Introduction 1 Milestones 2 COMOS Operations " management" plugin 3 "Quick edit" plugin 4 User interface reference 5 Operating Manual 05/2016 V 10.2 A5E37094013-AA
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Table of contents 1 Introduction...5 1.1 Overview...5 1.2 Prerequisites...5 1.3 Making the basic settings...5 1.4 User interface...6 2 Milestones...7 2.1 Milestone phases...7 2.2 Creating milestone objects...7 2.3 Starting and ending milestones automatically...8 2.4 Milestone management...9 3 " management" plugin...11 3.1 Preparing data for the " management" plugin...11 3.2 Settings in the object properties for the " management" plugin...12 3.3 master...12 3.4 Creating a shutdown master object...13 3.5 Creating a shutdown object...13 3.6 Opening the " management" plugin...14 3.7 Editing shutdown data...15 3.8 Refreshing the display in the " management" plugin...15 3.9 Assigning work packages to a shutdown object...16 3.10 Tours in the " management" plugin...16 3.11 Assigning events to a shutdown object...17 3.12 Cloning a shutdown object...18 3.13 Evaluating maintenance plans of a shutdown...18 3.14 Bulk processing...19 3.15 Exporting the management table...21 3.16 Configuring the menu...21 3.17 Saving the configuration as an xml file...22 3.18 Loading the configuration...23 4 "Quick edit" plugin...25 4.1 What is the "Quick edit" plugin?...25 Operating Manual, 05/2016 V 10.2, A5E37094013-AA 3
Table of contents 4.2 Opening the "Quick edit" plugin...25 4.3 Nozzle list...26 4.4 Editing the nozzle list and corresponding activities...26 4.5 Creating or deleting further actvities for a task package...27 5 User interface reference...29 5.1 "Scheduling" tab...29 5.2 "Information" window of the " management" plugin...29 5.3 "Standard" tab of the "Quick edit" plugin...30 4 Operating Manual, 05/2016 V 10.2, A5E37094013-AA
Introduction 1 1.1 Overview Maintenance is a comprehensive, integrated system for the planning and organization of maintenance and inspection tasks. Application range of Maintenance Your work with Maintenance begins after you have planned the unit with the relevant COMOS solutions. COMOS has an integrative structure that allows you to perform all the necessary tasks on the same database. The entire technical information on all aspects of the industrial unit can be collected together and edited in a central information system. If the unit is reconfigured or maintenance work is necessary, the data can be updated and remains available for the entire life cycle of the unit. It is also possible to include maintenance aspects even in the planning phase. Generally, even the engineering, inspection and maintenance tasks of a unit that was not planned with COMOS can also be controlled with Maintenance. Unit structure This manual describes how structures can be built up in Maintenance. This involves a suggestion for a possible unit structure that can be considered as ideal from a maintenance perspective. 1.2 Prerequisites With the Maintenance solution, you can plan and process various types of maintenance. You need to be familiar with the basics of the COMOS and need to know how to work with typical resources. All examples and explanations are based on the database delivered with the setup browser. Before you start to work with Maintenance, you will need to have the appropriate licenses for the various solutions. To be able to use the planning sequence on which the following description is based, you should already have unit structures and corresponding objects in COMOS that will now be extended by maintenance information. You can find additional information on this topic in the "Operation" manual. 1.3 Making the basic settings Before you can work with Maintenance, you will need to make a couple of settings. Generally, this is the responsibility of the administrator. Operating Manual, 05/2016 V 10.2, A5E37094013-AA 5
Introduction 1.4 User interface 1. Open the project. 2. Open the project properties. 3. Select the "Operations > Maintenance" category. 4. Activate the following options in the "Options" control group: "Is maintenance project" "Use Event Manager" 5. In the "Options" control group, enter "USERS" in the "Company DB" field. 6. Select the "Operations > ShutDown" category. 7. Select the option "Is a shutdown project". 8. Set the following base objects in the control group "Maintenance base objects": "Base object of classes for workpackages" "Logistics base object" 9. Save your settings. You can find additional information on this topic in the "Operations Administration" manual, keyword ""Operations > ShutDown" category". 1.4 User interface The user interface in Maintenance is the normal COMOS user interface; a modified user interface is only used for the "Direct" plugin and the user-defined menu configuration. The settings for the various user interfaces are made by the responsible administrator. Planning and processing of maintenance is partially done in the familiar COMOS Navigator and partially using plugins. You enter maintenance information for scheduled recurring work packages in the maintenance plan. You have the option of creating the maintenance plan below various objects, such as equipment, a functional location, or a unit. The maintenance plan is visible not only in the Navigator, it can also be displayed in other interactive reports such as the P&ID, isometry, or 3D model. 6 Operating Manual, 05/2016 V 10.2, A5E37094013-AA
