Version 1.0 How To Document

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Wesley Morgan Fields
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2 Contents How to open a drawing... 1 How to rotate a drawing (Boiler)... 2 How to zoom, pan, and bring to original size... 2 How to modify line thickness and mark size... 3 How to modify node and node label size (Piping)... 4 How to hide tubes, labels, and reference lines (Boiler)... 4 How to navigate the graphics window... 5 How to display a record... 7 How to filter selected records (Boiler)... 7 How to apply an easel (event filter) to display multiple records color coded... 9 How to clear an easel How to create an easel (event filter) How to sort events How to arrange horizontal grid list How to add a record (Boiler) How to add a record (Piping) How to edit a record How to attach a document to a record or part How to copy/paste records to/from Excel How to project NDE wall thickness readings, Analyze (Boiler) How to configure Analyze How to clear Analyze (Boiler) How to create a Geometric Filter (Boiler) How to clear a Geometric Filter (Boiler) How to Isolate (highlight) a tube (Boiler) How to isolate an assembly (Boiler) How to clear isolation/highlight (Boiler) How to find out tube/assembly numbers, elevations (Status Bar) How to print a drawing How to export drawing to other formats How to edit database How to add/edit system or boiler part How to add/edit events, event groups and templates How to add/edit menus How to add users and permissions How to edit/enter multiple records How to edit Component Specifications (HEP) How to create quick lists and filters How to view a Standard report How to edit standard report contents How to use the file manager How to navigate the dashboard How to use Excel PlantTrack Add In for data entry How to refresh drawing records How to add a System/Area/Component in the graphics module (Piping) How to attach background images How to locate weld/hanger/pipe nodes on graphics... 52

3 How to v1.0page 1 of 52 PAGE 1 of 53 How to open a drawing Select the Drawings option from the dashboard to open the graphics module. Once the graphics module is started, the select the part from the navigation menu: In order to open another part drawing, you could either go back to the Dashboard and select Drawings again, or right click at the current browser tab and select Duplicate.

Primary View Rotated View Plan View How to zoom, pan, and bring to original size Zooming on the drawing can be

4 How to v1.0page 2 of 52 PAGE 2 of 53 How to rotate a drawing (Boiler) Most of the boiler drawings in PlantTrack can be viewed from different directions. The main view is usually the side view as seen on the unit side sectional drawing. Primary View Rotated View Plan View How to zoom, pan, and bring to original size Zooming on the drawing can be done in several ways: Click in the drawing area, and zoom in and out by the mouse wheel, Pressing both mouse buttons, click and drag to zoom in a selected area of the drawing, Use zoom in/out icons in the toolbar, Use View/Zoom from the Menu Original size Zoom In/Out Use the corresponding button to bring the drawing to the Original Size.

5 How to v1.0page 3 of 52 PAGE 3 of 53 To pan: Click on the drawing area, move the mouse while pressing the left button, Or use the direction buttons on the toolbar, Or use View/Move from the Menu In order to go back to the Original Size use the corresponding icon: How to modify line thickness and mark size By selecting View/Drawing Preferences option from the menu bar, the user can edit: Line thickness Mark size Color intensity Mark sizes can be modified from tiny to large size, as well as user specified size:

toolbar: How to modify node and node label size (Piping) Use the Node and

6 How to v1.0page 4 of 52 PAGE 4 of 53 The line thickness can also be changed in the toolbar: How to modify node and node label size (Piping) Use the Node and node label size editors on the tool bar to change the size of component (weld/support/pipe, etc.) nodes and labels: Node size: Node Label Size: How to hide tubes, labels, and reference lines (Boiler) The user has an option to turn on or off certain features of the drawing: Drawing text Reference Lines

waterwalls, the drawing may look too crowded and becomes too

The user has the option of not displaying all the tubes.

tube: The user has also the option of displaying a frame around

7 How to v1.0page 5 of 52 PAGE 5 of 53 Headers In certain cases, like waterwalls, the drawing may look too crowded and becomes too difficult to view details and print. The user has the option of not displaying all the tubes. Below is a sample of showing all tubes, every 2 nd, 5 th and 10th tube: The user has also the option of displaying a frame around the drawing. How to navigate the graphics window The Records Info panel lists the records associated with the selected part. The records are grouped by the Event type by default.

the little triangle in front of the group.

