Completing the Request Tab
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 Substations displays the substations where the switching operation takes place. The Update button () is used to update the Nominal Substations field based on a distinct list of substations as identified by the device populated in the Device field and devices listed in steps. The substations listed will be the nominal substations for the devices.
Current Substation displays the current substations for the switching sheet and step device associated to the switching sheet. When the switching sheet is loaded, this field will dynamically update as status changes occur in the system.
Device displays the device being worked on (not necessarily the device being switched). This device 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 Device field:
The Device Lookup button () is used to search for and select a device.
The Link Device button () to link a device selected from the Viewer to this switching sheet. First, select the device in the Viewer, then click this button. The Device field is populated with the selected device name. If the Link Device button is selected when the Location, Substations, Feeders, and/or Voltage 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 Device-Related Fields option from the Actions menu.
The Unlink Device button () is used to clear the device field.
The Focus button () is used to locate this device 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 Feeders displays nominal feeders 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 Feeders field based on a distinct list of feeders as identified by the devices populated in the Device field and devices listed in steps.
Current Feeders displays the current feeders 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.
Voltage displays a drop-down list that lists the nominal device voltages. This list is dynamically generated based on a distinct list of voltages as determined by querying the NETWORK_COMPONENTS table.
The Update button () is used to update the Voltage field based on the voltage of the device populated in the Device field.
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.
The Grounds Required check box allows you to indicate whether the crew is required to place grounds on the appropriate devices or not.