To perform this action: | Do this: | Comments |
---|---|---|
Turn record mode on | Click | Record mode must be on in order to record operations in the Viewer using the Control tool. Before you click Record, the status bar displays Recording Currently Off. Note: If you shift focus to another event while recording is on and then record steps for that other event (either in the Miscellaneous Log or in the Event Details Steps tab), the recording mode status on the switching sheet will change to Recording Currently Paused (with a yellow background). |
Turn record mode off | Click | Before you click Stop, the status bar displays Recording Currently On. |
Save all asset addresses to the database | Click | If you change one or more asset addresses in a switching sheet, this action updates the assets' addresses throughout the switching sheet and also updates the asset attribute table so that any new switching sheets referencing these assets will use the new addresses. |
Focus the Viewer on the objects referenced in the currently selected list of steps | Click | The toolbar button, when used with single step selections, will focus on a single asset and set the environment's selected asset to the step's associated asset. When multiple steps are selected, the Focus button will force the viewer to display all of the step assets in one view. Note: If you have assets across many pressure zoness, then many maps may need to be loaded to accommodate your request. This multi-asset option is similar to the Dynamic View area each switching sheet automatically has associated to it on the View Areas tab. |
Mark the selected step as crew ready for instruct. | Click | This action is only permitted in real-time mode when the plan reaches the Issued state. This button is enabled only when the step state is New or uninstructed. When you click this button, the Crew Ready and Ready Date columns will be populated. |
Instruct the selected steps | Click | This action is only permitted in real-time mode when the plan reaches Issued state. Note that step order execution rules apply when enabling this button (see “Step Order Execution Rules” for details). When you select this button, the Instructed By and Instructed Date columns are populated. |
Complete the selected steps | Click | Once the action is complete, the status of the step changes to Completed (see Switching Sheet Step States on page 10-38). If you are in real-time mode, the Completed Date column is also updated with the current date. Note that step order execution rules apply when enabling this button (see “Step Order Execution Rules” for details). The Complete button is enabled in real-time mode when the plan reaches the Issued state. Note: To complete a step in real-time mode, you must have authority over the asset. |
Abort the selected steps | Click | Use this action if a step was never attempted. When you click this button, the status of the step changes to Aborted (see Switching Sheet Step States on page 10-38). If you are in real-time mode, the Completed Date column is updated with the current date. However, the switching action is not actually performed. |
Mark the selected steps as failed | Click | Use this if a step was attempted but failed. When you click this button, the status of the step changes to Action Failed (see Switching Sheet Step States on page 10-38) and the Completed Date column is updated with the current date. However, the action is not actually performed against the real-time data model. |
Clear the Crew Ready status | Use this action to clear the Crew Ready and Ready Date columns. This button is enabled only when the step state is in new or uninstructed state. | |
Uninstruct an instructed step | Click | Use this action to change the state of an instructed step to Uninstructed (see Switching Sheet Step States on page 10-38). If the step has an asset and an instruct condition on the asset, then the condition will be removed prior to the step transitioning to the Uninstructed state. Steps that are in the Uninstructed state can be instructed again or aborted, failed or completed. Notes: • The uninstruct action is not available for SCADA instructed actions. This option is not available for steps in the SCADA Pending state. • Uninstructed steps may be deleted. • If you are using version controls, uninstructed and deleted steps may be red-lined and not deleted from the database. See “Working with Switching Sheet Versions” for more information. |
Verify steps after model changes | Click | This action is available if model changes have occurred that impact one or more assets in the switching sheet. The Web Switching service checks all the opened switching sheet steps after a model edit has occurred. If a step has an asset that matches an asset that was directly impacted by a model change, that step will be marked as needing verification. When the sheet is displayed, these steps will be highlighted in yellow. You can either check off each step in the sheet as they are verified or check off the entire sheet. Notes: • Outage Correction sheets are not included in this processing. Outage Correction validates the assets when the correction is made. • While the sheet has verifications pending, step executions cannot be performed within the sheet. • Switching sheets in the Completed or Rework states are not included in this processing. • Any asset related field values that are pulled from model or attribute data will be dynamically updated after the model change. This includes the asset fields on the Request tab and the asset fields for a switching sheet step. Individual Verification • To check off each step individually, right-click the highlighted step and select Model Verify. Whole Sheet Verification • To check off all of the steps in a sheet, click to Confirm all model changes. All highlighted steps will be marked as verified. Once the steps have been verified, step execution can continue for the sheet. |
