IPS-ENERGY Module Group: Setting Workflow Management Version 1.92

IPS-ENERGY Module Group: Setting Workflow Management Version 1.92 2017 This document is the sole property of IPS-Intelligent Process Solutions GmbH and is provided to the recipient for its own use only. It may not be supplied to any third party, or copied or reproduced in any form without the explicit written permission of IPS-Intelligent Process Solutions GmbH. All copies and reproductions shall be the property of IPS-Intelligent Process Solutions GmbH. IPS-Intelligent Process Solution GmbH, Dr.-Gustav-Adolph-Str. 2, 82049 Pullach (Munich), Germany

History of Changes Version Date (mm/dd/yyyy) Chapter and changes 1.0 1/27/2017 Implementing changes & finalizing document smc 0.3 12/22/2016 Proofing DFO 0.2 12/05/2016 Transfer to new template ILE 0.1 12/01/2016 Overall re-structuring & content editing, incl. some new screenshots smc Name IPS-Intelligent Process Solutions GmbH I

Table of Contents 1 General 1 1.1 How to read the documentation... 1 1.2 Abbreviations... 1 2 Setting Workflow Management 2 2.1 Introduction... 2 2.2 System Change Notifications... 6 2.2.1 Create a new SCN... 7 2.2.2 Create a new GSR... 13 2.2.3 Create a new RSR... 20 2.3 Workflow Definition... 38 2.3.1 Workflow Types... 38 2.4 Document Template Definition... 42 2.5 RSR Overview... 43 2.5.1 Overview... 43 2.6 Project Manager... 44 2.6.1 Overview... 44 2.7 Site Configuration... 46 2.7.1 Overview... 46 2.8 RSR for Site Implementation... 47 2.8.1 Overview... 47 2.9 Additional Features... 48 2.9.1 E-mail or Internal Message Notifications... 48 2.9.2 E-mail Template... 50 List of Figures 54 IPS-Intelligent Process Solutions GmbH II

1 G e n e r a l 1.2 A b b r e v i a t i o n s 1 General Thank you for purchasing IPS-ENERGY Asset Performance Management Software. This user documentation should introduce you with all necessary information to get best use out of this application. IPS-ENERGY is programmed in a dynamic way which means that more (or less) features are available to you depending on configuration and licensing. 1.1 How to read the documentation Texts written in italics indicate Names in the software (Windows, Fields, Tables, Columns, etc.). Texts written in bold indicate Function in the software (Buttons, Menu Options, Tabs, anything you can click on). Instructions to follow are indicated with numbers: Step 1 Step 2 Listings without specific order or alternative options are shown as a list with bullet points: Option 1 Option 2 Legend numbers in an image are referenced underneath the image: 1 Legend explanation 1 2 Legend explanation 2 NOTE: Important information to consider is written in a box starting with NOTE. 1.2 Abbreviations CAPE Computer-aided Protection Engineering CIR Configuration Item Requests GSR Global Setting Request RSR Relay Setting Request SCN System Change Notification SRI System Request Identifier SWM Setting Workflow Management WF Workflow IPS-Intelligent Process Solutions GmbH 1/55

2 S e t t i n g W o rk f l o w Managem e n t 2.1 I n t r o d u c t i o n 2 Setting Workflow Management 2.1 Introduction The module group Setting Workflow Management (SWM ) is specially developed for relay devices, and allows you to administrate all activities related to their settings. The workspace is structured in three levels, System Change Notification (i.e. description of any event), Global Setting Requests (affecting several physical relays), and Relay Setting Requests (RSR, affecting one single physical relay). Each level has its own workflow the workflow for Global Setting Request (GSR) is fully customizable. A major benefit of this all-round solution is the handling of relay settings through properly controlled workflows. The SWM module represents and supports the entire process of Setting Life Cycle Management. Every potential setting change must be created by SCN. Various reasons for setting change can be defined through various SCN types. SCN types are defined within the module Document Template definition. The process starts with a reason for a setting change, continues with setting development and implementation of the setting in the setting database, and finally manages testing and confirmation of the setting on site including final validation phase. Prior to using the SWM module group, the appropriate user rights must be given/adjusted: Figure 1: Relevant user rights for the SWM module group The module group consists of six modules: System Change Notifications (SCN) Workflow Definition Document Template Definition RSR Overview Project Manager Site Configuration Working Order The above list corresponds with the order of modules in the application. The System Change Notifications module will be used most in the SWM module group once everything is set up, and is therefore the first module. NOTE: If you start with an empty application you have to begin with defining workflows and document templates for the use in the SCN as a precondition. IPS-Intelligent Process Solutions GmbH 2/55