The groups of records can be expanded by clicking on To condense

Once a group of events is selected, the records are also listed in

8 How to v1.0page 6 of 52 PAGE 6 of 53 List of records for the selected part/section. The list of records under a group, can be expanded by clicking on the little triangle in front of the group. The records for an event group are also listed in the grid view. The groups of records can be expanded by clicking on the little triangle in front of the group. To condense the list, the triangular shape needs to be clicked again. Once a group of events is selected, the records are also listed in the grid view below the screen. The user can group the records by moving the list column names into the grouping area: For the HEP module, the records can also be grouped by component types:

When there are too many records to be displayed by clicking, or if a color coding scheme is preferred to display records, PlantTrack s filter/easel feature can be used.

9 How to v1.0page 7 of 52 PAGE 7 of 53 How to display a record The user can display a record on the drawing by clicking on the record in the record list. Multiple records can be displayed by selecting records in the grid view and using a combination of CTRL Click and Shift Click. When there are too many records to be displayed by clicking, or if a color coding scheme is preferred to display records, PlantTrack s filter/easel feature can be used. How to filter selected records (Boiler) If there are several records entered for the part (for example, tens of thousands of NDE records), PlantTrack does not list these records automatically to speed up data loading process. The hidden records are still available for color coding by using filters/easels, and can be listed by selecting them in the record selection menu:

10 How to v1.0page 8 of 52 PAGE 8 of 53 A single record/event type can also be selected by filtering the Event field in the Event Info panel

PlantTrack s filter/easel feature can be used.

11 How to v1.0page 9 of 52 PAGE 9 of 53 How to apply an easel (event filter) to display multiple records color coded In order to display various records color coded, PlantTrack s filter/easel feature can be used. The easel feature allows assigning different colors based on different record types, as well as dates and detail fields In order to apply an existing filter (easel), the user may click on the filter icon on the toolbar, or use Edit/Filter option from the menu. Once a filter is selected, and the Apply button is clicked, the selected records in the filter will be displayed. Click here to display color code descriptions.

How to v1.0page 10 of 52 PAGE 10 of 53 How to clear an easel In order to clear the color coded easel display, click on the Clear Filter icon on the toolbar.

12 How to v1.0page 10 of 52 PAGE 10 of 53 How to clear an easel In order to clear the color coded easel display, click on the Clear Filter icon on the toolbar. You can also open the Filter/Easel dialog box, and select Clear. How to create an easel (event filter) Click on the filter icon, open the Filters dialog box Click on Add to start creating a new filter A new line New Filter/Easel will be displayed. Select the new easel and click on Modify. Once the Filter Details panel is displayed, the filter can be renamed, mark size can be defined, and size of the marks specified. To add conditions, click on Add

want to create an easel to select all tube failure records with repair type Pad weld.

13 How to v1.0page 11 of 52 PAGE 11 of 53 Rename the filter Specify the mark size Set global date range for all conditions Add Conditions Let s say we want to create an easel to select all tube failure records with repair type Pad weld. We add a condition and make the changes shown as below: Before the event is selected, the event group Tube Failures is chosen. Then we select all the failure events, and set the menu item Repair to Pad Weld. Complex filters can be developed by adding additional logical criteria. The result of applying the test filter is:

14 How to v1.0page 12 of 52 PAGE 12 of 53 How to sort events In order to sort events by event/record type name, simply click on the Event or the little black triangle next to Event. The events can also be sorted/grouped by date, by dragging Date in front of Event in the grouping bar:

based on any column Hide any columns Change the order of columns Change the column size Create simple filter based

15 How to v1.0page 13 of 52 PAGE 13 of 53 How to arrange horizontal grid list In the grid view, the user can: Sort the list based on any column Hide any columns Change the order of columns Change the column size Create simple filter based on single column values Create complex filters based on multiple columns Group using column headers Sort ascending/descending by clicking on column header. Click on the column header and drag to change the order of columns.

column: Select the Show Group Panel option and drag a column header to the Grouping Panel to Group

16 How to v1.0page 14 of 52 PAGE 14 of 53 Right click on any column header, and display menu for column manipulation. Select the Show Column Chooser option and drag a column header to the Column Chooser to hide that column: Select the Show Group Panel option and drag a column header to the Grouping Panel to Group by that column: Drag Column header to group by that column. To stop grouping, just drag the column header from the grouping panel back to the column. Use the Filter Editor option menu to create more complex filters. Multiple fields can be included with various logical operators.

