document

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Getting Started with

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Select IMpartSM for Use on POL Initiation Form 000.107.F5001

Step # 1

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Step # 2 •  Define the IM Plan

ADVICE For the Project Manager

♦  Don’t delegate this activity. Stay involved.

♦  Structure the plan to reflect needs for your project

♦  Select your contracting parties carefully •  Use good judgment •  Not all contracts must be included •  Some contracts may best be multiple parties

♦  Select IMs for each party and hold strategy meetings

♦  Select Technical Contacts for communications

♦  Use IMpartSM to reflect the plan; not to develop it

♦  Select Plant ID codes, System Codes, & Disciplines to allow sorting and overview. Don’t include everything.

♦  Decide if high security is needed for any interfaces and get a separate instance if necessary.

Establish the Structure •  IMpartSM is flexible •  Project needs control •  Use judgment

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Input Sheet for IMpartSM

Form 000.107.F5006 ♦  Contract Parties ♦  Participants ♦  Plant Identification ♦  System Codes ♦  Disciplines

Step # 3 •  Set-up IMpartSM

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Step # 4 – Demonstration to Team

Desktop •  Activity List •  Shared Worklist •  My Request Status

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Step # 4 – Demonstration to Team

Note: Pick List

New Request •  Action Item •  Interface Agreement

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Step # 4 – Demonstration to Team

Search/Print •  Full Database search •  Powerful filter capability

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Step # 4 – Demonstration to Team

Reports •  Pre-programmed Standard Reports •  Customized Reports •  Filters can be applied

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Step # 5 •  Start Working