• Issuing a Switching Sheet (includes associating a crew and printing the sheet)

• Instructing and Completing Switching Sheet Steps

• Select New and then Switching Sheet... from the Web Workspace File menu.

• Click the new switching sheet button () on the Web Workspace toolbar.

• From a device's Control Tool, select Switching Plans... and then select Create Planned Switching Sheet... to create a new switching sheet.

• From the Switching Sheet List, select New... from the File menu.

• The Type column displays the types of switching sheets you can create. Planned, Emergency, and Template are the base types.

• The Description column displays a description of the sheet type.

• Status displays the switching sheet state, such as New or Requested.

• Type displays the sheet type, such as Planned, Emergency, or Template.

• Sheet # is the number of the switching sheet. This number is automatically assigned by the system when the sheet is created.

• User is the ID of the user who created the sheet.

• Pressure Zones are the pressure zones associated with the sheet (as displayed on the Request tab).

• Asset is the asset associated with the sheet (as displayed on the Request tab).

• Lift Station are the lift stations associated with the sheet (as displayed on the Request tab).

• Completed Date is the completion date for the sheet.

• Description is the description of the sheet (as displayed on the Request tab).

• The Create button creates a new switching sheet of the selected type.

• The Create a Copy button creates a copy of the switching sheet selected in the Pre‑Created Switching Sheets list. This button is not enabled unless a switching sheet and a sheet type are selected.

• To create a new switching sheet from scratch, select Planned from the Switching Sheet Types section, and then click Create.

• To create a copy of an existing sheet, do the following:

• File attachments, which may be templates of other forms such as Excel Spreadsheets.

• Safety Documents

• View Areas.

• Pre-filled Request Tab Information.

• To create a new, blank template, click Create.

• To create a template based on an existing sheet, select the sheet you want to copy from the Pre-Created Switching Sheets list, and then click Create a Copy. To search for a particular sheet, see “Filtering the Switching Sheet List”.

• Creating and viewing Planned switching sheets only. All other types of switching sheets are not available to Switching Request users.

• Creating copies of existing switching sheets.

• Loading, printing, and emailing existing sheets. Only the information contained in the Request, Steps, Tracking/Audit Log, and External Documents tabs can be viewed, printed, or emailed.

• Performing the following operations on switching sheets that are in the New or Request Rejected state only:

• Completing the fields on the Request tab.

• Adding, removing, modifying, cutting, copying and pasting steps within the current sheet's Steps list. Steps can be added by using the Manual Step Addition pane (See “Adding Steps Manually”) or by adding Comment steps. Note that cut, copy and paste operations are only supported for sheets that are in the New or Request Rejected states.

• Adding, removing, and viewing attachments on the External Documents tab.

• Adding comment entries to the audit log on the Tracking/Audit Log tab.

• Incrementing and checking in versions of a switching sheet. This is done by selecting the Check-in button on the switching sheet toolbar.

• 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 Stations displays the lift stations where the switching operation takes place. The Update button () is used to update the Nominal Lift Stations field 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.

• Daily will replicate the switching sheet for each day between the Start and Finish dates.

• Daily, No Weekends will replicate the switching sheet for each day between Start and Finish dates, excluding weekends.

• Continuous, No Weekends will replicate the switching sheet only if the Start and Finish dates cross over a weekend. The replicated sheets will include days of the week and not weekends. If a sheet's Start Date begins on a Thursday and goes through to the following Wednesday, one additional sheet will be replicated for a total of two sheets. The first sheet will be for Thursday and Friday; the second sheet will be Monday-Wednesday.

• Adding, removing, and updating switching sheet steps. Any modifications made to the steps while in the Rework state will force the sheet to increment its version number by one.

• Updating the Request with further details.

• Updating the Impacted Customers list.

• Altering External Documents

• Manipulating associated safety documents.

• Step # displays the number of the step.

• For a block header row, this column displays the block name.

• For a step row, this column displays the step number (1 through n).

• For a sub-step within an aggregate step, such as Open & Tag, this column displays the sub-step number (a-z). Blocks and aggregate steps can be expanded or collapsed by clicking the + or - sign.

• If you are viewing the differences between this version and another version, this column uses outline numbering (1.1, 1.2, and so on) to identify steps that were added since the previous version. See “Working with Switching Sheet Versions” for more information.

