Instructing Actions

Many Operate options, such as Open or Close, will have an Instruct version (for example, Instruct Open). These do not perform the action in the model, but instead place an Instruct condition in the model, which indicates that another party (usually a crew) has been instructed to perform the action.

Instructed actions display the Look Ahead and other warnings and errors, but, if the action is being recorded in a switching sheet, the Look Ahead and associated errors and warnings display data as if the instructed steps in that sheet were already completed, which allows you to instruct actions in the Control Tool that are dependent upon instructed actions in the current sheet. This will also give you the correct customer count as if the instructed steps were already executed. This considers all instructed steps in the single active sheet only if recording is on and the mode matches the Control Tool's, and then applies them to the model in the order that they were instructed (using the Instructed Date field). The instructed actions can then be completed in the sheet or in the Control Tool's Instructed Actions pane.

Instructed Actions Pane

The Instructed Actions pane provides a way of recording results of instructed actions from the Control Tool rather than through a Switching Sheet, Standalone Safety Document, Event Details Steps tab, or the Miscellaneous Log. When an action is instructed, the pane's buttons are enabled so you can record the response.

To record instructed actions results:

1. Open the Control Tool for an asset.

2. Click the Operate... button.

3. Select an instruct operation, such as Instruct Open. The Instructed Actions pane will become sensitized.

4. At this point, the crew would be instructed to open the asset and would report back whether:

• they completed the action

• they aborted the action

• the action failed

5. Click the button corresponding to the result.

You may also click the Show Sheet button to open an associated Emergency Switching Sheet, Standalone Safety Document (if one exists), active Event Details Steps tab, or the Miscellaneous Log if there is not an existing Emergency Switching Sheet or Standalone Safety Document.

Note: This example assumes a crew is in the field being instructed to perform certain operations. The sequence of events is designed to be illustrative of the Control Tool actions rather than a suggested workflow for field operations.

• “Emergency Switching”.

• “Using the Miscellaneous Log”.

• “Using Stand Alone Safety Documents”.

Tagging Assets

You can tag assets in the Viewer that are physically tagged in the field. Tags placed on assets in the system prevent users from performing Open or Close operations on the asset. When you place a tag on an asset, a tag symbol appears attached to that asset in the Viewer. You can place multiple tags on a single asset.

Note: You must have authority of the control zone containing the asset in order to tag it.

Many tag types can be added by selecting a Place Tag option or an Instruct Place Tag option in the Control Tool's Tag... menu. Certain tag types allow you to add information to the tag prior to placing it; these editable tags have an ellipsis (...) in their Place Tag... and Instruct Place Tag... Control Tool options, and will open the Tag dialog box, which contains the editable fields.