Milestones 2 2.1 Milestone phases Processing workpackage groups Global processing of a workpackage group, such as a shutdown, is divided into different phases. Individual workpackages, such as maintenance or repairs, can cover several of these phases. Assign every activity to a phase. You define the phase to which the activity belongs via the "Turnaround phase" list on the activity's "Attributes > Resource planning" tab. Standard table You define and configure the milestone phases in the @40 > Y00 > A10 > B10 > Y00N00240 standard table. Creating milestone objects (Page 7) 2.2 Creating milestone objects Introduction You can adapt milestone objects using a script or via the " management" plugin. Requirement You have created a workpackage with activities. You have assigned the activity to the required phase via the "Turnaround phase" list in the "Attributes > Resource planning" tab. 1. Open the " management" plugin. 2. Drag&drop the required shutdown from the navigator to the "" field. 3. Drag&drop the required workpackages to the table. chapter Assigning work packages to a shutdown object (Page 16). Operating Manual, 05/2016 V 10.2, A5E37094013-AA 7
Milestones 2.3 Starting and ending milestones automatically 4. Select the required phase from the " phase" list. 5. Select one of the following options: If you want to create milestone objects for all workpackages in the table, click the "Bulk processing" button in the plugin's menu bar. Select the required phase and then the "Adjust milestone packages" command. If you only want to create milestone objects for one workpackage in the table, select the required workpackage. Select the required phase and then the "Adjust milestones" command from the context menu of the workpackage. Result A milestone object is created for every phase represented by at least one activity in a workpackage. If no phase exists for a milestone object, it is deleted. The milestones are evaluated in "Resource management". In addition, you can also create dependencies between the milestones. The start milestone is started automatically and reported as finished when the first activity starts. Additional information You can find additional information on how to create dependencies between activities in the "MRO" manual, keyword "Creating dependencies between activities". Milestone phases (Page 7) Starting and ending milestones automatically (Page 8) Milestone management (Page 9) 2.3 Starting and ending milestones automatically Automatic update If the progress of an activity changes, due to a completion message or the entry of a percentage for the progress, for example, the associated milestones are updated, started, or stopped. Activity in start phase If the modified activity is assigned to a start phase, all the activities assigned to this phase are analyzed. If there is at least one activity whose progress is > 0%, the associated milestone is started. If no activity is started, no milestone is started either. 8 Operating Manual, 05/2016 V 10.2, A5E37094013-AA
Milestones 2.4 Milestone management Activity in end phase If the modified activity is assigned to an end phase, all the activities assigned to this phase are analyzed. If all the activities of this phase are completed, the associated milestone is ended. If at least one activity is not yet complete, the milestone is not reported as finished. Creating milestone objects (Page 7) Milestone management (Page 9) 2.4 Milestone management Types of milestone COMOS distinguishes between two types of milestone: Start milestones End milestones/stop milestones Milestones can have just two states. Therefore, milestones cannot be processed in part. You can only start start milestones. You can only end end milestones. After the first state (start or end) has been processed, a milestone reports the "finished" state. Classification Milestone objects are activities and are classified on the "Classification" tab at the base object as follows: Type of classification Hierarchical classification Functional classification Classification M60 > A160 > A020 N6 > A790 Representation Milestones are displayed as a rhombus in the "Resource management" plugin: Properties On the "Attributes > Responsibilities" tab, you can specify a person who is responsible for the milestone. You can define dependencies between milestones in the "Resource management" plugin. If you create materials, qualifications, equipment, or material reservations under a milestone object, for example, they are not evaluated. Operating Manual, 05/2016 V 10.2, A5E37094013-AA 9