2 S e t t i n g W o rk f l o w M a n a g e m e n t 2.1 I n t r o d u c t i o n Structure The SWM process is always triggered by SCN. A single SCN can incorporate one or several GSR, and one GSR can incorporates one or several RSR. Therefore, the structure looks like this: SCN1 SCN2 GSR1 GSR2 SCNn GSRn RSR1 RSR2 RSRn Identifiers Management The input format for all various identifiers is standardized through the whole module group SWM. The following format fields are supported for all identifiers SCN ID-GSR ID-RSR ID: {YYYY} actual calendar year 4 digits {YY} actual calendar year 2 digits {MM} actual calendar month with potential leading zero always 2 digits {DD} actual calendar date of the month with potential leading zero always 2 digits {hh} actual hours with potential leading zero in 24-hour clock convention always 2 digits {hh12} - actual hours with potential leading zero in 12-hour clock convention always 2 digits {am} am or pm indicating a.m. or p.m. in 12-hour clock convention in lowercase {AM} AM or PM indicating a.m. or p.m. in 12-hour clock convention in uppercase {mm} actual minutes with potential leading zero always 2 digits {ss} actual seconds with potential leading zero always 2 digits {nn} {nnnnnnnn} index the number of n characters could be from 2 to 8 (for instance {nnn} would generate number 001 with leading zeros) Notice that each individual field must be enclosed in curly brackets. The field characters are case sensitive. The uppercase and lowercase of the fields are important for instance in order to distinguish months and minutes. The above format specification uses 12 a.m. for midnight and 12 p.m. for noon in 12-hour clock convention. All the date fields are evaluated based on the current local time and date of the computer where the application runs. The fields are evaluated always in the moment when the RSRI is auto-generated (for instance in the moment of opening the Relay Setting Request form for RSR object creation). IPS-Intelligent Process Solutions GmbH 3/55

2 S e t t i n g W o rk f l o w Managem e n t 2.1 I n t r o d u c t i o n The index calculation is always starts from 1 internally. The RSR Index field usually contains two main types. Numeric index only this approach is used when the RSRs are created in server database only when the index uniqueness could be verified (all RSRs are created in same database) Date/time stamp this approach is used when the RSRs for same GSR are created in mobile clients (in different databases) and uniqueness cannot be verified by the application The standard numbering is usually defined in global setting request identifier level (like company numbers, years etc.) Examples: {nnnn} will be resolved as 0001 (numeric index) {MM}{dd}{hh}{mm}{ss} will be resolved as 0210181946 (date/time stamp) Besides the above fields list the following additional field is available for GSRI: {SCNID} the SCN ID of the parent system change notification will be placed during the format mask evaluation Since the selected GSRI format is enforced additional format characters are introduced in order to support optional additional digits, letters or any characters. 9 or #- optional digit A or a optional digit or letter & - optional any character? optional letter "<free text>" - <free text> replaces any text string It is important to say that unlike for system change notification identifier all fields and fix texts must be enclosed to double quotes and optional character marks must be outside of the quotes. Examples: If the selected SCN ID = IPS2012-0456 then {YYYY}_{SCNID}_{nnn} aaa will be resolved like 2012_IPS2012-0456_001 or if the user enters some character instead of aaa like b2 then it will be 2012_IPS 2012-0456_001 b2 IPS {YYYY}-{MM}-{DD}_{hh}{mm}{ss} will be resolved as IPS 2012-02-10_170835 The corresponding identifiers are auto-generated but the user has always the possibility for editing/changing. Check for unicity is always made within the current database of use. About SRI Format NOTE: The SRI format for SCN, RSR and CIR cannot be seen or selected. IPS-Intelligent Process Solutions GmbH 4/55