Record option. Once the Add Record panel is displayed, select the type of record from the first line.

The user can now fill in the fields, which could contain numerical, menu, multiple selection, or text values The user can also enter the location

17 How to v1.0page 15 of 52 PAGE 15 of 53 How to add a record (Boiler) In order to add a new record, right click on the selected boiler part, and select the Add Record option. Once the Add Record panel is displayed, select the type of record from the first line. The list of fields corresponding to the record type will be displayed in the right side of the panel. The user can now fill in the fields, which could contain numerical, menu, multiple selection, or text values The user can also enter the location information, such as elevation, tube number, horizontal distance, assembly number/z distance, depending on the part type. There are three types of records in PlantTrack: Point, line and rectangular (area) records. It is recommended that you isolate the assembly and tube before the Add Record method is started. How to enter each type of record is described below: Adding a Point Record Graphically

Click on the tube and press the Insert key to locate the point record. A blue circle will be displayed where the record will be located.

18 How to v1.0page 16 of 52 PAGE 16 of 53 Isolate the assembly (if there are assemblies) and highlight the tube on which a record is to be located. Right click on the boiler section and select Add Record. In the Add Record panel, click on Locate Graphically. Select Point Record option Move cursor on the tube at the right elevation. Click on the tube and press the Insert key to locate the point record. A blue circle will be displayed where the record will be located. If a blue circle is not displayed, move the cursor on the tube until you see the tube number displayed in the status line. You could use the Insert key again to modify the location, or just edit the text box. Once you are done with the location, press OK, then proceed with entering the record details. Adding a Line Record Graphically Follow the steps as in entering a point record, but select Line Record option. Move cursor on the tube to the first end of the line record. Click on the tube and press the Insert key to locate the point record. A blue circle will be displayed where the record will be located. Move the cursor to the location where the line record end, and press the End key. If you are having any difficulty, make sure that the tube number is displayed in the status

How to v1.0page 17 of 52 PAGE 17 of 53 line and you click on the tube before Insert or End keys. You could use the Insert and End keys again to modify the location, or just edit the text box.

19 How to v1.0page 17 of 52 PAGE 17 of 53 line and you click on the tube before Insert or End keys. You could use the Insert and End keys again to modify the location, or just edit the text box. A blue line between two circles will be shown to display the line record location. Once you are done with the location, press OK, then proceed with entering the record details. Adding a Rectangular (Area) Record Graphically Since multiple tubes are to be included in the record, there is no need to highlight a tube. If the record will be for a specific assembly, then that assembly needs to be isolated. Follow the steps as in entering a point record, but select Rectangular Record option. Move cursor to the location to be first corner of the rectangle. While pressing the CTRL+Shift keys, press both buttons of the mouse and drag the cursor to the opposite corner of the rectangle. You could repeat the above step again to modify the location, or just edit the text box.

20 How to v1.0page 18 of 52 PAGE 18 of 53 How to add a record (Piping) On the Navigation panel, select the component (node) to add a record. Right click and from the menu, select the Add Record option. The Add Record window will open, where you can enter corresponding record details. Any piping with nodes does not require graphical location.

and edit the contents of the record in Record Details.

21 How to v1.0page 19 of 52 PAGE 19 of 53 How to edit a record You could edit a record in two ways. You could select the record to be edited in the horizontal grid list, and edit the contents of the record in Record Details. Another way to edit record is to select a record in the horizontal grid, right click for the short cut menu, and select the Edit Record option. You could also edit the location of the record with this method.

How to v1.0page 20 of 52 PAGE 20 of 53 Now you can edit the detail fields, or the location parameters. You can also use Locate Graphically to relocate the record.

These could be photos of the tube failure or event location, sketches and drawings to describe the event further, reports, such as inspection, metal analysis, R 1 Welded Repair forms, travelers, etc.

22 How to v1.0page 20 of 52 PAGE 20 of 53 Now you can edit the detail fields, or the location parameters. You can also use Locate Graphically to relocate the record. How to attach a document to a record or part Usually there are additional documents associated with a record. These could be photos of the tube failure or event location, sketches and drawings to describe the event further, reports, such as inspection, metal analysis, R 1 Welded Repair forms, travelers, etc., spreadsheets, other documents. These documents can be linked to a record as attachments. The documents are not stored in the database, but only the links are stored. The documents can either be stored on the PlantTrack web server, or any LAN/WAN server accessible by all users. It is not recommended to attach a document on a personal computer s hard disk, as other users will not be able to access it. In order to attach a document, press the + icon in front of the record in the horizontal grid.

