PTWUsers Manual

User Manual: Pdf

Open the PDF directly: View PDF .
Page Count: 72

Download
Open PDF In Browser	View PDF

Fortescue Training

Solomon Isolation Database
User’s Manual

10/08/2017
Version 1.0.0.4

"Training Manual Title"

Page 2 of 72

Document Number_Rev No.
Rport
Disclaimer:
This document is protected by copyright, no part of this document may be reproduced or adapted without
the consent of the originator/company owner, all rights are reserved. This document is “uncontrolled when
printed”, refer to electronic copy for up to date version.

"[Document
Number]"

Fortescue Permit To Work User’s Manual

Revision Number

Status

DRAFT

Author

Cong Nguyen

Click here to enter a date.

Click here to enter a date.
Signature

Checked

First Name Surname Here

Click here to enter a date.
Signature

Approved

First Name Surname Here

Click here to enter a date.
Signature

Confidentiality

Review Date

FORTESCUE STAFF &
CONTRACTORS

Yes
Publish on Extranet
No

Click here to enter a date.

Revision History (to be completed for each version retained by Document Control)

Author

Checker

Approver

Initial/Surname

Rev
No.

Status

Issued Date

Choose
an item.

Click here to
enter a date.

TABLE OF CONTENTS
1.

INTRODUCTION ............................................................................................................ 5
1.1

PURPOSE ........................................................................................................... 5

1.2

APPLICATION OVERVIEW ................................................................................ 5

INSTALLATION.............................................................................................................. 6
2.1

SOFTWARE LAYOUT .................................................................................................... 8
3.1

Installation Guideline ........................................................................................ 6

Software layout .................................................................................................. 8

BREAKDOWN EVENT ................................................................................................... 9
4.1

Create a new Breakdown Event ........................................................................ 9

4.2

Create New Isolation Statement ..................................................................... 10

4.3

Creating a Permit To Work .............................................................................. 12

4.4

Send Permit to Outlook ................................................................................... 15

4.5

Printing ............................................................................................................. 16
4.5.1

Print Isolation Statement ...................................................................... 16

4.5.2

Print Multiple Statements ..................................................................... 17

4.5.3

Print Permit To Work ............................................................................ 20

SHUTDOWN EVENT .................................................................................................... 22
5.1

Create Shutdown Event .................................................................................. 22

5.2

WORK ORDERS ............................................................................................... 23

5.3

3|Page

5.2.1

Create New Work Order ....................................................................... 23

5.2.2

Import Work Orders from Excel Spreadsheet ....................................... 24

5.2.3

Update Work Orders ............................................................................ 28

5.2.4

Delete Work Orders ............................................................................. 30

5.2.5

Import Work Orders from SAP & Microsoft Project ............................... 31

WORK PACKS.................................................................................................. 38
5.3.1

Create New Work Pack ........................................................................ 38

5.3.2

Create New SIR ................................................................................... 41

5.3.3

Create New Permit To Work ................................................................ 44

5.3.4

Merging Work Packs ............................................................................ 46

5.3.5
5.4

5.5

ISOLATION STATEMENTS .............................................................................. 47
5.4.1

Create New Isolation Statement ........................................................... 47

5.4.2

Print Isolation Statement ...................................................................... 49

5.4.3

Print Multiple Statements ..................................................................... 50

5.4.4

Print Lock Box Cover ........................................................................... 54

SPECIFIC ISOLATION REQUIREMENTS ........................................................ 55
5.5.1

5.6

Create New Permit to Work.................................................................. 57

REPORTS ......................................................................................................... 60
5.7.1

Isolation Matrix ..................................................................................... 60

5.7.2

Permit Matrix ........................................................................................ 61

5.7.3

General Reports................................................................................... 61

TEMPLATES EVENT ................................................................................................... 62
6.1

Create new SIR.................................................................................... 55

PERMIT TO WORK ........................................................................................... 57
5.6.1

5.7

Work Pack Shortcuts............................................................................ 47

