
Select the name of a rig that uses the document.
Rig Category
Select the type of rig that uses the document. When the rig type has been selected, the
number of subcategories is reduced to those appropriate to the category.
Rig
Subcategory
Select the subcategory of rig that uses the document. When a subcategory has been
selected, the number of design class types in the next field is reduced.
Rig Design
Class
Select a rig design class.
Rig Name
Click the Search Global button.

Documents that fulfill the search criteria are listed, as long as they have Approved
status.
If the Doc Type is not specified in the first dropdown menu, documents of any Toolbox type that
fulfills the search criteria are displayed, sorted by type. Within a particular document type,
documents are sorted by the reference number; you can sort by status, department, location,
activity, or last revised date by clicking the appropriate column heading.
Global search results with no Doc Type selected
Some listed documents might have an asterisk in the Status column, or a + to the left of the
Status column.
An asterisk after the Status of the document indicates that the document is currently
being revised, but an approved version is available for rig use until the revised version is
approved.
A + on the left of the document row indicates that there are one or more associated
documents (usually WRAs) for that document. Click the + to expand the tree and see the
line entry for the associated document.
25
QHSE Toolbox
To display a document, double-click the line item for the document. The document opens in a
new window. If the document is currently being revised, the approved version is displayed.
NOTE: Unlike when searching locally, you cannot view or edit draft versions of documents when using the
global search tab. Instead, you must copy the version that you see and edit the copy to suit the needs of
your own rig.
At this stage, you can:
Preview the document (click the Print Preview icon)
Copy the document to the local Toolbox database for local editing and approval
Search for another document (enter new search criteria and click Search)
Print a Blank Document

Sometimes, it is more convenient to print a blank document and fill it out by hand at the specific
location than to try to remember all the details of the activity while in front of the computer.
To create and print a blank document:
1.
Click the appropriate icon in the Blank Forms section of the ribbon.
Blank Forms section of the ribbon
The Task Count dialog box is displayed, asking for an estimate of the number of steps
in the activity.
26
Early General Tasks
Task Count dialog box
2.
Enter the number of steps, and then click OK.

A blank form is displayed (in the following example screenshot, a blank MRSP with
three steps).
Blank MRSP form
3.
(Optional) To confirm that the form will look the way you want it to, click the Print
Preview icon.
4.
Click the Print for Job icon.
27
QHSE Toolbox
Copy a Document
Sometimes, the quickest way to create a document (MRSP, RRP, or WRA) is to copy an existing
document that is very similar, make the necessary changes to the copy, and save the new
document.
To copy a document:
1.
Open the document.
2.
Click the Copy Plan icon on the ribbon.
Copy Plan icon
A copy of the document opens in an editing window.

3.
4.
Edit the following information as necessary:
Header information (such as department, location, activity, category)
Procedure information
Supporting documents (attachments and linked documents)
Supplementary information
Tools and equipment
RMS information
Alerts
Click the Save icon.
Save icon
5.
28
If the document is ready for review, click the Submit icon.
Procedure Documents (MRSPs and RRPs)

In This Chapter
Creating an MRSP or RRP document
Adding supplemental information to the document
Adding RMS information to the document
Acknowledging an alert
Editing a procedure that is currently in draft stage
Revising (updating) a procedure that has already been approved and is in use
29
QHSE Toolbox
Create an MRSP or RRP

There are several ways to create an MRSP or RRP. You can:
Start a completely new document
Copy an existing similar document and edit it to suit your needs
Print a blank document, fill it out by hand at the task location, and then use the method
described in this section to convert the written version to a Toolbox version
This section describes how to start a new procedure document. To use one of the other methods,
click the appropriate link above and follow the procedure described therein.
To start a new procedure document:
1.
Click the appropriate icon on the ribbon.
Document icons on the ribbon
A blank document opens. The main differences between an MRSP and an RRP are that
the MRSP has an extra row of fields in the Header Information section, and it has a red
heading under the tabs instead of a blue one.
Blank RRP
30
Blank MRSP
2.
Complete the following fields in the Header Information section.
Fields in the Header Information Section