To add a new attachment, click on the Add button.

23 How to v1.0page 21 of 52 PAGE 21 of 53 The attachment editor window will be opened, displaying any documents that have already been attached. To add a new attachment, click on the Add button. In the Select Resource window, you may search and select a document that has already been uploaded to the PlantTrack server. In order to upload a document to the server, click on the Upload Resource button and then on the Click here to add a new file area. After you select the document to be uploaded, click on the Upload button.

the document in the network drive. Once the document is added you can View it to test and save.

You can also attach reference documents and drawings to units and components.

24 How to v1.0page 22 of 52 PAGE 22 of 53 If the document exists in a LAN/WAN server already accessible by users, you select Add Local Resource and find the document in the network drive. Once the document is added you can View it to test and save. The record will then have a paper clip icon in front of the record. You can also attach reference documents and drawings to units and components. Just click on the plus + sign next to the component name in the navigation panel. The remaining steps are the same as attaching documents to records. When a document is attached to a component, a paper clip icon will be displayed in front of the component name. How to copy/paste records to/from Excel In certain cases, it may be easier to edit multiple records in Excel than in PlantTrack. There are two ways of copying records from the graphics module to Excel.

Method 2: This method allows you to select individual records from the same event group.

25 How to v1.0page 23 of 52 PAGE 23 of 53 Method 1: In this method all the records grouped under an event are copied. In the Records Info panel, click on the event header for the group to be copied, the group will be highlighted. To copy the records, press CTRL C. Method 2: This method allows you to select individual records from the same event group. In the grid list, you can select the records to be copied by using Shift Left Click, and CTRL Left Click combinations. After the records are selected, they can be copied by selecting the Copy option in the Right Click menu. Now the records can be pasted into Excel by either using Edit/Paste, Right Click and Paste, or Ctrl V. Now the records can be edited, or copies can be made to create new records. The last column contains the unique record ID. If the Record ID is kept, when the records are pasted back in PlantTrack, they overwrite the existing records. If the record IDs are cleared, then they would

26 How to v1.0page 24 of 52 PAGE 24 of 53 be entered as new records. If any location parameters (such as tube, assembly number, elevation, etc.), the changes in the Location column are ignored, the changes need to be made by editing the corresponding column. To paste records back in PlantTrack, right click on the boiler part in the navigation menu and select Paste Special. How to project NDE wall thickness readings, Analyze (Boiler) If there are sufficient NDE/UT wall thickness history on waterwall tubes, the wall thinning rate as well as wall thickness estimates at a future rate can be projected. These estimates are based on linear fit on existing data, and future values are linearly extrapolated. This feature in PlantTrack is called Analyze, and is available through the Analyze icon in the toolbar. Pressing the analyze icon open a list of saved analyze configurations, while the arrow next to the icon will list the recent analyze configurations. Once the selected configuration is applied, the program will do the extrapolation and display the results:

27 How to v1.0page 25 of 52 PAGE 25 of 53 How to configure Analyze The user can add a new analyze configuration or edit an existing configuration. After selecting or adding a configuration, it can be edited by pressing the modify button:

28 How to v1.0page 26 of 52 PAGE 26 of 53 In addition to Projection option, thinning rates, maximum, minimum, and average readings can be displayed color coded. Also in addition to NDE/UT wall thickness data, the analyze feature can be used with Remaining Life, Oxide Thickness, Coating Thickness and similar records. How to clear Analyze (Boiler) In order to clear the color coded analyze display, click on the Clear Filter icon on the toolbar. You can also open the Filter/Easel dialog box, and select Clear. How to create a Geometric Filter (Boiler) The records can also be filtered by assigning tube and assembly number ranges, as well as coordinates. In order to create/edit a geometric filter, click on the corresponding icon: The geometric filter dialog box will be opened, when you select an existing filter or add a new filter and press to modify button, you will be able to edit the geometric paramaters. The records in the Event Info list will be filtered based on the selections. How to clear a Geometric Filter (Boiler) In order to clear the geometry filter, click on the Clear Geometry Filter icon on the toolbar. How to Isolate (highlight) a tube (Boiler) In order to filter records for a single tube, you may want to isolate (we use Highlight for tubes to differentiate from Isolating assemblies) that tube. To Highlight a tube, you may either use View/Details/Highlight and select the tube from the menu, or bring the cursor on the tube to be highlighted and press CTRL Left Click. Now only records relevant to that tube will be listed.