Create New Template Event ............................................................................ 62

ADMINISTRATION ....................................................................................................... 63
7.1

Add new Isolation Point .................................................................................. 63

7.2

Verify Isolation Points ..................................................................................... 64

7.3

Add Photo to Isolation Points ......................................................................... 66

7.4

Update Isolation Point Details ........................................................................ 68

7.5

Duplicate Isolation Tag ................................................................................... 70

7.6

Add New Lock Box .......................................................................................... 71

4|Page

INTRODUCTION

1.1

PURPOSE

This document contains general information that will be useful to know before using Solomon
Isolation Database Application.

1.2

APPLICATION OVERVIEW

Solomon Isolation Database is a software program that is used to generate Isolation
Statements, Specific Isolation Requirements, Permit to Work in alignment with FMG Standard
and Procedure.
MAJOR FEATURES


Generate Isolation Statements



Generate Specific Isolation Requirements (SIR)



Generate Permit To Work

For further information please refer to Document 100-PR-SA-1003 (Permit to Work Procedure)

5|Page

INSTALLATION

2.1

Installation Guideline

The following procedure will step you through the installation process.
Instruction

Install all the pre-requisites files located in:
J:\Cong
Nguyen\PermitToWorkDatabase\Prerequisites
Files
Once all files have been installed, restart the
computer and proceed to the next step

Install FMGPermitToWork Application
J:\Cong
Nguyen\PermitToWorkDatabase\FMGPermitToWo
rk
Once the application is installed, proceed to the
next step

Run FMGPermitToWork from your Desktop

When FMGPermitToWork initialises for the first
time, the following error dialog will appears. Click
OK to acknowledge.

6|Page

Instruction

Select Settings > Connect to SQL

A new dialog will appears. Select a Server then
click Connect to continue

The Application will self-restart

The Application is now connected to KV_TRAINING database

END OF PROCEDURE

7|Page

SOFTWARE LAYOUT

3.1

Software layout

FMGPermitToWork consists of 3 types of working events: Breakdown, Shutdown and
Templates. Below are the main differences:
Breakdown Event

Shutdown Event

Templates

Isolation Statements

No lockbox numbering
restriction. Different
Isolation Statements can
be allocate to the same
Lock Box

Each Statement has a
unique Lock Box

Lock Boxes are not
required

SIR

Not applicable in this mode

SIR are generated from
Work Packs

Work Packs not required.

TSIR Isolation Points are
referenced to Isolation
Statements’ Lockbox

Permit to Work

Work Permits are
generated from Isolation
Statement

Isolation Points don’t have
Lock Box Number

Work Permits are
generated from TSIR

N/A

Shutdown Planning Tools

N/A

Work Orders are not
required

Other Features

8|Page

Outlook Integration

BREAKDOWN EVENT

4.1

Create a new Breakdown Event
1. From the Main Screen. Login in with your credentials
2. Click on Event > New Event to create a new Event

3. Type in the Event Name, its Description and select an Event Type. Click OK to proceed.

4. From the Main Screen, Select “BreakdownA17” Event

5. Click View Event to view the event details

9|Page

4.2

Create New Isolation Statement
1. From the Event Details Screen.
Select ISOLATION STATEMENTS > Actions > New Isolation Statement

2. A new form will appears. Fill in all the required Fields:

10 | P a g e

3. Filter the Isolation Points by Equipment ID or Description. Multiple points can be
added to the list at the same time:

4. Sort the Isolation Points by clicking on header, or drop and drag to a specific position
in the list. The Isolation Sequence appears on the statement starts from top to bottom
(1,2,3…)

5. Click OK to Create this statement

11 | P a g e

6. The new statement is now listed in the Event Details page. Double click on the item to
Preview

7. To Edit the statement. Highlight the item on the list, Select Actions > Edit Statement
End of Procedure

4.3

Creating a Permit To Work

Permit to Work Statements may be created in several ways:
1. On the ISOLATION STATEMENT list
a. Select an isolation Statement
b. Right-click > New Permit