Reset study session and clear the status of the steps | Click | This action is only available in Study Mode. When you click this button, you are prompted to select either Real-Time, Nominal, or the Save Case Management tool. • Choose Real Time to replicate the real-time asset states. • Choose Nominal to reset all assets to their predefined normal state. Note: The Real Time and Nominal options will immediately clear the status of the steps in the current sheet. They will also clear the study step statuses in any other open sheets. • Choose Save Case Management... to display the Save Case Management tool, which allows you to reset to a save case. See “Using the Save Case Management Tool” for more information. |
Switch to current Real-Time Mode | Click | This action is only available when you are in Study Mode. When you click this button, the status bar displays real-time mode in red and Viewer changes to real-time mode. |
Switch to Study Mode | Click | This action is only available when you are in real-time mode. When you click this button, the status bar displays study mode in gray and Viewer changes to study mode. |
Find and replace text | Click | Use this to find and replace all occurrences of an asset (see “Finding and Replacing an Asset in the Steps”) or text (see “Finding and Replacing Text in the Steps”) in the switching steps. |
Cut steps to the clipboard | Click | Select one or more steps. The selected steps are marked as being cut and are placed on the clipboard. The steps will only be moved after they have been pasted to their new location. Use the Paste option to paste the steps. This option is disabled if the sheet is in view only mode or the sheet state is Completed. Alternatively, right-click and choose Cut from the context menu or press Control+X. |
Move Steps to the Miscellaneous Log | -- | This action moves Real Time Completed, Aborted, Failed or Instructed steps to the Miscellaneous Log. SCADA Pending steps cannot be moved until they have transitioned to one of the states already stated. Steps associated to safety documents are also not allowed to be moved. Any step in a New or Uninstructed state will not be moved as the Miscellaneous Log only displays Real Time steps that are in a terminal or Instructed state. Any attempt to move an immovable step will result in an error dialog box and the steps will not be moved from the switching sheet's steps list. To move steps to the Miscellaneous Log, select one or more steps and select Move Steps to Misc Log from the Actions menu or from the right-click context menu. |
Copy steps to the clipboard | Click | You can select one or more steps. The selected steps are copied to the clipboard. Use the Paste option to paste the steps. Alternatively, right-click and choose Copy from the context menu or press Control+C. |
Copy steps as go-back steps | Click | You can select one or more steps. Reverse steps are created for each selected step and copied to the clipboard. Use the Paste option to paste the steps. Alternatively, right-click and choose Copy as Go-Backs from the context menu or press Control+G. |
Paste steps from clipboard | Click | Steps are pasted after the currently selected step. The operation pastes the steps that were placed in the clipboard during the last Cut, Copy, or Copy as Go-Backs operation. Once the steps have been pasted, the Paste button is no longer available and the contents of the clipboard are cleared. This option is disabled if the sheet is in view only mode or the sheet state is Completed. Alternatively, right-click and choose Paste from the context menu or press Control+V. |
Delete steps | Click | Deletes the selected steps from the plan. This button is disabled if the sheet is in view only mode or if the step has transitioned beyond its initial state (No State). Alternatively, right-click and choose Delete from the context menu or press Control+D. |
Undo the last action | Click | Allows you to undo the last action (Cut/Paste, Copy/Paste, Delete, Add Step). The Undo function returns an error (Undo is not supported across multiple sheets.) when: • attempting to undo pasting steps cut from another switching sheet • the last action was not on the currently active sheet; for example, if you insert a step on Sheet A and then switch to Sheet B and click Undo. Alternatively, right-click and choose Undo from the context menu or press Control+Z. |
Return to Nominal | Click | The Return to Nominal function generates a block of switching sheet steps that contain all the steps needed to switch the affected assets back to nominal. They will be presented in a logic order, will not outage any customers, and are logically grouped. Note: The generated block of steps are not go-back steps. |
Add a Safety Document for a step | Click | The Create Safety Document for Selected Step button creates a safety document for a selected step. If the system cannot determine the type of safety document to create for the step, the Select Safety Type dialog box will open so you may choose the type. If the step selected is not valid for safety documents, an error dialog box will be displayed. An error dialog box will also be displayed if any of the selected steps are already linked to a safety document. Once a safety document type has been determined or selected, the safety document dialog box opens. This option is disabled if the sheet is in view only mode or the sheet state is Completed. See “Working with Safety Documents” for more detail. |
Create a Safety Document | Click | The Create Safety Document button opens a context menu that allows you to choose a safety document type or open the Select Safety Type dialog box. See “Working with Safety Documents” for more detail. |
Remove Links to Safety Documents | Click | Unlinks (removes the association to) a step's asset from a safety document's asset list. First, select the step with the asset operation you want removed from the safety document, then click the button. See “Linking and Unlinking a Step to Safety Document” for details. Alternatively, right-click and select Remove Links to Safety Documents from the context menu. |
Complete all steps up to the selected step in 'silent' mode | Click | Use this action to complete all steps up to and including the selected step in ‘silent' mode, which means that the system will auto-complete the operations without displaying the Look Ahead window. This option is only available in Study mode if you select a single row that has not already been completed. This is useful if you need to get a study session back to a point where you previously left off. Alternatively, right-click and choose Complete to Here from the context menu. |