• Version displays the version number of the switching sheet when the step was added. See “Working with Switching Sheet Versions” for more information.

• Operation displays the description of the switching action. When the switching action is associated to a safety document, then the safety document type and number will be displayed in this field after the switching description. This field is editable, but only if the step action is a non-operational action. In other words, if the action for this step does not impact the NMS model in any way and is not tied to another NMS tool or feature, then the text can be edited in this column. Edited text will show up with a yellow background color. To reset the value, see “Resetting Operation Text”.

• Asset displays the asset alias referenced in the step. If the asset is not modeled, then the Asset field will have a yellow background meaning that the asset does not have a handle or a valid NCG and cannot be focused upon in the Viewer.

• Details displays information about the outcome of the switching step, such as:

• Isolate a section.

• Restore a section.

• Make a loop.

• Break a loop.

• Make a parallel. (The pressure zones involved in the parallel will be listed.)

• Break a parallel. (The pressure zones involved in the parallel will be listed.)

• Status displays the state of the switching sheet step. See “Switching Sheet Step States” for information.

• Crew Ready displays whether the field crew is ready to be instructed or not.

• Ready Date displays the date and time when Crew Ready is populated. Double click to override this value.

• Planned Date displays the proposed date/time when this step will be performed. The Planned Date is used to generate more accurate and detailed Impacted Customer lists and to specify the ERT for the generated Planned Events. This date must be within the Start and Finish Dates specified on the Request tab. This date is automatically updated when the switching sheet's Start and Finish Dates are updated. Thus, if the work is rescheduled, the planned date values do not have to be manually updated as well.

• Executed By displays the user ID of the person who completed the step in real-time mode. This field is automatically populated by the system.

• Completed Date displays the date the step was completed. If this field is blank when a step is completed, failed, or aborted in real-time mode, then the system populates this field automatically. If you enter a date in this field before executing a step, that date is used instead. This allows you to specify when an action actually occurred. (This field is similar to the date field on the Control Tool.) If you attempt to edit this date after the step has been completed in real-time, the system checks to see if the step affects any events. If it does, the system prompts you to confirm that you want to change the affected start date or restoration date, as applicable, based on the event association.

• Instructed By displays the user ID of the person who instructed the step in real-time mode. This field is automatically populated by the system.

• Instructed To displays the IDs of the crews to which the step was instructed. This field is automatically populated if crews are selected in the Crew List on the Steps tab header when you instruct a step. This field cannot be edited manually.

• Instructed Date displays the date and time the step was instructed. If this field is blank when the step is instructed, then the system populates this field automatically. If you enter a date in this field before instructing a step, that date is used instead.

• Address displays the address of the asset referenced in this step. This field is automatically populated if you record the step by initiating an action within the Viewer. This field is editable and can be used to update address values of future recorded steps. For more information, see “Save all asset addresses to the database”.

• Comments displays any additional information associated with this step. You can enter free-form text in this field.

• Hidden Columns: The following columns are hidden by default from view.

• Cond Cls displays the step's associated condition handle class.

• Cond Idx displays the step's associated condition handle index.

• The Event column displays the number of the associated event.

• The Association column displays the type of association. The list can have the following types of associations and will be listed in the order of Master, Planned, Forced, Manual and Canceled. Manual event associations are event associations that are added using the Add Event Association button on this window.

• The # Out column displays the number of customers outaged by this event.

• The Status column displays the status of the event, such as NEW, P-NEW (New Planned Event), or W-ASN (Master Switching Event).

• The Asset column displays the name of the asset.

• The Add Event Association button () opens a dialog box that allows you to enter an event number to associate with the switching plan. The event number can also be populated by selecting an event in the Work Agenda Event List. These events will show up as "Manual" associated events within the Events list. See “Event Associations” for more information.

• The Remove Event Association button () removes the selected event association from the switching plan. When an event is linked to a switching sheet step, an error dialog box will open indicating this and the removal will be canceled. To remove events that have linked steps, the steps have to be moved in order for the event to be removed. This option is disabled if the sheet is in view only mode or the sheet state is Completed.

• The Event Details... button () displays the Event Details window for the selected event.

• The Call... button () displays the Event Details Trouble Info tab for the selected event.

• The Highlight in Work Agenda button () selects the event within the Work Agenda Event List.

