Follow the steps in the previous sections to start a new planned switching sheet. Then use the Request tab to enter basic information about the switching sheet before you begin adding steps. When a new sheet is created, the user ID of the person who created it is automatically displayed in the Requested By field. You should complete as much of the information on this tab as possible.
When you have completed the information on the Request tab (fields described below), update the sheet state to Requested on the Tracking/Audit Log tab. See “Changing the Switching Sheet State” more information.
Note: The switching sheet is automatically saved after a state change, and an entry is added to the audit log.
The Request tab contains the following fields:
• Owner displays the current owner of the switching sheet. See “Taking Ownership” for more information.
• Replication allows you to indicate a replication pattern to use when scheduling the work to be done. This will split the sheet into multiple sheets with Start and Finish dates based on the Replication option you select. See “Replication” for more information.
• Requested By displays the person who requested the switching order. This field is initially populated with the ID of the user who created the switching sheet and can be updated. A value is required prior to submitting the request.
• Phone Number displays the phone number of the person requesting the switching order.
• Email Address displays the email address of the requester.
• Customer Name displays the name of the customer requesting the interruption.
• Phone Number displays the phone number of the customer requesting the interruption.
• Email Address displays the email address of the customer requesting the interruption.
• Charge Number allows you to enter charge numbers that can then be executed and/or used by the switching sheet preparer.
• Office displays the office responsible for the switching sheet.
• Location displays the street address or specific location for the switching operation.
• Nominal Lift Stationsdisplays the lift stations where the switching operation takes place. The Update button () is used to update the NominalLift Stationsfield based on a distinct list of lift stations as identified by the asset populated in the Asset field and assets listed in steps. The lift stations listed will be the nominal lift stations for the assets.
• Current Lift Station displays the current lift stations for the switching sheet and step asset associated to the switching sheet. When the switching sheet is loaded, this field will dynamically update as status changes occur in the system.
• Asset displays the asset being worked on (not necessarily the asset being switched). This asset is given to the master event associated to the switching sheet after the switching sheet has been scheduled. The following buttons are displayed to the right of the Asset field:
• The Asset Lookup button () is used to search for and select an asset.
• The Link Asset button () to link an asset selected from the Viewer to this switching sheet. First, select the asset in the Viewer, then click this button. The Asset field is populated with the selected asset name. If the Link Asset button is selected when the Location, Lift Station, Pressure Zones, and/or Diameter fields are already populated, then a confirmation dialog box will be displayed asking if the user wishes to replace those values. This is similar to selecting the Update Asset-Related Fields option from the Actions menu.
• The Unlink Asset button () is used to clear the asset field.
• The Focus button () is used to locate this asset in the Viewer.
• Description of Work displays a general description about what the switching sheet should try to accomplish.
• Start Date displays the date and time the switching work is scheduled to begin. This is required when scheduling a switching sheet. This is the Start Date given to the master event associated to the switching sheet after it has been scheduled. This is also used to generate the Impacted Customers list if no Planned Date is specified for a step. Enter the time in military time format (for example, 13:00 = 1 P.M.).
• Alt. Start Date displays the alternate date and time the switching work could begin. Enter the time in military time format (for example, 13:00 = 1 P.M.). The alternate start date must be later than the start date.
• Finish Date displays the date and time the switching work is scheduled to end. This field is required when scheduling a switching sheet. This date is the Estimated Restore Time (ERT) given to the master event associated to the switching sheet after it has been scheduled. The finish date must be later than the start date, and you must enter the finish time for the date to be valid. Enter the time in military time format (for example, 13:00 = 1 P.M.).
• Use the Update ERT button to update the ERT for the master event associated to the switching sheet. This option is only available after the sheet has been scheduled. This button is displayed next to both the Finish Date and Alt. Finish Date fields. The button is grayed if no date has been entered yet for the field.
• Alt. Finish Date displays the alternate date and time the switching work could end. The alternate finish date must be later than the alternate start date. Enter the time in military time format (for example, 13:00 = 1 P.M.).
• Nominal Pressure Zones displays nominal pressure zones that are relevant to the switching sheet. This is a text entry field and is not auto-populated. The Update button () is used to update the Nominal Pressure Zones field based on a distinct list of pressure zones as identified by the assets populated in the Asset field and assets listed in steps.
• Current Pressure Zones displays the current pressure zones for the switching sheet and step devices associated to the switching sheet. When the switching sheet is loaded, this field will dynamically update as status changes occur in the system.
• Diameter displays the asset diameter.
• The Crew Will Switch check box allows you to indicate whether the requesting crew will perform the switching activities.
• The Crew Will Restore check box allows you to indicate whether the requesting crew will restore the outage associated with the switching activities.