Show or hide events and crews | Click to show or to hide the header | Shows or hides the Events and Crews pane, which displays crew and event associations. See “Steps Tab Events and Crews Pane”. |
Show Manual Step Addition Form | Click | Shows the Manual Step Addition pane, which allows you to add steps without using the Control Tool. See “Adding Steps Manually”. |
Add a new block header | Right-click and choose Add New Block Header from the context menu, then select the block type | Inserts a new block header of the selected type: Isolate, Fault Location, Maintenance, Restore, Construction, or Custom. If you choose Custom, you are prompted to enter the block header name. See Adding a New Block Header for more information. This option is disabled if the sheet is in view only mode or the sheet state is Completed. |
Rename an existing block header | Right-click and choose Rename Block Header from the context menu, then select the block type | Rename an existing block header to one of the following types: Isolate, Fault Location, Maintenance, Restore, Construction, or Custom. If you choose Custom, you are prompted to enter the new block header name. See “Renaming a Block Header” for more information. This option is disabled if the sheet is in view only mode or the sheet state is Completed. |
Change an instructed date | Right-click and choose Update Instructed Dates... from the context menu. | This option is used to update multiple Instructed Date step fields in one operation. When selected, this option will display the Update Instructed Date dialog box. From this dialog box you can enter in a new Instructed Date for the steps that are currently highlighted in the steps list. Any steps that have not been instructed will not be updated. |
Clear the Planned Date field for this step | Right-click and choose Clear Planned Date from the context menu. | This action is only available if the step has a value in the Planned Date column. Click this button to remove the date and leave the Planned Date column blank. This option is disabled if the sheet is in view only mode or the sheet state is Completed. |
Clear the Instructed To field for this step | Right-click and choose Clear Crews from the context menu. | This action is only available if the step has a value in the Instructed To column. Click this button to remove the crew and leaves the Instructed To column blank. This option is disabled if the sheet is in view only mode or the sheet state is Completed. |
Clear the step's Condition Class and Index fields for this step. | Right-click and choose Clear Condition Indexes from the context menu. | The action will only happen for steps that are not in a terminal state and steps that are not associated to safety documents. Click this button to remove the condition class and index associated to the step. An error dialog box will be displayed if any of the selected steps' condition handles could not be cleared. |
Group steps | Right-click and choose Group Steps from the context menu. | Groups the selected steps and draws a bracket around them in the Steps list. This allows steps to be completed in or out of order within the grouping depending on the switching sheet type. See “Grouping Steps”. This option is disabled if the sheet is in view only mode or the sheet state is Completed. |
Ungroup steps | Right-click and choose Ungroup Steps from the context menu. | Ungroups the selected steps and revises or removes the group bracket. (If you ungroup the third of three steps, the first 2 remain grouped.) See “Ungrouping Steps”. This option is disabled if the sheet is in view only mode or the sheet state is Completed. |
Insert a blank step | Right-click and choose Insert Blank Step from the context menu. | Inserts a new blank step after the currently selected step. This is useful for adding comment steps. See “Adding Comment Steps” for more information. This option is disabled if the sheet is in view only mode or the sheet state is Completed. |
Mark the location where steps should be inserted | Right-click and choose Place Step Insertion Indicator from the context menu. | Designates where newly recorded steps should be added. When you choose this option, a visible marker appears. The next recorded step is inserted after the marker. Each time you add a recorded step, the marker moves down to the newly recorded step, so that steps are added in the order in which they were recorded. This option is disabled if the sheet is in view only mode or the sheet state is Completed. |
Remove step insertion indicator | Right-click and choose Remove Step Insertion Indicator from the context menu. | When you click this option, the indicator is removed and any newly recorded steps will be added to the end of the steps list. This action is only available when the step insertion indicator is showing. |
Link to Safety Document | Right-click and choose Link to Safety Document from the context menu. | When you click this option, all safety documents associated with the switching sheet will be displayed. On selecting any of the safety documents in the submenu, the selected safety document will be associated to the currently selected step. See “Linking and Unlinking a Step to Safety Document” for details. |
Load the associated safety documents | Right-click and choose Load Safety Documents… from the context menu. | If any of the selected steps are associated to a safety document, then that document will be loaded for each step. The document type and number appear in the Operation column of the step when there is an association. |
Move the crew symbol to a new asset in the Viewer | Right-click and choose Move Crew from the context menu. | When this option is selected for a step with a crew instruction, the crew symbol within the Viewer is moved to the asset specified in that step. This feature is only used to move the crew symbol within the viewer. |
Move a column in the Steps list | Click the column heading and drag it to the desired position. | This allows you to rearrange the order in which columns are displayed. For example, if you want each step's status to display in the first column, click the Status column header and drag it to the left of the Step # column. |