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Project Completion and Certification Tracking System

Training Manual

Read-Only User

WinPCS Training Manual - Read-Only User


Read-Only User - Contents

Page

Page

4. Report Generator - Starting

Report Generator - Overview Report Generator - Defining Reports Report Generator - Running Reports Report Generator - Spreadsheet View Report Generator - Sorting Data Report Generator - Copying Data to Excel Report Generator - Saving / Loading Reports Report Generator - Mask Filter Screen (1 of 4) Report Generator - Mask Filter Screen (2 of 4) Report Generator - Mask Filter Screen (3 of 4) Report Generator - Mask Filter Screen (4 of 4)

Report Generator - Connections

20

21

22

23

24

25

26

27

28

29

30

31

32

  • Starting WinPCS

  • Main Screen

  • Main Menus

  • Action Bar

  • 3

    4

    5

    6

    2. Typical Buttons & Icons Definition

    Typical Buttons Examples

    Typical Icons Examples (1of 2)

    Typical Icons Examples (2 of 2)

    7

    8

    9

    10

    3. WinPCS View Screens Options

    Option 1 - Typical View Form

    Option 1 - Typical View Form – Searching

    Option 1 - Typical View Form – View Connections

    Option 1 - Typical View Form – Drag & Drop

    Option 2 - Typical Hierarchy View

    Option 2 - Typical Hierarchy View - Navigation

    Option 2 - Typical Hierarchy View - Drag & Drop

    Option 2 - Typical Hierarchy View – Menus

    11

    12

    13

    14

    15

    16

    17

    18

    19

    5. Reports - Standard Reports

    Reports - Status Indices & Reports

    Reports - Typical Examples Reports - Quantitative Reports

    33

    34

    35

    46

    WinPCS Training Manual - Read-Only User


    Starting winpcs
    Starting WinPCS

    Module Yards

    Windows login feature

    WinPCS will prompt the User with a WinPCS User Logon Screen. Enter your Network Login ID and Password when requested.

    Brisbane and Site

    WinPCS uses your Network Login ID as your WinPCS Login Name and will start without a login User Prompt.

    Enter your WinPCS Logon Name and Password when requested.

    To Start WinPCS , Double Click on the Icon on your Desktop

    User Not Registered

    WinPCS Validates the User Logon. If the User Name / Password is not recognised by WinPCS, the User will not be allowed into WinPCS.

    A Splash Screen will appear until WinPCS is fully loaded and the Main Screen Appears.

    Contact your WinPCS Administrator for access to WinPCS

    WinPCS Training Manual - Read-Only User


    Main screen
    Main Screen

    Main Menus

    Action Bar

    WinPCS Training Manual - Read-Only User


    Main Menus

    Typical Examples of various drop down menus to all user areas in WinPCS. The user selects the desired menu and the appropriate screen is then Displayed.

    Each User has Security Levels set within WinPCS. Depending on the Levels set by the Administrator the User may / may not be able to access all area’s of the Menu’s and these items will be greyed out.

    WinPCS Training Manual - Read-Only User


    Action Bar

    Typical Action Bar

    Print Preview Report

    Make a Construction Change Notification.

    View Property

    Create a Note

    Edit Property

    Who made This Connection

    View or Make a Word Doc.

    Make a Handover Certificate

    Run Excel

    Make an Area Completion Cert.

    Open & View Drawings

    Preservation

    Make a New Punchlist

    Start Preservation

    Make a Word Query

    Void or Break Connection

    The Action Bar is found on the lower section of the WinPCS main Screen and is used mainly for Drag & Drop* Commands.

    * Drag & Drop = when an Icon is Clicked on and Held until released over the relevant Area / Button Command.

    WinPCS Training Manual - Read-Only User


    Typical Buttons and Icons Definition

    Buttons

    • Buttons provide common functions that are performed when selected for example:

      • Navigation.

      • Information.

      • Updating / Deleting.