• The Show in Viewer 1 button () focuses Viewer 1 on the associated asset.

• The Crew ID column contains the crew ID of the crew.

• The Event column contains the event number the crew is assigned or en route to.

• The Contact column contains the contact name for the crew.

• The Mobile # column contains the contact's mobile phone number.

• The Mobile Carrier field displays the wireless company providing service to the mobile phone or radio.

• The Alternate Number field displays an alternate number for the crew.

• The Alternate Number Type field displays the crew's alternate number type (for example, home, personal mobile, and so on).

• The Pager # column contains the contact's pager number.

• The Status Date column contains the date and time when the crew was assigned, placed en route, or placed onsite to the event. This column is cleared when a crew is released from all of its events.The Status column indicates whether the crew is assigned or en route to the event shown in the Event # column.

• The Type column contains the crews' type (for example, Trouble).

• The Crew Info button () displays the Crew Info window for the selected crew. This button is enabled only if a crew is selected from the list. For more information, see “Associating Crews”.

• The Update ‘Instructed To' in Steps button () updates the Instructed To column for the selected steps with this crew's ID. This option is disabled if the sheet is in view only mode or the sheet state is Completed. This action will only be applied to steps in the Instructed or Completed states. Any selected step in any other state will be ignored.

• The Move Crew button () allows you to move a crew to the asset associated with the selected step. This button is enabled only when the selected crew is en route or on-site to the associated event.

• The Select Crew... button () opens the Select Crew dialog box from which you may select crews or create contractor (foreign) crews to associate to the switch plan. For more information see “Assigning Crews to a Switching Sheet”.

• The Remove Crew button () removes the selected crew from the table if they were added with the Select Crew... () action and are not assigned, en route, or onsite.

• Crew ID: the crew name or identifier.

• Contact: the name of the crew contact person.

• Mobile #: the crew's mobile number.

• Mobile Carrier: the wireless company providing service to the mobile phone or radio.

• Alternate #: an alternate number for the crew.

• Alternate Type: the crew's alternate number type (for example, home, personal mobile, and so on).

• Pager #: the crew's pager number.

• Type: crew option menu that allows you to choose the crew type.

• Comments: text field for comments.

• Create and Assign Crew (): assigns the new crew entry to the switching sheet and adds them to the contractor crew list; the Select Crew dialog box closes when this button is clicked.

• Clear Crew Fields (): clears the entry form.

• No state - No action is associated with the step.

• Instructed - The step was instructed.

• Uninstructed - The instructed step was uninstructed.

• Completed - The step was successfully completed.

• Partially Completed - This state applies only to parent aggregate steps and indicates that some but not all child steps were completed.

• Previously Completed - This state occurs when a step is completed, but the asset was already in the desired state.

• SCADA Pending - This state applies only to actions that the system identifies as SCADA actions (that is, actions on telemetry-controlled assets). It indicates that a SCADA action was instructed.

• Deleted - The step was deleted from the sheet.

• Aborted - The step was marked as aborted by the user. (A step transitions to this state when the user selects the Abort option on the Steps toolbar.)

• Failed - The step was marked as failed by the user. (A step transitions to this state when the user selects the Fail option on the Steps toolbar.)Optimization

• To enable Study Mode, click the Switch to Study Mode button on the Steps tab toolbar. The status bar should display "Study Mode."

• To enable Study Mode, select Study from the Viewer's Options menu.

• To turn recording on, click the Record button on the toolbar. When recording is enabled, the toolbar displays Stop.

• Select the asset in the Viewer and click the Set Asset () button. The asset field will be populated with the asset alias of the selected asset.

• Enter a partial asset alias and search for it by clicking the Search () button to open the Select Asset dialog box. Select the asset and click OK.

• Enter an asset alias directly. When you tab out of the field, the system will validate that the asset; if the asset is not valid, the field will be highlighted to indicate that it should be corrected.

• Right-click to select the row and open the option menu.

• Select Reset Operation Text. The Reset Operation Text dialog box will open to confirm that you want to change the Operation text back to its original value.

• Click Yes to reset the value.

• When you create a new sheet, the system creates an empty block named "Default." When you add steps, they are added to this block by default. You can delete this block and create a new top-level block if you wish.