Milestones 2.4 Milestone management Additional information You can find additional information about the "Resource management" plugin in the "MRO" manual, keyword ""Resource management" plugin". You can find additional information about the "Work package" tab in the "MRO" manual, keyword ""Work package" tab". Creating milestone objects (Page 7) Starting and ending milestones automatically (Page 8) 10 Operating Manual, 05/2016 V 10.2, A5E37094013-AA
" management" plugin 3 General A shutdown or turnaround is the planned shutdown of a plant to perform scheduled maintenance for a specified period. Since such a shutdown is a special and exceptional situation for plant operators and maintenance service providers, the " management" plugin is a necessity. This serves as a support during preplanning, planning of the actual implementation, implementation, and the subsequent evaluation of shutdowns. Opening the " management" plugin (Page 14) 3.1 Preparing data for the " management" plugin To work quickly and effectively with the " management" plugin, create the required objects, such as functional locations or equipment, in the unit structure and enter the attributes. Base package You create shutdown maintenance plans and the associated workpackages underneath the equipment. To make full use of the functionality provided by the " management" plugin, a base package must exist underneath every maintenance plan. In the context of a shutdown, a base package is considered to be 100% maintenance. All task packages that can be performed on the equipment are included here. You then select those task packages of the base package that are to be created in the " management" plugin. Opening the " management" plugin (Page 14) Settings in the object properties for the " management" plugin (Page 12) master (Page 12) Creating a shutdown master object (Page 13) Creating a shutdown object (Page 13) Operating Manual, 05/2016 V 10.2, A5E37094013-AA 11
" management" plugin 3.3 master 3.2 Settings in the object properties for the " management" plugin Before you start to work with the " management" plugin, you will first need to make the following default settings: Settings for the workpackage: "Object links" tab If you have assigned maintenance work to a shutdown, the relevant shutdown master and shutdown are displayed in the " object links" control group. "Nozzle list" tab With the "Refresh nozzle list" button, you load the current nozzle list of the equipment. If a piece of equipment or a functional location has been copied and pasted, the nozzle list still contains the references to the nozzles of the old equipment. The nozzles are added automatically using the "Quick edit" plugin. "Qualifications" tab Qualifications entered here can be generated for every step of the work using the "Create all qualifications" function. chapter Bulk processing (Page 19). The relevant type needs to be entered in the "Qualifications" tab of the activity. Settings for the task package: "Nozzle list activity planning" tab You can edit the individual nozzles here. The activities of the package get the data relevant to them from this matrix (nozzle list). chapter Nozzle list (Page 26). Opening the " management" plugin (Page 14) 3.3 master "Units" tab On the "Units" tab in the Navigator you can create shutdown masters, underneath which you then create the shutdown/turnaround object. The " management" plugin works with shutdown/turnaround objects. Adding further shutdown/turnaround masters enables you to achieve an improved structure. You manage work packages, maintenance plans, and events underneath the shutdown/ turnaround objects. 12 Operating Manual, 05/2016 V 10.2, A5E37094013-AA
" management" plugin 3.5 Creating a shutdown object Opening the " management" plugin (Page 14) Preparing data for the " management" plugin (Page 11) Creating a shutdown master object (Page 13) Creating a shutdown object (Page 13) 3.4 Creating a shutdown master object 1. Right-click on the company reference below which you want to create the shutdown master object. 2. Select the "New > A50 master" command from the context menu. Result The shutdown master is created underneath the company reference. Opening the " management" plugin (Page 14) master (Page 12) Preparing data for the " management" plugin (Page 11) Creating a shutdown object (Page 13) 3.5 Creating a shutdown object 1. Right-click on the object below which you want to create the shutdown object. 2. Select the "New > A20 shutdown" command in the context menu. Result The "" node is created under the selected object. Operating Manual, 05/2016 V 10.2, A5E37094013-AA 13