    Icons

    • Icons are objects represented by a graphical picture in WinPCS. These Icons are used for the

    • Drag & Drop* functions within WinPCS for example:

      • Making connections.

      • Running reports.

      • Viewing data.

      • Creating Certification Documents.

    * Drag & Drop = when an Icon is Clicked on and Held until released over the relevant Area / Button Command.

    WinPCS Training Manual - Read-Only User


    Sort records in descending order (Letters z.a, then digits 9...0)

    Sort records in ascending order (Digits 0...9, Letters A...Z, a...z)

    Find and Replace data in the Report

    Sort the Report according to the number of duplicates present

    Copy current data to Microsoft Excel

    Copy current data to Microsoft Word for Windows

    Copy current data to disk. (There is a choice of formats)

    Print immediately.

    Print preview provides the Printing function with more interaction.

    Zoom inwards in a print preview

    Zoom outwards in a print preview

    Show the previous page

    Show the next page

    Typical Buttons Examples

    The following buttons are General Navigation buttons

    The following buttons are found in a Report view and / or the Print Preview.

    Exit

    Help

    Information on outcome of recent database operations. This

    button changes colour according to the outcome of the last

    operation.

    Find first Record

    Find previous Record

    Find next Record

    Find last Record

    Get Record, equal or higher value than used for searching.

    Get exact value searched for.

    The following buttons are found in View forms:

    Open the List view

    Start the Report generator

    Create connections between objects

    View connected items connected to item being Viewed.

    Start the Entry screen, if allowed to.

    List all records having a key field value in common. Select the

    active key, then click this button.

    WinPCS Training Manual - Read-Only User


    Typical 9...0)Icons Examples ( 1 of 2)

    Equipment Packages

    Master Equipment

    Construction

    Package / Skid

    Electrical Equipment

    HVAC Test Packs

    HVAC Equipment

    Piping Hydro Test Packs

    Instrument / F&G / Telecom Loops

    Instrument Equipment

    Piping Isometrics

    Instrument Loop

    Mechanical Equipment

    Piping Leak Test Packs

    Fire & Gas Loop

    Fire & Gas Equipment

    Telecoms Loop

    Telecoms Equipment

    Site, Units, Systems, Sub-Systems, Sub-Sub-Systems

    Electrical Circuits

    Site

    Manual Valves

    Circuit

    Units

    Valve Tag

    Systems

    Instrument / F&G Index

    Sub-Systems (AC-1)

    Instrument Tag

    Lighting & Small Power

    Sub-Sub-Systems (AC-2)

    Fire & Gas Tag

    Lighting & Small Power Tag

    Construction

    Telecom Equipment Tags

    Piping Line List

    Milestone / Priority

    Telecom Equipment Tag

    Line Tag

    Notes

    Cable Schedule

    Project Documents

    Note - Open

    Electrical Cable

    Document Folder

    Note - Closed

    Instrument Cable

    Project Documents

    Fire & Gas Cable

    Vendor Documents

    Telecoms Cable

    Note: - These Icons are Typical Examples

    and may vary depending on the Project Requirements of WinPCS.

    Commissioning Manual

    Junction Boxes

    Handover Certificate Documents

    Junction Box

    WinPCS Training Manual - Read-Only User


    Typical 9...0)Icons Examples ( 2 of 2)

    Mechanical Completion Phase 1 ITP/ ITR

    Punchlist

    Software ITP / ITR

    Active

    Not Started

    Not Started

    Cleared

    Complete

    Complete

    Query

    Open

    Closed

    Change Control

    Mechanical Completion Phase 2 ITP/ ITR

    Pre-Commissioning Phase 1 FTP/ FTC

    Open

    Not Started

    Not Started

    Closed

    Complete

    Complete

    Field Test Report (FTR)

    ‘A’ Sheet Field Test Report (ITP / ITR)

    ‘B’ Sheet Field Test Report (FTP / FTC)

    Preservation

    Vendor ITP/ ITR

    Pre-Commissioning Phase 2 FTP/ FTC

    Preservation Schedule

    Not Started

    Not Started

    Preservation Activity

    Complete

    Complete

    Note: - These Icons are Typical Examples

    and may vary depending on the Project Requirements of WinPCS.