2 S e t t i n g W o rk f l o w Managem e n t 2.1 I n t r o d u c t i o n Go to Options (menu bar at the top) -> Preferences, and select the tab SCN. Here, it is possible to define (not per type there is just one definition) formats: SCN ID Format RSR SRI Format (can be index with concatenation GSR) GSR ID can be independent of SCN Only GSR SRI ID format is possible to be defined per workflow type in workflow definition Usage#1: o o o Usage#2: o o o o SCN have separate ID defined in options GSR have separate ID (one or list) defined in workflow type definition RSR have one separate SRI format defined in options SCN have separate ID defined in options GSR have ID (one or list) defined in workflow type definition but it is built as SCN ID+GSR ID RSR have one separate SRI format defined in options OR RSR have SRI which is defined as GSR ID+RSR ID Figure 2: Preferences tab SCN IPS-Intelligent Process Solutions GmbH 5/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s 2.2 System Change Notifications Click in the navigation bar on the left on the System Change Notification module. This module presents you with an overview over the existing SCN, and the corresponding Global Setting Requests (GSR) and Relay Setting Requests (RSR). Figure 3: System Change Notification module workspace in SWM Here, you can manually create a new, edit or delete a SCNs. Use the context menu (right-click in the SCN workspace) to see the available options. NOTE: If you start with an empty application you have first to begin with the definition of workflows and document templates for the use in the SCN. To do so look in the sections below (2.3 Workflow Definition and 2.4 Document Template Definition). IPS-Intelligent Process Solutions GmbH 6/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s 2.2.1 Create a new SCN As in other parts of the software the context menu option New blank opens a new and empty window while the option New creates a duplicate of the selected SNC entry containing the same details which can then be amended. The SCN Creation Wizard leads you through the process of creating a new SCN. Start the wizard via the context menu: Figure 4: Start the SCN Creation Wizard The SCN Creation Wizard window opens. In Step 1 the following fields are available: Description (max. 200 characters) Attachment Created by (automatic input of the current user) Comment Workflow Type (selection via the Workflow State Description button; tick the box to display Workflow History) IPS-Intelligent Process Solutions GmbH 7/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Figure 5: SCN Creation Wizard Step 1 Step 2: Select Notification Type (via the drop-down menu) The Setting Information Documents can be selected in two ways: Figure 6: SCN Creation Wizard Step 2 IPS-Intelligent Process Solutions GmbH 8/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s via the Document button from a Template Documents list which opens in a different window. Select the required document, and Add it (or Add all) to the lower selection list. Close this window again (see above). NOTE: If the template list is empty, no templates have been set up yet. You would need to do this within the 2.4 Document Template Definition. via the context menu option Import Setting Document (right-click in the workspace of the Settings Information Documents list), which opens a new window to Select Files... from your PC/network (see below). Figure 7: SCN Creation Wizard Step 2 Import Setting Document Click Next to proceed. IPS-Intelligent Process Solutions GmbH 9/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Step 3 Assign existing Project(s) and Stage(s) via the context menu option New. Click the selection button project stage. Click OK to close the window., and navigate in the Location Explorer to the right project and Figure 8: SCN Creation Wizard Step 3 IPS-Intelligent Process Solutions GmbH 10/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i ons Step 4 Assignment of SCN to a certain user or user group Creation of an internal message or e-mail Figure 9: SCN Creation Wizard Step 4 The e-mail notification can be sent to the group or person that is assigned to the SCN. You can set up the text manually, or use an e-mail template. Conditions for sending e-mails are: Server defined E-mail addresses From and To defined In case of using the e-mail template functionality, e-mail templates must have been previously set up. When you have finished step 4 click on Add to update the database. The new SCN is now created, and you have the option to: Choose Update and Create GSR to continue. NOTE: You may have to change the status of the SCN to In Process. IPS-Intelligent Process Solutions GmbH 11/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s To do so follow the steps displayed below: Figure 10: Untick the Workflow Type to be able to change the State on the right Figure 11: Changed window with the option to edit Status (click Proceed) When the status changed to In Process you can start the GSR Creation Wizard by clicking on Update and Create GSR. IPS-Intelligent Process Solutions GmbH 12/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s 2.2.2 Create a new GSR A Global Setting Request represents a customized workflow process for setters. It also is a workflow for a global setting request related to one SCN and one specific global request such as a request for one substation and all relays within this substation. Multiple GSR are required when different setters are required. One GSR can have only one responsible setter. Further multiple GSR are used, for example, to manage several substations (one GSR per substation). As in other parts of the software the New blank opens a new and empty window while the option New creates a duplicate of the selected SNC entry containing the same details which can then be adjusted. The GSR Creation Wizard leads you through the process of creating a new GSR. Start the wizard via the context menu: Figure 12: The GSR Creation Wizard leads you through the creation process. NOTE: A precondition for the setup of a GSR is the definition of the Setting Workflow Type and the corresponding Workflow and SRI (Setting Request Identifier) format. IPS-Intelligent Process Solutions GmbH 13/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Step 1 Selection of Workflow Type click on the selection button to see available WF in the list Figure 13: Selection of WF, the SRI format is already defined NOTE: The SRI has to be previously defined in the Workflow Definition module. Click on Next to move to the GSE Data section. IPS-Intelligent Process Solutions GmbH 14/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Step 2 Set the Required and Estimated Target Date By default, the setter is the person who creates the GSR but you can Change this. Figure 14: GSR Creation Wizard Step 2 IPS-Intelligent Process Solutions GmbH 15/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Click on Next to move to the GSR List section, here you have the possibility to finish or repeat the Wizard action: Figure 15: GSR Creation Wizard Step 3 IPS-Intelligent Process Solutions GmbH 16/55