" management" plugin 3.6 Opening the " management" plugin Additional information You can now add workpackages, maintenance plans, and events to the shutdown object. If you have assigned a workpackage to a shutdown, the relevant shutdown master and shutdown are displayed in the " object link" control group on the "Attributes > Object links" tab. You can find additional information about the "Object links" tab in the "MRO" manual, keyword ""Object links" tab". Opening the " management" plugin (Page 14) master (Page 12) Creating a shutdown master object (Page 13) Preparing data for the " management" plugin (Page 11) 3.6 Opening the " management" plugin 1. Click on "Plugins" in the menu bar. 2. Select the "Maintenance > > management" command. Result The " management" plugin opens. " management" plugin (Page 11) Editing shutdown data (Page 15) Refreshing the display in the " management" plugin (Page 15) Assigning work packages to a shutdown object (Page 16) Tours in the " management" plugin (Page 16) Assigning events to a shutdown object (Page 17) Cloning a shutdown object (Page 18) Evaluating maintenance plans of a shutdown (Page 18) Exporting the management table (Page 21) Bulk processing (Page 19) 14 Operating Manual, 05/2016 V 10.2, A5E37094013-AA
" management" plugin 3.8 Refreshing the display in the " management" plugin 3.7 Editing shutdown data 1. Open the " management" plugin. See chapter Opening the " management" plugin (Page 14). 2. Drag&drop a shutdown object from the Navigator into the "" field. 3. Click the "Edit shutdown data" button in the menu bar of the plugin. The "Information" window opens. See chapter "Information" window of the " management" plugin (Page 29). 4. Enter the corresponding information. 5. Save the information you entered. Result The name is applied in the "Order data" tab of the shutdown object. The start and end dates are entered in the "Date information" tab of the shutdown object. Comments are shown in the "Remarks" tab. Assigning work packages to a shutdown object (Page 16) Cloning a shutdown object (Page 18) Evaluating maintenance plans of a shutdown (Page 18) Assigning events to a shutdown object (Page 17) 3.8 Refreshing the display in the " management" plugin To refresh the display in the " management" plugin, click plugin. in the menu bar of the Opening the " management" plugin (Page 14) Operating Manual, 05/2016 V 10.2, A5E37094013-AA 15
" management" plugin 3.10 Tours in the " management" plugin 3.9 Assigning work packages to a shutdown object 1. Open the " management" plugin. 2. Drag&drop the required shutdown object to the "" field. The "Company" field is completed automatically. 3. Drag&drop the workpackages you want to assign to the shutdown to the empty table. Result The workpackages are automatically assigned to the shutdown object. The settings are saved. The next time you open the plugin and select the same shutdown object, the table is automatically filled with the assigned workpackages. Color legend Blue fields indicate the task packages that exist in the base package and that can therefore also be created in new workpackages. If you activate the option of a blue field, its background changes to green. If you create a workpackage via the "Create workpackage > Using base package" context menu, the selected task packages will be created with the workpackage. Opening the " management" plugin (Page 14) Editing shutdown data (Page 15) Assigning events to a shutdown object (Page 17) Cloning a shutdown object (Page 18) Evaluating maintenance plans of a shutdown (Page 18) 3.10 Tours in the " management" plugin You can add tour work packages to the result list using drag&drop. If this tour work package contains work packages which you have not yet added to the shutdown, a window opens. Click the "Yes" button to add all the work packages of the tour work package to the shutdown. If not all work packages of the tour are linked to the shutdown, the tour work package is marked with an exclamation mark. Deleting If you delete a tour work package from the shutdown, a window opens. Click the "Yes" button to delete all linked work packages too. 16 Operating Manual, 05/2016 V 10.2, A5E37094013-AA