12 | P a g e

2. Or PERMIT TO WORK > Actions > New Permit

3. Fill in the Permit Details section, where applicable:

4. Add or Remove the Isolation Statement associate with this Permit:

13 | P a g e

5. Click OK to proceed to the next step
6. New Permit is now listed on the Event Details Page > PERMIT TO WORK:

7. Double click the permit to preview
8. Permit can be altered by selecting PERMIT TO WORK > Actions > Edit Permit

End of Procedure

14 | P a g e

4.4

Send Permit to Outlook

When isolation statement and Work Permits are generated, Permit Coordinator can choose to
issue a copy of the permit to Central Control Room Operator to notify the upcoming isolations.
This will ensure the plant shutdown is in a controlled and timely manner. CCR can then set up
to quickly bring the plant back online once requested work is complete:
1. From Event Details Page, select a permit on the list then
PERMIT TO WORK > SEND TO OUTLOOK

2. A new Task will be generated on your Outlook, along with the isolation details:

15 | P a g e

3. On the ribbon, Select Assign Task

4. Type in the recipient’s email address and click SEND
End of Procedure

4.5

Printing

4.5.1

Print Isolation Statement

The best way to print an Isolation Statement is to export it to Microsoft Word Document format
then print:
1. On the Event Details Page. Select ISOLATION STATEMENT tab.
2. Click on EXPORT > Export to Word > Export Selected Statement

3. Choose the destination folder then click on Save to proceed

16 | P a g e

4. Click Yes to view the file.
End of Procedure

4.5.2

Print Multiple Statements

To print multiple isolation statements
1. Select ISOLATION STATEMENT tab
2. Click on Export > Export to Word > Export All Statements

3. Navigate to the folder then click on Save. Note: this progress will take sometime to
generate all statement. The status is displayed on the left bottom corner of the screen:

4. Once export is completed. Click Yes to view your files or No to close.

17 | P a g e

5. To Print Multiple statement. Select File > Bulk Print

6. A new dialog will popup. Click on Select

7. Select the files you wish to print. Then click on Open to proceed

18 | P a g e

8. Your selected files are now added to the list. Click Print to proceed

9. Select a printer then Print

19 | P a g e

End of Procedure

4.5.3

Print Permit To Work

1. From the Event Details page. Click on PERMIT TO WORK tab > Export > Selected
PTW

20 | P a g e

2. Repeat the previous steps to export and print documents.
End of Procedure

21 | P a g e

SHUTDOWN EVENT

5.1

Create Shutdown Event
1. From the Main Login Page. Click Event > New Event. Enter the name of the event,
Event description and Select Shutdown

2. From the Main Page select this event from the drop down list

3. Click View Event to continue

22 | P a g e

End of Procedure

5.2

WORK ORDERS

5.2.1

Create New Work Order

1. From the Event Details Page. Click on the WORK ORDERS tab > New Work Order

2. Enter the Work Order Details. Click OK to proceed

3. Work Orders is now appear on the Work Order list:

End of Procedure
23 | P a g e

5.2.2

Import Work Orders from Excel Spreadsheet

Work Orders can be imported into the database in several ways:
1. Select WORK ORDERS > Export Work Orders > Download Template

2. A new Excel file will pop up.

3. Fill in the data as per the template.

4. Save the Excel spreadsheet to your computer. We will import this spreadsheet in the
next steps:
24 | P a g e

File > Save As > Computer > Browse

In this example, I will save this Excel Spreadsheet as “myWorkOrder” on my Desktop
5. Back to the FMGPermitToWork.
Select WORK ORDERS > IMPORT WORK ORDERS > Import From Excel File

25 | P a g e

6. A new window will pop up. Click on Open

Select the Excel Spreadsheet that you saved in the previous step:

26 | P a g e

7. Now your pop up window will display the preview data:

8. Click IMPORT

27 | P a g e

9. The software will import the data into the database:

Event details View:

End of Procedure

5.2.3

Update Work Orders

As the shut gantt changes, you may need to update the work order details such as start / end
time, adding new work orders, remove work orders from gantt, etc. To update and adding new
work orders:
28 | P a g e

1. From your Event Details Form, select WORK ORDERS > Export Work Orders >
Export List to Excel

The software will copy all the work orders into a new spreadsheet:

2. Update your data in this spreadsheet, or adding new work orders
In this example, I will add 2 new work orders to the list:

Save and close excel to your desktop once all changes have been made
3. Back to the FMGPermitToWork
Select WORK ORDERS > IMPORT WORK ORDERS > IMPORT FROM EXCEL File
Repeat the previous steps to import the work orders:

29 | P a g e

End of Procedure

5.2.4

Delete Work Orders

To delete Work orders from the database, highlight the work orders from the list then
1. WORK ORDERS > Delete Work Orders

2. Click Yes to proceed.
30 | P a g e

End of Procedure

5.2.5

Import Work Orders from SAP & Microsoft Project

This method is recommended for major shutdown where shutdown gantt (Microsoft Project) is
available. The program requires 2 pieces of information: SAP Work Orders details (IW49N or
IW38) and Microsoft Project.
1. Log into your SAP and enter IW49N:

2. On the Order Header tab, clear the Period information:

31 | P a g e

3. Click on General / Administration and Key in your Shutdown Revision. For example:
KV17OP07:

4. Click on

to run the query

5. Select Settings > Layouts > Current

6. Select the following columns:

32 | P a g e

7. Click on the Save symbol

to save this layout:

]

8. Click on green tick to continue

9. Your screen will now displays the work order details:

10. Click on the Spreadsheet symbol to save the list

33 | P a g e

11. Follow the prompts

10. Save your excel export to a folder.

11. In this example we will call it DDMMYYYY Week 5 Churn

34 | P a g e

12. Now switch to the Permit to Work Database. Select Work Orders > Import Work
Orders > Import from Gantt

13. Click on Select Data Source

35 | P a g e

14. Step 1: Click Browse and point it at the excel file you just saved:

15. Step 2: Select the Shutdown Gantt. Click Browse and select the latest shutdown Gantt

16. IMPORTANT: Ensure your excel file is closed
17. Click on IW49N to run the script, this will take a few minutes to process.

36 | P a g e

18. Click on IMPORT to import the preview to the database. Please note the system will
reject any work orders that doesn’t have a Work Group assigned to them.

19. Click on View Report to view the list

END OF PROCEDURE

37 | P a g e

5.3

WORK PACKS

5.3.1

Create New Work Pack
1. From the Event Details Form, Select WORK PACKS > Actions > New Work Pack

2. New Work Pack form will pop up:

3. Select the Plant Area from the drop list:

38 | P a g e

4. In the Work Order Filters, select the Plant Area filter. This will narrow down Work
Group and Asset ID filters:

5. Select Work Group to filter down the work orders. In this example, I will select HES
T1:

6. Select the Work Orders then click on ADD to select

39 | P a g e

7. On the Work Pack Details, click Add Work Group

8. Select the Work Group from the list. Click OK to proceed

40 | P a g e

9. Once work group(s) is selected, the work pack description will be auto generated.
Change the description where suits.

10. Click OK to proceed

End of Procedure

5.3.2

Create New SIR

Once the Work Pack is created, you can create a new Specific Isolation Requirements for this
newly created Work Pack:
1. From the Event Details, select the Work Pack then Right-click then New SIR

41 | P a g e

2. New SIR Form will pop up

3. Select the Isolation Points for this SIR. You can choose to filter the points from Isolation
Statements OR show all Points:

4. In this example, I will choose to filter all the points:
42 | P a g e

5. Type in the Asset ID to narrow the list further down:

6. Highlight the points which you want to select then click ADD

43 | P a g e

7. Once you are happy with the selected SIR points for the work orders displayed at the top
in the work order list. Select OK

End of Procedure

5.3.3

Create New Permit To Work

After SIR is created, you may now generate a Permit to Work for this SIR / Work Pack:
1. From the Event Details Form, click on SPECIFIC ISOLATION REQUIREMENTS tab
2. Select the SIR from the list, Right-click then select New Permit

3. New Permit Form will popup:

44 | P a g e

4. Here you can specify new Permit Start Time / End Time, and Permit Holder details if
available:

5. Click OK to complete

End of Procedure

45 | P a g e

5.3.4

Merging Work Packs
Quick Merging Work Packs will allow user to merge the work orders from 2 or more
Work Packs together. For example:
Merging WP0001 with WP0002 and WP0003 will:
 Transfer WP0002 & WP0003’s Work Orders into WP0001
 Delete WP0002 & WP0003
 Delete WP0002 & WP0003’s SIR (if any exists)
 Delete WP0002 & WP0003’s PTW (if any exists)

1. Select the Work Packs you wish to Merge by holding down the Ctrl Key:

2. Right Click and Select “Merge Selected Work Packs”

3. Click Yes to Confirm

End of Procedure

46 | P a g e

5.3.5

Work Pack Shortcuts
To quickly add or remove work orders from Work Pack:
a. Select a Work Pack. Right click on the Work Order list

b. Right-click on the Work Order list

c. Select Add Work Order or Remove Work Orders
End of Procedure.

5.4

ISOLATION STATEMENTS

5.4.1

Create New Isolation Statement

1. Select ISOLATION STATEMENTS tab.
2. Click on Actions > New Isolation Statement

47 | P a g e

3. A new isolation Statement Form will pop up.
a. Choose the Plant Area from the list
b. Type in the Description
c. Select a Lock Box for this statement

4. Choose the Isolation Points from the list. You can further narrow down the list by type in
the Equipment ID or description. Note: you can also choose to show ONLY THE
MISSING POINTS FROM SIR

5. Select the point(s) then click Add to select

48 | P a g e

6. Click OK to create this statement

End of Procedure

5.4.2

Print Isolation Statement

The best way to print an Isolation Statement is to export it to Microsoft Word Document format
then print:
5. On the Event Details Page. Select ISOLATION STATEMENT tab.
6. Click on EXPORT > Export to Word > Export Selected Statement

49 | P a g e

7. Choose the destination folder then click on Save to proceed

8. Click Yes to view the file.
End of Procedure

5.4.3

Print Multiple Statements

To print multiple isolation statements
10. Select ISOLATION STATEMENT tab
11. Click on Export > Export to Word > Export All Statements

12. Navigate to the folder then click on Save. Note: this progress will take sometime to
generate all statement. The status is displayed on the left bottom corner of the screen:
50 | P a g e

13. Once export is completed. Click Yes to view your files or No to close.

14. To Print Multiple statement. Select File > Bulk Print

15. A new dialog will popup. Click on Select

51 | P a g e

16. Select the files you wish to print. Then click on Open to proceed

17. Your selected files are now added to the list. Click Print to proceed

52 | P a g e

18. Select a printer then Print

53 | P a g e

End of Procedure

5.4.4

Print Lock Box Cover

Lock Box Coversheets may be printed from the program:
1. From the Event Details Page, Select Isolation Statements tab > Lockbox Coversheet

2. New window will popup

54 | P a g e

3. Select the screen cover you would like to print or save them all to PDF File then Print:

End of Procedure

5.5

SPECIFIC ISOLATION REQUIREMENTS

5.5.1

Create new SIR

To create a new SIR from a WorkPack, please refer to Chapter 5.3.2
1. From The Event Details. Select SPECIFIC ISOLATION REQUIREMENTS tab >
Actions > New SIR

