Raise a Isolation on Web

Create a new Isolation Control Certificate (ICC) from a predefined template and provide the required isolation details and plan.

Role: ICC Owner. Platform: Web.

Use this procedure to create a new ICC based on a predefined template. During this process, provide the required isolation details, define the Isolation Plan, and submit the ICC for review.

To raise a ICC:

  1. Navigate to EHS → Isolation from the left navigation panel.
  2. Go to the Request tab and click Request Received.
    Figure 1. Isolation Request


  3. Select the required template from the Select Template screen if multiple ICC templates are available.
  4. Click Proceed (or)
  5. Click Raise ICC at the top right corner.
  6. Provide the required details in the ICC Details screen:
    1. Functional Location - Select the location where the work is to be performed.
    2. Equipment - Select the equipment associated with the work, if applicable.
    3. Activity Description - Specify the activity or task for which the ICC is being created
    Figure 2. Raise ICC


  7. Select the required template from the Select Template screen if multiple ICC templates are available.
  8. Click Proceed.

    The ICC form opens with the Plan stage.

  9. Complete the mandatory fields in the ICC form:
    • Select the required Reference Type.
    • Select the applicable Work Order from Work Order Details.
    • Enter the Reason for Isolation.
    • Enter or verify the Permit Validity To date and time.
    • Select the required Risk Assessment level.
  10. Upload the Isolation Plan drawing, if required.
  11. Review the entered information and do one of the following:
    1. Click Save to Draft to save the ICC and complete it later.
    2. Click Submit to submit the ICC for review.
    Figure 3. Isolation Form


The ICC is created and moves to the Review stage.

Next: Review and Prepare Isolation Plan.