Defining a Drill in the Register (Drills & Exercises Record)

Creating a "Drills & Exercises" Record

This record serves as the master plan for a type of drill or exercise.

1. From the Drills & Exercises Register module, select 'New Record'.
2. 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 Draft state if it's not yet finalized.
• Submit (to "In Use"): Finalizes the plan and moves it to the In Use state, indicating it's an active drill requirement.
• Later, an In Use record can typically be Archived if it's no longer current.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").