tm v4 009 work template

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Visions Enterprise

Training Manual

Version 4.0.1.28 TM-009 Revision #: 0 Date: 7/18/2007 of 13

VISIONS 4 TRAINING MANUAL

SCHEDULING (TM-V4-009)

1 PURPOSE

The Visions Work Template is a collection of inspection requirements related to single or multipleequipment that provides for the execution of a work scope on a one time or repetitive basis.

2 DESCRIPTION

2.1 Definition

A Work Template defines the parameters of an inspection, from access needs to cleanliness to

surface preparation and the extent of the inspection. Inspection Tasks and Work Requestsspecifying additional work can be included in the template. The template can be equipmentspecific or can be applied to a series of equipment. The template allows for the re-execution ofwork without having to re-enter information.

2.2 Work Template Log

The Work Template Log displays information specific to a Standard or Major Equipment. The Logis divided into 3 sections, Template List, Associated Equipment and three (3) Action Buttons.

2.2.1 Template List

This section lists the Work Templates that have been created for the particular equipment.

FIELD FUNCTION

Title The Title should be a clear concise subjectdescription as it will appear in the WorkTemplate Log and help identify the WorkTemplate in the future.

Work Template Number Generated by Visions, but may be overwritten.Date Created The date the Work Template is created

Extent Full or Partial Nonrecurring.

Prepared By The name of the individual who created ormodified the Work Template.

Modification Reason A limited list of codes used to describe why aWork Template was changed.



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Training Manual


2.2.2 Associated Equipment

This section shows all of the equipment that is included with the selected Work Template.

FIELD FUNCTION

Classification Standard, Linked Minor, Unlinked Minor,Defaulted from Equipment Index

Plant ID Defaulted from Equipment Index

Equipment Type Defaulted from Equipment IndexEquipment Number Defaulted from Equipment Index

Equipment Name Defaulted from Equipment Index

2.2.3 Action Buttons

The Execute Work Template button starts the template execution process. Refer to theTM-V4-019 Work Cycle for further details.

The Clone Work Template button lets the user create a new Work Template by copying andmodifying an existing Work Template

The New Work Template button creates a new blank Work Template.



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Training Manual


2.3 Individual Work Template Detail

An individual Work Template is divided into 2 sections, Template and Template Details and an ‘Execute Work Template’ button.

2.3.1 Template Section

FIELD FUNCTION

Title The Title should be a clear concise subject

description as it will appear in the WorkTemplate Log and help identify the WorkTemplate in the future.

Work Template Number Generated by Visions, but may be overwritten.

Date Created The date the Work Template is created

Extent Full or Partial Nonrecurring.

Prepared By The name of the individual who created ormodified the Work Template.

Modification Reason A limited list of codes used to describe why aWork Template was changed.

2.3.2 Template Details Section

2.3.2.1 Work Template Information



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Training Manual


FIELD FUNCTION

Work Template Description Explain the reason(s) for the template

Access Details Describe the requirements, such as opening

the manways, scaffold, lighting, power, safetywatch, etc.

Inspection Details What is to be inspected, to what extent, whatinspection method(s) is to be employed,cleanliness, surface preparation, insulationremoval, etc.

2.3.2.2 Memos

This sub section lists the Work Requests and Inspection Tasks that have been created under theWork Template umbrella for the particular equipment, ready to be executed with the WorkTemplate. Refer to the ‘Add New Memo’ button section described below to see what fields aredisplayed in this list.

In addition, the user is presented with five (5) Action Buttons to create new memos from scratchor add and modify existing memos.



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Training Manual


The Add Existing Memo button displays the screen below and is used to search for existingmemos to be included in the currently open Work Template. The ‘Find memos’ filter on the lefthand side of the screen allows the user to specify the following criteria before activating thesearch;

• Plant Number

• Equipment Type

• Equipment Number

• Activity Code

• Status

• Date Created

• Memo Number

• Extent

• Work Event (reference TM-V4-018)

• Memo type.



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Training Manual


The Edit Existing Memo button displays the screen below and is used to edit an existing memo

included in the currently open Work Template

The Delete button removes the memo(s) from the currently open Work Template.

The Print button creates a report that included all of the existing memos included in thecurrently open Work Template.



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Training Manual


2.3.2.3 Equipment Link

This sub section lists the equipment that have been associated with the selected Work Template.In addition, there are three (3) Action Buttons.

FIELD FUNCTION

Classification Standard, Linked Minor, Unlinked Minor,

Defaulted from Equipment IndexPlant ID Defaulted from Equipment Index

Equipment Type Defaulted from Equipment Index

Equipment Number Defaulted from Equipment Index

Equipment Name Defaulted from Equipment Index



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Training Manual


The Link button displays the window below and is used to find and add equipment to the

currently open Work Template.

The Delete button displays the confirmation window below and is used to remove equipmentfrom the currently open Work Template.

The View button goes to the Equipment File for selected linked equipment from the currentlyopen Work Template.



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Training Manual


2.3.3 Execute Work Template Section

When the user is ready to apply the Work Template, the Execute Work Template button isselected. Refer to the TM-V4-019 Work Cycle for further details.

3 CREATING A NEW WORK TEMPLATE

3.1 Standard Equipment

From the Equipment Index, select the Standard Equipment of interest and double click



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Training Manual


From the Overview Tab, right mouse click on Work template and select New

A new Work Template is created, in this example #377. Once the Work Template is complete, itcan be saved and later executed using the ‘Execute Work Template’ button. For further details,refer to TM-V4-019 Work Cycle.



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3.2 Major/Minor Equipment

MAJOR equipment cannot own a Work Template. They must be created in the MINORequipment(s) associated with the MAJOR equipment.

From the Equipment Index, select the Major Equipment of interest and double click

From the Overview Tab, double click on Work Template and use the ‘+’ to expand the Minor

Equipment. Select the desired Minor equipment, right mouse click and select New.



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A new Work Template is created for the Minor Equipment, in this example #380. Once the WorkTemplate is complete, it can be saved and later executed using the ‘Execute Work Template’button. For further details, refer to TM-V4-019 Work Cycle.

4 EXAMPLES/EXERCISES

tm v4 009 work template

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