2 S e t t i n g W o rk f l o w Ma n a g e m e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Click OK to view the GSR window with all its sections: Figure 16: GSR Record window Global Setting Request consists of three tabs (General, Workflow, Projects) and incorporates the following options: Workflow Type Selection Global SRI can be changed, the index recalculated, and applied to RSRs or CIRs Required/Estimated Target Date with comment fields Setter Commissioner Supervisor Commissioner Setter Supervisor Assigned person, is by default the user but this can be changed Setting Request Creation Instruction IPS-Intelligent Process Solutions GmbH 17/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Information about setting location Workflow State Mail and Message List with auto e-mailing functionality State List Figure 17: GSR Record IPS-Intelligent Process Solutions GmbH 18/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s GSR has a customer specific WF, move to the Workflow tab to view it: Figure 18: GSR Workflow You have the option to change the state of the WF via the context menu. Apply one or the other to see the changes. Specific states within workflow may include starting a wizard, e.g. wizard for creation of the RSR or wizard for adding specific data for multiple RSR. These wizards must be defined within the workflow definition. This is done by state transition. Setter and Commissioner assignments offer the option of transferring the information to all belonging RSR Records. By ticking the box Apply to RSRs, the user wishes to transfer (set and/modify) the information to all belonging RSR records. By reopening the Assignment dialog, the tick is by design NOT set in order to prevent accidental/not wished re-assignment. Figure 19: Change the Setter in the GSR Record IPS-Intelligent Process Solutions GmbH 19/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s On the Project tab you can view, Edit or Delete existing projects listed, or create New ones. Figure 20: The GSR Projects tab with context menu options When you have checked or changed the GSR it is ready, and you have the options to: Figure 21: Options after finalizing the GSR Click on Update and Create RSR to save the GSR into the database, and move to the next step. The RSR Creation Wizard opens. Alternatively, you can start the wizard within the defined workflow state, or simply via the context menu option RSR Creation Wizard. Move back to the Global Setting Requests workspace where your entry has been added to the list. Bring up the context menu which now looks different if the list contains records: Figure 22: Additional options visible in the context menu if a record exists The Edit and Delete option is available. You can also Toggle Workflow Views to see the corresponding workflows for SCN, GSR, and RSR. The New Location/Asset Creation option brings up a window where you can set up new locations or asset objects, if needed. 2.2.3 Create a new RSR A RSR represents a kind of work order for setting implementation. Every RSR can have one relay setting only. A RSR could be defined just for a location without setting a record in a case where a relay asset is not managed within the IPS database (typically for external customers). A RSR is created by the setter, and implemented by the field people. The setter may be responsible to validate and close RSRs, but this can be done by field people as well. IPS-Intelligent Process Solutions GmbH 20/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Step 1 Creation Mode Selection With asset is the normal user case as the RSR is set up for a specific asset object No asset provides you with the option to set up an RSR for a certain location only (e.g. if an asset is not in the IPS database yet) Set/change the Workflow Type Figure 23: RSR Creation Wizard guides you through the process Choose With asset, and click Next to move to Step 2: Asset Selection Here, you navigate in the Location Explorer to the required asset, tick it, and then move one or all to the Selected list. IPS-Intelligent Process Solutions GmbH 21/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Figure 24: RSR Creation Step 2 Asset Selection Click on Next to move to Step 3 Review of Relay Settings. Here, you have tow scenarios: IPS-Intelligent Process Solutions GmbH 22/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s 2.2.3.1 Nominal Relay Settings Figure 25: RSR Creation Wizard Step 3 Nominal Settings NOTE: This window can look different depending on if you use the nominal / IPS standard settings, or if you work with the CAPE Bridge module group. The Nominal Setting / IPS standard setting can be created or edited via the context menu. Select New to open a list form where you can choose the required relay pattern parameter. IPS-Intelligent Process Solutions GmbH 23/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Figure 26: Select Relay Pattern Parameter list containing 642 entries Click OK, and the selected parameters will be added to your relay