Field Name
Description
Number
(This field is not active; the number is generated automatically when the document is
approved.)
Department
Location
Activity
Enter the activity for which the document is being written.
Rig Class
(MRSP only. This field is not active; the rig class is determined automatically when the
document is opened.)
Category
(MRSP only) Select the document category. When a category is selected, the number
of subcategories is reduced to those appropriate to the category.
Subcategory
(MRSP only) Select the document subcategory. When a subcategory is selected, the
number of operational activities is reduced to those appropriate to the subcategory.
Operational
Activity
(MRSP only) Select an operational activity.
3.
In the Procedure Step field, describe the first step of the procedure.
4.
In the Required Tools and Equipment field, describe the tools and equipment that
are needed for this step.
5.
Enter the name of someone who should be responsible for this step.
31
QHSE Toolbox
First step completed
6.
Repeat the previous three steps for the next row of the procedure.
The second step of the activity is now complete.
7.
Continue adding information to the MRSP or RRP until each step of the activity has
been documented.
8.
Save icon
At this stage you can:
32
Link to supporting documentation
Add supplementary information
Create a WRA specifically for this procedure
Add RMS information
Attach a file
Print the document (click the Print for Job icon)
Submit the document for OIM review (click the Submit icon)
Translate the document
Add Supplemental Information

Supplemental information is that which does not belong in any particular step, but is useful or
necessary for the procedure as a whole.
To add supplemental information to a procedure:
1.
Click the Supplemental Information tab.
2.
Enter the supplemental information into the free-text field.
Supplemental Information
3.
Save icon
Add RMS Information

To add RMS information to a procedure:
1.
Click the RMS Information tab.
RMS Information tab
2.
Click the Link to RMS button.

The RMS Search window displays.
33
QHSE Toolbox
RMS Search window
3.
Filter the search by selecting a craft from the dropdown menu, or by entering
appropriate information into any of the search fields.
4.
Click Search.
The search results display.
RMS search results
5.
Double-click the entry that you want to use.

The RMS Plan Detail window opens, describing the RMS plan.
34
RMS plan details
6.
Click the Link button.

The RMS Plan Detail and RMS Search windows close, and fields in the RMS tab on the
new procedure screen are automatically completed with the necessary information.
RMS fields completed
7.
Save icon
35
QHSE Toolbox
8.
If the procedure is ready for review, click Submit.
Alerts
The Alerts tab on a procedure document is used to display alerts that are specific to a rig or
procedure. Any information on this tab is non-editable. Anyone can view the alert, but only the
OIM can acknowledge the alert.
To view an alert, select the alert and click View Alert. The alert opens as a pdf file.
To acknowledge an alert, click Acknowledge.
Edit or Revise a Procedure

You can edit a new procedure that has been saved but not yet approved, or you can create a
revised version of an approved procedure. Approved documents that have revisions in progress
are denoted by an asterisk in the Status column of the search results.
Asterisk to denote a revision in progress
To edit or revise a procedure:

1.
Search for the document.
2.
Double-click the line entry for the document on the search results page.
3.
If the document is being revised, click the View Saved Plan icon.
View Saved Plan icon
4.
Make the required changes to the procedure.

Change the options that are selected from dropdown menus, change text in text entry
fields, enter or delete text in the body of the document (including the tabs), or add or
remove links, attachments, and associated documents.
36
5.
Save icon
6.
37
Written Risk Assessments (WRAs)

In This Chapter
Creating a WRA from the associated procedure
Creating an unassociated (standalone) WRA
Associating (linking) a WRA with a procedure
Listing the required tools for a procedure
Editing a WRA that is still in draft stage
Revising (updating) a WRA that has already been approved and is in use
Releasing a WRA
39
QHSE Toolbox
Create an Unassociated WRA