• The system provides several pre-configured block headers (Isolate, Maintenance, Restore, and Construction); or you can create a custom header. The header is simply the block name that is displayed in the Steps list.

• To expand a block and display its steps, click the + symbol to the left of the block name.
To collapse a block and hide its steps, click the - symbol.

• All steps within a block must be completed before a step within another block can be completed, unless the block names are the same and the blocks are adjacent (not separated by any blocks of different names). See the “Parallel Step Execution” for more information about parallel execution of block steps.

• If you choose Custom, you are prompted to enter the block header name.

• If the only step row in the steps list is the Default block header row and you add a new block header, then the Default block header row will be replaced with the newly added block header row. This is only the case if there are no other steps in the switching sheet.

• Step groupings cannot cross over Block boundaries.

• Step groupings can be removed and altered (ungrouping and regrouping) at any time. Note that this may impact which steps can be completed next based on step completion rules.

• If you add any sub-step of an aggregate step to a group, then all sub-steps are added to the group.

• If you ungroup any sub-step, then all sub-steps are removed from the group.

• If the selected step is already associated to a safety document, an error dialog box will be displayed that indicates which safety document the step is associated to.

• If the selected step type is not configured for the safety document type, then an error dialog box will be displayed indicating the highlighted step number is not valid for linking to the safety document type.

• To link a safety document to multiple steps, select the steps from the steps list and follow the procedure above.

• You cannot edit steps while the switching sheet is in the Completed state. You will need to transition the switching sheet to the Rework state to edit the steps after the sheet has been completed.

• Some fields on the switching sheet are not editable after a plan has transitioned to a certain set of states. For example, the Instructed Date and Completed Date fields cannot be updated after the step has reached a terminal state (completed, aborted, or failed). Exceptions to this rule apply when the switching sheet is in the Rework state.

• Tabbing out of a cell can only be accomplished if the cell is not set up for word wrapping.

• The Operation, Details, and Comments columns are configured for word wrapping. Word wrapping means the cell height will grow if the text in the field is too long to be displayed within the confines of the cell width.

• To edit the fields in a step, select the row and click in the Operation (for comment or non-operational steps only), Details, Planned Date, Instructed Date, Completed Date, Comments or Address field and change the text.

• To insert a blank step, place your cursor in the row after which you want to insert the step and select the right-click Insert Blank Step option.

• To insert a recorded step, select the right-click Place Step Insertion Indicator option and then perform the action in the Viewer. Steps are inserted after the step that currently has the indicator. To record steps at the end of the steps list, remove the step insertion indicator first.

• To delete a step, select the row for the step you want to delete and click the Delete button. Attempting to delete a step that is in a terminal state will produce an error dialog indicating that the step cannot be deleted.

• To rearrange steps, cut and paste the steps to the desired location.

• You can cut, copy and paste steps from one plan to another. The ability to cut, copy or paste is governed by the sensitivity of the edit options. (The options are disabled if the edit operation is not allowed.)

• If you attempt to replace an asset for a step when the step action is not valid for the newly selected asset, then you will receive a Step Edit Failed error message indicating that the action is not valid for the asset type selected. You either need to select an asset that is valid for the current step action or use a delete and insert operation to get the step replaced.

• If you are replacing an asset association on a step that has had its Operation text modified, a Reset Operation Text dialog box will open asking you if you want to reset the operation text. You will have three options:

• Click Reset to reset the text;

• Click Continue to keep the manually entered Operation text.

• Click Cancel to cancel the asset replace.

• Open B -- make a parallel

• Close A -- break a parallel

• Open D -- make a parallel

• Close C -- break a parallel

• Open C -- make a parallel

• Close D -- break a parallel

• Open A -- make a parallel

• Close B -- break a parallel

• Issuing a Switching Sheet (includes associating a crew and printing the sheet)

• Instructing and Completing Switching Sheet Steps

• The Event Details display is different for planned and Master events than for spontaneous outage events. For instance, you cannot update the ERT for a Master event from Event Details. That has to be done from the associated switching sheet's Request tab. For Planned events, the Event Details Event Began and Event Restored dates are populated through the Completed Date of the associated step in the Planned switching sheet. The Open step's Completed Date will be used for the Event Began time and the Close step's Completed Date will be used for the Event Restored date.

• Click on a crew name to select one crew.

• Click, hold, and drag to select multiple adjacent crews.