settings. Click Next to move to step 4. If nominal settings should not be used, skip this step, and move on with Next. 2.2.3.2 CAPE Relay Setting Cross Reference: If you are a user of the CAPE module group you have other options in Step 3 of the RSR Creation Wizard. Variable settings can be calculated in CAPE, can be entered manually within the Nominal Setting section, or can be calculated from the primary settings, etc. Creation of the entire setting will take this into consideration. Setting is calculated in CAPE and must be imported (Exclude from CAPE option is not ticked). Figure 27: RSR Creation Wizard Step 3 CAPE IPS-Intelligent Process Solutions GmbH 24/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s IF CAPE Setting is used in Step 3, the CAPE setting section will appear to present you the option to run an import from CAPE dialog. Figure 28: RSR Creation Wizard Step 3 CAPE Settings IPS-Intelligent Process Solutions GmbH 25/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Click Next to move to Step 4 Setting Assignment or Creation. Here, you assign or create the setting for the relay that will be used for RSR. Figure 29: RSR Creation Wizard Step 4 Context Menu IPS-Intelligent Process Solutions GmbH 26/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Use the context menu to open the Relay Settings window. Figure 30: Relay Setting with parameter overview All relay parameters can get selected via the explorer section to be displayed in the list to the right. Variable setting will be applied from: CAPE, Nominal Setting, Base setting dependent of the previous system, setting and definition. The options Seal, Attach and Active can be set via the context menu as well, e.g. once you have set the setting active the box will automatically show a tick to indicate this. Cross Reference to RELEX module group: As this is part of relay settings management please refer to the RELEX user manual for further details on various relay related options. Click OK to save the settings to the database, and Close the window. IPS-Intelligent Process Solutions GmbH 27/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s You are now back to Step 4 to see the results. Figure 31: RSR Creation Wizard result of Step 4 NOTE: If the setting creation has been done before, the only step to do is the assignment. IPS-Intelligent Process Solutions GmbH 28/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Step 5 Review the created RSRs, you can then Repeat the process to create additional RSRs, or Close this view. Figure 32: RSR Creation Wizard Step 5 2.2.3.3 RSR Record When closing the Wizard, the Relay Setting Request window opens automatically to provide an overview of all related data. IPS-Intelligent Process Solutions GmbH 29/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Figure 33: Relay Setting Request Overview Window Cross Reference to Asset Management module group: The View Asset option displays the same information you can view RSR Relay Setting Request represents a relay setting request for one protection relay setting. The process is presented from setting calculation until setting in service. The RSR window incorporates: Relay Data (Location, Manufacturer, Type, Name, etc.) Setting data Workflow data Setter, Commissioner, Supervisor Data Relay Setting Request Stages Relay Setting Stages Mailing and message list Assigned projects Dependency list Move through the available tabs to see the corresponding details. IPS-Intelligent Process Solutions GmbH 30/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Data Tab Figure 34: Relay Setting Request Data IPS-Intelligent Process Solutions GmbH 31/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Message List Tab Figure 35: Relay Setting Request Message List Relay Setting Tab The purpose of this page is to present the assigned relay setting to RSR. Figure 36: Relay Setting Request Relay Setting IPS-Intelligent Process Solutions GmbH 32/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Relay Comparison Tab The purpose of this page is to allow adding/viewing of relay setting comparison activities. Figure 37: Relay Setting Request Relay Comparison Relay Testing Tab The purpose of this page is the adding/viewing of relay testing activities. Figure 38: Relay Setting Management Relay Testing IPS-Intelligent Process Solutions GmbH 33/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Workflow Tab RSR has the following fixed workflow: Setting Created Nominal Setting Calculated Nominal Setting Approved Site Setting Created Tested on site In Service Figure 39: Relay Setting Request Workflow IPS-Intelligent Process Solutions GmbH 34/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Projects Tab The purpose of this page is the assignment of a relay setting request to specific project or project stage. In order to assign RSR to some projects or the project stage list of projects (project stages) needs to be defined. Figure 40: Relay Setting Request Projects IPS-Intelligent Process Solutions GmbH 35/55