    WinPCS Training Manual - Read-Only User


    WinPCS View Screens Options 9...0)

    There are 2 ways to view information within WinPCS

    • Option 2 – Hierarchy View

    • Option 1 – View Form

    View Form / Hierarchy Views are accessed via the drop down menus on the main WinPCS screen.

    WinPCS Training Manual - Read-Only User


    Option 1 typical form view
    Option 1 - Typical Form View 9...0)

    Exit

    Information on outcome of recentdatabase operations

    Start the Entry screen, if allowed to.

    Open in a Hierarchy

    Set status on tag, if allowed to.

    Open in a 2nd Hierarchy

    List all records having a key field value in common.

    Typical example of a View form, showing it’s basic operations. The forms may vary and look somewhat different from this example, but they will work in the same way.

    The View Screens do not allow data to be input or changed.

    Find first Record

    Find previous Record

    Open the List view

    Find next Record

    View connected items connected

    Find last Record

    Start the Report generator

    Get Record, equal or higher

    Get exact value searched for.

    WinPCS Training Manual - Read-Only User


    Option 1 typical form view searching
    Option 1 9...0)Typical Form View – Searching

    To the left in the window, there are some small Key shaped symbols in different colours. These indicate that the corresponding data field is a key field or part of a key field, and can be used to control the effective order or search of the records in the database, these fields are highlighted for controlling the order or search. By clicking on one of the dark grey keys, it will turn yellow, and the corresponding field will be used to determine the order or search criteria using the Navigation Buttons.

    Active Key Field

    Key Field

    Fields without frames: (Secondary Fields)

    Field Types

    Navigation Buttons

    Some Fields are shown without a border. These fields are Look-Up fields for reference only

    Fields with frames & Keys: (Primary Key Fields)

    Fields with frames & NO Keys: (Primary Fields)

    A field that can be used to control the effective order and /or be used to search the table.

    These fields are for reference only.

    WinPCS Training Manual - Read-Only User


    Option 1 typical form view view connections

    View connected items connected to item being Viewed. 9...0)

    Option 1 Typical Form View – View Connections

    To View the Connections to the Item select the View Connections Button on the Lower section of the View Form. This will Open the View Connections window within the lower section of the View Form. Example Shows an LCS Cable with associated Equipment Drive and Mechanical Completion check record.

    Typical View Form

    Filter Buttons for each Type of Connection

    Equipment No.

    Mechanical Completion (Stage 1 check sheet)

    Objects Connected to Item being Viewed

    WinPCS Training Manual - Read-Only User


    Option 1 typical form view drag drop

    Exploded View 9...0)

    Option 1 Typical Form View – Drag & Drop

    To View the Details of the Relevant Connections. Click on the Relevant Icon that you want to view the Details and Hold the Left Button of your mouse and Drag the Icon to the Lower Action Bar and Release over the View Property Icon. This will open up the Form View for the Item that was dragged over the Screen. Example shows an Equipment Drive.

    Equipment Drive.

    End Result showing the Form View for the Equipment Drive.

    View Property

    WinPCS Training Manual - Read-Only User


    Option 2 - Typical Hierarchy View 9...0)

    One way to look at the data within WinPCS is as a collection of objects that have properties assigned to them and are connected with other objects. This makes up the hierarchy we see

    Commissioning System

    Commissioning Sub-System

    Document Folder

    Equipment Drive

    Junction Box

    Mech Equip

    Instrument

    Loop

    Instrument

    Cable

    Instrument

    Tag

    WinPCS Training Manual - Read-Only User


    Option 2 typical hierarchy view navigation
    Option 2 9...0)Typical Hierarchy View - Navigation

    From the Main Menu select the Hierarchy Required. Select the Icon (object) Required within the Hierarchy to be viewed. Double Click (left mouse button) on that Icon (object). This will display the Lower Connections to the relevant Icon (object). Repeating the Double Click on the same Icon (object) will reverse the procedure and Hide all the Lower Connections to that Object.