" management" plugin 3.11 Assigning events to a shutdown object Progress and statistics For the purpose of calculating their progress and statistics, tour work packages are not broken down into their individual work packages. Linking via the "Object search" plugin If you add tour work packages to a shutdown via the "Object search" plugin, the work packages linked to the tour work package are not added. Additional information You can find additional information about the "Object search" plugin in the "MRO" manual, keyword ""Object search" plugin". Opening the " management" plugin (Page 14) 3.11 Assigning events to a shutdown object You can also assign events to a shutdown object. A prerequisite for this is that an event was created and the status is "Confirmed". When the status has been set, you are prompted to assign the event to a "Maintenance plan shutdown". Delegating events with the "" plugin For events which have been assigned to a shutdown object, the "Delegate event" function is available in the context menu. If you execute this function, the status of the event is set to "Delegated". A new workpackage is created as configured for the event and is then added to the current shutdown object. Delegating events by creating a workpackage using the "" plugin Two functions are available to create a workpackage for an event using the " management" plugin: "Create each line using base package" in the menu bar and "Create workpackage using base package" as context menu. After creating the workpackage, the status of the event is set to "Delegated", the workpackage is added to the shutdown, and the workpackage is entered underneath "Created task" on the "Work instruction - Details" tab of the event. Additional information You can find additional information on action codes in the "Operations Administration" manual, keyword "Action codes". Operating Manual, 05/2016 V 10.2, A5E37094013-AA 17
" management" plugin 3.13 Evaluating maintenance plans of a shutdown Opening the " management" plugin (Page 14) Editing shutdown data (Page 15) Assigning work packages to a shutdown object (Page 16) Cloning a shutdown object (Page 18) Evaluating maintenance plans of a shutdown (Page 18) 3.12 Cloning a shutdown object 1. Open the " management" plugin. See section Opening the " management" plugin (Page 14). 2. Drag&drop the required shutdown object to the "" field. The "Company" field is completed automatically. The table displays all work packages that were assigned to the shutdown. 3. Click in the menu bar of the plugin. 4. Enter the date for the new shutdown. 5. Click "OK". Result The cloned shutdown object that is still assigned to the same equipment is created in the plant structure. New work packages for the new shutdown object are also created underneath the maintenance plans of the equipment. The new equipment and work packages are already assigned to the clone of the shutdown object. Editing shutdown data (Page 15) Assigning work packages to a shutdown object (Page 16) Assigning events to a shutdown object (Page 17) Evaluating maintenance plans of a shutdown (Page 18) 3.13 Evaluating maintenance plans of a shutdown The number of work packages, the number of activities, and the accumulated expected time of the activities are evaluated if you click the "Statistics" button of the " management" plugin. 18 Operating Manual, 05/2016 V 10.2, A5E37094013-AA
" management" plugin 3.14 Bulk processing 1. Open the " management" plugin. 2. Drag&drop the required shutdown object to the "" field. The "Company" field is completed automatically. You can also select a shutdown master object. 3. Click in the menu bar of the plugin. Result The "Statistics" window opens. The evaluation is displayed. Opening the " management" plugin (Page 14) Editing shutdown data (Page 15) Assigning work packages to a shutdown object (Page 16) Assigning events to a shutdown object (Page 17) Cloning a shutdown object (Page 18) 3.14 Bulk processing Functions Depending on the configuration, the bulk processing functions for the individual phases are activated. See chapter Configuring the menu (Page 21). You can select the following functions by clicking the "Bulk processing" button: "Adjust milestone packages" A shutdown milestone is divided into three shutdown phases: Phase Prephase Tournaroundphase Postphase Description Phase before a shutdown Phase of the shutdown Phase after a shutdown 4 milestones are distinguished: Start Prephase MS start general "@30 > M60 > A10 > A40 > A40 > A10 > A10 Start Prephase" Start Turnaroundphase MS start mecanical "@30 > M60 > A10 > A40 > A40 > A10 > A20 Start Tournaroundphase" Operating Manual, 05/2016 V 10.2, A5E37094013-AA 19