29 How to v1.0page 27 of 52 PAGE 27 of 53

How to v1.0page 28 of 52 PAGE 28 of 53 How to isolate an assembly (Boiler) In order to filter records for a single assembly, you may want to isolate that assembly.

30 How to v1.0page 28 of 52 PAGE 28 of 53 How to isolate an assembly (Boiler) In order to filter records for a single assembly, you may want to isolate that assembly. To Isolate an assembly, you may either use View/Details/Isolate and select the assembly from the menu, or rotate the drawing, bring the cursor on the assembly to be isolated and press CTRL Left Click. Now only records relevant to that Assembly will be listed.

How to v1.0page 29 of 52 PAGE 29 of 53 How to clear isolation/highlight (Boiler) In order to clear tube highlight or assembly isolation, click on the Remove Highlight/Isolate icon.

31 How to v1.0page 29 of 52 PAGE 29 of 53 How to clear isolation/highlight (Boiler) In order to clear tube highlight or assembly isolation, click on the Remove Highlight/Isolate icon. How to find out tube/assembly numbers, elevations (Status Bar) In order to determine the tube and assembly number, hover the cursor on the tube or assembly. The tube/assembly number will be displayed in the Status Bar. If you are having difficulty in displaying the tube number, increase the line thickness. How to print a drawing Use the Print icon on the toolbar in order to print the display or File/Print from the main menu. The print dialog box will allow you to edit the title of the printout.

32 How to v1.0page 30 of 52 PAGE 30 of 53 Once the title block is edited, the print preview will be displayed: You now have the option of printing or exporting to other formats.

exported to other formats, such as PDF and Image files.

selected the desired format. For details, see How to Print section.

33 How to v1.0page 31 of 52 PAGE 31 of 53 How to export drawing to other formats The drawing can be exported to other formats, such as PDF and Image files. First you will need to initiate the Print option, and then under the Export Drawing option selected the desired format. For details, see How to Print section. How to edit database The application administrator can add/edit/delete Plants, Units, Systems/Parts, Event Groups, Events, Templates and Menus. The database can be modified by selecting the Database Configuration option in the dashboard.

34 How to v1.0page 32 of 52 PAGE 32 of 53 How to add/edit system or boiler part The systems option is used to add/edit or delete boiler parts and piping systems. How to add/edit events, event groups and templates In PlantTrack the collection of information (fields) stored for each event is called a template. The events which share the same template design are grouped into Event Groups. The figure below show how the Event Groups can be edited. The recommended steps in creating events and event groups are:

How to v1.0page 33 of 52 PAGE 33 of 53 1.

Create the event group (if a new one is needed). 5.

35 How to v1.0page 33 of 52 PAGE 33 of Determine what detail fields and menus are needed. 2. Create the menus to be used in the template. 3. Create the template. 4. Create the event group (if a new one is needed). 5. Create the event. New events can be created or existing events can be edited by clicking on the Events tab: Figure below shows how templates are created/edited:

edited by selecting the Menus tab: How to add users and permissions The program

36 How to v1.0page 34 of 52 PAGE 34 of 53 How to add/edit menus The menus can be created or edited by selecting the Menus tab: How to add users and permissions The program administrator can add users and assign permissions to the users. The permissions are based on locations/applications, as well as read/write functionalities.

permissions are then designated by clicking on the Role How to edit/enter multiple records In addition to the graphical

37 How to v1.0page 35 of 52 PAGE 35 of 53 The user s role is assigned by selecting a role from the menu below: Each role s permissions are then designated by clicking on the Role How to edit/enter multiple records In addition to the graphical data entry in the graphics module, multiple records can be entered through the use of Excel program. This feature is more suited for HEP parts with nodes, but can also be used in the boiler module with tube, assembly numbers and elevations.

When you open the Excel file, the columns will correspond to the fields in the event template.

38 How to v1.0page 36 of 52 PAGE 36 of 53 Step 1: Select the record type from the Events Menu, like tube failure event or hanger inspection. Step 2: Click on the Excel Record Entry button. You will have an option to save or open the Excel Spreadsheet. When you open the Excel file, the columns will correspond to the fields in the event template. If there are menu fields, they will be available for user selection. In order to edit the spreadsheet, make sure that Enable Editing option is selected in Excel. You can now edit the fields for the new records to be entered and save the Excel Spreadsheet.