    Commissioning System

    Commissioning Sub-System

    Commissioning Sub-System

    Plant Area

    Construction Area

    Construction Area

    Construction Area

    WinPCS Training Manual - Read-Only User


    Option 2 typical hierarchy view drag drop
    Option 2 9...0)Typical Hierarchy View - Drag & Drop

    To View the Details of the Relevant Connections. Click on the Relevant Icon that you want to view the Details and Hold the Left Button of your mouse and Drag the Icon to the Lower Action Bar and Release over the View Property Icon. This will open up the Form View for the Item that was dragged over the Screen. Example shows a Construction Area.

    Construction Area

    End Result showing the Form View for the Construction Area.

    View Property

    Exploded View

    WinPCS Training Manual - Read-Only User


    Depending on the Level at which you are in the Hierarchy various menus will be available from a right mouse button click.

    Option 2 Typical Hierarchy View - Menus

    Commissioning System

    Commissioning Sub-System

    Equipment

    Report – Selection

    View Property

    Edit Property

    Who Connected this Item

    Create a Note

    Create a Completion Certificate

    Connect Check Sheets

    Create a Preservation Activity / Requirement

    Remove Connection to a Higher Level

    Make new Punch List

    These Examples are typical to the Objects within the Hierarchy and may vary depending on the Project Requirements of WinPCS

    Instrument Tag

    By selecting an Option within the Menu, this will carry out the relevant function. Each User has Security Level set within WinPCS. Depending on the Levels set by the Administrator the User may / may not be able to access all of the Items within the Menu’s.

    WinPCS Training Manual - Read-Only User


    View various menus will be available from a the Report Generator

    Report Generator - Starting

    The Report generator is powerful way of creating “ad-hoc” and Standard Reports for later retrieval. The user is able to save Reports that can be accessed via the Main Menu under Reports > Standard Reports selection. The user is also able to Export the Final Report Data Into Excel and word.

    1.

    2.

    The Report Generator appears within the Same Window as the original View Form.

    The Report Generator is accessed via the View Form.

    View Form without the Report Generator.

    View Form with the expanded view of the Report Generator.

    WinPCS Training Manual - Read-Only User


    Report various menus will be available from a Generator – Overview

    The Report Generator is user definable and easy to use. Listed below are the main button functions……

    Report Help.

    Retrieve a Previously definedReport.

    Save this Report layout for Later re-use.

    Summarise data in a fieldwith equal values

    Run Report.

    Fields Selected

    For Report

    Define filter or mask forinclusion andexclusion ofdata to be listed.

    Remove selected Fieldfrom the List

    Include Fields fromConnected tables

    Exit and close The Report Generator

    Set Key Field for Listing.

    Set Field for restrictionsdefined in the mask dialog.

    WinPCS Training Manual - Read-Only User


    Left Click on Field to various menus will be available from a

    be added to Report

    Report Generator - Defining Reports

    Selecting Fields to be included in the Report.

    By left clicking on the Fields on the View form will add the Fields to the report as required and will be included in the Final Report.

    Primary Key Field

    Fields to be included in the final Report

    If a Field is selected with a Lookup function defined ( Fields without frames), this Lookup field will be added automatically to the Report.

    A Primary Key Field must be selected. This Primary Key will be used for the extraction. If a Primary Field is not selected the report will not run.

    Note : - Fields with frames & Keys are Primary Key Fields

    WinPCS Training Manual - Read-Only User


    Run Report. various menus will be available from a

    Report Generator - Running Reports

    Running the Report.

    Once all the Fields and the Primary Key Field have been selected the report is ready to run. Left click on the Run Report Button. This will run the report on the criteria within the Mask function.

    1.

    2.

    Note : - the mask function is not used for this demonstration.