To create an unassociated (standalone) WRA:
1.
Click the New Written Risk Assessment icon under the THINK Process tab.
New Written Risk Assessment icon
The New Written Risk Assessment window opens.
New Written Risk Assessment window
The Number field in the Header Information section is disabled, because a number will
automatically be generated when the Department Head approves the WRA for
retention.
40
2.
Select the Department to which the risk assessment applies. (If it applies to all areas,
select General.)
3.
Select the Location to which the risk assessment applies.
4.
In the Activity field, enter a brief description of the overall activity to which the risk
assessment applies.
5.
In the Plan Step field, describe the first step of the activity.
Describe the first step of the activity
6.
Move the cursor to the Identify Hazards field, and describe any hazards associated
with that step.
7.
In the Controls field, describe the precautions required to reduce the risks associated
with the hazard.
WRA fields completed
8.
Repeat the previous three steps for the next row of the procedure.
The second step of the risk assessment is now complete.
9.
Continue adding information to the WRA until each step of the activity has been
assessed and documented.
10. If it is advisable or necessary to take a safety timeout after a particular step before
carrying out the subsequent step:
(a) Place the cursor in the step after the timeout.
(b) Click the Add Timeout for Safety icon.
Add Timeout for Safety icon
(c) Edit the text in the Plan Step field of the timeout step to indicate the duration of
the timeout.
41
QHSE Toolbox
Save icon
At this stage you can:
Associate the WRA with an RRP or MRSP
Link to supporting documentation
Attach a file
List the tools and equipment required for the activity
Print the WRA (click the Print for Job icon)
Submit the WRA for approval by the Department Head (click the Submit icon)
Translate the WRA
Link a WRA to a Procedure

An unassociated WRA can be linked to a procedure. Each WRA can be linked to only one
procedure, but a procedure can have several associated WRAs.
To associate a WRA with a procedure:
1.
Open the WRA.
2.
Click the Link to Procedure link in the Actions section of the ribbon.
Link to Procedure link
The Link WRA window opens.
42
Link WRA window
3.
Complete any of the following fields to filter the search.
Fields for Filtering a Link WRA Search
4.
Field Name
Description
Doc Type
Number
Department
Location
Activity
Rig Class
Select the class of rig to which the document applies.
Category

Subcategory

Operational
Activity
Click the Search button.

The documents that fulfill the search requirements are listed.
Search results
43
QHSE Toolbox
5.
(Optional) Double-click a document entry to open the document and confirm that it is
the one to which the WRA should be linked.
6.
Highlight the document entry in the list.
7.
Click the Link WRA to... button.
The WRA is linked to the procedure.
Create an Associated WRA

You can create a WRA that is automatically associated with an MRSP or RRP. This method saves
time because it is not necessary to copy or rewrite information from the procedure document to
the WRA, nor is it necessary to manually link the WRA to the procedure.
To create an associated WRA:
1.
Open the MRSP or RRP.
2.
Click the Create WRA icon on the ribbon.
Create WRA icon
The New WRA window opens. Each step of the procedure is automatically copied from
the MRSP or RRP to the new WRA, and the Header Information is automatically the
same as that on the MRSP or RRP.
Associated New WRA window
44
3.
Identify the hazards associated with each step.
4.
In the Controls field, describe the precautions required to reduce the risks associated
with the hazards.
5.
If it is advisable or necessary to take a safety timeout after a particular step before

carrying out the subsequent step:
(a) Place the cursor in the step after the timeout.
(b) Click the Add Timeout for Safety icon.
Add Timeout for Safety icon
(c) Edit the text in the Plan Step field of the timeout step to indicate the duration of
the timeout.
6.
Click the Supporting Documents tab.
Supporting Documents tab
7.
Link to any supporting documents.
8.
Attach any files that could be useful or important.
9.
Click the Tools and Equipment tab.
Tools and Equipment tab
10. Add information about the tools and equipment needed for the procedure.
45
QHSE Toolbox
Save icon
When the procedure document is opened, the WRA is listed under the Associated
Documents tab in the lower left corner.
Associated Documents tab clicked
12. If you want the WRA to be retained, click the Submit icon on the WRA.
The WRA is submitted to the Department Head for approval.
List the Required Tools and Equipment

To list the tools and equipment required for a procedure:
1.
Open the WRA associated with the procedure.
2.
Click the Tools and Equipment tab in the Header Information section.
Tools and Equipment section
46
3.
In the first field, enter the name or description of a tool or piece of equipment that is
mentioned in the WRA.
When you enter text in the field, a second row opens for another tool or piece of
equipment. You cannot enter text into the Inspected By field; that field remains empty
so that it can contain a signature when the WRA is printed.
4.
Continue entering names and descriptions (one per row) until all the tools and
equipment used in the activity have been documented.
Edit or Revise a WRA

You can directly edit a WRA that has a status of Saved or Pending Supervisor. If the WRA is in
Approved status, you must copy the WRA and edit the copied version.
To edit or revise a WRA:
1.
Search for the document.
2.
Double-click the line entry for the document on the search results page.
3.
If the WRA has a status of Approved, click the Copy Plan icon and then follow the
standard procedure for editing the copy. Otherwise, continue with the next step.
Copy Plan icon
4.
Make the required changes to the WRA.