2 S e t t i n g W o rk f l o w Ma n a g e m e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Dependency Tab Purpose of Dependency Page is definition of dependency of setting implementation (chronology of setting implementation). Figure 41: Relay Setting Request Dependency Edit Dependency Definition: Figure 42: Edit Dependency Definition Condition IPS-Intelligent Process Solutions GmbH 36/55

2 S e t t i n g W o rk f l o w Managem e n t 2.2 S ys t e m C h a n g e N o t i f i c a t i o n s Figure 43: Edit Dependency Definition Status Figure 44: Edit Dependency Definition Is in status IPS-Intelligent Process Solutions GmbH 37/55

2 S e t t i n g W o rk f l o w Managem e n t 2.3 W o rk f l o w Def i n i t i o n 2.3 Workflow Definition Click on Workflow Definition in the navigation bar to change the module group. Customer specific workflows can be defined for GSR. For each workflow type, one workflow can be defined: 2.3.1 Workflow Types Workflow type and list of SRI (Setting Request Identifier) can be defined. Use the context menu, and select New to bring up the Workflow Type window. Figure 45: Workflow type definition Enter the Display and Short Name, and click Add (context menu) to add a SRI Format to the list. Another window opens form where you can select the required SRI Format(s), or set up new ones (using Add in the context menu again) by entering the required Format and Description. Click OK to confirm your selection. The new WF Type has been added to the list. IPS-Intelligent Process Solutions GmbH 38/55

2 S e t t i n g W o rk f l o w Managem e n t 2.3 W o rk f l o w Def i n i t i o n Workflow is defined by Workflow Stages and transitions between stages. Figure 46: Workflow Editing Within the WF definition the following state statuses are possible: Normal: Any state that is not initial or closing Initial: First state within the WF (starting state); this state will automatically be selected at the beginning. Close: Last state within WF (closing state) Double-click on an entry in the Workflow Definition List to change the Status. The Workflow State Definition box comes up, and you can select between Normal, Close and Initial. IPS-Intelligent Process Solutions GmbH 39/55

2 S e t t i n g W o rk f l o w Managem e n t 2.3 W o rk f l o w Def i n i t i o n Figure 47: Workflow State Definition 2.3.1.1 State Transition Definition Figure 48: State Transition Definition Standard Transitions: New RSR development This transition will start the Wizard for RSR development. New RSR multiple apply/change This transition will start the Wizard for RSR multiple apply/change. IPS-Intelligent Process Solutions GmbH 40/55

2 S e t t i n g W o rk f l o w Managem e n t 2.3 W o rk f l o w Def i n i t i o n Figure 49: Workflow editing save layout After the WF is defined and edited, you can save the layout by using context command Save Layout... IPS-Intelligent Process Solutions GmbH 41/55

2 S e t t i n g W o rk f l o w Managem e n t 2.4 D o c um e n t T em p l a t e D e f i n i t i o n 2.4 Document Template Definition In this module you can define the document templates for a SCN Type. This list will later be offered for editing during the setting workflow process. This insures that all required documents for documenting SCN are always available/accessible. Figure 50: Document Template Definition overview Use the context menu to create a New, or Edit or Delete an existing SCN Type. IPS-Intelligent Process Solutions GmbH 42/55

2 S e t t i n g W o rk f l o w Managem e n t 2.5 R S R O v e r v i e w In the lower workspace you assign document templates for each SCN Type. You can navigate to the relevant template file(s) by clicking the Select file button. Figure 51: Select file button to browse files on your pc/network 2.5 RSR Overview 2.5.1 Overview This module provides you with a list of all RSR which have ever been created. Here, you can use filters to search for specific RSR (or settings). Figure 52: RSR overview IPS-Intelligent Process Solutions GmbH 43/55

2 S e t t i n g W o rk f l o w Managem e n t 2.6 P r o j e c t M a n a g e r 2.6 Project Manager 2.6.1 Overview This module provides you with an overview of projects and project stages. The projects and project stages can be assigned to SCN, GSR, or RSR. In the RSR Overview module you can search for e.g. all settings within one project, or for projects lead by a specific project manager. Figure 53: Project Manager Use the context menu to create a New, or Edit or Delete existing projects. Double-click on an entry to see all related information in a separate window. IPS-Intelligent Process Solutions GmbH 44/55

2 S e t t i n g W o rk f l o w Managem e n t 2.6 P r o j e c t M a n a g e r Figure 54: Edit Project window In this window you can also make your changes, and save them with OK. IPS-Intelligent Process Solutions GmbH 45/55