" management" plugin 3.14 Bulk processing End Turnaroundphase MS end mechanical "@30 > M60 > A10 > A40 > A40 > A10 > A30 End Tournaroundphase" End Postphase MS end general "@30 > M60 > A10 > A40 > A40 > A10 > A40 End Postphase" With the "Adjust all milestone packages" function, milestones are created or deleted depending on the existence of activities of the relevant phase. "Create each line using base package" This menu command allows all workpackages from assigned maintenance plans to be generated at one time. Drag all the required maintenance plans to the " management" plugin, adapt the base packages, and select the "Create each line using base package" function. The "Create workpackage > Use packages" context menu provides the option of creating only the workpackage of the required maintenance plan. "Create all qualifications" No qualifications have yet been assigned to the activities of the individual task packages. The "Create all qualifications" function adds the standard qualifications entered on the "Qualifications" tab of the workpackage to each activity. If you want to create individual workpackages, use the context menu "Edit activities > Insert qualifications". "Adjust packages" It is also still possible to adapt the task packages after the maintenance has been generated. Packages can be selected or deselected for this funciton in the management plugin. Deselected packages are marked red before they are applied. The adjustments are made only if "Bulk processing > Adjust packages" was selected in the menu bar of the plugin. If you only want to adjust individual workpackages, this command is available in the context menu of the row with "Create workpackage > Adjust packages". "Optimize all activities" Via this function, the same activities with the same names from different workpackages are grouped together and concentrated at the higher levels. At the same time, descriptive texts are placed together and nozzle activities, times etc. are accumulated. "Generate all barcodes" This function allows the user to assign barcodes to all activities of all workpackages assigned to the shutdown. "Calculate progress" Select the "Calculate status again" function to display the degree of completion of the task package as a percentage beside the checkbox in the " management" plugin. The data of the activities are used for this. The degree of completion is weighted according to the expected hours for the individual activities. If no expected time was defined for an activity, no degree of completion is displayed for the activity. The "%" column displays the weighted degree of completion of the entire workpackage. If no task packages have been created, the degree of completion of the activities located immediately underneath the workpackage is displayed in this column. Configuration You can configure the menu entries for the button "Bulk processing" and in the context menu depending on the phases of the objects. See chapter Configuring the menu (Page 21). 20 Operating Manual, 05/2016 V 10.2, A5E37094013-AA
" management" plugin 3.16 Configuring the menu Opening the " management" plugin (Page 14) 3.15 Exporting the management table This function allows you to export the table displayed in the " management" plugin to a new MS Excel worksheet. The function also allows you to write the data to an Excel template or an XML file. 1. Open the " management" plugin. 2. Drag&drop the required shutdown object to the "" field. The "Company" field is completed automatically. If you have already assigned workpackages to the shutdown object, these are listed. 3. Assign the required workpackages to the shutdown object. 4. Make the required settings. 5. Click "Apply". 6. Click in the menu bar of the plugin. The "Export" window opens. 7. Make the required settings. 8. Click "OK". Result If you have selected MS Excel export, Excel opens automatically and the table is displayed. Opening the " management" plugin (Page 14) 3.16 Configuring the menu For a shutdown you can specify various phases and a function for these phases. 1. Open the " management" plugin. See chapter Opening the " management" plugin (Page 14). 2. Drag&drop the required shutdown to the "" field. 3. Click the button. Operating Manual, 05/2016 V 10.2, A5E37094013-AA 21
" management" plugin 3.17 Saving the configuration as an xml file 4. Select one of the following options: To configure the " Management" plugin, select the "Object related" tab. To configure bulk processing select the "Bulk processing" tab. 5. To create a new shutdown phase, right-click in the "Context menu" column. 6. Select "New" from the context menu. 7. Enter a name for the phase in the "Labeling" tab. You can enter a name for each language that COMOS supports. 8. To set the phase for a function select the "Function" tab. 9. Select one of the following options: Select the required function from the "Function" list, e.g. "Optimize all activities". Use the script editor displayed to create your own function. You can find additional information on this topic in the "Administration" manual, keyword "Developing scripts". 10.Save your entries. Result The phases are now available in the "Equipment" column of the context menu. Drag the shutdown again from the navigator to the "" field so that the newly created phases can be displayed. The configuration is only saved for the selected shutdown object. 3.17 Saving the configuration as an xml file Requirement You have created a menu. chapter Configuring the menu (Page 21). Main statement 1. Click the button. 2. Select a storage location. 3. Click "OK" to confirm your entries. Result The configuration is saved to the storage location as an XLM file. 22 Operating Manual, 05/2016 V 10.2, A5E37094013-AA