Change the options that are selected from dropdown fields, change text in text entry
fields, enter or delete text in the various sections of the document (including the tabs),
or add or remove links, attachments, and associated documents.
5.
Save icon
6.
47
QHSE Toolbox
Release a WRA
To release an approved WRA:
1.
Search for the WRA.
2.
Open the WRA (double-click the line entry).
3.
Click the Release icon on the ribbon.
Release icon
The WRA is released.
48
Late General Tasks

In This Chapter
Attaching a file to a procedure or WRA
Linking to a supporting document
Providing a local language version of a document (translating the document)
Editing the translated version of a document
Running a report
49
QHSE Toolbox
Attach a File
To attach a file:
1.
Click the Attach File icon on the Edit toolbar.
Attach File icon
The Open window is displayed.
Open window
2.
Navigate to the file that you want to attach.
3.
Select the file, and then click Open.

The file is attached to the document, and the Supporting Docs panel on the right
displays the title of the attachment.
50
Late General Tasks
Attachment listed in the Supporting Docs panel
4.
(Optional) To attach the file to a particular step instead of to the document as a whole,
select the step from the dropdown menu in the File Attachments section.
Attaching the file to a step
An icon appears next to the step number to indicate that the step has an attachment.
51
QHSE Toolbox
Attachment icon next to step number (step 2 in this case)
5.
Click Save.
Save icon
The document is saved to the local database, but not submitted for approval.
Link to a Supporting Document

You can link a WRA or procedure document (MRSP, RRP) to other documents that provide
additional information. (You can also attach files to the document or associate a WRA with an
RRP or MRSP. To find out more about those tasks, click the appropriate link.)
To link to a supporting document:
1.
Click the Supporting Documents tab in the Header Information section.

The eDocs HSE Policies section opens.
52
Late General Tasks
eDocs HSE Policies section
2.
Provide a brief description or title for the eDoc Policy.
3.
Click the Edit URL button.

The Edit Hyperlink dialog box opens.
Edit Hyperlink dialog box
4.
Enter the URL of the policy document in the dialog box, and then click OK.
The URL displays in the URL (Optional) field of the eDocs HSE Policies section, and the
document is listed in the Supporting Docs panel.
Supporting Docs panel
5.
Repeat the previous three steps as necessary to link to any additional supporting
documents.
53
QHSE Toolbox
Translate a Document
To create a local language version of a document:
1.
Open the document that needs to be translated.
2.
Click the Edit tab (in the top left corner).
3.
Click the Local Language icon on the ribbon.
Local Language icon
A copy of the document opens, with instructions for translating it into the local
language.
Local Language version of the current document
54
4.
Translate the title.
5.
Translate each procedure step, and the required tools and equipment.
6.
Click the Local Supplemental Information tab.
Late General Tasks
Local Supplemental Information tab opened
7.
Translate the supplemental information.
8.
Click the Close icon.
9.
Click the Save icon on the original document view.
10. If the document is ready for approval, click the Submit icon.
Edit a Translated Document