2 S e t t i n g W o rk f l o w Managem e n t 2.7 S i t e C o n f i g u r a t i o n 2.7 Site Configuration 2.7.1 Overview This module provides you with an overview of the Relay Setting Requests and the Configuration Items. Select in the Location Explorer the relevant location. Figure 55: Site Configuration Module with its context menu options You can Edit or Delete existing records, run Reports, and check for deleted or invalid status RSRs. The SRI Check Wizard displays RSR with duplicate SRI, and the SRI Check Setting SRI Wizard displays Settings with wrong SRI, if any. IPS-Intelligent Process Solutions GmbH 46/55

2 S e t t i n g W o rk f l o w Managem e n t 2.8 R S R f o r S i t e I m p lem e n t a t i o n 2.8 RSR for Site Implementation 2.8.1 Overview Cross Reference to RELEX Module Group: This SWM module is placed within the RELEX module group. Figure 56: RSR for Site Implementation within the RELEX module group This module has specially been developed for staff working in the field to provide easy access to the required RSR for site implementation. All activities can be run from one user interface. After the setting is implemented and the RSR is closed, the setter should verify all GSR corresponding to RSR. After closing a GSR, all corresponding RSR will be removed from the list of RSR for Site Implementation. Inclusion of RELEX functionality: In the SWM module group, users do now have access to full RELEX functionality as if they were directly in the RELEX module group. This includes access to report generation, and asset location information is displayed directly in the dialog header. Ability to access relay setting reports within the SWM module group Setting Workflow Management is enabled through a new condition definition (execute action). Get a Relay Setting Sheet Report directly through the RSR, Relay Setting tab: IPS-Intelligent Process Solutions GmbH 47/55

2 S e t t i n g W o rk f l o w Managem e n t 2.9 A d d i t i o n a l F e a t u r e s Once the Relay Setting Request is open (within SWM), you have the option to select and activate reports from the context-menu (as you would from within the RELEX module group). In the Workflow Definition module, there is possibility to choose any report from RelaySettingPsm Context. Figure 57: Condition Definition Edit within the Workflow Defintion module 2.9 Additional Features 2.9.1 E-mail or Internal Message Notifications This function allows e-mail or internal notification for various events related to setting a life cycle. E-mail and internal messages are the same but internal messages are not send via Outlook. Furthermore, the IPS system will send e-mails to various users/addressees. Receiving e-mails into the system is not implemented. Conditions for using e-mail templates is the definition of an e-mail server definition of the user e-mail addresses, and the sender addresses for the IPS system. Figure 58: Mail Server List Cross Reference to the Administration module: E-mail addresses for IPS users have to be defined in the Administration module. IPS-Intelligent Process Solutions GmbH 48/55

2 S e t t i n g W o rk f l o w Managem e n t 2.9 A d d i t i o n a l F e a t u r e s Figure 59: Users Info IPS-Intelligent Process Solutions GmbH 49/55

2 S e t t i n g W o rk f l o w Managem e n t 2.9 A d d i t i o n a l F e a t u r e s 2.9.2 E-mail Template The e-mail template uses pre-defined templates populated from the database system for various notifications. E-mail templates can be populated with programmable fields that will later be populated from the database. Automatic e-mail sending can be defined. Figure 60: E-Mail Template IPS-Intelligent Process Solutions GmbH 50/55

2 S e t t i n g W o rk f l o w Managem e n t 2.9 A d d i t i o n a l F e a t u r e s Figure 61: E-Mail Template with programable fields The following UI fields are supported through E-mailing: {SCN_DESCRIPTION} {SCN_STATUS} {SCN_SCNID} {GSR_GSRI} {GSR_COMMISSIONER} {GSR_DESCRIPTION} {GSR_SUPERVISOR} {GSR_SETTERSUPERVISOR} {GSR_SETTER} {GSR_REQUIREDTARGETDATE} {GSR_ESTTARGETDATE} {RSR_SRI} IPS-Intelligent Process Solutions GmbH 51/55

2 S e t t i n g W o rk f l o w Managem e n t 2.9 A d d i t i o n a l F e a t u r e s {RSR_COMMISSIONER} {RSR_SETTER} {RSR_SETTER_EMAIL} {RSR_ASSETLOCATION} {RSR_ASSETNAME} {RSR_LOCATION} {RSR_STATEDESCRIPTION} {RSR_LOCATION} {RSR_STATEDESCRIPTION} {RSR_STATESTATUS} {RSR_STATUS} {RSR_NOTIMPLEMENTBEFORE} {RSR_IMPLEMENTUNTIL} {RSR_PROJECTNAME} {RSR_PROJECTNR} {CIR_ID} {CIR_COMMISSIONER} {CIR_SETTER} {CIR_ASSETLOCATION} {CIR_ASSETNAME} {CIR_LOCATION} {CIR_STATEDESCRIPTION} {CIR_STATESTATUS} {NOTF_ASSETLOCATION} {NOTF_ASSETNAME} {NOTF_ASSETTYPE} {NOTF_CREATIONDATE} {CURRENTUSER} {CURRENTUSERDESCRIPTION} {CURRENTUSERCOMMENT} {CURRENTUSEREMAIL} IPS-Intelligent Process Solutions GmbH 52/55

