Drills and Exercises
Defining a Drill in the Register (Drills & Exercises Record)
How to create and manage a 'Drills & Exercises' record, which outlines a recurring drill or exercise.
Creating a "Drills & Exercises" Record
This record serves as the master plan for a type of drill or exercise.
- From the Drills & Exercises Register module, select 'New Record'.
- If necessary, adjust the Hierarchy (e.g., Company, Site) to which this drill plan applies.
Key Information for Your Drill Plan
- Drill Parameters:
Location: Specifies the area or site for this drill series.Type of Drill: Categorizes the drill (e.g., "Fire Evacuation", "Spill Response").Person Responsible: Assigns accountability for this drill series.Frequency: Sets how often the drill should occur (e.g., "Annual", "Quarterly").
- Comments: Use for general notes or objectives for this drill series.
- Associated Actions: Link or create actions for planning or setting up this drill series (e.g., "Update evacuation maps").
- Attachments: Attach relevant documents for the overall drill series, like standard operating procedures.
Workflow for Drill Plans
- Save (Draft): Saves the record in a
Draftstate if it's not yet finalized. - Submit (to "In Use"): Finalizes the plan and moves it to the
In Usestate, indicating it's an active drill requirement. - Later, an
In Userecord can typically beArchivedif it's no longer current.
Once the record is "In Use", you can begin logging specific drill occurrences against it (see "Logging a Drill Occurrence").
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Understanding the Drills & Exercises Register Structure
Explains the two-part structure of the Drills & Exercises module: the main register entries and the drill history logs.
Logging a Drill Occurrence (Drill History)
How to record an instance of a drill being performed by creating a 'Drill History' log.