To edit the local language version of a document:
1.
Open the document that has a local language version.
2.
On the document view that opens, click the green bar immediately above the Header
Information section.
Green bar, indicating translated version available
The local language version of the document opens.
55
QHSE Toolbox
Local Language version of the current document
3.
Check that the title has been translated correctly.
4.
Edit the translations of each procedure step, and each set of required tools and
equipment.
5.
Click the Local Supplemental Information tab.
6.
Check the translation of the supplemental information.
7.
Click the Close icon on the local language tab (top left corner of the screen).
Close button on the local language tab
8.
56
Click the Edit tab on the original screen.
Late General Tasks
9.
Save icon
10. If the document is ready for review, click the Submit icon.
Run a Report
The Toolbox can produce four kinds of report:
Index Reports list all MRSPs by category and subcategory
Document Statistics reports provide the total number of each document type (MRSP,
RRP, WRA), arranged by division and rig
Printed for Job Statistics reports provide the total number of each document type
that were printed for a job, arranged by division and rig
Document Statistics by Dept. reports provide the total count of each document type,
arranged by department
To produce a report, click the appropriate icon on the ribbon.
Report icons
The Toolbox generates a report for the current date and displays a preview.
57
QHSE Toolbox
Typical Index report
Typical Statistics by Department report
58
Late General Tasks
To run a report for a different time period:

1.
Select the start of the time period from the From Date selection box.
2.
Select the end date from the To Date selection box.
3.
Click the Run Report button.
The toolbar above the report enables you to set various previewing and printing options for the
report.
Toolbar for reports
Regions on the Report Toolbar, and Associated Actions

Icons
Region Name
Actions
Document Map
(This function is disabled in Toolbox.)
Page Selection
The text field in the middle of this section identifies the

page number of the page currently being displayed.
Click the arrows on either side to move to a previous
or later page, or to the first or last page of the report.
Refresh
Click one of these icons to revert the display to the

previous report, cancel the rendering of the current
report, or refresh the display.
Print Options
Click the Print icon and the Page Setup icon (on the
left and right) to set the various options for printing the
report. The middle icon is a toggle that enables you to
see a full-page print preview.
Zoom
The number in this selection box sets the size of the

report preview on the screen.
Locate
Document
To quickly locate a document in the report, enter text or

a document number in the find text field, and then click
Find.
59
Approve Documents
In This Chapter
How the Department Head can retain a WRA
What additional tools are available to the OIM
How the OIM approves a MRSP or RRP
61
QHSE Toolbox
Retain a WRA (Department Head)

To review a draft WRA and retain it:
1.
Click the Dept. Head Review & Approval tab.

The search fields for the WRAs that are pending approval are displayed.
Search fields for unapproved WRAs
2.

Field Name Description
3.
Doc Type
(This field automatically shows WRA, and is not active.)
Number
Department
Location
Activity

Documents that fulfill the search criteria are listed.
WRAs needing supervisor approval
4.
Double-click the entry for a document that you want to review.

The document opens.
5.
Review the document.

In the Task Information section, steps that have been changed have a pale-colored
background. In the following example, the text in the Controls section of step 2 has
been changed.
62
Approve Documents
Changed section (step 2, Controls) indicated by pale-colored background
6.
If the document is satisfactory, click the Retain icon on the ribbon.
Retain icon
If you click Retain, the QHSE Toolbox assigns an automatic Toolbox reference number
to the document. This reference number will display when the document is listed as a
result of any search, and the status of the document will display as Approved.
63
QHSE Toolbox
OIM Tools and Ribbons

The OIM will see an additional tab in the top left corner of the start screen.
OIM tools tab
When this tab is clicked, the Document Tools ribbon is displayed. The tools on this ribbon enable
the OIM to delete or translate a procedure document.
Document Tools ribbon
When the OIM opens a document to review it for approval, the following tabs are displayed
above the ribbon.
OIM tabs above the ribbon
64
Approve Documents
The Edit tab opens a standard Edit ribbon with the Submit icon disabled; the Approval tab opens
the following ribbon.
Approval ribbon
Approve a Document (OIM)

To approve or reject a draft procedure document (MRSP or RRP):
1.
Click the OIM Review and Approval tab.

The search fields for unapproved local documents are displayed.
OIM Review and Approval tab
2.
3.
Field Name
Description
Doc Type
Number
Department
Location
Activity
Rig Class
Select the class of rig for which the document was written.
Category

Subcategory

Operational
Activity
Click the Search Local button.

The documents that fulfill the search criteria are listed.
65
QHSE Toolbox
4.
Double-click the entry for a document that you want to review.

The document opens.
5.
Review the document.