" management" plugin 3.18 Loading the configuration 3.18 Loading the configuration The configuration of the context menu and the bulk processing are saved at the shutdown object. If you have saved the configuration as an XML file, you can already load the configuration you have created and by doing so also save the configuration for other shutdowns. Requirement The " management" plugin is open. See section Opening the " management" plugin (Page 14). You have saved a configuration. See section Saving the configuration as an xml file (Page 22). 1. Drag&drop the required shutdown from the navigator to the "" field. 2. Click the button. 3. Click the button. 4. Select the required configuration. 5. Click "OK" to confirm your entries. Result The configuration is available for the selected shutdown. Operating Manual, 05/2016 V 10.2, A5E37094013-AA 23
" management" plugin 3.18 Loading the configuration 24 Operating Manual, 05/2016 V 10.2, A5E37094013-AA
"Quick edit" plugin 4 4.1 What is the "Quick edit" plugin? The "Quick edit" plugin consists of the "Standard" and "Further activities" tabs. "Standard" tab The "Standard" tab enables you to input properties centrally for the individual nozzles on the one hand, and to add nozzle-related activities centrally on the other. The individual activities of the task package get the data relevant to them from this table. Matrix configuration The matrix is configured by the administrator with the aid of the following standard tables: "Y10 > M00 > A10 > Y10M00N00011 Nozzle relevant activities" "Y10 > M00 > A10 > Y10M00N00013 Nozzle relevant specifications, to be edited via Plugin" "Y10 > M00 > A10 > Y10M00N00012 Activity relevant specifications, to be edited via plugin, filtered by the classification of the workpackage" "Further activities" tab The "Further activities" tab is where you manage activities that do not relate to nozzles. Additional information You can find additional information on standard tables in the "Operations Administration" manual, keyword "Standard tables of the "Quick edit" plugin". "Standard" tab of the "Quick edit" plugin (Page 30) Opening the "Quick edit" plugin (Page 25) 4.2 Opening the "Quick edit" plugin 1. Click on "Plugins" in the menu bar. 2. Select the "Maintenance > > Quick edit" command. Operating Manual, 05/2016 V 10.2, A5E37094013-AA 25
"Quick edit" plugin 4.4 Editing the nozzle list and corresponding activities Result The "Quick edit" plugin opens. What is the "Quick edit" plugin? (Page 25) Editing the nozzle list and corresponding activities (Page 26) Creating or deleting further actvities for a task package (Page 27) 4.3 Nozzle list Nozzle list You create nozzles underneath the equipment or a functional location. The work package references the nozzles using the nozzle list. The nozzle list on the "Attributes > Nozzle list activity planning" tab in the properties of the task package inherits the nozzle information via the relevant work package. The nozzle list on the "Attributes > Nozzle dis- /mounting info" tab in the properties of the activity inherits the information via the task package. Editing the nozzle list and corresponding activities (Page 26) 4.4 Editing the nozzle list and corresponding activities The "Standard" tab of the "Quick edit" plugin enables you to input properties centrally for the individual nozzles on the one hand, and to add nozzle-related activities centrally on the other. The individual activities of the task package get the data relevant to them from this table. chapter "Standard" tab of the "Quick edit" plugin (Page 30). 1. Open the "Quick edit" plugin. 2. Select the "Standard" tab. 3. Drag&drop the workpackage that you want to edit to the "Workpackage" field. 4. From the "Package" list, select the required task package. The nozzle list is loaded automatically and displayed in a table. 5. Set the focus in the table cell you want to edit. 6. Select the required entry from the list or enter the required information. The list entries are managed by the responsible administrator. 7. Activate the options for the activities that are to be created for the relevant nozzles. 26 Operating Manual, 05/2016 V 10.2, A5E37094013-AA