• Control-click to select multiple non-adjacent crews.

• Request

• Events and Crews

• Switching Steps

• Impacted Customer List

• External Documents

• Safety Documents

• Audit Log

• PDF

• HTML

• RTF

• XML

• Instructing steps is only permitted in real-time mode.

• In order to begin instructing switching sheet steps, the sheet has to be Issued first. The Instruct and Complete buttons become enabled in real-time mode when the plan reaches the Issued state.

• The order that steps can be instructed depends on the type of sheet the steps are found in and whether the steps are part of a step grouping or not. (See “Step Order Execution Rules”.)

• Steps are not required to be instructed before being completed. It is up to you to decide if the step should be instructed first.

• To complete a switching step, the switching sheet must be in real-time mode. (You can complete steps in Study Mode, but these actions do not affect the real-time data model.)

• Although a Viewer window does not need to be open to complete switching steps, it is helpful to view the step actions in a Viewer window. The Viewer must be in real-time mode as well.

• For steps involving asset operations, you must have authority over the zone where switching operations will take place, or the system will not allow you to complete the switching steps.

• If you attempt to operate an asset to its current state, such as closing an asset that is already closed, a dialog box informs you that the asset is already in its desired state. You can continue or cancel the operation. If you continue, the system marks the step as completed or instructed (depending on your action). If you cancel, no action is taken.

• If the step involves actions on a SCADA control, a confirmation dialog box displays the following text: "Do you wish to send this request to SCADA?" If you click Yes, the step is instructed to SCADA, the request is sent to SCADA, and the status of the step is set to SCADA Pending. If you click No, the request is not sent to SCADA and the step is set to SCADA Pending (it will wait for telemetry in order to complete the step). This may be the case if a crew were instructed to perform the operation instead of a SCADA system. If you click Cancel Action, the operation is canceled.

• If the SCADA interface reports that the asset was indeed opened, the step status is then updated to Completed. The switch opens in the Viewer and the instruct condition disappears.

• If you select the Complete button before receiving information from SCADA, a confirmation dialog box displays the following text: "SCADA telemetry only for selected asset. Submit a manual entry?" If you click Yes, the status of the step is set to Completed, and the switch opens with status of M (for MANUAL entry) in the Viewer. If the SCADA interface reports that the asset was indeed opened, the MANUAL indicator disappears. If you click No, the action is canceled.

• Select one or more crews within the Crew List on the Steps tab. Use these selections to populate the Instructed To field of the safety state transition step. Upon completing the step, the crews listed in the Instruct To field will also be listed in the safety document''s Assigned Crews list.

• Click the Select Crews... button () found above the Assigned Crews list on the safety document and use the Select Safety Crew dialog box to populate the Assigned Crews list.

• Optional: add a comment in the text field to the right of the Complete button.

• Editing: The current version of the sheet is being edited.

• Checked In: The current version of the sheet has been checked in. Any updates to the sheet other than instructing and completing steps will cause a new version to be created and that version will be in the Editing state.

• When you first start a sheet, the sheet version is 1. The sheet's version number and editing state are displayed in the Status Bar at the bottom of the switching sheet. The new sheet's version is considered to be in an Editing state until it is checked in.

• When the sheet transitions to Issued state or whenever a switching step is instructed or completed in real-time mode, the system automatically checks in the current version of the switching sheet, but the version number is not incremented until you make changes, which will create a new version.

• If you make switching step changes after the sheet has been checked in or change any field in the sheet, the system automatically creates a new version and increments the sheet's version number.

• You can manually check in changes at any time. This creates a saved version of the sheet that you can refer back to later. It also makes the checked-in version available to other users who view the sheet. The Check In button is displayed in the sheet's toolbar; when you click the button, the current version is checked in, and the Check In button changes to Create New Version.

• You can manually increment a sheet's version after the sheet has been checked in using the Create New Version button. When you manually increment the version, the system creates a new version of the sheet and places that version into an Editing state.

• You cannot make changes to a switching sheet while it is in the Completed state. Once a sheet is completed, it will be placed into view-only mode. Further corrections can be applied to the Completed switching sheet by transitioning it to the Rework state. See “Rework” for more details.

• If you add steps to a checked-in switching sheet, the sheet version is automatically incremented and the newly added steps are associated to this new sheet version number. This allows you to easily distinguish between steps that were previously issued to a crew and newly added steps.