2 S e t t i n g W o rk f l o w Managem e n t 2.9 A d d i t i o n a l F e a t u r e s Figure 62: E-Mail Template Send Message IPS-Intelligent Process Solutions GmbH 53/55

L i s t o f F i g u r e s List of Figures Figure 1: Relevant user rights for the SWM module group... 2 Figure 2: Preferences tab SCN... 5 Figure 3: System Change Notification module workspace in SWM... 6 Figure 4: Start the SCN Creation Wizard... 7 Figure 5: SCN Creation Wizard Step 1... 8 Figure 6: SCN Creation Wizard Step 2... 8 Figure 7: SCN Creation Wizard Step 2 Import Setting Document... 9 Figure 8: SCN Creation Wizard Step 3... 10 Figure 9: SCN Creation Wizard Step 4... 11 Figure 10: Untick the Workflow Type to be able to change the State on the right... 12 Figure 11: Changed window with the option to edit Status (click Proceed)... 12 Figure 12: The GSR Creation Wizard leads you through the creation process.... 13 Figure 13: Selection of WF, the SRI format is already defined... 14 Figure 14: GSR Creation Wizard Step 2... 15 Figure 15: GSR Creation Wizard Step 3... 16 Figure 16: GSR Record window... 17 Figure 17: GSR Record... 18 Figure 18: GSR Workflow... 19 Figure 19: Change the Setter in the GSR Record... 19 Figure 20: The GSR Projects tab with context menu options... 20 Figure 21: Options after finalizing the GSR... 20 Figure 22: Additional options visible in the context menu if a record exists... 20 Figure 23: RSR Creation Wizard guides you through the process... 21 Figure 24: RSR Creation Step 2 Asset Selection... 22 Figure 25: RSR Creation Wizard Step 3 Nominal Settings... 23 Figure 26: Select Relay Pattern Parameter list containing 642 entries... 24 Figure 27: RSR Creation Wizard Step 3 CAPE... 24 Figure 28: RSR Creation Wizard Step 3 CAPE Settings... 25 Figure 29: RSR Creation Wizard Step 4 Context Menu... 26 Figure 30: Relay Setting with parameter overview... 27 Figure 31: RSR Creation Wizard result of Step 4... 28 Figure 32: RSR Creation Wizard Step 5... 29 Figure 33: Relay Setting Request Overview Window... 30 Figure 34: Relay Setting Request Data... 31 Figure 35: Relay Setting Request Message List... 32 Figure 36: Relay Setting Request Relay Setting... 32 Figure 37: Relay Setting Request Relay Comparison... 33 Figure 38: Relay Setting Management Relay Testing... 33 Figure 39: Relay Setting Request Workflow... 34 Figure 40: Relay Setting Request Projects... 35 Figure 41: Relay Setting Request Dependency... 36 Figure 42: Edit Dependency Definition Condition... 36 Figure 43: Edit Dependency Definition Status... 37 Figure 44: Edit Dependency Definition Is in status... 37 Figure 45: Workflow type definition... 38 Figure 46: Workflow Editing... 39 Figure 47: Workflow State Definition... 40 Figure 48: State Transition Definition... 40 Figure 49: Workflow editing save layout... 41 Figure 50: Document Template Definition overview... 42 Figure 51: Select file button to browse files on your pc/network... 43 IPS-Intelligent Process Solutions GmbH 54/55

L i s t o f F i g u r e s Figure 52: RSR overview... 43 Figure 53: Project Manager... 44 Figure 54: Edit Project window... 45 Figure 55: Site Configuration Module with its context menu options... 46 Figure 56: RSR for Site Implementation within the RELEX module group... 47 Figure 57: Condition Definition Edit within the Workflow Defintion module... 48 Figure 58: Mail Server List... 48 Figure 59: Users Info... 49 Figure 60: E-Mail Template... 50 Figure 61: E-Mail Template with programable fields... 51 Figure 62: E-Mail Template Send Message... 53 IPS-Intelligent Process Solutions GmbH 55/55