In the Task Information section, steps that have been changed have a pale-colored
background. In the following example, the text in the Procedure Step column of step 2
has been changed.
Step with changed text indicated by highlighted text box
6.
When you have completed the review, determine which of the following actions to take.
Possible Actions
7.
66
Result of Review
Action
Document is complete and correct
Approve the document
Document needs further work
Send the document back to the writer, or make the

changes yourself
Changes that the writer made to the document

are incorrect
Reject the changes
If the document needs further work and you decide to make the changes yourself, click
the Edit tab above the ribbon, and then make the necessary edits. Otherwise, continue
with the next step.
Approve Documents
Edit and Approval tabs
8.
Click the Approval tab above the ribbon.
9.
Click the appropriate button.
Actions icons
If you click Approve, the QHSE Toolbox assigns an automatic Toolbox reference
number to the document. This reference number will display when the document is
listed as a result of any search, and the status of the document will display as
Approved.
67
QHSE Toolbox on the Web

In This Chapter
Accessing the Web version of the QHSE Toolbox
Accessing the legacy THINK site
Viewing an MRSP or RRP on the Web
Viewing procedure attachments on the Web
Viewing the local language version of a procedure
Printing a document from the Web
Viewing a report on the Web
Saving a copy of a document or report to your computer
69
QHSE Toolbox
Access the Web Toolbox

The QHSE Toolbox on the Web (Web Toolbox) enables you to view a document or report. You
can also print a copy of a document, or save a copy of a document or report to your computer.
To edit or approve a document, however, you must use the main QHSE Toolbox application (or
the legacy THINK application, if it has not yet been phased out on your rig).
To access the Web Toolbox:
1.
Open a browser.
2.
In the address field of the browser, enter think.rig-employees.com.

The login page is displayed.
3.
Enter your user name and password.
4.
Click Login.
The Web version of the QHSE Toolbox opens.
Start page of the Web Toolbox
70
At this stage, you can search for a document or report, or you can open the legacy THINK
program. For more information, see one of the following sections:
View a Document on the Web
View a Report on the Web
Access the Legacy THINK Site
Access the Legacy THINK Site

To access the legacy THINK site, click the Legacy THINK button on the toolbar.
Legacy THINK button
The legacy THINK site will be available for only a limited time after the QHSE Toolbox is rolled
out at a particular rig.
View a Document on the Web

To view a document on the Web:
1.
On the Start screen of the Web Toolbox, complete one or more of the following search
fields to filter the available documents.
Fields for Filtering a Web Search

Field Name
Description
Doc Type
Number
Department
Location
Activity
Rig Class
This field is automatically populated according to the rig that is running the
Toolbox search.
Category

subcategories (next field) is reduced to those appropriate to the category.
Subcategory
Select the document subcategory. When a subcategory is selected, the number

of operational activities (next field) is reduced to those appropriate to the
subcategory.
Operational Activity
71
QHSE Toolbox
2.
Field Name
Description
Rig Category
Select the type of rig that uses the document. When the rig type has been
selected, the number of subcategories is reduced to those appropriate to the
category.
Rig Subcategory
Select the subcategory of rig that uses the document. When a subcategory has
been selected, the number of design class types in the next field is reduced.
Rig Design Class
Select a rig design class.
Rig Name

The documents that fulfill your search criteria are listed.
Some listed documents might have an asterisk in the Status column, or a + to the left
of the Status column.
An asterisk after the Status of the document indicates that the document is
currently being revised, but an approved version is available for rig use until the
revised version is approved.
A + on the left of the document row indicates that there are one or more
associated documents (usually WRAs) for that document. Click the + to expand the
tree and see the line entry for the associated document.
If the Doc Type is not specified in the first dropdown menu, documents of any Toolbox
type that fulfills the search criteria are displayed, sorted by type. Within a particular
document type, documents are sorted by the reference number; you can sort by status,
rig, department, location, activity, or last revised date by clicking the appropriate
column heading.
72
Search results
If you drag a column heading to the region slightly above the top left corner of the
document table, the documents rearrange into groups that are organized according to
the column criteria (as shown in the following screenshot, in which the Location
heading has been moved). To expand a group, click the + to the left of the group
name.
Search results regrouped by dragging Location column heading to priority spot
3.
To view a document, click the link in the Status column for that document.
At this stage, you can print the document or save a copy. (For more information, see Print a
Document from the Web, or Save a Web Document or Report.) You can also search for another
document by entering new search criteria and clicking Search.
73
QHSE Toolbox
View a Web Document Attachment

If a document has one or more attachments, there will be a link to the attachments above the
document heading, to the right of the text next to the Print button. The link also indicates the
number of attachments.
To view an attachment to a document:
1.
Click the Attachments link.
Attachments link
The list of attachments is displayed.