• To see the differences between the current version and a previous version, open the version drop-down list on the status bar, then select the version to compare against.

• Interrupted: customer had supply at the start of the switching operation, lost supply (at some point) during the operation, and had supply again at the end of the operation.

• Isolated: customer had supply at the beginning of the operation and had no supply at the end of the operation.

• Restored: customers who were without supply during the operation and had supply at the end of the operation.

• Whenever the system determines that a plan will impact customers, the Impacted Customers indicator is displayed on the status bar. If the sheet is later changed and customers are no longer impacted, then the indicator is removed.

• If a customer will be impacted multiple times during a sheet's execution, the customer is listed multiple times in the list.

• If no Planned Dates are specified for the asset operations relating to an item in the list, then the dates will come from the sheet's Start and Finish Dates, which are required to generate the impacted customer list. The only exception to this rule is when working with Outage Correction sheets, which require step control times.

• The list can only be regenerated in study mode, since it displays the list of customers that will be impacted when the plan is executed and it uses your study session to calculate that list. See “Generating the List” for more details.

• The list is not affected by the Real-Time execution status of the steps. The Work Agenda, Event Details, and Event Log are the source for Real-Time outage data.

• # Interrupted displays the number of customers who will be interrupted (Isolated and Restored) by the operations performed in this switching sheet.

• # Isolated displays the number of customers who will be isolated by the operations performed in this switching sheet.

• # Restored displays number of customers who will be restored by the operations performed in this switching sheet.

• Name displays different values depending on the type of row being displayed. There are three levels of information in the list:

• Impact Date (level 1) displays the date the customers will be impacted. If the customers are not impacted by the switching steps in this switching sheet, but are being restored, then this date will be the start date of the switching sheet.

• Supply Node and Restore Date (level 2) displays the supply point alias the customer is found on within the model, followed by the Restore Date. The Restore Date is based on the Planned Date for the asset or, if no Planned Date was specified, the Finish Date of the switching sheet. Isolated supply points display "No Restore Date".

• Customer Name (level 3) displays the customer's name.

• Account Number displays the customer's account number.

• Meter Number displays the customer's meter number.

• Critical displays whether the customer is a critical customer or not.

• Address displays the customer's street address.

• City displays the customer's city.

• Zip displays the customer's zip code.

• Phone displays the customer's phone number.

• Result displays the result of the impact, such as Restored or Interrupted. If a delete operation is initiated against a customer in the list, then the Result field will have a value of Deleted.

• The Rebuild the Impacted Customer List button () regenerates the list based on the most current information in the switching sheet. Each time you rebuild the list, it is saved to the database. The application uses your Study mode to apply the step actions and to determine the Impacted Customers. Your study model should be set up or reset appropriately before generating the list. This button is only enabled when the switching sheet is in Study mode.

• The Move Customers to a Different Asset button () initiates the Move Customers dialog box for selected customers. See “Moving Customers” for information.

• Mark Customers as Deleted button () marks the customers selected in the table as deleted.

• The Reset all Deleted Impacted Customers button () resets all impacted customers that were previously marked as deleted in the list.

• The Export Impacted Customers List button () opens the Report Format dialog box, which allows you to select an output format. Options include CSV (comma separated values) and XML. Once the report is generated you will be asked where to save the file; select a location on your local PC and click the Save button.

• The Print Preview button () opens the Report Format dialog box, from which the output format can be selected. The output will include the switching sheet header information and the Impacted Customer list.

• The Print button () opens the Report Format dialog box, from which the output format can be selected. A hard copy of the switching sheet header information and the Impacted Customer list will be generated on the printer you select.

• The Email button () opens the Report Format dialog box, from which the output format can be selected. An email composition window is generated with attached impacted customers list file named sheet-type_sheet-#_ImpactedCustomers.format and subject Switching Sheet: <sheet-type> <sheet-#> (Impacted Customers).

• The Focus button () focuses the primary Viewer on the selected asset.

• The Show Critical Customers button () filters the list to show only critical impacted customers; when toggled off, all impacted customers will again be shown.

• Green - Restored

• Orange - Isolated

• Red - Deleted

• No background - Interrupted

• When the steps do not impact any customers, clicking this button will bring up an information dialog box stating that no customers will be impacted as a result of the operations in the current switching sheet.