You may add new components in the list, or enter multiple components and their specifications from and Excel file. There are templates listed at the top of the page.

39 How to v1.0page 37 of 52 PAGE 37 of 53 Step 3: Select the saved Excel file and upload the records into PlantTrack database. How to edit Component Specifications (HEP) This feature allows quick entry of specifications for piping components like welds and hangers. You may add new components in the list, or enter multiple components and their specifications from and Excel file. There are templates listed at the top of the page. You may start with one of these templates and create a list as shown below: Once the Excel file is ready, browse to locate it use the Upload option to load the specifications into the database. How to create quick lists and filters The Quick Lists and Charts feature allows users to quickly create lists of records by either using already created filters or creating a new filter. The steps below describe how to create filters to list selected tube failures: Select Quick Lists and Charts from the dashboard

How to v1.0page 38 of 52 PAGE 38 of 53 Press the Add New Filter button, and give the filter a name.

You may leave either one or both blank for open ended searches, Select the plant, units, and parts to be

Select the desired failure mechanisms to be listed, Select the fields (type of information being tracked

40 How to v1.0page 38 of 52 PAGE 38 of 53 Press the Add New Filter button, and give the filter a name. Enter start and end dates for record selection. You may leave either one or both blank for open ended searches, Select the plant, units, and parts to be included in the search, Select the Event group, such as tube failures, repairs, etc. Select the desired failure mechanisms to be listed, Select the fields (type of information being tracked for the selected event group, Press the Save button. And it will be listed in the filter list. Now select the filter by clicking on the check box on the left and select the Show Grid

field column headers into the Hide Columns box You can also group by any column by dragging the

41 How to v1.0page 39 of 52 PAGE 39 of 53 option. If you do not want to list any of the columns, click on the Show/Hide Columns and drag the unwanted field column headers into the Hide Columns box You can also group by any column by dragging the column header to the grouping area. The following figure shows where the records are grouped by Unit and Boiler part. The size of the columns are also adjusted.

42 How to v1.0page 40 of 52 PAGE 40 of 53 Now the list can be exported to Excel. In order to create a chart, select the filter again and press the Show Pivot Grid button.

43 How to v1.0page 41 of 52 PAGE 41 of 53 Now you can drag the columns to/from the left and top of the grid to change the chart view. For example, you can drag PlantName to the top line, drag Date Year to left, and UnitName to above the grid as shown below

How to v1.0page 42 of 52 PAGE 42 of 53 The chart can be copied (right click below the legend, select copy) and pasted in Excel or Word (Paste Special, bitmap).

44 How to v1.0page 42 of 52 PAGE 42 of 53 The chart can be copied (right click below the legend, select copy) and pasted in Excel or Word (Paste Special, bitmap). The grid can be Exported to Excel or PDF format by selecting the corresponding button How to view a Standard report This option allows display and printing of pre designed Standard reports. After clicking on Reports, you can select the report to be displayed and click view

45 How to v1.0page 43 of 52 PAGE 43 of 53 The reports can be developed by Structural Integrity to meet client needs, or through additional training on Report Designer, the users can create new report designs. How to edit standard report contents The Standard Reports can be edited to change the date ranges, components and events to include. First click the right arrow on the report toolbar: The report filter edit window will be displayed on the left: You can now make any changes and even add more complex filters on the record details, and press apply.

46 How to v1.0page 44 of 52 PAGE 44 of 53 How to use the file manager PlantTrack allows documents to be attached to records or components. The actual documents are not stored in the PlantTrack database, but only the links are stored. The documents can be stored on another server accessible as a mapped drive (same mapping for all users is required) or with a UNC address, or file sharing options like SharePoint. If there are images or drawings are to be used as background, it is recommended that these files are stored on the PlantTrack server. File manager allows uploading documents to the PlantTrack server. How to navigate the dashboard Select Drawings launch the graphics module Use File Manager to add documents (reports, drawings, images, etc.) to the resource library at the server. These could be used as attachments, background images, etc. Select the Record Entry option to create an Excel Spreadsheet template for multiple date entry for Nodes Select Custom Reports option to view and print pre developed reports. You may add filters to specify units, parts, dates, event types, and details to be included. Use Analysis/Reports to create quick data lists, and grid tables and charts. If you have administrative privileges, you may use the Users option to add users and assign privileges. Again if you have administrative rights, you can make modifications to the database, including new events, templates, and menus.