2.
In the list, click the link to the attachment that you want to view.
View a Translated Web Document

If a local language version of a Web document is available, the main document (in English) will
have a highlighted View Local Language link above the document heading, to the right of the
text next to the Print button. To see the local language version of a document, click the
highlighted link.
Link to the local language version of a document
The local language version can be printed, just as the English version can. For more information,
see Print a Document from the Web.
To revert to the English version, click the View English Language link to the right of the text
next to the Print button on the translated page.
74
Print a Document from the Web

To print a document:
1.
Click the Print button in the top left corner of the screen.
The Print window opens.
Print window
2.
On the General tab, select the printer that you want to use.
3.
Click the Preferences button.

The Printing Preferences window opens.
4.
Select the Landscape radio button.
5.
Click OK.
6.
Click Print.
75
QHSE Toolbox
View a Report on the Web

To view a report on the Web:
1.
Click the Reports button on the toolbar.

The report search page is displayed.
Report search page
2.
Complete one or more of the following search filter fields.
Fields for Filtering a Report
3.
Field Name
Description
Report Name
Select the type of report to be generated.
Rig Category
Select the type of rig. When a rig category is selected, the options listed for Rig
Subcategory, Rig Design Class, and Rig Name are restricted to those appropriate
for the selected rig category.
Rig Subcategory
Select the rig subcategory. When a rig subcategory is selected, the options listed
for Rig Design Class and Rig Name are restricted to those appropriate for the
selected rig subcategory.
Rig Design Class
Select the design class of the rig. When a rig design class is selected, the options
listed for Rig Name are restricted to those appropriate for the selected rig design
class.
Rig Name
Select the name of the rig.
Division
Select the geographic location of the rig.
Rig Name
Select the name of the rig.
Date From
Click the button to the right of the Date From field, and then select a date from the
date picker.
Date To
Click the button to the right of the Date To field, and then select a date from the
date picker.
Click the Run Report button.

The report is generated, and displays below the search filter fields.
76
Report example
To save a copy of the report, see Save a Web Document or Report.
Save a Web Document or Report

You can save a copy of a document or a report to your desktop. The method is slightly different
for the two types of files, however.
Saving a Document
To save a copy of a document:
1.
Click the Print button.

The Print window opens.
2.
On the General tab, select the Adobe PDF printer (if it is not already selected by
default).
77
QHSE Toolbox
Print window
3.
Click the Preferences button.

The Printing Preferences window opens.
78
4.
Click the Layout tab.
5.
Select the Landscape radio button.
Printing Preferences window
6.
Click OK.
7.
Click Print.
The Save PDF File As window opens.
79
QHSE Toolbox
Save PDF File As window
8.
In the File name field, enter the name that you want the file to have.
9.
In the main section of the window, navigate to the folder where you want to store the
file.
10. Click Save.

The document is saved to the location that you specified.
Saving a Report
To save a copy of a report:
1.
On the toolbar above the report header, select the format in which you want to save
the report.
Select the report file format
2.
80
Click the Export link.
A new browser window opens. Inside it, a File Download window opens.
New browser window with File Download window
3.
On the File Download window, click the Save button.

The Save As window opens.
81
QHSE Toolbox
Save As window
4.
The File Name field contains the default name that the software has given to the file.
Change the name if desired.
5.
In the main section of the window, navigate to the folder where you want to store the
file.
6.
Click Save.
The report is saved to the location that you specified.
82
Index
A
add RMS information ................................................. 33
add supplemental information .................................... 33
M
MRSP ....................................................................... 30
Alerts tab ................................................................... 36
approved version ....................................................... 22
navigation terms .......................................................... 3
associate a WRA with a procedure ............................ 42
associated document ................................................. 22
opening screen ........................................................... 6
Associated Documents tab ........................................ 44
asterisk in the Status column ..................................... 22