    The Report Generator will now process the criteria showing the Counter of records being processed

    Final Report generated in a spreadsheet View, ready for Sorting / Exporting Saving to a text file or Print from WinPCS

    3.

    WinPCS Training Manual - Read-Only User


    Report various menus will be available from a Generator - Spreadsheet View

    Spreadsheet View

    After the Report Generator has finished processing the Report a Spreadsheet View will appear. The user can Sort, Export into Excel / Word and Print the Final Report.

    Exit

    Print Preview

    Copy current data to Microsoft Excel

    Print immediately

    Sort records in descending order

    Remove selected record

    Copy current data to Microsoft Word

    Create Connection between Objects

    Sort records in ascending order

    Find or Find/Replace an entry in the edit Field

    Save the Data to Disk (Various Formats)

    Edit Column Legends

    Example shows the Print Preview Option

    WinPCS Training Manual - Read-Only User


    Report various menus will be available from a Generator - Sorting Data

    Sorting using the Spreadsheet View

    To sort the final Report before Printing the user can sort the report using the Sort Ascending / descending Buttons.

    Sort records in ascending order

    Sort records in descending order

    Example Shows a typical 2 Column Sort on the columns Circuit No and then DB No. in Ascending Order.

    Final Sorted Report.

    The Column legends are used for selecting fields to be used for sorting. Clicking once on a Legend will select the field for sorting. Click on the same Legend again the Field will be de-selected. A number will appear against the Legend as shown above. This will determine the order of the sort.

    WinPCS Training Manual - Read-Only User


    Report various menus will be available from a Generator - Copying Data to Excel

    Copy Data to Microsoft Excel.

    The Report data can be transferred directly into Excel. Select the Copy current data to Microsoft Excel Button and the Data from the Report will be imported into Excel ready for Formatting, Saving, Sorting, Emailing, etc…

    Copy current data to Microsoft Excel

    Final View of the Data within Excel.

    WinPCS Training Manual - Read-Only User


    Report various menus will be available from a Generator - Saving / Loading Reports

    Loading a previously saved Report.

    Retrieve a Previously defined Report.

    Retrieve a Previously defined Report.

    1.

    Select the Retrieve a Previously defined Report Button to start the Retrieval process.

    Select the Report Required.

    The Report will be loaded ready for use

    Saving a Report.

    Save this Report layout for later

    re-use.

    1.

    The Report is now saved ready for Retrieval when required. All saved reports can be accessed from the Standards Report Menu.

    Select a Standard Report to over write or select (NEW REPORT) to add a new one .

    Select the “Save this Report layout for later

    re-use” Button to start the Save process.

    WinPCS Training Manual - Read-Only User


    Report various menus will be available from a Generator – Mask / Filter Screen (1 of 4)

    Mask / Filter Screen Overview

    The Mask Filter Screen is split into three sections. 1. Include Field 2. Filter Expression 3. Marco Function.

    1.

    2.

    Define filter or mask forinclusion andexclusion ofdata to be listed.

    Include Field

    Select the Mask Button to enter the Mask / Filter Screen

    Filter Expression

    Macro Function

    WinPCS Training Manual - Read-Only User


    Report various menus will be available from a Generator – Mask / Filter Screen (2 of 4)

    Mask / Filter Screen - Include Field

    The Include Field is used for Filtering data on the Primary Key Field selected within the Report Generator Window.

    Include Field

    This Example will show only Equipment Starting with 245.

    *

    = Wildcard

    ?

    = Matches any Single Character

    This Example will show only Circuits with the 3rd Character equalling a Zero will be listed.

    This Example will show only Equipment containing “PPP” anywhere in the Equipment name.

    This Example will show only Equipment starting from 245-PPP-001 Thru to 245-PPP-050 inclusive.

    This Example will show only Equipment starting from 220-PPP-001 Thru to 220-PPP-999 inclusive.