• If you do not reset your study session as described in step 3, then the impacted customers list may end up with no results. This is due to the fact that the steps in the sheet, when traced through, will not actually impact any customers in your study session. This is why it is vital that you prepare your study session before attempting to generate the impacted customers list.

• Click Yes to continue with the move. The customers are moved to the new asset within the Impacted Customers list. If the selected customers were previously moved to a new asset, another confirmation dialog box is displayed. Do one of the following:

• Click Yes to continue with the move. The existing customers move record is overwritten.

• Click Cancel to return to the Move Customers dialog box so you can select a different asset.

• Click No to cancel the move and close both the confirmation dialog box and the Move Customers dialog box.

• Click No to return to the Move Customers dialog box so you can select a different asset.

• Click Cancel to cancel the move and close both the confirmation dialog box and the Move Customers dialog box.

• The Update Overlaps button () updates the Overlaps list based on the current settings.

• The Range drop-down list allows you to specify how to use the From and To dates. Options are:

• Sheet Start and Finish Dates

• +/- 1 day

• +/- 1 week

• +/- 1 month

• +/- 1 year

• The From and To fields specify the range of dates for which you want to view overlaps. These fields are automatically populated based on your selections in the Range field. If you manually enter values in the From and To fields, those values will override what was auto-populated by the Range selection.

• The Filter By drop-down list allows you to specify the type of overlaps you want to view: Asset, Control Zones, or Time. See “Updating the Overlaps List” for details.

• The Open Selected Switching Sheet button () will open the switching sheet selected in the overlaps list. Alternatively, you can right-click on the switching sheet and select Open Switching Sheet from the option menu.

• The Export Table button () is used to export a comma separated value list of the table contents to a file.

• The Overlaps table displays a row for each switching sheet that has an overlap with the active switching sheet (and meets the criteria specified above). The blank filter boxes at the top of each column allow you to filter the Overlaps list. See “Viewing an Overlapping Switching Sheet” for details.

• The Overlap Type column displays the type of overlap the sheets have with the switching sheet the list is being generated from. Values include Asset, Control Zone, Time. When looking for overlaps in the past, it is possible to also display sheets with overlap types of Past Asset, Past Control Zone, and Past Time. These "Past" types indicate switching sheets that have Finish dates that are in the past, but are still active.

• The Status column displays the status of the switching sheet listed on that row.

• The Sheet # displays the switching sheet number that contains the overlaps.

• The Type column displays the type of switching sheet.

• The # Steps column displays the total number of steps included in the switching sheet. This number basically matches up with the last step number in the sheet's Steps list and does not include child aggregate or Block steps.

• The # Assets column displays the number of asset overlaps.

• The # Zones column displays the number of overlapping control zones.

• The # Hours column displays the number of hours the sheet overlaps with the current sheet. This value is based on the dates specified in the Start and Finish date fields on each of the switching sheets.

• The # Supply Nodes column displays the number of impacted nodes shared by the two switching sheets. For this column to display a value, the impacted customers list will have had to have been generated for the current switching sheet and the one listed in the Overlaps list.

• The User column displays the user ID of the requester of the switching sheet.

• The Start Date column displays the start date of the switching sheet.

• The Finish Date column displays the finish date of the switching sheet.

• The Pressure Zones column is the Pressure Zone value as displayed on the Request tab of the switching sheet.

• The Description column is the Description value as displayed on the Request tab of the switching sheet.

• Dark Gray (Past): the switching sheets have an overlap, but the overlapping times on the sheets are in the past. To distinguish between the types of past overlaps, the foreground coloring will be set to Red, Orange, or White based on the type of past overlap it is. These colors have the same meaning as the background colors used to define the type of overlap for future overlaps. See the following color definitions for more details.

• Red (Asset): The switching sheets have asset overlaps.

• Orange (Control Zone): The switching sheets have control zone overlaps.

• White (Time): The switching sheets overlap in time only.

• The Auto-Load in Viewer drop-down list allows you to assign a view area to a Viewer, which will then load that view whenever the sheet has focus. Note that the auto-load function does not open the Viewer so you must start the Viewer to see the view areas.

• Description is the description of the saved viewing area. The default description is "View Area #," where "#" is a uniquely generated ID number. You can change this description up until the associated switching sheet has reached the Completed state. The All Assets (Dynamic View) description is not editable.