"Quick edit" plugin 4.5 Creating or deleting further actvities for a task package 8. To display other table columns, click the "Show detail columns" button in the menu bar of the plugin. Via these columns, you can specifiy the individual activities in greater detail. 9. Click the "Apply" button. The additional table columns are displayed. 10.Click twice on the cell that you want to edit. The focus is set in the cell. 11.Select the required entry from the list. 12.Save the information you entered. Result The objects for the corresponding activities are created in the plant structure. Additional information, such as comments or required hoisting devices, is saved directly in the properties of the activity on the "Attributes > Nozzle list" tab. Activated options behind which a tab with an arrow is displayed have already been created underneath a task package. Cells on a blue background with an inactive option indicate that this activity has not yet been created. Opening the "Quick edit" plugin (Page 25) Nozzle list (Page 26) 4.5 Creating or deleting further actvities for a task package You can use the "Further activities" tab of the "Quick edit" plugin to create additional activities for a task package. The responsible administrator decides which activities you can create. 1. Open the "Quick edit" plugin. 2. Select the "Further activities" tab. 3. Drag&drop the work package that you want to edit to the "Work package" field. 4. From the "Package" list, select the required task package. Activities that have already been created are displayed underneath the "Existing activities" node. Activities that can be created in addition are listed underneath the "New activities" node. 5. Activate the options of the activities listed underneath "New activities" that you want to create. Operating Manual, 05/2016 V 10.2, A5E37094013-AA 27
"Quick edit" plugin 4.5 Creating or deleting further actvities for a task package 6. Deactivate the options of the activities listed underneath "Existing activities" that you want to delete. 7. Save your settings. Result The selected activities are created in or deleted from the unit structure. If you click on an activity displayed underneath "Existing activities", the properties of the activity open on the right-hand side of the plugin. Opening the "Quick edit" plugin (Page 25) 28 Operating Manual, 05/2016 V 10.2, A5E37094013-AA
User interface reference 5 5.1 "Scheduling" tab Overview The "Scheduling" tab displays the start and end date of the shutdown. Control element "Start date" field "Set current date" button "Select date" button "End date" field Description This field displays the start date of the shutdown. Via this button, you enter the current date in the field. Via this button, you select a date from the calendar. This field displays the end date of the shutdown. 5.2 "Information" window of the " management" plugin Overview The "Information" window of the " management" plugin displays information regarding the shutdown object. Control element "Name" field "Description" field "Start date" field "End date" field " " button "Type" column "Selection" option "Open classification" option Description This field displays the name of the shutdown object. This field displays a description of the shutdown object. This field displays the start date of the shutdown. This field displays the end date of the shutdown. This button opens a calendar and you can select a date. This column displays all task packages that you can create. If this option is activated, a column is displayed in the table of the plugin for the relevant task package. If this option is activated, the created and available task packages are displayed individually one after the other in the table. This leads to a more compact display since only the packages that have actually been created or can be created (base package) are displayed and there is no division into fixed columns. Editing shutdown data (Page 15) Operating Manual, 05/2016 V 10.2, A5E37094013-AA 29
User interface reference 5.3 "Standard" tab of the "Quick edit" plugin 5.3 "Standard" tab of the "Quick edit" plugin Overview The "Standard" tab displays information regarding the individual nozzles. Control element "Work package" field "Package" list "Pos" column "DN" list "PN" list "Sealing face form" list "TEST" column Example: "Scaffolding" option Example: "Description" list Example: "Hoisting devices" list Example: "Time" field Description This field displays the selected work package. This list displays the task packages that were created underneath the selected work package. This column displays the name of the nozzle. You select the nominal diameter of the nozzle from this list. You select the nominal pressure for which the nozzle is designed from this list. You select the form of the sealing surface of the nozzle from this list. This column is used as an example for the configurable structure of the table. If this option is activated, the activities required for scaffolding are created. You select a scaffolding type from this list. You select a hoisting device from this list. This field displays the planned time in hours for this activity. What is the "Quick edit" plugin? (Page 25) Editing the nozzle list and corresponding activities (Page 26) 30 Operating Manual, 05/2016 V 10.2, A5E37094013-AA