    WinPCS Training Manual - Read-Only User


    Filter various menus will be available from a

    Expression

    Report Generator – Mask / Filter Screen (3 of 4)

    Mask / Filter Screen - Filter Expression

    The Filter Expression can be applied across more than one field. Including fields that are not included within the Report selection. I.e. any field that appears within the View Form the report was generated from.

    Select the Fields…button and the Elements of expression window appears with a list of defined fieldnames and operators, from which the expressions may be assembled.

    ==

    !=

    &&

    ||

    !

    <

    <=

    >

    >=

    -

    -

    -

    -

    -

    -

    -

    -

    -

    Equal to

    Not Equal to

    AND

    OR

    NOT

    Less than

    Less than or equal to

    Greater than

    Greater than or equal to

    The report will only list records for Discipline = “M” and Function = “PPP”

    The report will only list records for Function = “PPP” or Function = “PPS”

    WinPCS Training Manual - Read-Only User


    Macro Function various menus will be available from a

    Report Generator – Mask / Filter Screen (4 of 4)

    Mask / Filter Screen - Macro Function

    The Marco Function is used for more advanced Mask / Filtering. Your System administrator can set-up macro files with more advanced functions that can be applied on reports when required.

    The Example shows the Function Equip_Codes within the File MACRO.LCX being applied to the Mask / Filtering Window.

    The report will only list records for Area is not equal to “220” or Status is equal to “A” or Function is equal to “PPP”

    WinPCS Training Manual - Read-Only User


    Select fields from Connected bases. various menus will be available from a

    Report Generator – Connections

    With the Connection Button the user can select Fields from objects in other Tables that have relationships formed. By selecting the Connections Button the Report Connections window appears.

    The Report Connections window works in the same way as the Hierarchy View. By Double clicking on the Table will display the connections below that Table (Double clicking again will reverse the procedure and hide the lower connections).

    Once the Correct Table is found select the show fields Button. This will show all the available fields within the Table in the right side of the window, then highlight the Field required and press the Select Button and the Field will be added to the Report Generator Window. Repeat this process for each Field required.

    Example shows before

    Sub-System No. CERTAC1

    is added

    Example shows the Field from Sub-System No. CERTAC1

    WinPCS Training Manual - Read-Only User


    Reports - various menus will be available from a Standard Reports

    Standard Reports are a quick way of running pre-defined Reports that have been saved using the Report Generator. The Standard Reports can be accessed via the Main Drop Down Menu.

    1.

    Select the Report Required

    2.

    Final Report generated in a spreadsheet View, ready for Sorting / Exporting Saving to a text file or Print from WinPCS

    The Report Generator will now process the criteria showing the Counter of records being processed

    3.

    WinPCS Training Manual - Read-Only User


    Reports - various menus will be available from a Status Indices & Reports

    Status Indices & Reports are standard reports that have been defined for the Project. These Reports are accessed via View Forms within the Completions Drop Down Main Menu or via the Hierarchy View (Right Click). These reports can not be modified by any User within WinPCS.

    Hierarchy View

    Select the Status Indices & Reports Button

    View Form

    Right Click on Object that you want a Report on and Select “Report Selection”

    Typical Status Indices & Report Selection for Plant Areas

    Note: - The Reports Selection may vary depending on the Project Requirements of WinPCS.

    WinPCS Training Manual - Read-Only User


    Reports - various menus will be available from a Typical Examples

    Below are Typical Examples of Various Status Indices & Reports that are available within WinPCS Reports Selection

    Note: - The Final Reports Layouts will vary depending on the Project Requirements of WinPCS.

    WinPCS Training Manual - Read-Only User


    Reports - various menus will be available from a Quantitative Status Reports

    Summary Status Report by Sub-System

    The Quantitative Status Reports are accessed via the Report Spreadsheet View.

    Summary Status Reports by TO System

    The Quantitative Status Report groups the Check Sheets by Discipline within a Sub-System / System to measure the progress.

    The example shows the Quantitative Status Report by Sub-System . Two Reports are generated showing the Totals by Rows and Columns.

    WinPCS Training Manual - Read-Only User


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