attach a file ................................................................ 50
pale-colored background ......................................62, 65

print a blank document .............................................. 26
attachments ............................................................... 18
B
blank document ......................................................... 26
R
reject a draft procedure ............................................. 65
release an approved WRA ........................................ 48
report ........................................................................ 57
copy an existing document......................................... 28
revise a procedure .................................................... 36
create a local language version ................................. 54
revise a WRA ............................................................ 47
create a revised version ............................................. 36
revisions in progress ................................................. 36
create a WRA ............................................................ 44
RMS information ....................................................... 33
create an associated WRA......................................... 44
RRP .......................................................................... 30
create an MRSP ........................................................ 30
run a report ............................................................... 57
create an unassociated (standalone) WRA ................ 40
safety timeout............................................................ 44
display a document .................................................... 22
search for a global Toolbox document ....................... 24
document window ...................................................... 10
search for a local Toolbox document ......................... 22
search results region ................................................... 6
edit a new procedure ................................................. 36
search tabs ................................................................. 9
edit a WRA ................................................................ 47
start screen ................................................................. 6
Edit ribbon ................................................................. 10
supplemental information .......................................... 33
edit the local language version................................... 55
symbols....................................................................... 2
formatting conventions ................................................. 2
Timeout for Safety ..................................................... 44
G
global Toolbox document ........................................... 24
tool ribbon ..........................................................6, 8, 10

Toolbox reference number ........................................ 65
tools and equipment .................................................. 46
translate .................................................................... 54
import a THINK item .................................................. 18
TRAs......................................................................... 18
Inspected By field ...................................................... 46
TSTPs ....................................................................... 18
link to a supporting document .................................... 52
unassociated (standalone) WRA ............................... 40
local language version ............................................... 54

local Toolbox document ............................................. 22
login............................................................................. 6
V
View ribbon ............................................................... 10
83
QHSE Toolbox
View Saved Plan........................................................ 22
W
Web Toolbox ............................................................. 70
84
window elements......................................................... 3

QHSE Toolbox

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QHSE Toolbox in TO5

Retain a WRA (Department Head) ............................................................................................................................... 62

About This Guide

Conventions and symbols used in this document

Terms used to describe how to navigate the screen

Names used for elements of the QHSE Toolbox window

User input is described in uppercase letters.

File names, variables, and new terms are given in italics.

Type (...some text...)

Enter (...some text...)

About This Guide

Press the left mouse button once.

Press the left mouse button twice in quick succession.

Dragging involves three actions:

Menu > Path

Names of Window Elements

Pictures or symbols that act like buttons.

An entry field that the user does not need to complete.

An entry field that the user must complete.

Window resize tool

This type of entry field provides a list of

Checkboxes are used to allow one or

Radio buttons are used when only one

This type of field is most often used to

A scrolling text box enables long strings of

Getting to Know the Toolbox

How to access the QHSE Toolbox and log in

How the start screen is laid out

Functions of the various icons on the start screen

Access the Toolbox and Log In

Desktop shortcut icon for the QHSE Toolbox

To start the QHSE Toolbox:

Layout of the Toolbox Start Screen

Toolbox start screen

Getting to Know the Toolbox

Search Local RSP and Risk Assessments tab

Search results region

Start Screen Tool Ribbon

Click one of these icons to open an empty

On the Start screen, the only tool available

Click one of these icons to obtain a blank

Click one of these icons to display a

Getting to Know the Toolbox

Click this button to import a TSTP or TRA

Click this icon to get help with a Toolbox

Start Screen Search Tabs

Search Local RSP and Risk Assessments tab

Search Global RSP and Risk Assessments tab

Dept. Head Review & Approval tab

OIM Review & Approval tab

Document Window Tool Ribbons

The type of document (MRSP, RRP, WRA)

The document status (Approved, Saved, Pending Supervisor, Pending OIM)

Your job title

Getting to Know the Toolbox

Ribbon on an approved WRA

Ribbon on a WRA in Saved status

Ribbon on a blank document

Icons on the Edit Ribbon

Click Save to save the current document to the

Click the Include Images icon to include printouts

These icons enable you to copy text, to paste

Getting to Know the Toolbox