• The Save View Area 1 button () allows you to save the map area that is currently displayed in Viewer 1.

• The Save View Area 2 button () allows you to save the map area that is currently displayed in Viewer 2.

• The Load View Area on Viewer 1 button () allows you to load the selected viewing area to Viewer 1.

• The Load View Area on Viewer 2 button () allows you to load the selected viewing area to Viewer 2.

• The Delete View Area button () allows you to delete the selected viewing area.

• The Reload All Viewers button () allows you to reload all viewing areas marked for auto-loading.

• Click the Save View Area 1 button () to save the map area that is currently displayed in Viewer 1.

• Click the Save View Area 1 button () to save the map area that is currently displayed in Viewer 2.

• Click Load View Area on Viewer 1 button () to load the selected viewing area to Viewer 1.

• Click Load View Area on Viewer 2 button () to load the selected viewing area to Viewer 2.

• Entry Date displays the Date and Time when the change was made.

• Sheet Version displays the version of the sheet when the change was made.

• Sheet State displays the state of the sheet when the change was made. (See “Switching Sheet States” for state descriptions.)

• Entry By displays the user who initiated the change.

• Details displays a brief description of the audit entry.

• The Subject field is automatically populated; you can edit this field if you wish.

• The selected data is attached to the email.

• Name is the name of the external file. This field cannot be changed.

• Length is the number of bytes in the file. This field cannot be changed.

• Modified Date is the date the file was last modified or saved. This field cannot be changed.

• Status is the status of the document. When you initially add an external document, its status is New; when you save the sheet, its status is cleared. If you delete an external document, its status is set to Deleted until you save the sheet. If you load and modify the document from this tab, then its status is set to Modified.

• Description is a user-defined description. You can enter up to 4000 characters in this field.

• The Attach button () allows you to attach an external document to the switching sheet. See “Adding an External Document”.

• The Delete button () deletes the selected external documents from the switching sheet. See “Removing an External Document”.

• The Open button () allows you to open the selected document. See “Opening and Editing an External Document”.

• The Save As button () allows you to rename and save a selected document to the directory of your choice. See “Saving an External Document to Another Location”.

• On the warning dialog box, click OK.

• Close the external document.

• Green: In Progress

• Red: New

• Bright Yellow: Scheduled, Checked, or Approved

• Pale Yellow: Prepared

• Orange: Requested

• Gray: Completed or Rework

• White: Hold/Pending

• Click, hold, and drag to select multiple adjacent rows.

• Control-click to select multiple non-adjacent rows.

• Use Dynamic Filtering to select sheets in the table and select all results by pressing Control+A.

• For Switching Request users, the list will be filtered to display only Planned sheets. The Switching Request user is not limited to any particular control zone since they do not take authority over control zones.

• The sheet will be loaded with the last highlighted step, if any were highlighted when the sheet was last closed, centered in the middle of the steps list.

• For Product configuration only the switching sheet number and the sheet's Description field value will be used to match search criteria.

• The search results will be filtered based on the sheet's master asset NCG and your subscribed zones of authority. The filtering of the results, based on NCG, will not apply to Administration and Switching Request user types.

• If the asset is associated to one switching sheet (that is, it is listed in the Asset field on the switching sheet's Request tab) or if it is included in one switching sheet step, that sheet will be opened in the Web Switching Management window.

• If the asset is associated with multiple switching sheets and/or included in multiple switching sheet steps, the Asset to Sheet Operation List window will open. Each associated sheet and/or operation will be listed in a separate row. Select a row and click Open.

• The Delete option is only available for planned, template, outage correction, and emergency sheets that do not contain any real-time instructed or completed steps or any event associations other than canceled and manual events.

• You cannot delete a switching sheet once it has been scheduled. If you need to delete the sheet, you must Cancel it first.

• You cannot delete an outage correction sheet that has an event association.

• Deleted sheets do not appear in the Asset to Sheet Operation List. (This list is displayed from the Control Tool.)

• Safety documents associated with a deleted sheet do not appear in the Asset to Safety Document List. (This list is displayed from the Control Tool.)

• The Impacted Customer lists and External Document lists are cleared for deleted sheets.

• Deleted sheets are ignored by the Model Verify functionality.

•