55 | P a g e

Please note: you will need to create a new Work Pack before creating new SIR.
2. Select the Plant Area from the list

3. Select the available work pack for this SIR. This will populates all the work orders details
belong to the work pack

4. Select the Isolation Points for the SIR
56 | P a g e

5. Click OK to proceed.
End of Procedure

5.6

PERMIT TO WORK

5.6.1

Create New Permit to Work

1. From the Event Details. Select PERMIT TO WORK tab > Actions > New Permit

2. A new Permit to Work Form will pop up

57 | P a g e

3. Click Add

4. Select a SIR. Then click OK

58 | P a g e

5. Fill in the Permit Details Section. Click OK to proceed

End of Procedure

59 | P a g e

5.7

REPORTS

5.7.1

Isolation Matrix

60 | P a g e

5.7.2

Permit Matrix

5.7.3

General Reports
1. From the Event Details page. Click Reports > Generate Reports

61 | P a g e

2. Select the type of report you want to view by selecting from the drop down list

3. Click Print Preview.
End of Procedure

TEMPLATES EVENT

6.1

Create New Template Event
1. From the Main Login Screen. Select Event > New Event

2. Enter the Event’s name and select Templates

62 | P a g e

3. Select the newly created event from the drop down list and Click on View Event to
continue
End of Procedure

ADMINISTRATION

7.1

Add new Isolation Point
1. From the Event Details page. Click on Administration > Isolation Points Register

2. A new Tag Register Form will popup. Click on New Tag

63 | P a g e

3. Enter the Tag Details. Click OK to proceed

End of Procedure

7.2

Verify Isolation Points
1. From Event Details page. Click Administration > Isolation Points Register

2. Use the horizontal scroll bar tool to scroll the page to the right

64 | P a g e

3. Click on Edit

4. The page will go into Edit Mode

5. Click on the checkbox for the points to be verified. This will auto populates the time and
user’s name

65 | P a g e

6. Click Update to make the change

End of Procedure

7.3

Add Photo to Isolation Points
1. From Event Details page. Click Administration > Isolation Points Register

2. Right-click a selected point > View Photo
66 | P a g e

3. A New window will pop up. Click Add Photo

4. Select a Photo Then Click OPEN button located at the bottom right corner

67 | P a g e

End of Procedure

7.4

Update Isolation Point Details
1. Open an Event, Click on Administration > Isolation Points Register

2. Select the Plant Area from the drop down list

68 | P a g e

3. Select an Asset ID to drill down the list further:

4. Click on Edit

5. The grid will be coloured in RED to indicate that you are now in Edit Mode

6. Double-click the cell and type in the change:

7. Click Update to make the change

69 | P a g e

End OF PROCEDURE

7.5

Duplicate Isolation Tag
1. To duplicate a Tag, Right-click a point. Select Duplicate

2. New form will pop up, fill in the details and click OK

70 | P a g e

7.6

Add New Lock Box
1. From the Event Details Window. Click on Administration > Lockbox Register

2. Right-click an isolation Point > View Photo

3. A New window will popup. Click on New Lock Box

4. Enter the Lock box details. Click SAVE to proceed

71 | P a g e

Note: you may also add custom lockbox names for example:
Double click on the LockBoxNumber Cell to edit

End of Procedure

72 | P a g e

Source Exif Data:

File Type                       : PDF
File Type Extension             : pdf
MIME Type                       : application/pdf
PDF Version                     : 1.5
Linearized                      : No
Page Count                      : 72
Language                        : en-AU
Tagged PDF                      : Yes
Author                          : Cong Nguyen
Subject                         : SAP Training Manual
Creator                         : Microsoft® Word 2013
Create Date                     : 2017:08:10 12:48:29+08:00
Modify Date                     : 2017:08:10 12:48:29+08:00
Producer                        : Microsoft® Word 2013

EXIF Metadata provided by EXIF.tools

PTWUsers Manual

Navigation menu

Versions of this User Manual:

Views

Navigation