47 How to v1.0page 45 of 52 PAGE 45 of 53 Launch Graphics Module Manage Server Documents Multiple record entry with Excel Calendars/Announcements Edit Component Specifications Create Quick Lists and Charts View/edit Standard Reports Access Users Guide Assign Users/Privileges Access PlantTrack Support Site Edit User Roles Configure PlantTrack Database Track Users/Actions Configure Component Specs How to use Excel PlantTrack Add In for data entry PlantTrack add in for Excel provides an easy path to: Enter multiple records, including inspection data Enter NDE/UT data for boilers Edit component specifications. The first step is to sign in to the application:

48 How to v1.0page 46 of 52 PAGE 46 of 53 PlantTrack Tab The next step is to select the plant and unit for which new records or component specifications will be entered. Once the location, event and component types are selected, Excel will display a template for data entry:

49 How to v1.0page 47 of 52 PAGE 47 of 53 All the menus from the database will be available for record entry. Once all the data is entered, press Upload Records (Upload HEP Records for this example) to upload data in the database. The boiler tubing record can also be entered similarly, except that the nodes are replaced by the location information (elevation, horizontal distances, tube and assembly numbers). You may need to refresh the records for the drawing being displayed, if there are new records uploaded for it. How to refresh drawing records If Excel add in is used to enter new records, the records for the drawing being displayed can be refreshed without closing and reopening the drawing. Simply right click on the drawing in the Navigation panel, and select Refresh Drawing Records

graphics module allows the user to add new system, an area (more detailed part of a system), or a

50 How to v1.0page 48 of 52 PAGE 48 of 53 How to add a System/Area/Component in the graphics module (Piping) The graphics module allows the user to add new system, an area (more detailed part of a system), or a component (weld, support, etc.) To add a new system, right click on the Unit and select Add Node and New System options. The user can now add the system name and specs in the system edit window.

51 How to v1.0page 49 of 52 PAGE 49 of 53 To add a new area, right click on the system level and select Add Area Node The new area will be added to the Navigation Panel. Now the name of the area can be edited in the specifications panel, and an image can be added for the area as explained in the next section.

How to v1.0page 50 of 52 PAGE 50 of 53 In order to attach a node (weld, support, piping, etc.

For example, to add a new weld, right click on the Welds and select Add Node option.

The next step is locate the node and label, as discussed in the How to Relocate Nodes section.

52 How to v1.0page 50 of 52 PAGE 50 of 53 In order to attach a node (weld, support, piping, etc.), right click on the corresponding component line. For example, to add a new weld, right click on the Welds and select Add Node option. You can now edit the name and specs of the node in the Specifications panel. The next step is locate the node and label, as discussed in the How to Relocate Nodes section. How to attach background images If CAD drawings are not available, any scanned/digitized image can be entered as background. After a new system or area is created, right click on the system or area, and select Attach Image option.

(current limit 10MBs): Click on the Upload button, and

53 How to v1.0page 51 of 52 PAGE 51 of 53 A window will be displayed for uploading the image to the server: Click on the displayed area and select the image to be uploaded (current limit 10MBs): Click on the Upload button, and when the upload is complete, press OK. When the image is displayed, click on the original size button to fit the drawing area.

54 How to v1.0page 52 of 52 PAGE 52 of 53 Now you can continue to add weld/hanger/pipe nodes and locate them on the graphics. How to locate weld/hanger/pipe nodes on graphics After you add weld/pipe/support nodes, the program will locate them on the upper left corner of the background image. In order to locate the node at the correct place, select Edit/Enable multiple relocation option from the toolbar. The program will now allow you to move the node and label to the correct location.

55 How to v1.0page 53 of 52 PAGE 53 of 53 If necessary, you can change the size of the node and/or label using the corresponding tool. Multiple components can be entered using the Excel add in using the Component Specifications option. They need to be relocated to the proper location afterwards.

Numbers Basics Website:

Numbers Basics Website: Website: http://etc.usf.edu/te/ Numbers is Apple's new spreadsheet application. It is installed as part of the iwork suite, which also includes the word processing program Pages and the presentation program