Skip to main content

Use lifecycle contextual actions

Perform context-specific safety and project lifecycle actions directly from the lifecycle panel.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the lifecycle contextual actions panel​

Navigate to the relevant lifecycle area (for example RAMS, RFI, or permits) and locate the "Safety actions" or lifecycle-specific actions panel, which appears as a bordered card with action buttons.

Open the lifecycle contextual actions panel

Step 2: Review available actions and any warnings​

Check the heading to confirm which lifecycle you are working in and read any error or warning message shown in red text before proceeding with an action.

Review available actions and any warnings

Step 3: Choose the appropriate lifecycle action​

Look at the labelled buttons (for example "Request RAMS", "Review submission", "Raise permit to work", "Run RAMS audit", "Brief team", or "Issue RFI") and hover to see a tooltip description, then decide which action matches what you need to do.

Choose the appropriate lifecycle action

Step 4: Run the selected action​

Click the chosen action button; the button will briefly show a spinning icon while the action runs, and all other action buttons will be temporarily disabled until processing is complete.

Run the selected action

Step 5: Confirm the outcome and continue​

Once processing finishes, the buttons become active again; check for any updated status, confirmation, or error message in the panel, then continue with your next lifecycle task as needed.

Confirm the outcome and continue

Last updated: 2026-08-12